Added to YB: 2026-04-15
Pitch date: 2026-04-08
ADBE [bullish]
Adobe Inc.
+0.7%
current return
Author Info
No bio for this author
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
$94.3B
Pitch Price
$235.60
Price Target
383.00 (+63%)
Dividend
N/A
EV/EBITDA
9.76
P/E
13.57
EV/Sales
3.80
Sector
Software
Category
value
Patient Opportunity Equity Strategy New Position: Adobe Inc.
ADBE (new position): Dominant platform for creative pros w/ near-monopoly in document mgmt, digital design & marketing software. AI disruption fears overblown; Document & Experience Cloud = durable, high-margin recurring rev. Firefly gen AI monetizing. Just 7.5% annual EPS growth = 60% upside. 10% FCF yield, bought back 21% shares over 10yrs. SaaS-pocalypse casualty creating opportunity.
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