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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

Show full summary:
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)