ADBE

Fukreddit011

#ADBE to $900. Cash is KING

UndyingValue

I haven’t seen anything which is a slam dunk huge opportunity imo. Been watching a few names: ADBE, CRM, UNH, LULU. I’ve added small positions of each(1-3k-ish) but I don’t see an ideal entry to load up yet. Additional cash for 2026 will probably go into ETFs until I see a better opportunity. I was kind of hoping that META would drop closer to 500, but it seems to be recovering for the time being. What about you?

ContributionKindly13

As ADBE investor, I do not think that perception does not matter. Think like this. There is photoshop, and then there is affinity. Have you opened affinity website and youtube videos to see what the software can do. Now affinity is free. Imagine entering the editing game. If you ask me, I am not paying anything for editing bro, it is my new work, and I dont have cash to burn until I start making some money. Now, affinity has been here since 2014; but I recently came to know about it. Previously, we had only one tool, photoshop. Now we have two and one of them is free. Perception: Affinity can take the market share because it is free. This is the thesis against Adobe. How market perceives this threat? By history. Think of Kodak and Canon/Sony Cameras. Do you think iPhone and Samsung phones replaced them? Do professional photographers still use DSLR, mostly yes. But I remember hiring many photographers and guess what they came with an iPhone, not a DSLR camera. Think of Intel. AMD disrupted Intel by providing similar quality chips. Perception was already down there in the market that AMD is going to eat up market share.

ContributionKindly13

As ADBE investor, I do not think that perception does not matter. Think like this. There is photoshop, and then there is affinity. Have you opened affinity website and youtube videos to see what the software can do. Now affinity is free. Imagine entering the editing game. If you ask me, I am not paying anything for editing bro, it is my new work, and I dont have cash to burn until I start making some money. Now, affinity has been here since 2014; but I recently came to know about it. Previously, we had only one tool, photoshop. Now we have two and one of them is free. Perception: Affinity can take the market share because it is free. This is the thesis against Adobe.

Crazy_Donkies

CRM may just be the next ADBE.

Xzlk

So ADBE to 0 or does someone eventually buy this shit lol

dbasea

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.

donniedarko1010

Thinking to take $ADBE calls.

Legitimate_Top_6263

Some recent buys (last month or so): LULU, PYPL, ADBE, AMZN, CAKE, NOMD.

jensenskawk

With comfyui and affinity , ADBE is toast. Davinci resolve killed Premiere. Only thing left is AfterEffects where there’s no alternative.

jensenskawk

GOOGL nano banana killed ADBE basically

myanriles

Are we actually buying ADBE puts?

vincentsigmafreeman

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

GrossFleshSack

They can evolve, big company, big name, fingers in a lot of pies or something like that. And it's a tech company. Bad bet in my opinion. Don't be scared to put a bigger chunk of your money winnings into something else. T-bills, crypto/stablecoin yield, bank yield. Keep 15% for more plays like this regarded ADBE thing.

WillyWack

You wrote a 500-word manifesto on why we should ignore the 'AI Death' narrative and buy undervalued monopolies... and then said you're shorting $ADBE? 😂 Adobe is currently cheaper than a bucket of paint ($SHW) and prints cash. The 'Nano Banana' fear is the buy signal. Thanks for the alpha, legend. I’m using your own logic to inverse you. $ADBE 2027 Calls locked!!!!! <3

Misaka9615

I think Morningstar does good work a lot of the time but man their stance on LULU and ADBE are so disagreeable.

DISAPPOINTING_FAIRY

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

trentcoolyak

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.

Successful-Tea-5733

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 stock is worth today (not the shares that are trading today post-bankruptcy).

Successful-Tea-5733

"Definitive" is not what matters in investing. Perception is much more important, remember stock prices are leading indicators particularly in growth stocks. Perception is that ADBE growth will take a hit due to AI. Hard to disagree, when someone can quickly use AI to created and modify images. I agree with you the pros are not impacted yet. Key word "yet." I don't think this is like google that was down due to perceptions of losing the AI race. Google is a hige company with multiple revenue sources, all of which are still doing great. Best as I can tell Adobe is mostly a 1 trick pony and people worry that AI will do to them what digital photography did to kodak.

