Added to YB: 2026-02-12
Pitch date: 2026-02-10
ADBE [neutral]
Adobe Inc.
-1.47%
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
$263.07
Price Target
487.00 (+88%)
Dividend
N/A
EV/EBITDA
11.58
P/E
15.76
EV/Sales
4.55
Sector
Software
Category
turnaround
Adobe Stock Breakdown: Dying Business or Generational Opportunity?
ADBE (overview): Down 60% from peak despite 10% rev growth & 29% op profit growth. AI fears overdone - models integrate w/ Adobe vs replacing it. Real risks: 1) seat-based to usage-based pricing transition, 2) walled garden ad platforms, 3) Digital Experience competition. Trading 14x FCF implies no growth, fair value 20-25x = 43-79% upside to $487 target.
Read full article (11 min)