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Added to YB: 2025-03-27

Pitch date: 2025-01-24

ADBE [neutral]

Adobe Inc.

-17.15%

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

$430.23

Price Target

N/A

Dividend

N/A

EV/EBITDA

14.88

P/E

20.55

EV/Sales

6.05

Sector

Software

Category

growth

Show full summary:
Guinness Global Innovators Portfolio Holding: Adobe Inc.

ADBE (Holding update): -25.5% USD in 2024. AI strategy concerns, soft earnings. Firefly AI platform success (16B outputs), but monetization worries. Intense competition (OpenAI, Canva). Prioritizing adoption over revenue. 90%+ subscription revenue. Brand strength, loyal customers. Long-term growth potential despite short-term challenges.

Read full article (2 min)