Added to YB: 2026-03-20
Pitch date: 2026-03-18
ADBE [neutral]
Adobe Inc.
-0.39%
current return
Author Info
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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
$100.3B
Pitch Price
$246.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.48
P/E
14.34
EV/Sales
4.09
Sector
Software
Category
value
Adobe's Q1/2026 Earnings Review
ADBE (earnings): Q1/26 rev +12% YoY, gross margin ~90%, op margin 38%. Net income +4%, EPS +11% on 6.2% share count decline via $10.9B buybacks. AI-first ARR tripled YoY, Creative +12%, Business +16.4%. Strong FCF $2.96B. CEO Narayen stepping down w/o successor = concern. ARR/RPO growth slowing QoQ but stable. Trades -64% from highs despite solid fundamentals.
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