ADBE
Adobe Systems Incorporated
Mentions (24Hr)
-53.85% 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
# one bigass joke: VaLuE iNvEsTiNG # --> there are people in r/ValueInvesting with ports only containing: CRM, ADBE, PYPL, UNH # how can you hate money so much??? why don't they just buy the indey????
Yeh, CRM and ADBE admittedly make up VERY small amounts of my port, but def. sale items for me today.
AI can replace software. Don’t need software companies, AMD, ADBE, etc…
#ADBE below it’s 2022 bear market low, just absolutely wild. Trading at 15x is crazy work
#im long ADBE here, valuation is a joke
ADBE offered $20B about two years ago. If they liked it at $20, perhaps they still like it at $12-15B. No guarantee of that and could certainly be denied by regulators again, but would be amusing if ADBE took another chance significantly lower.
I'm putting my money in ADBE and QQQ puts, wish me luck
My take: PayPal and ADBE are the biggest value traps
Overbought ? [https://finviz.com/quote.ashx?b=1&t=ADBE&ty=c&ta=0&p=w](https://finviz.com/quote.ashx?b=1&t=ADBE&ty=c&ta=0&p=w) I wasn't talking about NVDA, TSLA, AMD, or even LLY, JNJ, or the banking sector... Have you seen this chart?
Concerns over AI impact and when you have so many software businesses as a seat-based model, what happens when there's less people required to do tasks? So with an ADBE, you have a seat based model plus the issue of going from what has been the primary choice to facing an increasing number of competing choices. Additionally, so many SaaS names were expensive and when all the sudden people start becoming concerned about what the future looks like, what is a fair valuation? It isn't 0 (although there might be a zero or two in the worst case; also, how many software names were bought over recent years by private equity cos?), but it's not where they were trading.
ADBE is unique in that AI solutions are directly taking business and they have competition better integrated for modern platforms.
ADBE is a shitco. You can get freeware that, for most users, is 95% as good. Without those asscunts mining your HD to train some shitty algorithm.
https://preview.redd.it/qeidoowz7hhg1.png?width=1475&format=png&auto=webp&s=f048fabea0acadff458f5c50921c7a573bf22031 $ADBE to the ground :) earnings good company is good but stock price non stop dumping.
https://preview.redd.it/060x09nwxghg1.png?width=1480&format=png&auto=webp&s=0fa72453b3bf1661e67e3bb0368410fa751bf121 $ADBE earnings is good but why dumping so hard? i bought some last week cause so cheap but still going down.
The idiots over at r/ValueInvesting shilled every single piece of shit stock like PYPL NVO ADBE DUOL UNH for no reason other than cope/because they are down from ATH instead of talking about the one stock that is down from ATH that is rocketing (up 20% rn) ENPH (Enphase Energy).
Do you have any expertise in working with complex software that's used as a visdev tool? It's not as easy as "make software good". There are plenty of professional programmers, there have always been. It doesn't mean there are a lot of choices for software. ADBE is being mispriced because WallSt doesn't know fuckall about the industry. But there is no way I'm going to buy hundreds of shares because the market can stay irrational for a very long time if this sector is out of favor.
Tomorrow morning, I will start fresh and pick fights with "value" and stocks sub elites with their sophisticated PYPL, UNH, ADBE, NKE portfolio.
I have MSFT but it couldve been worse like holding PYPL NVO ADBE
All software stocks ate shit today, ADBE is not an exception, even MSFT
I wouldn't touch TEAM. Atlassian has growing competition and almost never make a profit. I hold some ADBE but I think CRM is probably a better investment.
> --ServiceTitan expanded its revolving credit facility to $250 million and extended the maturity to 2031. > --The company shifted to net leverage-based pricing and covenants and fully repaid its prior $107 million term loan. $TTAN still making advancements and growing the business and capacity in big ways, despite the insane software sell-off due to AI making everything obsolete in *mere weeks* (literal years away, at best). ServiceTitan is down almost 34% in the last month despite no bad news. Shit is going to get fun for these software stocks once the AI-killing-software doom & gloom is over and money rotates back to things that are actually making money... TTAN, ADBE, CRM, etc..
