Professional
Added to YB: 2026-08-13
Pitch date: 2026-08-10
ADBE [bullish]
Adobe Inc.
-12.94%
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
$93.0B
Pitch Price
$270.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.42
P/E
13.34
EV/Sales
3.62
Sector
Software
Category
value
Phenom Capital Portfolio updates and Housekeeping: Added - Adobe Inc.
ADBE (added to position): Bought avg $204.44 when ADBE hit 10x GAAP fwd earnings; AI disruption fears overblown. Now +30% at 14x fwd, still historically cheap for scale, margins, growth. Negatives: poor capital allocation (buybacks at higher prices), heavy C-suite turnover. Cheap + moaty enough to hold.
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