NASDAQ

Adobe INC.

ADBE

31 stories

$90B Market cap · 2026-10-07

Adobe Expert Insight Interview (No Paywall)

Adobe trades at 11x earnings despite $24.5 billion of revenue, 37% operating margins and 12% profit growth; a former data-science head…

ADBE $90B

Speedwell Memos May 4 1 click

Adobe Expert Insight Interview (No Paywall)

Adobe trades at 11x earnings despite $24.5 billion of revenue and 37% operating margins, as a former data-science chief discusses whether…

ADBE $90B

Speedwell Memos Apr 28 1 click

Software Continued

Microsoft, SAP, Oracle, Adobe and Intuit generate 90.2% of listed IT software net income, with 32.8% EBIT margins.

ADBE $90BMSFT $3.9T

Global Outperformers Apr 21

Software Continued

Microsoft, SAP, Oracle, Adobe and Intuit generate 90.2% of listed IT software net income, though AI has compressed Adobe and Intuit…

ADBE $90BMSFT $3.9T

Global Outperformers Apr 21 1 click

Adobe Stock Breakdown (Five Minute Money)

Adobe trades at 14x free cash flow after a 60% decline despite growth, with AI, its business-model transition and creative-software…

ADBE $90B

Speedwell Memos Feb 12 1 click

Adobe Inc (ADBE): slowly, then all at once

Adobe’s sub-20x forward GAAP P/E reflects AI disruption fears, with the investment case hinging on whether Digital Media’s creative…

ADBE $90B

Bristlemoon Capital Feb 6 1 click

@MultiplesCap Aug 10 1 click

Multiples Capital on X

The AI disruptions no one seems to be talking about, ytd stock performances $TTD -54% $IT -53% $HUBS -35% $ACN -32% $TEAM -31% $CRM -28% $ADBE -23% $NOW -18% $WDAY -14%

Investor Letters

Letters that discuss ADBE.

Tickers on this page

Companies the stories above are also about, besides ADBE.