Look at the stocks they've been shilling on that sub. PYPL NVO ADBE DUOL etc, and now we're in earnings season
even CRM and ADBE are recovering a little, but not MSFT. FFS
lol ADBE NVO PYPL NVO NFLX Forget inverse WSB just inverse ValueInvesting
To anyone who has had their money in RDDT, PYPL, NVO or ADBE they have like 3 lost decades worth of losses
Half of r/ValueInvesting got wiped out this week for how hard they shilled PYPL NVO ADBE.
So if ADBE really still wants FIG it can buy it for peanuts, please do so i can unload this piece of shit
See there? That word you just used? Discount. You are also assuming, things always go back up. For instance, people have been trying to sell Constellation on this sub as a value bet since it was $2400. Where is it now? $1800 and dropping like a rock - oh shit, 1660 now.. ADBE since 340? Now 270. CRM, NOW etc., they're all stinkers and it's your funeral for guess at the bottom when these are \*all\* falling knives. Wait for at least one to land FFS before you throw your money in a hole. Not trying to be an asshole. Literally the opposite.
Right? I got downvoted for saying that buying any software company except the Mag7 is risky. Anyone paying attention should not be surprised by the sell off on stocks like ADBE and CRM. It’s been 3+ years and people still underestimate the storm that AI will unleash on all parts of the economy.
Which ones are you bullish? I have NOW, CRM, ADBE, SNPS, and ZS bags.
ADBE is probably a zero long term. CRM - its getting there, but your fwd p/e multiple is using adjusted earnings, which for some ungodly reason adds back stock based comp. If you take forward GAAP earnings CRM is 23x
That's not value investing. That's investing in a stock that can't reverse it's thesis/narrative. Similar to ADBE
By what metric. CRM forward p/e is now in the mid teens. ADBE low teens. If you want to argue the AI angle making them less moat-y, okay, but under what quantifiable metric are you arguing they're "overvalued"?
And now NVO has fallen too. And ADBE is down big too. Rough day for that sub.
Between PYPL, ADBE, and NVO, this is like 9/11 for value investors
It amazes me when stocks like ADBE and ORCL get absolutely slaughtered like this day after day how management sits there quietly and does nothing to reassure investors
look at that gap ADBE has to fill, this'll be a $70 stock in no time
Why are ORCL and ADBE such shit stocks? I bought their dips months ago but they are still dipping
They’re really dumping ADBE because of PDFs.
INTU ADBE CRM NOW absolutely getting annihilated
It's not done, but the era of high valuations for some software stocks is likely over. Like I can see ADBE trading at 20 P/E perpetually in the future.
Looking forward to buying ADBE at single digit forward PE in like a week
Starting to get real tempted by ADBE but we've learned time and time again hat cheap can get much cheaper. Absolutely adding to META here though
anyone in here own ADBE? That's quite a waterfall
ADBE and CRM gravitating towards earth really fast
What are you talking about? MSFT is at 5 year low valuation, same for CRM and ADBE.
Value traps like ADBE and r/valueinvesting. Name a more iconic duo.
SaaS on absolute obliteration mode in 2026. CRM, ADBE, TEAM, NOW. Absolute bloodbath
ADBE can you save me pls do not end up like PYPL
The "value" investors were bagholding PYPL, ADBE, UNH for so long. All these stocks went down 30-40% over the year after they bought in lmao. You cant make this shit up.
VITL, TTD, ADBE, SAAS in general.. man, when the chip names bubble pops in a couple years.. I'll be glad to own my VITL at 10, TTD 12, ADBE 140, etc... better than a MU at 50 again from today's prices.. PYPL valuation has gotten truly insane. I'm going with the belief it's a kitchen sink quarter for the new CEO.
