bullish
Adobe (ADBE US) - Inline 1QFY25 Results; AI Standalone Products ARR to Double by End-FY25
We slightly lower our FY25-27E earnings forecast by 0-1% and fine-tune our target price to US$629.0 based on 32x FY25E non-GAAP PE (previous: US$634.5 based on 32x FY25E PE).
What is covered in the Full Insight:
- 1QFY25 Financial Results Overview
- AI Product Performance and Initiatives
- Revenue Streams and Customer Strategy
- Share Repurchase and Financial Strategies
- Valuation and Market Comparisons
SUMMARY
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Full Insight
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