ADBE
Adobe Systems Incorporated
Mentions (24Hr)
16.67% Today
Reddit Posts
MDAI - “We are pleased to reach this milestone towards the initial commercialization opportunity for our DeepView AI®-Burn algorithm."
MDAI - announced the submission of an application in the United Kingdom for its predictive software DeepView AI®-Burn to be registered as UK Conformity Assessed (UKCA) for burn wound use in the UK.
Large insider selling at Adobe (ADBE)
$151,880 Total Gains and only 2 losing trades in 2023
($ADBE vs Figma) Why Do US-based Companies Need To Get Approval From EU or The UK before They Can Acquire Another Company
$ADBE purchase of Figma has been canceled - CEO of Figma confirms it
COSTCO Earnings--ChatGPT Says Calls OR Puts, then Says Calls
I like me the green 🖍️Maybe my 3 $550 ADBE puts will bring me back to-98% 👍🏻
Adobe (ADBE) down 6% after market following poor guidance for the FY2024.
Economic Events and Notable Earnings for the week starting 12-11
How to gain 3x with Adobe (ADBE) earnings today
How to gain 3x with Adobe (ADBE) earnings today
DOCU Earnings Alert: Everything you need to know 🚀🔥
Any good media creation companies to invest that benefit from AI?
POTENTIAL RUNNER! New IPO W/$8 Billion Valuation - Sept 13 Run Down🔥
I'm confused...does this mean we SHOULDN'T wait to buy ADBE or does this mean we should wait and NOT buy it?...
Selling Puts and Mae a gain of 10%
Puts on ADBE? "Adobe worried AI Could Kill the Jobs of Their Own Customers"
The people bitching about NVDA price but not ADBE explain yourselves.
ADBE integrates AI in a bunch of cloud applications
Playing AI earnings is a short term money glitch which cannot go tits up (or can it?)
I had my first ever big success with options trading today
How to make big gains on ADBE earnings tonight
How to make big gains on ADBE earnings tonight
ADBE gonna be the catalyst for AI to implode / market
ADBE 480 calls, bought yesterday and sold for 5k profit
ADBE Price Upgrade AI Earnings Potential 100% Gains
ADBE Earnings play? Firefly Generative AI
Stock enthusiasts! I've got some hot firefly AI knowledge to drop on you, and it's all about why Adobe stock is about to skyrocket (I hope)!
What are the best stocks that have less market cap than the 184B that NVDA jumped in one day?
Back from the dead with another big ADBE 10 bagger.
Back from the dead with another ADBE 10 bagger.
I asked AUTOGPT for the best 10 Stocks in 2023 and this is what i got
Reddit founder wants to charge Big Tech for scraped data used to train AIs: report
ADBE's future looks bleak (imo) AI photo editing, video editing and audio editing programs will be a dime a dozen, and likely Free
Impact of IV Crush: Example Positions on ADBE Earnings
Anyone buying puts ahead of FMOC meeting next week?
Selling Options Before Earnings: ADBE Trade
ETFs to Watch: Earnings from ADBE and FDX; Treasury ETFs look to CPI data
Weekly Earnings Digest for Options Traders: ADBE, ZIM, PD, DG and more!
Expected moves: SPY, XLF, KRE, TLT, and Earnings from Adobe and FedEx
5 stocks to watch on Friday: Adobe, Block, Boeing and more (NASDAQ:ADBE)
9/15: $ADBE falls 17% after announcing deal to acquire Figma for $20 billion. 2/24: Falls 8% on reports DoJ will block the Figma deal 😅
Planning on selling $11,000 worth of mutual funds in my TFSA. Thinking of buying VTI and SPLV (80/20). Should I diversity more? (Canada)
2022-11-22 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-21 Wrinkle-brain Plays (Mathematically derived options plays)
How are we feeling about ADBE in the coming months? (A poorly tagged chart). Short? Buy? Thoughts plz…
The market's reaction to big tech last week. Are funds starting to buy the QQQ dip? A look at FAANG institutional flow.
Adobe sees sales rising due to 'massive market opportunity' in the years ahead
In this market growth stocks are dead, cash flow is king. Here are a few names I may sell puts on
Anyone else surprised by the deals in this market?
If you expect choppy waters in the market, why not daytrade a megacap that you'd be fine getting stuck with? (hold instead of sell 4 loss)
$TSLA, $AAPL, and $AMZN have yet to revisit their bear market lows, while the S&P 500 and QQQ already have. Will these stocks follow the rest of the market?
