Added to YB: 2026-09-18
Pitch date: 2026-09-15
ADBE [bullish]
Adobe Inc.
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
$102.5B
Pitch Price
N/A
Price Target
533.00
Dividend
N/A
EV/EBITDA
10.53
P/E
14.39
EV/Sales
3.99
Sector
Software
Category
value
Adobe: The Cheapest Software Giant on the Market
ADBE (hold): Hold Adobe as a satellite value position rather than adding above the $168-$240 accumulation zone; at $252, it is only 5% above the $240 bear-case fair value. The 9.4x forward P/E discounts significant deterioration despite ~$10.6B of FCF and 39% ROIC, but estimated organic ARR growth has slowed to ~9% and non-GAAP operating margin fell to 44%, leaving paid conversion and margin stabilization unproven.
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