Added to YB: 2026-01-22
Pitch date: 2026-01-21
ADBE [bullish]
Adobe Inc.
-12.43%
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
$296.00
Price Target
588.00 (+127%)
Dividend
N/A
EV/EBITDA
11.58
P/E
15.76
EV/Sales
4.55
Sector
Software
Category
value
ADBE—Still Alive!
ADBE: Down 57% from highs, P/E compressed 45x to 17x. ARR +11.5%, revenue +10.5%, AI credits tripled. Needs only 5% growth for 10% CAGR over 10yrs vs analyst 9% EPS growth est. 9% buyback yield. Bear case: AI reduces seat needs. Bull: AI increases workflows, reinforcing Adobe's role. Low growth hurdle limits downside, potential 27% IRR if 20x multiple.
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