ADBE

Local_Penalty_4668

ADBE

Fukreddit011

##*ADBE pUts, don’t miss out. Free money*

AntoniaFauci

Also, competitors having better product hurts ADBE. And customers hating Adobe and Adobe hating their customers is bad for ADBE.

Glad-View-5566

I work at a tech company, not one of the top 3-4 but one in the top 10 let’s say. Software engineering has been solved generally. Obviously you still need some people, but 90% of the grunt work is now gone and can be automated away. The amount of competition this will bring is staggering, in the past having the budget to pay so many engineers was part of the moat, that is no longer the case. So that’s from a commercial perspective, there will be more competitors for any SaaS you can think of. And from an enterprise view, the “build or buy” question just got a lot easier to answer if these SaaS companies want to keep charging for the crazy margins they want. Building internal software is 100x easier than it used to be. Anything that isn’t mission critical will be built internally as soon as all enterprises catch up on AI adoption. Simply put if it’s not a top tech company that has a solid moat somehow else (ie. Cloud infrastructure), it’s gonna be dead in the next decade. ADBE is the perfect example of this

Fukreddit011

##*Don’t miss out get those pUts on ADBE. Free money guaranteed, never fails… The ultimate money glitch!*

i_am_mr_blue

What are the stock you buying today? ADBE looks,attractive

JGuilherme02

A question to all of you here: if AI doesn't, at least for now, end up being the transformative technology we thought it would be, what happens to companies like CRM, NOW, ADBE and others at significant risk of disruption?

alexbananas

Can’t say how but I’ve literally seen Veo 4, GOOG could annihilate the porn industry and ADBE overnight if they wanted. GOOG to infinity

LeBhikariLe

ADBE will see below 300 by EOW

longGERN

I'm not believing that ADBE will die

Cap-Puckhaber-2

Man, where do ADBE puts end up? $250? $200?

Fukreddit011

##*ADBE pUts, the ultimate money printer*

Fukreddit011

##*Get those Puts on ADBE, free Money never fails*.

zbern

It's r/valueinvesting newest again poster child next to PayPal since GOOGL showed up and NVO is showing life again. Zoom out on ADBE and in the last 6 years all it's done is make a capital M.

HaddonH

Since IPO adjusting for splits it's actually higher = up 149,500% https://www.perplexity.ai/finance/ADBE

joe4942

That chart of ADBE... Big yikes.

Aevykin

Generally bear sentiment towards SaaS. I don’t own ADBE but I do own a good amount of CSU so I follow the SaaS trends.

Crazy_Donkies

Adobe revenue growth will crawl to zero until it drops.  2020 was the beginning of the end, when high production value became secondary to quantity or character.  AI can do both better and faster.   If you don't see this you're a dinosaur.  The greatest corporate story tellers are genuine and honest, which is shit with too much production.  Bye ADBE.  

Notivan123

65kish loss on ADBE what a genuine dog shit company

organicMango_

If you were my son and I were your loving mother, would you advise me to go all in on ADBE?

LeBhikariLe

ADBE, CRM and HUBS aren't even beating inflation on the 5Y chart

NomSaneMan

I actually feel sorry for any “value investors” that tried to fuck with ADBE. If that’s you - you are a retard.

ComprehensiveKiwi489

Any thoughts on ADBE down here? Bought a starter position at -6% today.

organicMango_

ADBE all in? Even though not sure what they actually do, I just wanna gamble.

zeusbox

So that's why ADBE is down.

Glittering_Water3645

Did a nuke hit CRM and ADBE?

Fukreddit011

##*ADBE $300*. Let’s gooooO.

WilsonMagna

Dayum, ADBE investors having the worst 2 years, lol. Imagine coming to the end of 2025 thinking the worst is past ya, as ADBE recovering from lows, only for January 2026 to introduce new lows.

