Added to YB: 2026-04-13
Pitch date: 2026-04-09
ADBE [bullish]
Adobe Inc.
-1.98%
current return
Author Info
No bio for this author
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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
$91.1B
Pitch Price
$229.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.46
P/E
13.14
EV/Sales
3.72
Sector
Software
Category
value
Show full summary:
Margin of Sanity | Portfolio Update 03/31 - Adobe Inc.
ADBE (new position): 4.68% allocation. Counter-AI-hype play on sentiment/valuation disconnect vs strong financials & KPIs. Author uses daily, sees moat underappreciated by market. Not ASML-level but stronger than perceived. Watching for competitive threats in creative software space.
Read full article (1 min)