ADBE

Able_Show_8560

peak bearish sentiment on FIG ADBE and similar "AI will kill them" names... RSIs for great growth SAAS in the teens now on the daily chart lol

winston511

Sub lifetime banbet GLXY has more % gain than ADBE and PYPL combined in 12 months

_hiddenscout

Yes and no. They are pretty terrible with price points and I never use them. However, a forward PE has nothing to do with a price point. It's an aggregate total of analyst around what a company should do based off their guidance, if given. For ADBE for example: [https://www.tradingview.com/symbols/NASDAQ-ADBE/forecast/](https://www.tradingview.com/symbols/NASDAQ-ADBE/forecast/) For a quartley level, they have more or less hit the estimate growth by .3-1%. It's pretty accurate to say that Adobe will probably do 6.27ish Billion next year. That's how you get the foward PE. FIG for example has like a 13 B market cap and expected to have like \~1B of revenue over the last 4 quarters. It's a newer company, so estimates could be off.

MitchCurry

Forward anything is useless. Analysts are terrible at predicting the future. FIG hasn't been out a year yet and PTs are usually a 12-month out guess so I'll use ADBE. On 1/22/25 analysts had an average PT of \~$575. ADBE is trading at $417. Just a 27% miss. Forward anything is useless in my book.

WorldlyAd9805

$ADBE (Adobe) seems to be quite undervalued despite robust earnings and a PE ratio around 17. https://preview.redd.it/vcdr4armxqeg1.jpeg?width=750&format=pjpg&auto=webp&s=7409ce9d29d6e92373623a810937e321499db6c3

Able_Show_8560

good god.... some of these SAAS names are pretty ridiculously oversold. I really don't think these companies are dead meat with AI innovations. Talking like ADBE ADSK FIG GTLB etc etc

drakilian

Figma learning price action from its competitor ADBE

PatientAd9394

What about figma, ADBE and DUOL

Demogorgonaut

ADBE red literally every day 🥰

DrummerCompetitive20

INTU and ADBE are just flaming piles of shit

Far-Broccoli6793

Remind me! 70 days This guy bought 26k worth of 300 trigger call of ADBE

Cav829

I'm going to start my anime training arc tomorrow by lifting two bags: one labeled PYPL and the other named ADBE.

GreenStreetEF

Leaps are over 4x the price ($70) and less sensitive to price swings of the stock whereas my calls are 60 days out, have an ER before expire, and would be up 50% with a 5% move up on the stock. I'm not looking to hold them until they expire, I think we could see ADBE at $310-$330 over the next few weeks but if I'm wrong I have an ER that I believe will get the stock there as a backup and thus reducing my risk.

cbusoh66

ADBE is toast anyways

Able_Show_8560

ADBE mooning today off lows and RSI not as low as FIGGY

VoidMageZero

They're kinda like ADBE. You're catching a falling knife, so good luck to anyone buying.

AstroAbe22

My lost of dogs shit companies: CRCL,RDDT,AAPL, PLTR, HOOD, MRVL, ADBE

Acceptable_Bed_6033

Buy and hold ADBE so undervalued rn

False_Supermarket120

ADBE

NomSaneMan

ADBE is like don’t piss on me I’m already dead

LiveMotivation

ADBE not down to bad. Bottom must be close.

Glittering_Water3645

Given the company trades at a forward OCF yield for 2026 of 8% and guide for a 9,5% revenue growth (with high margins that adds directly to the bottom line) I believe there´s decent downside protection from here. I´m not saying it will go to the moon, but it kind of getting harder to lose money on this stock unless the revenue growth comes to an absolute halt and goes down to mid or low single-digits. I believe ADBE looks more appealing for many because of the lack of other obvious opportunities in the market currently.

