Added to YB: 2025-10-21
Pitch date: 2025-10-17
ADBE [bullish]
Adobe Inc.
+6.51%
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
$334.64
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.88
P/E
20.55
EV/Sales
6.05
Sector
Software
Category
growth
The Rational Bull Case for Adobe Inc.
ADBE: Monopolistic Creative Cloud moat w/ 388% ROI for SMBs, $30K+ switching costs. Firefly GenAI embedded in workflow drives ARPU via credit system ($9.99-$199.99/mo tiers). Q3: DM +12% YoY to $4.46B, record $2.2B cash flow. Mgmt raised FY25 DM ARR target to 11.3% YoY on AI monetization success.
Read full article (9 min)