Added to YB: 2025-10-21
Pitch date: 2025-10-17
ADBE [bullish]
Adobe Inc.
-22.54%
current return
Author Info
No bio for this author
Company Info
Adobe Inc. operates as a technology company worldwide. The Digital Media segment offers products and services that enable individuals, teams, and enterprises to create, publish, and promote content.
Market Cap
$108.0B
Pitch Price
$334.64
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.58
P/E
15.76
EV/Sales
4.55
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)