Added to YB: 2025-11-27
Pitch date: 2025-11-26
ADBE [bullish]
Adobe Inc.
+12.16%
current return
Author Info
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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
$317.80
Price Target
550.00 (+54%)
Dividend
N/A
EV/EBITDA
14.88
P/E
20.55
EV/Sales
6.05
Sector
Software
Category
value
Adobe Inc. - $ADBE
ADBE (BUY): $321 price undervalues creative infrastructure monopoly. 88% gross margin, $9.4B FCF (~6-7% yield). AI-influenced ARR hit $5B+ early. Moat: file formats, workflows, enterprise entrenchment. Risk: AI commoditization, Figma competition. DCF suggests mid-500s fair value, mid-teens IRR potential.
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