Added to YB: 2025-12-13
Pitch date: 2025-12-11
ADBE [bullish]
Adobe Inc.
+1.39%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
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
$351.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.88
P/E
20.55
EV/Sales
6.05
Sector
Software
Category
growth
Adobe Earnings
ADBE (earnings): Q4 rev $6.19B (+10.5% YoY) beat est, non-GAAP EPS $5.50 beat by 2.2%. Digital Media ARR $19.2B (+11.5% YoY), freemium MAUs +35% to 70M+. Firefly subs doubled QoQ, gen credit usage +3x. FY26 guide $25.9-26.1B rev (+9.4% YoY). $1.9B Semrush acquisition pending. AI competition & regulatory risk.
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