explorer_soul99

Solid picks overall. Let me add data context: **The value plays that check out:** | Ticker | Forward P/E | Op Margin | YoY Growth | Verdict | |:-------|------------:|----------:|-----------:|:--------| | ADBE | 13x | 35%+ | ~10% | Undervalued if AI narrative shifts | | PYPL | 9x | 16% | +7% | Hated but fundamentals intact | | MDLZ | 10x | 15% | +4% | Commodity cost thesis is valid | **Concerns:** **KEP (Korean Nuclear):** PE of 6 sounds cheap but Korean utilities have regulatory risk + currency risk. Also, data quality on Korean stocks is spotty. **TDD (Trade Desk):** This was a 60x P/E stock that crashed. "Significantly undervalued" is a stretch - it's still 30x+ forward. Great business, but priced for perfection. **Devon/Oxy:** Oil at $70-75 is breakeven for many shale plays. If oil drops to $60 (China slowdown scenario), these get crushed. Only buy if you have a view on oil prices. **Your tech warning is spot on:** I pulled the Mag7 vs historical comparisons: | Period | NASDAQ P/E | Current | |:-------|:-----------|:--------| | 2000 Peak | 100x+ | - | | 2022 Trough | 20x | - | | Today | 35x | Elevated but not 2000 | We're not at 2000 levels, but AI stocks are pricing in 5+ years of growth. NVDA at 63x needs flawless execution. Your value approach makes sense in this environment. I'd add: track 8-quarter margin trends, not just P/E. A cheap stock with compressing margins is a value trap.

Cav829

Just think: people own $340+ ORCL and $600+ ADBE shares still.

Neemzeh

I like ADBE. Their trailing and forward P/E is very low relative to other SaaS companies. If they even show a bit of accelerated growth they will rocket. Might start taking a position on it.

mutasticx

PYPL, ADBE have entered the room 👀

Always_Curious_One2

Observability absolutely needed more in an Agentic AI world - DDOG is very well positioned to grow profits rapidly. CRM is a tough one. Do they “own” the customer records ? Or can clients use Claude Code to personalize their own CRM system ? ADBE has users trained on its systems, has shifted the model Away from seats (good), has their own agentic offering, and gives enterprise users the ability to audit their content and be sure they are not crossing IP lines. Their 10-K just came out. This past year revenues grew in the low double digits, free cash flows in the teens And they’ve been buying back a lot of stock. All make a strong case for upside from this price. Yes some lower end users may switch to image/ video generators from AI startups, but their core is in enterprise users that benefit from the breadth of their offerings.

dvdmovie1

I don't have any interest in buying ADBE at all. I wouldn't buy CRM either. Do I think ADBE is a zero? No, absolutely not - but I also don't see how some don't think that ADBE going forward is going to be more challenged than it ever has been. Names can absolutely get oversold and bounce, but unless I have a thesis for something I'm not buying. I don't want to buy something simply because it appears cheap. Cheap can get cheaper or stay cheap: this is the third year in a row people have tried to call the bottom on PYPL on here despite all indications (peers cratering as well) that the fintech theme isn't what it once was. FINX is -36% in the last 5 years. What is IGV's performance record going to be over the next 5 years? NOW is somewhat interesting and there's a couple of others (the Constellation complex in Canada) but without a thesis there's not urgency just to buy because it's down.

Neemzeh

Which one you like the most? Not sure what you consider SAAS but I like ADBE and NOW

Emergency_Pound

Can you give an example of a free or lower cost alternative to ADBE?

blackicebaby

Get out of ADBE as fast as you can. This one is heading for under $100 within 2026.

Mordrim

I tried to bottom fish in ADBE and CRM. Lost money both times.

Red_Devils_2402

Among the current SaaS i like ServiceNOW. They are building the actual operating system for AI agents. Their Now Assist is an autonomous layer that executes workflows across HR, IT, and Finance. They are on track to hit $1B in AI-driven ARR by the end of 2026. The valuation at $130–$140 (post-split) is the most attractive it's been in years.RSI is deeply oversold (~21). Forward P/E is ~36x, down from its historical 70x+ levels. They have 97% customer Retention. It's the stickiest software in the enterprise. ADBE Im not that sure it looks like a value trap rn

ritholtz76

Can some one list of wide moat Large/Med cap SaaS companies by their vertical? ADBE, WDAY, CRM, GTLB, DDOG, DT, MSFT, These are the names i am thinking.