SnS2500

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.

Dizzy-Tap-792

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.

TraderFanFXE

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.

oberwolfach

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.

gizamo

> ...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 of the bad clones, and people will use those instead, too. Regardless, your analogy is bad, and your thesis is pretty ignorant of Adobe's history of constant failures to integrate anything. Hell, they acquired Magento a decade ago, and they lost the e-commerce wars to Shopify and Big-Commerce, even at the Enterprise level that they were trying so badly to cater to, emphasis on "badly" because Adobe Commerce is and will probably always be utter garbage. But, instead of fixing that, they've been trying and failing to integrate it properly with Adobe Experience Manager, which is yet another completely shit product. In fact, their integrations are so bad that they can't even properly quote either product. The only good thing Adobe has done in the last 5 or so years was end the Figma acquisition....because at least that kept Figma from being sucked into their black hole of ruined software companies. /rant Oh, and disclosure, I have no stake in ADBE. I will always love them because it's the stock that first made me wealthy enough to quit working. Then, I sold every bit of their stock that I had the moment I saw what OpenAI and Sora could do. With the recent Google Gemini advancements, I'm not touching ADBE.

Phuffu

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

lmnoPoop

I ask because ADBE is actually one of 30 stocks Iv been buying monthly for 3 years. Originally picked it due to its moat advantage (professionals grew up with the software and are unlikely to switch, continuous monthly income etc), however it seems like poeople now really hate adobe and theres more and more good alternatives that are either free or less expensive. Stock price has been falling steady for a long time, as I said Ive been buying monthly, but no longer have the same confidence that they will hold their moat status.

chris_ut

ADBE trying to constantly pop up some AI bullshit when you just want to read a document is so annoying. Hope they die as a company

FollowingAway9452

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 = one of the best-run insurers in the country. ACN/ADBE = slowing enterprise spend + multiple compression, not broken companies. A drop from ATH isn’t a thesis. But a good business temporarily hated by the market is a sale. Out of this list, UNH and ADBE look the closest to “actual discount” vs “just falling.”

DrHarrisonLawrence

FIG is why institutions are skeptical on ADBE. Rightfully so. I chose to buy 200 shares of FIG instead of 30 shares of ADBE to open a position. Wife uses Figma every day and so does the entire next generation of product designers, which is a rapidly expanding field over the next 10-20 years. Adobe is legacy but def not positioned for growth. I use Adobe everyday and have no need for their AI components at this particular time.

lmnoPoop

What makes you think that ADBE will recover?

KingN0

Focusing on shitcos like Place For Children and BBWI were definitely a big factor in my losses. But a lot of non-ai core large caps (Amazon, ADBE, CRM (which I played), Google until August 2025, etc) were a big let down.

Fukreddit011

#Hope you loaded up on ADBE Puts like I had been saying

LeBhikariLe

CRM red on the 5Y now. -13%. Oof. ADBE not far off

Agreeable-Flan7911

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

Fukreddit011

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

Fukreddit011

#Puts on ADBE. Get those puts now

LeBhikariLe

Anthropic is valued more than ADBE and CRM marketcap pov

creemeeseason

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

reaper527

> ADBE interesting company. I get they utilize AI effectively but I still believe the AI boom hurts them they pretty much need oppressive ai overregulation in order to hold onto their industry monopoly. they don't seem positioned to compete with the major players in that space unless the competition gets legislated away and it becomes relevant that adobe owns all the training data for their model.

Fukreddit011

Ai is dead, no where near a profitable to its cost, The biggest Rotation in to value and recurring revenue happening soon! ADBE calls

dreggers

Cool, how about ADBE, PYPL, CRM, HUBS?

Boss1010

ADBE interesting company. I get they utilize AI effectively but I still believe the AI boom hurts them

Demogorgonaut

ADBE officially a boomer defensive stock

HayatStocksGirl

ADBE

ithastogoupfromhere

bought puts on FIG, ADBE and APP

calmoney149

What stocks are getting tax loss harvested?? NKE, PYPL, ADBE maybe 🤷‍♂️

ZeeKayNJ

ADBE is on a losing streak for many months now. It hasn’t reversed yet. What play do you have in mind?

