Added to YB: 2026-03-17
Pitch date: 2026-03-14
ADBE [bullish]
Adobe Inc.
+1.45%
current return
Author Info
HatedMoats identifies hated moats. I buy companies when the market panics. Contrarian investor focused on quality, value & long-term growth. Sign up for the newsletter.
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
$101.6B
Pitch Price
$248.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.63
P/E
14.54
EV/Sales
4.15
Sector
Software
Category
growth
Adobe Q1 FY2026 Review: Guilty Until Proven Innocent
ADBE (added to position): Q1 FY26 rev $6.40B (+12% YoY), EPS $6.06 beat; ARR $26.06B (+10.9%); record $2.96B op cash flow. AI-first ARR tripled YoY, Firefly ARR >$250M (+75% QoQ). 850M MAUs (+17%). Stock -8% on CEO succession uncertainty, faster Stock biz decline, Q2 guide reaffirmed vs raised. Strong fundamentals but market wants faster AI monetization proof now.
Read full article (7 min)