ADBE - Adobe Inc. 0 WATCHERS

I could of wrote this myself. 6 years trying and failing. Down 120k total...so far. I don't journal like I should and I try to watch too many tickers. Since I know that I will just lose another 6 years and even more money if I don't change that I …

TTD, ADBE, CRM, ZETA, SAP

So many hold AI against ADBE without acknowledging that they are most likely going to be (one of) the biggest benefactors of AI in this space. Which company is in the best position to bring out the best AI tools for image editing/generation? ADBE is up there. AI image generators …

I want to go all in on calls for one of these: PLAY, ORCL, ADBE, SNPS, or AVGO

ADBE bull here

Nobody knows the future, but we can get a better idea of how solid a company is from the past. Take a look at this data: [https://stockschecker.com/earnings?tab=Tab4&ticker=ADBE](https://stockschecker.com/earnings?tab=Tab4&ticker=ADBE) . We also know that ADBE has no rivals!

Calls on ORCL, ADBE, SNPS, AVGO and COST; who would in their right mind buy puts during December, Santa rally is literally just around the corner

I am bullish on ADBE. Seems like finally they are seeing some good traction

Adobe ($ADBE) Bull Case In One Image image here: https://imgur.com/a/adobe-adbe-bull-case-one-image-xSrLISL Adobe revenue since mid 2015 has increased sequentially in 39 out of 40 quarters. People under appreciate just how high quality of a business this company is. Since the release of ChatGPT, Adobe has seen zero pressure on margins and …

LETS GO ADBE 📉📉🙌

#ADBE puts printing LAMBO’s on earnings next week, fact check stocks historically after earnings last 4 quarters, never fails!

#ADBE Puts, easy Free Money, happens every earnings, my Christmas gift to you, Enjoy!!

ADBE is a great company but not a great stock.

CRM posted decent earnings today ..stock didn't move much albeit slightly up. SNOW got whacked. WDAY got whacked. ADBE even if they post stellar earnings and forecast (which I highly doubt) i dont think its going to move much to the upside. If they don't post good, downward will be …

I don’t know where you’re getting your information from, but some of this is wrong. The S&P 500 isn’t at 30x PE. 6850 divided by earnings of 257 equals 26.6. Moving on, the SP500 blended revenue growth is 8.4% and rising YoY. Earnings growth is 13.4%. (FACTSET earnings insight). ADBE …

ADBE is in a tough position, when you look at their products and how they are being disrupted by free or lower cost alternatives it seems their market share has been getting chipped away at for some time now. Stock buy backs and free cash flow is nice but the …

ADBE is cheap on paper but sentiment is all AI fear right now. If they guide strong, this could snap back fast

Thoughts on ADBE before earnings? What are your thoughts on ADBE before they report earnings on Dec 10? The company is down 37% over the last year and 25.9% YTD. They are currently trading at a PE of 20 (5 year average is 41), while the S&P is trading at …

I like ADBE, FISV, OMC, PRGO, MOH and maybeee ARE since they just cut their dividend. Could be deep value there.

ZTS,UNH,NVO,MA,V,ADBE

Software companies such as CRM, CSU, ADBE are a steal right now. High margin, good growth and low valuations. Visa, Meta and AMZN are good buys as well.

I think CRM, ADBE, DECK, ZTS are good value. All highly profitable. I recently bought ACN.

KMX gets obliterated every time there's a downturn and it feels like it's been "downturn-worthy" obliterated without the usual level of downturn. If someone thought there was something there long-term then that's something. It's currently trading under book. ENPH, VITL, NVO, CMG, SFM/NGVC, BMI, RACE in the upper $300's, PINS …

ADBE, META

Any thoughts on ADBE?

$DOUL, $LULU, $ADBE

ADBE am chucking loads into this at the moment

#ADBE Puts, Guarantee print! Never fails, too easy

CBT, ADBE, NVO, CWEN

Estoy mirando atentamente $META , que habia toca hace poco la parte baja de un canal, para seguir acumulando en mi cartera. $SBUX suena interesante tambien, $DIS estuve viendo que es bastante hablada en la comunidad aunque no me termine de convencer. Y $ADBE viendo como se comporta, si puede …

ADBE. CRM. TOST.

