Added to YB: 2026-03-02
Pitch date: 2026-02-26
ADBE [neutral]
Adobe Inc.
+3.3%
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
$105.8B
Pitch Price
$254.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.34
P/E
15.44
EV/Sales
4.45
Sector
Software
Category
growth
Narrative, Meet Adobe
ADBE (holding update): Q4 rev $6.19B (+11% YoY), FY26 guide $26B (+10%). AI-influenced ARR >33% of bookings, up throughout 2025; generative credits tripled QoQ. MAUs +15% YoY. Enterprise customers ($10M+ ARR) +25% YoY. $7.9B FCF, $11B buybacks (10% yield). Trading 13.5x P/FCF. Bears wrong: switching costs high, low-end competition irrelevant, AI drives content surge not seat reduction.
Read full article (5 min)