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Added to YB: 2025-09-30

Pitch date: 2025-09-28

ADBE [neutral]

Adobe Inc.

-1.55%

current return

Author Info

No bio for this author

Company Info

Adobe Inc. operates as a technology company worldwide. Its Digital Media segment offers products and services that enable individuals, teams, and enterprises to create, publish, and promote content; Document Cloud, a cloud-based document services platform; and Creative Cloud, a subscription service that allows subscribers to use its creative products and applications (apps) integrated with cloud-delivered services across various surfaces and platforms.

Market Cap

$143.6B

Pitch Price

$362.04

Price Target

505.00 (+42%)

Dividend

N/A

EV/EBITDA

14.88

P/E

20.55

EV/Sales

6.05

Sector

Software

Category

value

Show full summary:
Adobe: why I'm not buying the stock yet

ADBE (pass): Trading at 13-year low 18x EV/EBIT despite 10% growth, 35% margins, $5B AI ARR (25% of total). Firefly monetization via upselling & credit overages working. Risk: Google/Meta may launch competing video tools, threatening SMB segment. Enterprise sticky but growth may decelerate. Pass due insufficient upside vs Big Tech threat.

Read full article (7 min)