Mentions
GOOG $325 - likely jizzed DPRO $10 - jizz hose HIMS $20 - pretty jizzed brah. Wtf was this AMZN $215 - actually potentially jizzless, but the expiry is pretty close. 50/50, you either get jizzed or you dont GOOG $320 - might get lucky with a bounce. Schrödinger's jizz AMD $215 - only one I think you're probably good on ZS $200 - gonna get real spunky ADBE $290 - looks jizzed You are one jizz seeking degenerate. The market thanks you for your donations
Love the MCP angle and have been tracking retail sentiment around the two recently. $FIG has Bullish sentiment, strong Q4 beat (40% growth), $1.37B guidance for 2026 and their MCP integration is already live with the Figma MCP server + Claude Code two-way workflows. the market is clearly rewarding execution. $ADBE has neutral sentiment despite MCP launches (Express add-ons, LLM Optimizer). but have concerns with AI competition from Canva/Midjourney/OpenAI, software quality issues, and decelerating ARR growth. Adobe IS integrating MCP but multiple analyst downgrades (Goldman Sell at $290, Jefferies Hold at $400) suggest the market wants to see monetization before re-rating. The thesis makes sense directionally but FIG is executing better. ADBE could be a value trap or could wait and see how they roll out these new products.
Nope, maybe once a week. I'm long ADBE, CRM and INTU Lots of sideways, up/down movement if I checked every day. As Mac Miller said: Don't stress.
Of course Adobe has areas where Figma doesn’t compete with them, but in all segments that Figma is expanding into, they offer favorited and better products than ADBE and if u ask th new generation of developers they will agree. Find one serious dev that uses ADBE dreamweaver for frontend development lol
I’ve been in Figma at $90, $40, $21 and still adding, I’ll say this again, they are the ADBE killer. Better products always prevail in the end and ADBE is just a skeleton with no innovation
ADBE go up regard anytime now
ADBE why you being a bitch 🖕🤬🖕
ADBE piece of shit pump
lol COIN was interesting a while back but the business went from near monopoly to highly competitive with Robinhood, etc. ADBE is best positioned SaaS out there, I wouldn’t touch any other software company tbh Dunno anything about AUR, and UNH is maybe little undervalued?? Might wanna get yourself some $AMD though. Have been investing since I was 8 with a good track record and AMD, barring Taiwan invasion, is a steal deal IMO
I'm the wrong guy. My WSB ban bet record is like 5-363 😭😭🤣🤣 With that being said: COIN, ADBE, AUR, UNH 😬
ADBE drop is overblown
So far it’s been ADBE. I am down 17% on the position and just started it this year. Also down 14% on SOFI (started this year as well). 12% down on UNH, which I started the position last year.
Amazing how badly msft is performing against literally everything else. Only worse stock might be ADBE
Warren buffet 13f buy is it ADBE UNH GOOG AMZN?
A buddy told me I should be trading stocks in my Roth IRA, since it's growth is tax free. I went in big on ADBE mid last year at about $400, on his rec. When that went bad I moved to META around $750 only this time put it all in. Exited that around $600 and just put it back into VTSAX
##*Only beat AI software I’m buying is ADBE the rest still too expensive! *
Man $ADBE should be ashamed of themselves. Their CFO who bought the stock last year sold this year at a loss lol
Ask AI what stock has the best recurring revenue: It will tell you to buy ADBE
When Recurring Revenue matters again, ADBE the best or among the best Recurring Revenue, ask AI if y’all don’t believe me,
My ADBE position is 🤡🤡🤡
I think that investors are not rewarding CapEx spending on AI hyper scalers. The selloff may continue until Mag7 Management gets the message that they should cut back on CapEx spending on AI hyper scaling. I, for one am invested into ADBE, CRM and INTU
OK. I’ll take the bait. You’re dumb do not notice just how good of an opportunity ADBE is rn. ADBE 🚀to the 🌕 https://imgur.com/a/2BimF6r I will let you monkeys figure out what this chart means.