41Investments

$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)

bobbybeansss

META calls or ADBE calls?

EvolvingDior

Calls on ADBE because we're going to see the GOP protecting a lot of PDF files.

underground_14_91

I am also in DUOL and ADBE, I believe in them and most people don’t which makes me believe even more.

DefiantDelta

ADBE bulls have to be some of the dumbest among us

they_paid_for_it

$ADBE is a piece of shit bro

MoneyComes_MoneyGoes

I don't understand all the hate for ADBE, did ya'll read one too many 'AI is eating software' articles?' From a fundamental perspective the stock is rock solid, way too much speculation happening right now in the software space in general.

Icy-Profession-6068

ADBE isn’t even a bad bet considering the fundamental but you should’ve went at least a year out if not 2 years. But I guess people on this sub are degenerate gamblers so what difference would this make.

Ok_Bee_4460

Just curious why you didn’t buy any puts brother? ADBE is behind the curve I believe… unless you know sumsing we don’t? 😵

KB0023

ADBE has upside potential, but the market selloff will likely cap gains. I'd set a stop loss to free up capital for another play if it doesn't work out. Great pick though..looks like it's bottoming around the low 300s

ohheytherebud604

As a daily user of PDF software, the ADBE chart makes complete sense to me. Bluebeam FTW

cryptopolymath

Betting on ADBE in this market is playing with fire. Remind me on 11/17

CanYouPleaseChill

The last time consumer staples underperformed this much relative to the market was during the Dot Com bubble. We're currently in a massive AI bubble, so it's not particularly surprising that stable dividend-paying stocks are underperforming. Anyway, I would much rather own NVO, ADBE, and MDLZ than NVDA and PLTR over the next decade.

reaper527

these companies are in DRASTICALLY different situations from one another. LCID is a bad company that isn't profitable and will likely never be profitable, and only still exists because of saudi backing. ADBE is a company that was basically a monopoly in its sector but has its future called into question due to ai and how that will change the world UPS is just perfectly fine.

Infinite_Spinach8839

The swoosh doesn’t mean what it use to before. New entrants are beating out the quality/style factors and gobblin market share. Agree with UPS if they keep up with the div. ADBE is fucked - AI is their demise and they are overpriced af with weakening billings.

LeBhikariLe

GOOGL competing with NVDA to see if it can add a CRM or ADBE today to its market cap

PTRBoyz

UPS TGT ADBE have upside NKE should too

studentloanhurts

$ADBE $JD $DNN pamp

dreggers

If anything that shows that ADBE and CRM are massively undervalued. CRM is flat for the last 5 years despite steady revenue growth

greenpride32

If PLTR grows 35% for 5 years into the future, it puts them into the territory of a company with heavy, but reasonable premium. To put ito perspective their current valution, they have a about 8% of the sales of ADBE and CRM combined, but their valution is more than both combined. ADBE is more of a niche company, but CRM can sell to every company same as PLTR. CRM growth has slowed because they've already captured the entire Fortune 500 market. So let's say best case for PLTR, they sell into every market, their growth will be limited to vertical and no longer horizontal, same as CRM. The "bet" is if you see PLTR as a major platform company. Effectively PLTR is a data analytics platform. The field has grown substantially over past decade. It's used in quant trading, it's used even in professional sports now. But how much of overall business spend goes here? In the larger picture, it's just a drop in the bucket of overall corporate budget. Your hope is that PLTR becomes one of those 1 out of a 250,000 public companies that is a generational mega caps OR that it continues to trade at huge premium into the future. Great company, but I'm taking my dollars elsewhere today. If I had held the stock at cheaper valution, I would hold it, not sell. I evaluated the stock long ago and wasn't a fan of the hand holding per client type model - goes against the high tech deploy once sell many times high margin scaleable model.

Quienmemandovenir

Ven ese cuadro pequeño rojo ADBE, -34%? Es lo que yo compré...

Fukreddit011

ADBE Puts and Calls

Demogorgonaut

Thought ADBE was officially a boomer stock, one of those that go up or are flat on red days… I was wrong 🔴🔴🔴

LeBhikariLe

NVDA lost one whole CRM or ADBE in the last 5 trading days

Fukreddit011

ADBE has been beaten down hard. ADBE with a 14PE, historically undervalued. Recurring Revenue is intact and double digit growth.

