Added to YB: 2025-12-13
Pitch date: 2025-12-05
ADBE [bullish]
Adobe Inc.
-29.67%
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
$97.6B
Pitch Price
$347.44
Price Target
550.00 (+125%)
Dividend
N/A
EV/EBITDA
10.13
P/E
14.07
EV/Sales
3.98
Sector
Software
Category
value
Long: $ADBE
ADBE: AI overestimation drove 40% decline to 11-12x EV/EBITDA (10yr low). AI augments vs replaces workflows - 95%+ enterprise retention, Firefly +32% QoQ, 99% Fortune 100 using Adobe AI. Indemnification moat matters for enterprise. 15x fwd FCF for 90% recurring rev, 89% margins. Narrative shift to 'steady compounder' = 40-75% upside to $440-550.
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