RaspberryFun8573

Yeah, all my software stocks on my watchlist is bloody red (ADBE, NOW, ADSK, CRM, even MSFT & META). Added some CRM by selling 230P and sold some NOW and ADBE puts as well.

Fukreddit011

##*ADBE puts are the real winners.. glad I sold those naked calls and bought more puts.* Buying more puts, a Lambo’s and 2 stripes with profits

N0Ability

Im Im on ADBE but news like the ones today are making me reconsider the future of this company,sure they have AI tools too and are still making a lot of money but i doubt they can keep the same market share they hád with Photoshop when every major company can turn into a competitor now

LeBhikariLe

CRM and ADBE are such shit stocks and companies

LeBhikariLe

SaaS is down in general. ADBE, NOW, CRM etc

VersionSoft1114

Why is FIG dropping with ADBE???

Fukreddit011

##*LMFAO, tell that to ADBE buying a LamBo by the end of the week with my PUTs*

kalakesri

Sundar thought Tim Apple how to dance bro is going for ADBE out of nowhere

LeBhikariLe

ADBE PE ratio now at 18 and been beating earnings quarter after quarter but AI eating business?

LeBhikariLe

ADBE drilling for oil in Venezuela

Fukreddit011

##*If your looking for guarantee puts that print: ADBE*

LeBhikariLe

META is the new ADBE, just keeps going down

Fukreddit011

Tell that to ADBE

Fukreddit011

##*ADBE Drill drill Drill! Naked calls in the green big too… yeah baby!*

Fukreddit011

##Selling naked calls on ADBE. And buy even more ADBE puts. Too easy, Never fails!

Fukreddit011

##ADBE puts never fails, they just keep printing money guarantee, all in

Fukreddit011

##*ADBE Puts are the easiest way to make money* too easy is scary.

Fukreddit011

##*ADBE Puts getting me my next Lambo*

Fukreddit011

##*ADBE put easy money* Told y’all

Hamlerhead

Sell ADBE and buy FIGMA? I'm down 30% on ADBE.

LeBhikariLe

ADBE down 50+% from ATH

Xzlk

How is ADBE still publicly traded? It’s gone down every feat for 4 years straight.

LeBhikariLe

ADBE just keeps dipping hard

ALQU1MISTA

ADBE

osantacruz

That margin decline looks... marginal. Sound business, P/E below their's and sector's average, and perceived AI woes do not seem to reflect on their books. Looks like a decente value play, similar to ADBE which got posted recently. Won't give you a 10x return but is relatively safe and could profit from a reversal to their price average. Thanks for sharing, I'll look a bit more into it, but seems like a buy to me.

Radiant_Set_5024

I’m currently bearish on $ADBE. The company is losing the 'prosumer' market to user-friendly competitors like **Canva** or **Nano-banana** and AI presentation tools like **Gamma**. This leaves Adobe relying heavily on large enterprise accounts—a segment that is stable but essentially stagnant. Without the Figma acquisition, which was blocked by regulators, and with no major game-changing updates in their PDF/document workflow pipeline, their moat is narrowing. Business-wise, the growth triggers just aren't there.

Xzlk

ADBE probably a good hedge against the status quo that ChatGPT will do every task ever on its own by next week.

SugarPhoenix

There are some stocks that are lowkey down bad despite the index soaring the last 10 months. ADBE, NOW, NFLX are all down like 40-60%. ADBE is half the price it was 5 years ago.

SlothsonSpeed

Is ADBE finally going to comeback from death?

Jolly_Possession7958

I was looking for $ADBE, my worst bet in 25.

Toofane

If you want to trade in stocks like ADBE, then your watchlist is not aligned with your strategy if there is any. You should be very clear about which kind of stocks you actually want to sell CSPs on. I also trade stocks like ADBE (deep value) stuff and also try to avoid assignments through trade management. But the benefit of trading such stocks is that you’re ready to hold them for the long term, so assignment is actually not a problem, but since I like the freedom of choosing new options, I try to avoid assignment, but I don’t fear assignment or sell in loss or roll options.

