Added to YB: 2026-02-02
Pitch date: 2026-01-30
ADBE [bullish]
Adobe Inc.
-12.73%
current return
Author Info
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
$297.01
Price Target
323.00 (+25%)
Dividend
N/A
EV/EBITDA
11.58
P/E
15.76
EV/Sales
4.55
Sector
Software
Category
value
Adobe Inc. - $ADBE
ADBE: Strong fundamentals w/ $9.85B FCF, 18x PE. AI-powered Firefly drives ARPU growth via usage-based model vs traditional seats. Bull: 10%+ share buybacks, copyright-safe AI, high switching costs, $10B+ op cash flow. Bear: seat model disruption, design democratization, AI compute margin compression to 45%, pricing pressure, FTC regulatory risk. DCF suggests $323 fair value vs $290 current.
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