Added to YB: 2025-10-13
Pitch date: 2025-10-09
ADBE [bullish]
Adobe Inc.
-25.5%
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
$347.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.58
P/E
15.76
EV/Sales
4.55
Sector
Software
Category
growth
Through the Lens of the CEO: Adobe — Do We Still Have Our First Mover Advantage?
ADBE: Restructured go-to-market around Business Professionals ($1.53B, +15% YoY) vs Creative/Marketing Professionals ($3.92B, +10% YoY). AI products hit $125M book of business in Q1, expect to double by year-end. GenStudio crossed $1B ARR. Firefly generated 20B assets with commercial safety vs competitors' copyright issues.
Read full article (11 min)