Fuck now I’m scared for my ADBE shares after PYPL shit the bed
This PayPal situation just made me sell all my remaining ADBE, and INTU shares........dont hold shit
MSFT, HOOD, INTU, ADBE, NFLX, NVDA, SOFI, RDDT are all down 30-50%
ADBE was barely the only green thing at open and now the entire market is green and fucking TANKS. Make your mind decrepit software
aren’t you the ADBE put guy 😂
software stocks back on the menu NOW TOST ADBE
ADBE you piece of shit
Run ADBE run you decrepit old man
ADBE awaken from the nap
This is why I find the narrative so insane. Okay, so the company needs only 7 seats instead of 10.. say each employee was paid 100k.. that's 300k in savings. If each license cost 10k, the seller of the licenses can raise the price 50% and STILL be saving the buyer tons of labor costs. OR they just go straight into a consumption model that will again, likely increase revenue not decrease it. This is a Tiktok death of meta or ChatGPT end of GOOG, or even the death of Netflix narrative. The psychology is broken, but the businesses are all still firing on all cylinders. INTU, NOW, CRM, ADBE, TTD, and (completely separate but wildly undervalued) VITL. I've purchased positions on all of these in the last 6 months (INTU, NOW, CRM in the last week). I'm a firm believer wallstreet is selling on fear but the future businesses are 100% intact. I've always hated SAAS valuations but this is a gift.
In a sea of red, fucking ADBE is green
ADBE is very attractive right now. If I had $5k to invest right now I’d gladly add that position to my portfolio. It is my next investment for sure.
ADBE is such a piece of shit
I like ADBE at these prices. 80%+ of their revenue is from professionals. Many loud people on the internet are private users of their software. They are dissatisfied with their pricing and switch to free alternatives or prompt base ai editing. But in professional business and specialized education adobe software is still standard. Many of these industries are growing rapidly in the content age we live in. For me it a AI-won’t-change-everything play. If they can somewhat keep the growth rates at these prices the stock will do great.
PYPL and ADBE are value traps. They are dying companies that peaked and will slowly fade away, they are tech stocks that did terrible during one of the best tech bull runs. That doesnt make them "cheap". Competition has heated up on both since their peaks and they have struggled to keep up, and users are dropping off with no known plan for continued growth.
holding these ADBE calls we might see it going back to 350-360
We all know what ADBE is.
Not comparing the businesses. Comparing how analyst sentiment differs for identical price declines. The framework works on any stock. ADBE/NVO are just real examples with clean data. See my other response above.
Thanks, everyone, for your comments. Several of you have asked why I'm comparing companies that aren't similar. The comparison isn't about the companies being in the same sector or having similar businesses. It's about demonstrating the value of analyst sentiment analysis when integrated into your fundamental research. Analyst sentiment is valuable because it reflects deep research from professionals who dedicate their careers to specific companies. The challenge is that most investors only look at surface-level metrics: consensus rating and average price target. That approach misses the deeper story. Both stocks are down 56% from their peaks. If you just check consensus ratings or average price targets, you miss the critical difference: analysts forecast accelerating fundamentals for Adobe (flat historical EPS to strong growth ahead) but decelerating fundamentals for NVO (strong historical growth to slowdown ahead). The full post on r/stockoscope breaks down the 5-component framework for analyzing analyst sentiment. I used ADBE/NVO because they're a clean real-world example - could've been any two stocks with similar declines but different analyst trajectories. In the full post, I have included several other examples (e.g., META and Micron) to demonstrate the approach. Personally, I have nothing against either stock and don't want you to make investment decisions based on my post (or any other post, for that matter).
Chart looks horrible for ADBE. I'd nibble a little here and pick up more if it hits $250.
Fair points. Agree on the competition and that ADBE could fall further short term. Its PE is now under 20, more than 60% below the historical average of 44, and cheaper than 85% of its tech peers, while it is maintaining strong margins and returns. The market may be overreacting to AI concerns, but only time will tell.
