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Added to YB: 2026-01-05

Pitch date: 2025-12-31

ADBE [bullish]

Adobe Inc.

-5.45%

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

$139.5B

Pitch Price

$350.68

Price Target

417.50 (+25%)

Dividend

N/A

EV/EBITDA

14.45

P/E

19.96

EV/Sales

5.87

Sector

Software

Category

value

Show full summary:
Adobe ($ADBE) - Show me the numbers!

ADBE: Misunderstood quality compounder growing 10% annually w/ 39/40 sequential revenue growth quarters despite AI/competition fears. Trades 20.7x fwd P/E vs 25x+ peers while maintaining pricing power & ecosystem moat. AI enhances vs disrupts products. Bear case: growth plateau from market saturation. Bull: 25x multiple = $417.5 target, 18% upside.

Read full article (11 min)