Added to YB: 2025-12-22
Pitch date: 2025-12-18
ADBE [bullish]
Adobe Inc.
+0.09%
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
$148.5B
Pitch Price
$355.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.38
P/E
21.24
EV/Sales
6.25
Sector
Software
Category
value
My Top Picks for 2026 - Adobe Inc.
ADBE: 'AI will kill Adobe' thesis bottomed after strong earnings showed AI expanding TAM vs replacing product. AI tools lower learning barriers, bringing new creators into market. Sticky industry standard w/ global distribution at trough valuation. Sentiment arbitrage opportunity on elite, high switching cost software.
Read full article (1 min)