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
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)