Added to YB: 2026-01-05
Pitch date: 2025-12-31
ADBE [bullish]
Adobe Inc.
-26.08%
current return
Author Info
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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
$350.68
Price Target
417.50 (+61%)
Dividend
N/A
EV/EBITDA
11.58
P/E
15.76
EV/Sales
4.55
Sector
Software
Category
value
Adobe ($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)