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Added to YB: 2026-03-17

Pitch date: 2026-03-13

ADBE [neutral]

Adobe Inc.

+1.45%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. 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

Show full summary:
Adobe Q4 2025 Earnings

ADBE (earnings): Q4 rev $6.40B (+12% YoY) beat by 1.9%; non-GAAP EPS $6.06 (+19%) beat by 3.2%. Digital Media $4.7B (+13%), AEP/GenStudio ARR +30% YoY. Firefly ARR >$250M (+75% QoQ), 850M MAU (+17% YoY). Net new ARR $400M (-55% YoY) on freemium shift delaying monetization. Adobe Stock declining faster than expected. Q2 guide $6.43B-$6.48B (+9.9% YoY). CEO transition underway.

Read full article (8 min)