Added to YB: 2026-09-17
Pitch date: 2026-09-14
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
$105.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.85
P/E
14.83
EV/Sales
4.11
Sector
Software
Category
N/A
Adobe 3Q26 Update
ADBE (earnings): Adobe’s quarter was financially fine but did not change the bearish growth narrative: revenue rose 13% and beat the high end of guidance, while ex-Semrush ARR growth slowed to roughly 9.3% and RPO growth reached only 8%. Full-year revenue guidance rose by $26M, but ending ARR guidance was unchanged. Creative freemium users grew 70% to 100M, yet conversion remains uncertain as subscription cost growth outpaces subscription revenue growth and pressures margins.
Read full article (5 min)