Added to YB: 2025-12-17
Pitch date: 2025-12-14
ADBE [bullish]
Adobe Inc.
-1.34%
current return
Author Info
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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
$147.0B
Pitch Price
$352.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.23
P/E
21.03
EV/Sales
6.19
Sector
Software
Category
value
Adobe's Best Year Ever, Still at a Discount
ADBE: Record Q4 rev $6.19B (+10% YoY), FY rev $23.77B (+11%). Op cash flow $10B (6.7% yield). Stock down 39% over 2yrs despite strong fundamentals. AI partnerships w/ OpenAI, ChatGPT integration driving growth. Enterprise customers w/ $10M+ ARR up 25%. Trading 20x fwd P/E, needs only 4% FCF growth to justify price vs 10% rev growth guidance.
Read full article (5 min)