LeBhikariLe

5Y chart on the mouse looks as bad as ADBE

DrummerCompetitive20

ADBE really wants that single Digit PE

LeBhikariLe

ADBE down 5% YTD. What a complete shit stock. The last 3-4 years have just literally been downward trajectory

LeBhikariLe

buy puts ... but on SaaS names like NOW, ADBE and CRM

PinPsychological82

Great counter point! I don’t know too much about ADBE specifically, but that is very true. It seems like the market really thinks AI is out to kill them, but we have not seen worse fundamentals.

eopif

How about ADBE?

explorer_soul99

Good technical read on UPS. Let me add fundamental context: UPS vs FDX Comparison: | Metric | UPS | FDX | |--------|-----|-----| | Price | $101.02 | $293.13 | | % Above 52wk Low | 22.33% | Mid-range | | Gross Margin | 18.77% | 21.60% | | Op Margin | 9.56% | 6.92% | | P/E | 14.94 | 17.28 | UPS actually has BETTER operating margin than FDX (9.56% vs 6.92%) but trades at a lower P/E (14.94 vs 17.28). That's the setup you want. Margin Trend Check (8 quarters): FDX margins bouncing around: 20.28% → 26.42% → 21.10% (volatile) Need to pull UPS specific margin data, but the P/E discount to FDX is notable. The Risk: At 22% above 52-week low, some of the tax-loss selling reversal may already be priced in. Compare to TTD (5% above low) or ADBE (7% above low) - those are closer to max pain. If earnings beat in Feb, UPS breaks through the 50-week MA you mentioned. Miss = retest $82. The lower P/E vs FDX gives margin of safety, but it's not a "sitting at the bottom" play like some others.

Just-Ad-5441

ADBE

Aggressive_Promise18

I like BABA UBER and ADBE. Most stocks ran up so much in 2025 but my opinion is that these 3 have more room to grow the next few years

Normal_Ant_4612

Long term? I like ADBE here

Himothy8

META, ADBE, UBER, AMD (bc of growth it’s cheap) are all wonderful buys right now

joe4942

Wasn't a good day for APP, PLTR, ADBE, CRM, MSFT etc.

Fukreddit011

##ADBE puts don’t miss out*

Fukreddit011

##ADBE Puts*

ramy_mousa

did ADBE say the N word in wallstreet?

Glittering_Water3645

I don´t hold any stock forever. I rotate from overvalued stocks to undervalued stocks. Given current valuation, cash flow estimates and EPS growth I like the following for the moment; NU, MELI, AMZN, META, UBER, PYPL, ADBE, BN, PINS, betsson, AMD, NVDA and more

LeBhikariLe

ADBE didn't discover the cure to cancer, but cancer itself, it seems

LeBhikariLe

CRM, ADBE, MSFT, NOW etc leading the SaaS dump today

QuietRequirement9067

If I were building this for the **long run**, I’d start with **fundamentals first** \- specifically **high and stable ROIC and strong free cash flow** (that’s what I screen for using **FindGreatStocks(dot)com**). Based on that, my first **high-confidence adds** would be: * **META** * **NFLX** * **V** * **ADBE** These already show durable ROIC and FCF that support long-term compounding. Next, I’d add companies where **ROIC isn’t as high yet but is clearly expanding** and the business quality is improving: * **UBER** * **PYPL** * **ORCL** * **AMZN** * **AVGO** As a **#10**, I’d allow **one speculative bet**: * **NBIS** \- not enough fundamentals yet, but a bet on the **team**. These are the same people who built Yandex in Russia and successfully competed with Google, Uber, Spotify, and others. Core = quality + cash flow. Speculation = small, intentional, and last.

stuffandthings16

Bought ADBE last week for my long-term HSA account. Someone tell me am I an idiot with that move or smart?