Chogo82

WDAY will lose smaller customers who can run stuff from sheets and excel using AI. ADBE is cooked unless they have a game plan to secure market share.

TheFailologist

Not writing the below to be rude or controversial. Just wanted to share my findings. The market has moved away from value a very long time ago. Companies can't just mature then issue a dividend and grow slowly like KO and command a premium in their stock price. Wallstreet wants ever increasing growth. That's part of the reason ADBE is priced as it is. The growth story is feared to be done. Damn the rest of the business and how incredibly sticky the product is. Past gains don't factor into today's stock price, only future gains do. GOOG was priced with such a low P/E before its run up for the same reason. Wallstreet feared that the growth story (and the monopoly lawsuit) was done and when that turned out to be false, the stock moved back up to growth P/Es. Any growth stock (most tech stocks) that stop showing growth will see their share price collapse overnight. That includes the Mag7 and all the big chip companies that have had huge runs in 2025 like: NVDA, AMD, AVGO, CLS, WDC, STX, SNDK

Chogo82

ADBE may have short term potential but their long term risk is waaay too high. You would essentially be trying to catch a falling knife. Doable at the risk of getting stabbed and bled out.

Crazy_Donkies

Are you and a small team paid to recurringly post about ADBE?  Must be.  Is it lucrative? A simple search here will net you a daily post on this exact same company.   Please switch careers.

gly-rad

The stock trades at that level for a reason. Or multiple reasons in ADBE’s case. Not limited to the following, but the reasons likely include, 1) failing to acquire Klarna that is today competing with them 2) cheaper Apple’s creator studio fees that competes with them (probably because Apple recognises the AI threat) 3) as you mentioned, the growing AI threat that can increasingly do what Adobe offers. 4) how Adobe likely “stole” the creative works of creators by using their personal works to train their own AI (litigated in court, 5:25-cv-10732. Note that Anthropic already settled a similar suit, paying 1.5b) 5) how (imo) Adobe’s own AI firefly is subpar in image and video generation. 6) and the central issue of how sustainable most of their revenue is since it’s generated by subscription services that likely holds its users hostage with large cancellation fees that should be illegal (litigated in court, 5:24-cv-03630) I.e. 12x P/E is highly dependent on AI progress and subscription fees being legal. Not that while analysts have a higher price target they are downgrading their PT.

Due-University8711

The price action for ADBE over the past six months shows a significant downtrend, culminating in a retest of the lower bound of its 52-week range. The current price of 296.12 is very close to the 52-week low of 295.42, suggesting a strong support level. This could be forming the basis of a double bottom pattern, or at least a significant support retest, which often precedes a bounce or reversal. The stock has experienced a considerable decline, making it potentially oversold in the short term. As per ChartScanner.AI analysis, a sustained move above the 300-305 range would confirm a short-term bullish reversal.

starlauncher

People here love to hate on which ever company stock is in the toilet. I have personally been dcaing in both ADBE and Figma. I actually like the ceo of figma so I am more invested in them.

mikemccrea

Ever look at ADBE’s chart. It was a 700$ stonk!!

LowAttempt3020

ADBE is probably amazing right now! MU is FOMO imo right now.

Portfoliana

Check out stockalert.pro/insights - they do daily AI screening and MU is scoring +76 right now, ADBE is interessting too at forward P/E of 12.9 which is crazy cheap for them. CRM also oversold with RSI under 30.​​​​​​​​​​​​​​​​

Crazy_Donkies

Bro you should totally invest in it. Disregard that genuineness is in demand, and high production value isn't in demand. Disregard that it takes 4 minutes with AI and 15 minutes of Adobe, to replace 6 hours of ADBE and the persons $75 hourly cost. ADBE is fucking dead. Fucking. Dead.

