Added to YB: 2025-12-13
Pitch date: 2025-12-11
ADBE [neutral]
Adobe Inc.
+1.39%
current return
Author Info
HatedMoats identifies hated moats. I buy companies when the market panics. Contrarian investor focused on quality, value & long-term growth. Sign up for the newsletter.
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
$351.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.46
P/E
21.34
EV/Sales
6.28
Sector
Software
Category
value
Adobe Q4 FY25: AI Disruption Remains Nowhere To Be Seen
ADBE (earnings): Q4 beat w/ $6.19B rev (+10% YoY) vs $6.11B est, $5.50 non-GAAP EPS vs $5.40 est. AI-influenced ARR now 1/3 of biz, generative credit usage +3x QoQ. FY26 guide: $25.90-26.10B rev, 10.2% ARR growth. Trading 14.7x fwd P/E for 45% op margins, $10B+ FCF. $12B buybacks (6% of float). AI enhancing not disrupting workflows.
Read full article (10 min)