Added to YB: 2025-07-22
Pitch date: 2025-07-18
ADBE [bullish]
Adobe Inc.
-29.27%
current return
Author Info
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
$366.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.58
P/E
15.76
EV/Sales
4.55
Sector
Software
Category
value
Adobe Inc. - $ADBE
ADBE: Trading at just 23x P/E vs historical 40x+ despite record revenue/FCF. Disconnect driven by AI fears, but Adobe likely benefits from AI like John Deere did from automation. 74% revenue from Digital Media (Photoshop, Illustrator, etc), 25% from Digital Experience. 95% subscription-based revenue, 18% to R&D, $25B buyback (5.9% of market cap).
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