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Added to YB: 2026-06-29

Pitch date: 2026-06-25

ADBE [neutral]

Adobe Inc.

Author Info

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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

$80.6B

Pitch Price

N/A

Price Target

N/A

Dividend

N/A

EV/EBITDA

8.36

P/E

11.60

EV/Sales

3.26

Sector

Software

Category

turnaround

Show full summary:
Adobe's Q2/2026 Earnings Review

ADBE (earnings): Q2/26 record rev $6.62B (+ accelerating), EPS +8% on 6.3% YoY share count cut; net income flat (+1%) on goodwill impairment & legal settlements. Opex +14%. ARR +12.5%, unearned rev +15%. Raised FY26 guide. Stock -70% from highs on AI fears. CEO & CFO both departing w/ no successor named, denting trust. 'Broken stock, not broken company.'

Read full article (5 min)