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Added to YB: 2025-12-22

Pitch date: 2025-12-18

ADBE [bullish]

Adobe Inc.

+0.09%

current return

Author Info

No bio for this author

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

$148.5B

Pitch Price

$355.52

Price Target

N/A

Dividend

N/A

EV/EBITDA

15.38

P/E

21.24

EV/Sales

6.25

Sector

Software

Category

value

Show full summary:
My Top Picks for 2026 - Adobe Inc.

ADBE: 'AI will kill Adobe' thesis bottomed after strong earnings showed AI expanding TAM vs replacing product. AI tools lower learning barriers, bringing new creators into market. Sticky industry standard w/ global distribution at trough valuation. Sentiment arbitrage opportunity on elite, high switching cost software.

Read full article (1 min)