LeBhikariLe

HUBS, CRM, SHOP and ADBE -- all down bigly today

Fukreddit011

Puts on ADBE don’t miss the trend.

Fukreddit011

PUTs and Calls On ADBE.

rioferdy838

UNH and ADBE were supposed to be "safe" picks. Fuck them both.

Fukreddit011

Software Rotations just getting started, Headed to ADBE. -ADBE has been beaten down. -ADBE is heavily undervalued. -ADBE is among the Strongest recurring revenue.

Fukreddit011

#Puts on FiGma now that the hype has faded and share on ADBE, going with recurring Revenue in this market!

hil_ton

You can buy Salesforce, SNOW and ADBE and will still have money left for PLTR. They do combine 20B per q revenue vs 1B revenue of PLTR

Thisispaartaaa

Just going to say it...ADBE undervalued, there I said it

Difficult-Power8399

The time to buy $GOOG was when it was $140-170. Not sure how much juice is left. I’d be looking at businesses that have been left for dead like $ADBE

Thisispaartaaa

ADBE the next tech play? super undervalued, company CEO even said "our revenue/profit is growing meaningfully, our shares are undervalued, so we are going to be buying our shares back at these prices"

SlfImpr

[$ADBE](https://x.com/search?q=%24ADBE&src=cashtag_click) CEO: we believe our stock is undervalued so we are buying back a lot of our shares right now Video: [https://x.com/BourbonCap/status/1984959362842907052](https://x.com/BourbonCap/status/1984959362842907052)

IceyFoxes

ADBE shorts anyone?

CommandOk50

Instead of shorting AI and datacenter stocks, you can go long on stocks that were threatened by AI like ADBE, DUOL, or TLPFY.

Crazy_Donkies

Boy. I guess I'm wrong. (Partially actually am).  How's the stock performance in the past year?  No doubt extremely good, negating the need for you to evangelize it. Do yourself a favor, start actually researching design and creative software, and consumer sentiment.  Then pivot to user growth rates.  Then pivot to AI capabilities and where AI is replacing jobs.  ADBE is absolutely up poop creek. I can name 100s of people that loath the product and feel trapped.   You're looking at this business at its financials, not the consumer or the product.  This is your blind spot.   Good luck. 

trade_thriving

I've been holding ADBE for a while and honestly I'm getting worried. They keep talking about AI integration but I'm not seeing the execution yet. Meanwhile companies like Canva are eating their lunch with simpler tools that regular people actually want to use. I think Adobe's biggest problem is they're too focused on thier subscription model cash cow instead of innovating fast enough. The AI stuff feels like an afterthought compared to what OpenAI and others are doing. Could be wrong but feels like they're about to get disrupted hard if they don't figure this out soon.

d0rkprincess

I saw that MTG bought AMZN 2 weeks ago and almost trusted her judgement, but she also ADBE so I decided not to… The moral of the story is: ADBE might be the next runner.

alderson710

ADBE has been dead for a while now. Luckily I sold all my positions back in February when it was 460$. No way is recovering

Fukreddit011

#Dear fellow ADBE hater’s, let’s put all that hate together into Put’S.

Fukreddit011

#Everyone here who hate ADBE, let’s buy PUTs

AlpacaDream7

ADBE guh

Kirko_Cousins

ADBE news????

Fukreddit011

At this point in time or in the very near future, I believe Recurring Revenue Companies are the best play. After studying the competition ADBE is still the most profitable, most reliable, and most industry standard.

Fukreddit011

Hedging my Puts with Some Cheap calls on ADBE.

ChampionRoars

I will get in at a Market Cap of $20-22B, which is around $40. Until then FIG will be on my watchlist. I thought ADBE offer of $20B few years ago was a stretch. ADBE has been moving sideways for years.

Fukreddit011

Don’t miss out on this PUTS ADBE Puts for OCT 31st

Fukreddit011

V not going to happen…. Just buy puts All in on ADBE puts!

Fukreddit011

#JPOw is definitely a 🐻 with a Drill JPow Fucked my ADBE position. Now I got to go all in on ADBE Puts to compensate