Added to YB: 2025-11-28
Pitch date: 2025-11-26
ADBE [bullish]
Adobe Inc.
-18.44%
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
$317.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.58
P/E
15.76
EV/Sales
4.55
Sector
Software
Category
value
Adobe as a Takeover Target
ADBE: Trading 14x fwd P/E despite 88% gross margins, 30% net margins, 50%+ ROE, 38% ROIC & $9B FCF. Failed Figma deal makes it more acquirable - regulators cleared path for vertical buyers. Strategic fits: MSFT (productivity stack), AAPL (creative hardware), GOOGL (YouTube/ads). PE angle strong at 14x EV/EBITDA w/ stable subs. Quality franchise mispriced.
Read full article (4 min)