Added to YB: 2025-12-29
Pitch date: 2025-12-24
ADBE [bullish]
Adobe Inc.
-26.47%
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
$108.0B
Pitch Price
$352.50
Price Target
720.00 (+178%)
Dividend
N/A
EV/EBITDA
11.58
P/E
15.76
EV/Sales
4.55
Sector
Software
Category
growth
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.
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