Nah, watch ADBE revenue decline, FIG revenue increases
It's tough to predict exactly how AI trends will impact these stocks, but each company has unique strengths: MSFT with its strong cloud business, ADBE's creative software dominance, and Micron's edge in memory chips amid AI demand. It's true that markets can be cyclical with AI potentially affecting various sectors differently, but long-term fundamentals should guide your decision. For investors looking to cut through the noise and make informed decisions, MarketIntelPro offers immense value by providing clear insights tailored to your strategy. Whether you're just starting out and need an AI Copilot or are an advanced trader using our Alpha Scanner and 13F tracker, we've got you covered. Check it out at https://www.marketintelpro.com.
ADBE has strong network effect and switching costs as a defense to gain traction in whatever the new AI landscape becomes. They have Firefly AI and competing AI models integrated into their workspace. To whatever extent gen AI replaces manual creating/editing, it will be based on paying for generative tokens. My view is that this will be more lucrative than base subscriptions. And if I am a large enterprise, I am doing this within Adobe rather than trying to migrate years of work to some other platform. ADBE has risk, but all this doomsday sentiment is its opportunity.
What's the value of ADBE to Apple? Where is the synergy?
[https://valuecheck.io/analyze/ADBE](https://valuecheck.io/analyze/ADBE) I am betting the house on ADBE. Insane discount for this company. I think they monetize AI better than Canva and other competitors.
AI hype makes it tricky to choose between MSFT, ADBE, or Micron. Software feels expensive, chips are cyclical, and it's hard to tell if this is just another bubble or the start of something bigger. I'm curious, do you think Micron is a safer bet than the software names, or is it still worth diving during the big tech wave?
I think the expectations are quite different. MU has high expectations priced in, while ADBE has AI disruption priced in. They have 8.95% free cash flow yield, which is crazy for a growing company . There is a detailed fundamental research in r/stockpickeranalysis
I'd agree with PYPL -- it just stopped growing - which is why it faceplanted. It didn't go anywhere tho, and I don't see it disappearing. It just crashed from massive highs / PE ratios to "value" territory. ADBE I think their products are shit - but it's been beat down so hard already.
Bearish positions on PYPL and ADBE soubd a bit like FOMO at this stage
What are some good stocks to short vs puts? My watchlist: ADBE PYPL AMZN
It’s not too late if you really believe it’s a better investment . I don’t want to talk you out of ADBE , but MSFT is still <410. Just saying . I have 100 shares of MSFT and 3 270 leap calls . Cost is about $94k but I have exposure to 400 shares of MSFT Upside for 3 years . Selling otm calls on all to bring cost basis cost basis down closer to $80k
No need to get crazy or emotional. Just own what you said. You invoked Warren Buffett to somehow attempt to make your case that ADBE is an immoral company you wouldn’t buy, modeling your investing decisions after The Oracle, failing totally to see the irony that he bought a boatload of UNH, a company so hated that it’s CEO was murdered and the public largely applauded. Overlooking your implied equivalence of legality and morality (“insurance is required”… oh really??), if we look at the crux of the matter which is morality and what you “believe in”…. We’re talking about a company that uses it’s near-monopoly to gouge people a bit on editing software, nothing life or death, versus a company that is known for denying claims in actual life or death situations. Is everyone a pumper who disagrees with your ridiculous logic? Btw, it’s spelled “naive”. You should learn that, as it will be leveled against you over and over again.
I don't think you could be comparing two more different things. People hate insurance companies sure, but they're important for many reasons. Auto insurance is legally required in many states. Protection of assets and income make insurance a wise recurring cost. Such as disability insurance, hospital indemnity, and life insurance. Estates and corporate buy sell agreements are backed by life insurance. ACA requires health insurance of some sort. Home insurance is required by mortgage underwriters. Insurance is hated because of their necessity and then reluctance to pay out. AdBe is hated because they screw their customers and until recently there were not many viable alternatives. Dude. Just buy the stock, but as long as you're here to pump it ill be here to save more nieve people from buying it. WSB is filled with nieve people buying these crap companies, such as ADBE PYPL and others. Only to get wrecked because youre a bag holder.
MSFT and ADBE are down for two different reasons, which are ironically somewhat opposite to one another. ADBE is down due to the, in my judgment, totally overblown AI-driven obsolescence narrative. MSFT is down because they’re throwing piles of money into things like OpenAI which are not profitable (yet at least). The broad market rotation right now is to higher cash flow companies. ADBE has TTM price/FCF of 12, while MSFT is at 39. This is becoming a show-me-the-money / cash-is-king market (note how high flowing dividend stocks have become as of late).
my experience is on this sub people prefer to catch falling knives like PYPL ADBE than ride the wave
And the smartest investors often are wrong for years because they mistakingly assume they are playing chess with people playing checkers, if anything Reddit is more wrong about when to get out of a stock a lot of the time. Or with latecomers trying to chase. But even as a more conservative investor I will take some amount of forward thinking and investing in space to a portfolio of PYPL, ADBE, CRM, and NKE.