I'm personally not bullish on META, but I've never been, so obviously not the most accurate there. SNDK seems solid, and partaking in the compute hw buildup. However, I think you may have missed the main run-up (of course, nobody knows). ADBE I'm pretty skeptical. I think AI stuff (which …

ADBE

My plan to invest 70,000 USD next week I sold a lot of my long term under-performing funds and reinvesting them to the following individual stocks, Gemini 3 helped me optimise the allocation, I would love to get some feedbacks from the community. I am already heavy in tech, Google, …

You should sell ASML, ADBE, CNSWF, NVO and MELI and replace them with XLK.

Thoughts on my stock picks? Hi all, I’ve been picking stocks for about 5 years now mainly as a hobby since I mostly index invest(even though the below feels like an index lol) so my research isn’t super thorough on each pick. Hoping some of them will be a refreshing …

AMZN !!! You had your chance on Meta a few days ago Some like CRM, and ADBE I bought Meta $585 and MSFT $475 last week NVDA if it slides anymore I’ll be buying some more NVDA

I spent 10 hrs yesterday to make a list and finally shortlisted these. 1. Skywater tech 2. Array Tech 3. Magnera 4. REAX 5. PGY 6. CRMD 7. HIMS. In tech, ADBE Is more undervalued, but no momentum and it wont jump immediately.

ADBE 🤷🏻‍♂️

UBER, AMZN, CRM, MNDY, ADBE to name a few

There are lots of cheap stocks, they just happen to be shitty or negative sentiment. Look at CRM, ADBE, TGT, etc. Even Meta is quite cheap, super high quality stock. But sentiment is bad. If you’re looking for great sentiment and low multiple, hate to break this to you: markets …

Meta, TTD, ADBE. Easyyyyyyy money.

ADBE will be dead. Why own legacy software with everything transitioning to AI? There's a reason the stock keeps going down nonstop.

My Mag7 Pick: META Others: CRM Honorable Mentions: GOOG, QCOM, UBER, PYPL, ADBE

Agree for the most part. But there’s nothing ADBE offers that isnt available from Google and/or Apple and/or others now. FD: Longterm ADBE bagholder ready to bail

Yeah same here, my portfolio is tech heavy, and Im okay holding, but buying in gets harder and harder. I don’t think anything is undervalued. Not even ADBE. Maybe TSMC and QCOM? UBER too, if you count UBER as tech… Those are the only ones that come to mind… All …

This portfolio largely looks like the personification of this subreddit... AMZN, GOOG, ASML, ADBE, UNH, NVO have been beaten to death with how much they're brought up. That's not to say they're bad companies, but I hope you genuinely have strong conviction in your picks and aren't letting the crowd …

* AMZN - Your best stock. Although there are concerns about AWS growth rates and Amazon ads getting a bit greedy. * GOOG - I'm contrarian bearish. For all the fancy AI talk...at the end of the day they are mostly an online adverting company. Online ad spending growth has …

bro mentioned three of the worst stocks at the moment: DUOL, FIG and ADBE. LMAO

Generally seems to make sense. I’ve been looking at ADBE for a while but haven’t pulled the trigger

Seconding ADBE

There's uncertainty around ADBE. Feels to me like the situation where if you're right, u win big and vice versa. Not sure about CNSWF. Like the other picks, have positions in them too

I’m too deep into ADBE to back out. Debating if I should still buy in to lower my cost average.

I’m an art director. Every designer I know used Photoshop and Illustrator from Adobe. Period. It’s simply essential for the Print design work product. Figma might be an add-on, but never a replacement. I’m a buyer of ADBE at these levels, albeit nibbling at first.

Haven't followed ADBE too closely, but seems to me that the market is pricing in 1. Retention will be decent to high 2. Customer acquisition will be slow 3. Pricing power will be strained.

ADBE is PYPL 2.0.. both are just value traps with less than 5% organic EPS growth rate.. And you should never look at trailing numbers.

ADBE is hopeless. I would immediately exit if I had any. My friends working there say it’s a mess and no long term plan. Priority shifts every week.