Crazy_Donkies

Bro you should totally invest in it.  Disregard that genuineness is in demand, and high production value isn't in demand.  Disregard that it takes 4 minutes with AI and 15 minutes of Adobe, to replace 6 hours of ADBE and the persons $75 hourly cost. ADBE is fucking dead.  Fucking.  Dead.

-IQ200

Looking to start entering ADBE 400c leap next week. Hope it opens sub 280s, will trickle in if it keeps pulling down.

Internal_Feed_1496

In 2022, ADBE was over $650 and now it is under 300. It is possible for $40 worth FIG in 2022 to be $15 next month.

btoned

SPOT and ADBE calls. No fucking way MMs keep these trillion dollar mega caps up while these other PROFITABLE businesses have been hammered down.

Therecanbenopeace

This ADBE free fall is starting to get spicy. Gonna wait til monday....

TheSauce69

ADBE got me feeling like I should join /r/ValueInvesting

Vegetable-Space6817

I think you have a point. ADBE is going to make some acquisitions in AI space. Probably a “creative browser that can run all their apps seamlessly” . Also , they have been beaten down pretty bad.

Remarkable_Scheme888

Software stocks getting slaughtered. I had ADBE and by the grace of God got out at 352 for a pretty much breakeven after 3-4 months holding. If ADBE is getting crushed with rock solid numbers... FIGMA is dead. Ya bro this is why you dont go crazy with Options. That 55K is most likely gone if you hold. Im sorry bro

shasta747

ADBE is a good buy at discount now?

Courvy

Tempted to bag hold ADBE

LiveMotivation

ADBE is a steal right now.

LeBhikariLe

CRM and ADBE headed to 0 soon

LargeSnorlax

ADBE is the new Xerox Puts until dead, all its software is obsolete and in the process of getting replaced, only thing going for it is brand name

Castopliani

ADBE has no fucking bottom fuck me

longGERN

ADBE priced for the end of the world. I'm betting on a decades long company adapting to ai over companies picking random new entrants to migrate to...

Horror-Career-335

Don't...I have been doing that in ADBE, HUBS, MELI and DECK. What a nightmare

Happy_Discussion_536

ADBE endless drilling. I don't understand the business well enough to buy but I'm tempted.

gopoohgo

So glad i ditched ADBE. Shit just keeps plummeting.

Fukreddit011

##*Everyone here should be able to make money from ADBE Puts!*.

Fukreddit011

##*Don’t miss out ADBE Puts printing Money! All-in*

Fukreddit011

##*ADBE PUts. Buy Lambs! Been telling you everyday. Down to 300 and dropping*

Whipitreelgud

No. ADBE had a great ride with Acrobat, but competition delivered everything you used to need to manage them. Google allows you to digitally sign pdfs now. They need to pivot, but their AI innovation with images is DOA. This leaves them with dim prospects to find a new direction.

dvdmovie1

Some of these are value traps imo, but I think there's also a patience issue when you go full port "cheap stocks" in a market like this rather than having it be a part of a portfolio. It's rare that I see people that have some exposure to value and some to growth - people seem to have to be in one tribe or the other and when they go fully into one tribe they often talk down the other. In 2023, people on here were incessantly pumping PYPL because it was "cheap" and NVDA had "gone up too much." We all know what NVDA did since, while PYPL has gone largely nowhere. All the discussions in 2023 how people should buy PFE instead of LLY because it was "cheap and had an obesity drug too." A couple of years later, PFE is below where it was and the obesity drug in question was a failure. People keep treating something like PYPL as if the fintech theme is what it was 4-5 years ago. People keep talking up PYPL down 76% in 5 years and the company formerly known as Square is down 70% in the same time frame. Not saying these aren't optically inexpensive but when both names have done absymally during a fantastic period for growth, I think what I don't agree with are these unbalanced takes that "everything is great with this company and nobody gets it." At some point this may attract a bit more attention if people turn towards value, but after three years of hearing about how cheap this is on here isn't there a point where people think maybe this is cheap for a reason? "Adobe, Forward PE of 13 and everyone uses it (also most likely to integrate AI, likely hug rally on that)" It is argubly cheap but that's not a thesis and you don't address the concerns that have gotten it to the point it is. How many other AI image generation tools are out there now? If ADBE sells seat based software to an ad agency and there's less need for as many people to do the same tasks because of AI, what happens to something like ADBE? Lately it's gone beyond ADBE and a lot of software names have struggled in recent months, too.