I genuinely think they will have erosion of at least some use cases . I don’t think they will lose market prominence, but I’m not excited about ADBE , even below 270
I’m avoiding ADBE , but value of customer IP protection is one of the best points I’ve heard.
Doesn't Adobe have something similar? I know this isn't about them but I bought some ADBE on the same logic that it's ubiquitous across the business world and the added IP protection. Can't see corporate America using any other alternative because of that even if it's free. My old company was very protective of the data that was on that computer and pretty much everything except Microsoft and Adobe for AI was blocked.
Agreed. The fact here is that ADBE is still tracking 10+ percent revenue growth. If that story changes in the earnings report about to come out in March, and especially if their guidance goes down, I would imagine a bloodbath. If that doesn't, I would imagine at least a short term reprieve.
I hold some software stock so I decided to check their credit ratings. Might be true in general that software companies in general have lower credit ratings, but it seems like the reputable ones are investment grade. *Disclaimer: I know basically nothing about credit ratings and this comment is probably categorically incorrect* ADBE has investment grade bonds: https://public.com/bonds/corporate/adobe-inc/adbe-5.3-01-17-2035-00724pak5 NOW is investment grade: https://public.com/bonds/corporate/servicenow-inc/now-1.4-09-01-2030-81762pae2?wpsrc=Organic+Search&wpsn=www.google.com MSFT is rated AAA, the highest possible rating, one of only two companies in the entire US with this high of rating: https://www.microsoft.com/en-us/investor/faq
Let me be clearer, I will never invest in the company because I hate management, and the trend is toward lower production value deliverables, and AI can do 30% of what ADBE users do. Finally, higher production value work has multiple components to it that AI can do, which increases productivity for teams, thereby lowering headcount, thereby decreasing seat licenses. If you like ADBE it's because you're spending too much time on Reddit, plus Reddit pleases itself to hating AI, which is clouding their judgements. If you ever spent time in an agency or in marketing teams, literally 95% of all teams are actively always looking for ADBE replacements because of how trapped and penalized the feel.
Interesting and I agree. So where would you stand on ADBE? It’s not just APIs. I can’t bring myself to buy but think it could be an opportunity
More about things like CRM or ADBE being harder to replace with AI for legacy businesses which are 40+% off the highs
ADBE and PYPL? That's idiotic, even Reddit...wait who am I kidding? I think I have seen quite a few DD and YOLO posts on both.
Warren Buffet always said only invest in companies you know or believe in. Therefore I believe the dead opposite as well, avoid the companies you hate. ADBE has worked tirelessly to hurt its own users and squeeze them for profits. Then COVID and AI happened. COVID showed us lower production value is more genuine and believable. AI is making mid-level production value very affordable. Uh oh! They messed up. High production value will always be a thing, but ADBE is absolutely cooked unless they lower their price to $20 a month, are loaded with AI, and become very easy to use. Good bye.
When I sell I sell it all and then plot the next move. ADBE on my radar right now. But I am really starting to think about far out PUT on consumer credit. Winter is coming.
Oh sorry , I thought you meant income per share . Yea , I’m not saying ADBE is going bankrupt or anything, but they aren’t positioned well right now imo . There’s lots of companies in the market that I think are better to invest in
Oh sorry , I thought you meant income per share . Yea , I’m not saying ADBE is going bankrupt or anything, but they aren’t positioned well right now imo . There’s lots of companies in the market that I think are better to invest in
Can’t make this shit up people! ADBE free cash flow grow to over 9B in 2025 and over 25% increases from 2024. ADBE had Commoditize AI…. Okay market. Sure you’re right…. Market Manipulation at its best
Daily fuck you ADBE thread
Bondi is the cause of PDF downfall like ADBE
imagine joining ADBE with RSUs locked at 600+
Infinite money printer ... selling naked calls on ADBE
Why does Adobe want me to sign in to view a PDF? ADBE PUTS!