I started looking at it recently and came across this video that may give you some insights: [https://youtu.be/UiDIVuVmtj4?si=IOlQMQS\_OemUR2mY](https://youtu.be/UiDIVuVmtj4?si=IOlQMQS_OemUR2mY) He talks about what Generative AI is and how it cannot really disrupt ADBE with any significance and lot of other factors. In addition to this guy, Jeremy Lefevre always keeps talking …

ADBE is my second largest position. The proof is in the numbers. To quote Buffet “We made a lot of money from people doing dumb things.”

ADBE and PYPL are true value stocks. Holding is quite frustrating but selling OTM puts are quite attractive.

Thoughts on ADBE stock? Just wondering what everyone’s thoughts are on ADBE? It’s currently down 28% YTD and 38% over the last year, trading at a forward PE of 13 and a TTM PE of 19. They had a double beat on earnings and are growing revenue by 10%, EPS …

Shorting no. Betting on the fact that AI wont distruct companies. Holding companies like BKNG and recently added ADBE and DUOL

Some cheap stocks to study: META, ADBE, MELI, NVO, AMZN

Buy ADBE Puts, have the best Christmas ever, Happy Thanksgiving

#ADBE put the ultimate money glitch

#Buy Puts on ADBE, get a Lambo and a hooker or 2 for Christmas… Never fails. Puts Puts. Money printer

#Buy those puts on ADBE, get out poverty, have the best Christmas ever and buy a LAMBO!

I come from the future - March 2026 NVDA: 250$ GOOG: 300$ NBIS: 150$ AMD: 270$ FIG: 2$ ADBE: 80$

#ADBE to $900. Cash is KING

He typically targets wide-moat, cash-rich compounders with a temporary overhang, so I’d handicap DIS or MA/V first, with ADBE and maybe SBUX/NKE as outside shots. You can find more on how to vet these and manage risk at mr-profit com.

Thinking to take $ADBE calls a couple weeks out for earnings play.

missed the run-up and now wants to get back in… That can be a very tough decision. I’d look for other options, like META, ADBE, etc...

Are we actually buying ADBE puts?

Not only is ADBE going to be replaced my Gemini… but their end user (designers) will be too.. think about that before buying $ADBE

wild. certain tickers like WBD, CSCO, ADBE just got nuked on that pump

By the way, if anyone wants my next big bet: ADBE puts. Try Nano Banana pro right now and tell me with a straight face that photoshop will exist in 2 years.

I said this in a response but thought was worth seperating. The problem with ADBE is that people are concerned that AI will hit them in the same way digitally photography hit kodak. Kodak had a pretty good balance sheet in 2001. Tell me what the value of that 2001 …

Bill Ackman says he’s buying a new stock. Which one could it be? Bill Ackman just said he’s *“finishing due diligence on a company (they’ve) wanted to own for years - now available at a bargain price.”* Which company do you think he’s talking about? $META, $MELI, $ADBE….. maybe even …

Start of the dip was a sky high forward PE. Now there are doubts about whether it will be a winner or a loser from AI. If you like bottom feeding on current losers, there certainly are a ton of worse choices than ADBE.

ADBE tanked because everyone’s hyped on AI and scared Adobe won’t keep up. Great cash flow, huge moat, but yeah, the hypebeasts see Canva/Figma and panic. Could bounce hard if Firefly actually makes money.

ADBE faces existential threats from new technology. AI is killing the jobs of Photoshop users - fewer designers are needed in the world of AI. Hobby users are also switching to new tools. Mr. Market fears this is a KODAK moment.

I haven't dug into the company's financials, but the macro story is that ADBE is at particular risk of having its products displaced by AI.

> ...Look at how Excel is still thriving Excel is free. The day Microsoft tries to charge for it will be the day that everyone switches to any of the dozens of bad clones. It will also be the day that every company and their dogs release some copied version …

Here's my thesis for Adobe $ADBE Adobe has now lost half its value amid growing concerns about the impact of Gen-AI tools. The last time Adobe traded at its current P/E level was in 2012, before it moved to a subscription model! https://preview.redd.it/ookuhr2m573g1.png?width=944&format=png&auto=webp&s=9699985ac05a610d3c9d585c2fb75284661f5012 We now have one of the best …

Long ADBE and UNH. Adding some FIG, might add some SMCI.