Disastrous_Rent_6500

NVO, ADBE, CSU, Crypto. If all of these remain cheap, and one of my positions shit the bed I’m buying one of these.

longGERN

ADBE moon over next 2 years HIGHLY

nut-sack

the problem with that outlook is something like ADBE. I bought it years ago in the 300s. It was 800/share once. Now its back to 300s. It very likely will never be 800/share again.

InquisitorCOC

I think concerns about $ADBE, $CRM, $FI, $PYPL, and $TTD all boil down to this question: Will AI disrupt their business models?

Gullinga

28.75% GOOGL was my top winner. Trimmed some to buy NVO, UNH, OXY, and ADBE I only buy quality businesses that are undervalued per my DCF analysis

InquisitorCOC

$ADBE, $CRM, $FI, $NVO, $PYPL, $TTD Most energy stocks have not taken part in the rally, despite energy now becoming the bottleneck in AI Many staple stocks are at multi year, if not multi decade, lows. If you still believe people can return to booze, now it's the time to buy them. Or you can stock up on cheap quality alcohol too

becuziwasinverted

I’ll comment tickers $LULU $NKE $TTD $ADBE $PYPL

Sufficient-Flan1565

Thanks for the discussion. I’m curious how would you manage the position if the stock starts falling sharply and your leap ends up OTM? I’m thinking of doing PMCC on ADBE with leap strike at 320 so sorta fairly ITM but afraid what if ADBE starts crashing hard.

drewzyfer

Not near 52 week low really, but ADBE and CRM may be breaking downtrend

Phuffu

I kinda like FISV, TTD, ADBE, MOH, PRGO, HAIN

Working-Guard-7848

i would put UNH and ADBE on that list.... all of these are likely to outperform next year as investors figure out the beat-down is over-cooked and the underlying companies are STILL growing (yes, slowly, but growing all the same), and margins will continue to improve.

WendyDumpsterFire

Here we go again with ADBE puts 😂

Fukreddit011

##ADBE Puts

Pretty_Dragonfly_716

I’d have to guess ADBE fits the bill. While I don’t own it- it does fit the requirements of a meta like 2022 moment with fears AI will eliminate the need. I feel like eventually they will figure out a way.

sirzoop

Agreed actually I've been buying some ADBE recently

longGERN

I'm buying ADBE

Impossible-Bell-7953

Design agency owner here, considering ADBE entry. \- **Institutional Monopoly.** Adobe is not a popular company by even those who rely on it, but we can't escape it due to its institutional moat (if you are going to be a professional designer, photographer or creative, you will be taught how to use Adobe tools) This makes it a really sticky brand. Also, pretty sure every Fortune 500 is a customer of Adobe. And all the major to mid-size agencies who offer creative services definitely use Adobe. \- **AI replacing Adobe?** No. Not really. Adobe will integrate AI. Adobe is an ecosystem of tools for professional creators. Photoshop is the most recognized to the masses, but Illustrator, Lightroom, and Premiere are entire worlds of their own. I don't see people throwing away their habits and 10,000 hours of mastery on Adobe to jump on a "new" not yet revealed AI-software to do stuff easier, that's less human / less creative of an outcome. \- **Canva and Figma as competitors?** These are awesome tools and I'm invested in FIG, but all professionals will agree that they don't do what Adobe does. We still have to use Adobe to do things and transfer those assets to Canva/Figma. Again, there is a world of craft and habits built into Adobe workflows that have been institutionalized, taught, and practiced for decades. Canva is for non-designers. Figma is for collaboration and best-in-class for digital product building. Adobe just seems to be too sticky, even over many years of poor user relations and consistently carnivorous pricing models – yet they continue to grow. Some food for thought that may be helpful if you're also exploring a position!

richyfin

$ADBE

ZwillDoIt

ADBE

Inevitable-Tea1702

ADBE easy

Main_War9026

ADBE - AI risk is overblown plus professionals are not going to move their entire workflows away from