Added to YB: 2026-01-06
Pitch date: 2025-10-23
ADBE [neutral]
Adobe Inc.
-7.18%
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
$357.21
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.45
P/E
19.96
EV/Sales
5.87
Sector
Software
Category
N/A
Adobe, the steal of the century or a collapsing moat?
ADBE (overview): Digital creative monopoly facing existential threat from AI & new competitors. Once $600B TAM leader with pricing power now sees violent stock swings as market weighs enduring infrastructure strength vs disruption risk. Bull case: creative dominance translates to AI era. Bear: too slow/expensive vs nimble AI-native rivals.
Read full article (2 min)