Added to YB: 2026-07-27
Pitch date: 2026-05-21
ADBE [bullish]
Adobe Inc.
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
$84.3B
Pitch Price
N/A
Price Target
825.00
Dividend
N/A
EV/EBITDA
8.74
P/E
12.14
EV/Sales
3.40
Sector
Software
Category
growth
Adobe Inc. - $ADBE
ADBE: AI fears overdone; entrenched via dual network effects (knowledge + file-sharing) as 'language of creative world,' like MSFT Office. Canva/Figma expand market vs steal share; ADBE nearly 2x'd sales in 5yrs. History (Star Wars, garments) shows efficiency grows jobs. Trades <12x GAAP EPS; ~10% sales/12% NI growth doubles EPS to $41.27 by FY30, 20x = $825 PT (3x upside). Catalysts: buybacks, AI rev accel.
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