Added to YB: 2026-03-17
Pitch date: 2026-03-13
ADBE [neutral]
Adobe Inc.
+1.45%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
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
$101.6B
Pitch Price
$248.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.63
P/E
14.54
EV/Sales
4.15
Sector
Software
Category
growth
Adobe Q4 2025 Earnings
ADBE (earnings): Q4 rev $6.40B (+12% YoY) beat by 1.9%; non-GAAP EPS $6.06 (+19%) beat by 3.2%. Digital Media $4.7B (+13%), AEP/GenStudio ARR +30% YoY. Firefly ARR >$250M (+75% QoQ), 850M MAU (+17% YoY). Net new ARR $400M (-55% YoY) on freemium shift delaying monetization. Adobe Stock declining faster than expected. Q2 guide $6.43B-$6.48B (+9.9% YoY). CEO transition underway.
Read full article (8 min)