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Added to YB: 2025-11-28

Pitch date: 2025-11-26

ADBE [bullish]

Adobe Inc.

+12.16%

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

$149.2B

Pitch Price

$317.80

Price Target

N/A

Dividend

N/A

EV/EBITDA

15.46

P/E

21.34

EV/Sales

6.28

Sector

Software

Category

value

Show full summary:
Adobe as a Takeover Target

ADBE: Trading 14x fwd P/E despite 88% gross margins, 30% net margins, 50%+ ROE, 38% ROIC & $9B FCF. Failed Figma deal makes it more acquirable - regulators cleared path for vertical buyers. Strategic fits: MSFT (productivity stack), AAPL (creative hardware), GOOGL (YouTube/ads). PE angle strong at 14x EV/EBITDA w/ stable subs. Quality franchise mispriced.

Read full article (4 min)