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Added to YB: 2025-12-29

Pitch date: 2025-12-24

ADBE [bullish]

Adobe Inc.

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

$147.8B

Pitch Price

N/A

Price Target

720.00 (+101%)

Dividend

N/A

EV/EBITDA

15.31

P/E

21.14

EV/Sales

6.22

Sector

Software

Category

growth

Show full summary:
Adobe: the compounding hidden behind PDF, Firefly and the next wave of gen-AI

ADBE: High-quality SaaS compounder w/ 96% subscription revenue, moat from Creative/Document/Experience Cloud ecosystem. Firefly MAU +30% QoQ, GenStudio ARR >$1B (+25% YoY), 29B AI generations. Bear case $325 (-7-10%), base $510 (+45%), bull $720 (+100%) on 6-15% revenue CAGR + GEO opportunity.

Read full article (1 min)