Added to YB: 2025-12-29
Pitch date: 2025-12-24
ADBE [bullish]
Adobe Inc.
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
$147.8B
Pitch Price
N/A
Price Target
720.00 (+101%)
Dividend
N/A
EV/EBITDA
15.31
P/E
21.14
EV/Sales
6.22
Sector
Software
Category
growth
Adobe: the compounding hidden behind PDF, Firefly and the next wave of gen-AI
ADBE: High-quality SaaS compounder w/ 96% subscription revenue, moat from Creative/Document/Experience Cloud ecosystem. Firefly MAU +30% QoQ, GenStudio ARR >$1B (+25% YoY), 29B AI generations. Bear case $325 (-7-10%), base $510 (+45%), bull $720 (+100%) on 6-15% revenue CAGR + GEO opportunity.
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