Professional
Added to YB: 2025-05-23
Pitch date: 2025-04-28
ADBE [neutral]
Adobe Inc.
-29.41%
current return
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
$108.0B
Pitch Price
$367.21
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.58
P/E
15.76
EV/Sales
4.55
Sector
Software
Category
growth
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.
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