ADBE
Adobe Inc.
stock NASDAQ

ADBE is the easiest way to make money rn

By my model, CHTR has value around $500 and PYPL around $120 if we consider strong buybacks and 3-4 year horizon. I’m also considering TCOM, NOMAD and ADBE and then just leave it for few years.

I twice entered buy orders on ADBE and then cancelled them before the trade went through. I just cannot pull the trigger on this one.
ADBE is like an old cow that produce $24 billion dollars of milk. The cow could die in the next year or two. If the cow was young the $24 billion would generate sufficient cash flow to make the farm have a market cap of $97 billion, but it looks like the cow may die too soon. The farm's current assets equal its currents liabilities. There isn't enough cash to buy a calf and raise it and expect it to give $24 billion in milk.
If ADBE's products become obsolete it does not have enough cash to develop a new product that can generate the amount of income that its current products generate.
ADBE's has close to zero working capital (current assets equals current liabilities). Its total equity is about $11 billion, and its market cap is $97 billion, which is $86 billion more the book value. Is its intellectual property worth $86 billion? If the answer is yes, it is a buy. If the answer is that competition will soon make it obsolete the answer is no, therefore it should be avoided.

Some of IGVs biggest holding are unfairly down (PANW, CRWD, maybe CRM and NOW), but some are unreasonably elevated (looking at you PLTR) and then there are ones who will keep losing. I'm holding some BAGS on ADBE. So, long term, yeah it'll go up. But just buy MSFT or the cybersecurity plays or something. It's safeish but you don't need it all

Don’t worry according to the WSB ADBE bears
You’ll be eating AI generated Watermelon in a year!
LMFAO

##It’s funny how nobody is talking about how SORA was shut down… Yet WSB still thinks ADBE is going to get beaten by some grimy AI company. Yeah okay… The Grimy AI Company is going to make the next Super Bowl ads…
LMFAO… WSB is Fuking hilarious….

##Grandma left me $1M, so I’m YoLo it all in ADBE

In 20 minutes is my turn to ask the same question about NOW, ADBE and MSFT

ADBE 3/19/2027 260 strike call

ADBE is probably the best investment right now. AI officially a Scam, ADBE FPE at 10x, another $25 Billion stock buy back, that’s 25% of its total value. ADBE Revenue is solid and growing at 12%. FireFly is commoditizing AI, charging credits for AI and already profitable, growing at 65% with over 6million user monthly. Open AI shut down SORA (lost over a billion and not profitable)
Opportunities is calling is up to you to answer!

Studying markets is my passion. And I do own ADBE and I do not see fundamentals deteriorating. But everyone should do their own research.

ADBE has major exposure risk to AI. I shorted it back over $400 (not much, I'm well over 90% longs) and while this stock ticks a lot of the "value investment" boxes we look for, the fact you can run local models on ollama (for an example) and get image results from open source llms that rival firefly and without paying a dime. Once the barrier to entry on local models clears (improved UI, etc) then ADBE is cooked. And GTFO of here with any argument that revolved around acrobat, acrobat alone isn't enough to save them.
I'm not saying to short them, I'm saying that it's not as "slam dunk" a value play as it looks on paper.

Every 20 minutes on this sub someone is gonna buy MSFT or ADBE

I'm long MSFT btw

U and ADBE can F off

##If your not buying ADBE at this Valuation, you belong here

ADBE has zero net debt. How is the balance sheet a risk in any way?

Jumping on the ADBE train, I ran it through Graham, Buffett & Damodaran's frameworks - the spread is interesting. Thoughts?

CSU > ADBE > CRM
not sure about NOW as their SBC = FCF

Any opinions on SAAS stocks? CRM, NOW, INTU, ADBE, CSU

ADBE, META and UNH