A “Black Friday sale” only matters if the business is healthy, not just the stock price. TOST = razor thin margins, still proving the model. UBER = finally profitable but priced like growth + regulation risk. UNH = temporarily beaten down, but the underlying business is a monster. PGR = …

Black Friday Sale List Decline from record high: 1. Toast (TOST) - Down 35% 2. Uber (UBER) - Down 20% 3. UNH (UNH) - Down 48% 4. Progressive Corporation (PGR) - Down 22% 5. Accenture (ACN) - Down 36% 6. Adobe? (ADBE) - Down 48%

ADBE and AMZN

PYPL INTC ADBE CRM

PYPL ADBE CRM are all Undervalued. It is just that the market is being hammered.

Asked AI, What stocks to buy for maximum growth when AI bubble burst? 15+ years time horizon Planning ahead if AI bubble bursts. Got cash on sidelines. Planning to stock pick when stocks crash. Currently 50% in Stock 50% in cash. Trying to be greedy when others are fearful. Chime …

So bullish on ADBE but how do you dump after an ALL CASH acquisition and its for “AI” market HATES adobe.

Puts on ADBE. It’s going to be to drop hard

Can you do ADBE, RDDT & LULU?

ADBE to buy SEMR for $12/share. Expected to close in H1 2026.

I think ADBE is too cheap to ignore

Buy great companies and you don't have to worry about the short-term fluctuations of the stock price. Check out $ADBE for a company with fantastic fundamentals trading at a steep discount as of today. I wrote about it here in detail if you want to learn more [https://41investments.substack.com/p/adobe-the-return-of-the-king](https://41investments.substack.com/p/adobe-the-return-of-the-king)

$ADBE quality Adobe as a creative ecosystem: the power in the hands of the professional Today, Adobe is not just a set of programs; It is a creation ecosystem where each tool is designed to multiply the user's talent, especially when we talk about professionals who master Premiere, After Effects, …

ADBE

$ADBE Adobe is heavily undervalued. It will not go away because of AI and might actually profit from AI. I have written about it here in detail: [https://41investments.substack.com/p/adobe-the-return-of-the-king](https://41investments.substack.com/p/adobe-the-return-of-the-king)

The ones I am bagholding that has been unfairly hit by bad news and AI fears with a solid balance sheet. So ADBE.

How can I reach $1M in non-retirement investments? Need strategy advice. I’m trying to figure out the best path to reach $1M in non-retirement assets. Right now I have: * $285K in a taxable brokerage account * $300K in retirement accounts (401k/IRA) I’ve been investing consistently for the past 7 …

Stocks with 20%+ ROIC trading below 20x earnings 1. META $META: ROIC: 29% PE: 20x 2. Adobe $ADBE: ROIC: 41% PE: 14x 2. Novo Nordisk $NVO: ROIC: 53% PE: 12x 3. lululemon $LULU ROIC: 40% PE: 14x 4. Crocs $CROX: ROIC: 30% PE: 6x 5. PayPal $PYPL: ROIC: 21% PE: …

Chose $ADBE instead!

The entire Constellation family is a fantastic buy right now. Topicus and Lumine have finally come back down to earth, and are both led by people with insanely good track records in their operating groups when they were a part of CSU. You can now buy those companies for a …

Google, AMZN, NVDA, ADBE, DUOL, ORCL

Not true at all. UNH, GOOG, AMZN have all been winners and largely mentioned here this year. NVO, PYPL, ADBE are other mentions that are doing OK. NVO really only started on here around $55. What you should be doing is looking at the tickers yourself and determining if the …

$ADBE is here to stay. Even better: Adobe might even benefit from AI due to its deep integration into its customers' workflows. Their commercial safe AI tools are another huge boost for them. At the current valuation, Adobe is very interesting. I wrote about it here in detail: [https://41investments.substack.com/p/adobe-the-return-of-the-king](https://41investments.substack.com/p/adobe-the-return-of-the-king)