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Added to YB: 2025-05-23

Pitch date: 2025-04-28

ADBE [neutral]

Adobe Inc.

-2.94%

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

$149.2B

Pitch Price

$367.21

Price Target

N/A

Dividend

N/A

EV/EBITDA

15.46

P/E

21.34

EV/Sales

6.28

Sector

Software

Category

growth

Show full summary:
Aristotle Global Equity Portfolio Holding: Adobe Inc.

ADBE (holding update): Despite record Q1 revenue of $5.7B (+10% YoY) with strong growth in Digital Media/Experience, stock dragged by fears of AI disruption from OpenAI's Sora and Canva. Firefly AI generating $125M ARR, expected to double by year-end. Core advantage: creative pro focus, proprietary data, Microsoft partnership, subscription model.

Read full article (2 min)