Added to YB: 2026-09-14
Pitch date: 2026-09-11
ADBE [bullish]
Adobe Inc.
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
$98.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.17
P/E
13.89
EV/Sales
3.85
Sector
Software
Category
value
Adobe’s EPS Q&A
ADBE (earnings): Adobe’s Q3 supports the value case: revenue rose 12% in constant currency to $6.76B, non-GAAP EPS increased 15% to $6.13, guidance was raised and AI-First ARR exceeded $650M, up more than 150%. Yet net new ARR fell roughly 36–37% as Adobe prioritized freemium acquisition. At 10x earnings and a 10% free-cash-flow yield, the key question is whether those users convert into paid ARR.
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