shh_create

ADBE

Ok_Cry7572

Software stocks down big this year: $FTNT Fortinet: -17% $WDAY Workday: -21% $CRM Salesforce: -28% $ADBE Adobe: -26% $CSU Constellation Software: -29% $DOCU Docusign: -34% $NOW ServiceNow: -37%

jcpopm

Agreed, refreshing to see something that isn't RKLB NBIS ASTS spam. Though as much as I love to think ADBE is an amazing value play the market just wanna to see it burn.

SliceExisting4186

ADBE pump or dump?

SliceExisting4186

ADBE pump or dump?

FearlessTrader

No one looking at TEAM or WIX or ADBE or CRM at these levels?

CameraGlass6957

300 is a strong support level for ADBE (the end of 2022 level almost). Might be a buy the dip opportunity actually

Ecstatic-Arm-8786

ADBE has some significant problems, including market saturation and competition. Their artificial intelligence strategy is questionable, and I don't believe it has added much value. I checked their earnings: [https://stockschecker.com/earnings?tab=Tab4&ticker=ADBE](https://stockschecker.com/earnings?tab=Tab4&ticker=ADBE) Growth is slowing down. EPS and revenue are diverging. EPS is outpacing revenue, which leads me to believe that they are not selling more software, but rather increasing prices, perhaps cutting costs or buying back shares. I believe that investors are not really interested in the stock at the moment and that the company needs to come up with something really good to get attention again. I can be wrong, but I personally see it as really difficult for them, and in your position, I would opt for something else that can help me recover my loss.

JChad68

I'd hold..ADBE is fundamentally very undervalued right now due to narrative, but as that fades and more earnings comes out will see big jumps. Should beat the market the next few years. It's still growing and priced liked it's dead

joe4942

Wouldn't really know it judging by the indices, but some fairly brutal drawdowns in tech, and it's not just US either. And these are big companies. * ORCL: -41% * NFLX: -33% * SPOT: -34% * SE: -36% * ADBE: -52% * NOW: -41% * CRM: -35%

LeBhikariLe

imagine getting locked in on ADBE RSUs above 500

tachyonvelocity

Downsides to software are all theoretical, meanwhile these companies post ATH earnings, literally almost every single one of them, including the OG hated ADBE.

Fukreddit011

Get your Puts on ADBE. Even sold naked Calls..

Fukreddit011

##*ADBE Puts printing Lambo’s. Get your New Lambo with ADBE Puts* Guy with 2027 leaps how they doing?!!

maxpain2011

These are wide moat according to Morningstar and still getting crushed: ADBE ADSK NOW DDOG FTNT. Can these hold their moats?

kalakesri

Is ADBE really that bad

TheSauce69

Had a dream that ADBE was green ln. Luckily it was only a nightmare

Abe2025

Fck you RDDT and ADBE

DrummerCompetitive20

Holy Manipulation on ADBE......PE of like 8 LOL

throwaway9gk0k4k569

Software is getting pooped on right now. CSU and MSFT. ADBE too.

Sufficient-Flan1565

Fellas, load as much as ADBE as you can while it’s still on sale. Be greedy when others are fearful.

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?