Even if ADBE keeps up a 0% real growth rate, their buybacks will decelerate soon; however, they’re basically right on the edge of having a negative real return relative to CPI inflation , which indicates the math will break more severely.
S&P Global (SPGI) Adobe (ADBE) Constellation Software (CSU)
Wow such a prime example of why ADBE won't exist
Buy 10% otm ADBE calls for next week Berk buys and 1000000%
ADBE trying to act like it's not gonna do a pump fake
ADBE calls coming back to life while my AMZN calls are getting fucked
ADBE gonna be in berkshire 13f, bet
Of all the tickers that could possible pump. Why ADBE 🤣🤣🤡
if you invested $1000 in ADBE 5 years ago, you'd have $500 now
nfa, but if market opens low tomorrow on CPI print, that's a buyable dip imo. We are getting close to peak negative sentiment on some of these names. I'm seeing retail all over twitter, calling for $NOW to 80, $ADBE to 200, $AMZN to 175, NFLX to 60, RDDT to 100...
companies with a higher forward PE than ADBE Comcast, AT&T, wells fargo, phillip morris, CVS, Pfizer. lol.
Getting ready to buy another 1000 lot in ADBE, got my order in at $250
> MU which is up 350% in the last year to be closer to the top What is "the top" and what is the catalyst for the story/theme to turn in a lasting way? Genuinely, if you have that thesis, great I'd be interested to read it. Otherwise, there will absolutely be periods where these names get overdone and correct, but until the story turns (although the market will anticipate that in advance), corrections are likely buying opportunities. There is a clear theme with memory, there is no positive theme/thesis around PYPL or ADBE. You just have people who keep trying to call bottoms while saying "it's down a lot" or "it's cheap", nothing about the business itself. Those names will get oversold and have bounces (and too many people automatically take oversold bounces as validation when that shouldn't necessarily be the case), but it's going to be very difficult to build anything really sustainable without some sort of restart of the growth story in a manner that takes away the concerns that are basically a cloud over the businesses.
This is a lot of words to ask the question, “is ADBE a good buy at 250?” and “should you try to catch the falling knife?” Now would they be a buy at $100 or $50?
I feel fortunate I never bought. I probably won’t now. It goes to show you how much things can shift. I still think based on numbers it is an attractive stock, but I’m a lot more skeptical now, and people are going to keep overlooking it for other opportunities (e.g MSFT). I was already skeptical before but began to change my tune a little recently, and now I’m reminded why I hesitated jumping in earlier to begin with. Could ADBE still be a good investment? Absolutely! But I feel skeptical it will take off the way it should anytime soon, and that by the time the future gets here where people come around it may be overtaken by competition.
I think ADBE is going to be fine, but I'm not sure if I'm ready to put a lot of money towards an investment. Market staying irrational longer than my port can withstand and all that
I have all my monies on NFLX PYPL ADBE calls. Please lord it’s me again.
Random regard: Might be a good time to buy ADBE calls here.. # ADBE: EJECTO SEATO CUZ 🤣🤣🤣
I kinda figured that. I'm probably just going to keep loading up MSFT and ADBE at this time. Maybe some CRM or TEAM. SaaS is looking attractive but also not trying to fall into any value traps so I'm just not sure yet what to do.
Chart it reads “FEAR” don’t touch me; But fundamentally ADBE is intact….
This is incredibly brave bro ADBE has got to be one of the ugliest charts I’ve ever seen
Stock will do what stocks do. ADBE announces 70 Million active monthly user, increasing it’s market presence despite all claims AI is disruption it… LMFAO. Gentlemen you Can’t make this shit up I have made a plan to buy share on every $20 drop Next purchase at $250 then $230 then $210 and so on…. This falling knife is manipulation at its best.
I understand you. I bought ADBE! Haha. Decimated, destroyed, ruined!
Thanks for clarifying. I don't know enough about the file formats, but it's struck me for a while that ADBE is far more proprietary than people recognize. I think they'll lose some edge customers to Midjourney et al, but hard to imagine large enterprises being able to switch easily.
Getting dicked by GOOG, AMZN, CRM and ADBE while market mooning, very legal
I struggle with this. ADBE is an awful company to deal with, but they have such a large installed base, I think it's going to be years before one of the upstarts can chip away at the mountain of content that's already created.
Oh ho ho get fucked markets now I'm only bagholding all but one of my new ADBE is up $3 get fucked