NVO is fighting a giant in LLY and can only seem to compete on price. Pharma stocks are really hard. I'd rather bet on ADBE here but I think it might fall even further because it's multiple is getting re-rated.
Constellation Software (CSU) Adobe (ADBE) Novo Nordisk (NVO)
I got molested by ADBE and total losses were 70k
Okay, but in all seriousness I do enjoy how we're all yucking it up about Crypto and metals crashing when in our heart of hearts we know we're about to join them when Equities finally give up. Then it'll be their turn to point and laugh. I'll give them a few freebies. "HAHA you really kept buying Sandisk at $660. Have fun getting your money back never." "Just how long did you keep holding ORCL?! Are you regarded?" "If you loved ADBE at $350 and $300, you're going to love it at $30."
There's a couple of software names that have some hardware component that I'm mildly interested in and have bought a little bit of but otherwise I have no interest in buying something like CRM. I'm amused by Benioff going full Gavin Belson and doing things like paying $10M a year for Matthew McConaughey as a "creative advisor" while the stock has gone nowhere for half a decade but I don't want to invest in it. I don't want to invest in ADBE. I honestly don't care that much about buybacks if that's pretty much the story like I haven't cared about PYPL on here as it's been incessantly brought up for three years and the core talking point the whole time has been "but the buybacks!"
ADBE looks pretty good I think. 17.5 PE is a lot better than SP500 overall at the moment, and solid growth potential still when you count the buybacks. At this point it has to be near a clearing price floor.
I’m not saying I agree with it. But that’s the narrative happening in the market now. I do think monetizing the existing contracts harder is a viable path. I’m not so worried about actual declining revenue scenarios. But I do worry about multiples. Needs margin of safety. Some names are definitely there now. I’m long on ADBE and TEAM.
ADBE, PYPL, CRM and SAP will all go straight to 0
ADBE, PYPL, CRM and SAP will all go straight to 0
these stocks are 5 year + lows with increasing fundementals but the market is at ATH which means these stocks will CRASH further if we have a correciton. if you want them, WAIT. I think we see CRM hit 150 MINIMUM during pull back and ADBE 250 MINIMUM. that is almost a 70% discount from their ATH. likely we go lower though, CRM 100 ADBE 175.
all SaaS companies are in a race to to the bottom on the 1Y. WDAY, CRM, ADBE, TEAM, NOW, HUBS
Barron's : "The stock had fallen 31% in the past three months through to Wednesday’s close. ServiceNow has been caught up in the [software selloff](https://www.barrons.com/articles/tech-stocks-software-salesforce-ai-agents-fee6b03d?mod=article_inline) with the likes of CRM,ADBE[](https://www.barrons.com/market-data/stocks/crm?mod=article_chiclet)[](https://www.barrons.com/market-data/stocks/crm?mod=article_chiclet), amid fears over disruption by artificial intelligence. ServiceNow provides automation tools to big businesses and has been integrating AI into its own offerings. ServiceNow was particularly penalized when it emerged that it was looking to buy cybersecurity start-up Armis, with investors wary of another major acquisition after the company [agreed to purchase](https://www.barrons.com/articles/servicenow-stock-price-moveworks-ai-agents-adb38404?mod=article_inline) AI start-up Moveworks for $2.85 billion in March. “Bears have focused on whether ServiceNow now requires acquisitions to grow and if the consumption hockey stick materializes in 2H26,” wrote Raymond James analyst Adam Tindle in a research note. “We disagree and model 20%+ organic growth; the recent deals expand the TAM \[total addressable market\] and deepen platform capability.”
Man, don't look at CRM, NOW, GDDY, and TEAM chart. Softwares going bankrupt? Time to buy the dip? Aside from ADBE and INTU, CRM and NOW are starting to look interesting.
I agree, its over for ADBE, UNH however will be around forever.