Added to YB: 2026-04-02
Pitch date: 2026-03-31
ADBE [neutral]
Adobe Inc.
-0.24%
current return
Author Info
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
$98.3B
Pitch Price
$241.96
Price Target
500.00 (+106%)
Dividend
N/A
EV/EBITDA
10.21
P/E
14.17
EV/Sales
4.01
Sector
Software
Category
value
Adobe Revisited $ADBE
ADBE (holding update): Down 65% from highs to 10.9x EV/EBIT despite 89% gross margin, 37% op margin, 11% rev growth. $17.65B Digital Media segment anchored by Creative Cloud + Firefly AI. 70M MAUs (+35% YoY), 150+ accounts >$10M ARR (+25%). AI risk: commoditization at low-end vs productivity boost for pros. DCF $450-$500 vs current depressed multiple pricing bear case.
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