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Added to YB: 2025-03-24

Pitch date: 2025-01-07

ADBE [neutral]

Adobe Inc.

-14.59%

current return

Author Info

No bio for this author

Company Info

Adobe Inc. operates as a technology company worldwide. Its Digital Media segment offers products and services that enable individuals, teams, and enterprises to create, publish, and promote content; Document Cloud, a cloud-based document services platform; and Creative Cloud, a subscription service that allows subscribers to use its creative products and applications (apps) integrated with cloud-delivered services across various surfaces and platforms.

Market Cap

$143.6B

Pitch Price

$417.34

Price Target

N/A

Dividend

N/A

EV/EBITDA

14.88

P/E

20.55

EV/Sales

6.05

Sector

Software

Category

N/A

Show full summary:
Burke Wealth Management Portfolio Holding: Adobe Inc.

ADBE (holding update): Shares -14% Q4 due to slow AI monetization despite Firefly innovation. 2024 false starts, Q3 results & 2025 guidance raise concerns. Strong adoption not translating to revenue growth. Possible low-end weakness offsetting AI gains or conservative guidance. Next 2 earnings crucial; H2 2025 deadline for AI impact.

Read full article (2 min)