ADBE
Adobe Systems Incorporated
Mentions (24Hr)
-63.64% 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
ADBE is a classic r/valueinvesting play… which means it will crash and burn while getting outperformed by an index fund 🤡
If ADBE and AMD follow the same pattern, ADBE calls will print, AMD is going to be advanced money destroyer.
cause this guy posts nonsense 24/7 hard to take it seriously on top of that, he’s just an angry ADBE bag holder. It’s probably better to inverse his plays
OpenAI releasing a design competitor will not do anything. You should focus on your ADBE bags
I still think google search sucks now compared to LLMs. It's gemini that's pushing google's stock up. I disagree with the guy you replied though, I don't see how something like ADBE would be in trouble. I think non developers vastly underestimate how much work it takes to take an application from 'it looks ok but it has some rough edges' to a state with few bugs left like Photoshop. It seems like agentic AI can make apps that look ok but still have lots of rough edges but i haven't seen any example of an AI making a complicated, most bugfree product.
I own both. Just started a position in ADBE @240. I think Adobe is a steal right now. Adobe is trading at a huge discount to how much of the market they will actually capture. Firefly isn’t a bad product in anyway. Co-Pilot adoption under MSFT has exploded… it’s not because it’s a good product it’s because they bundle it into packages and sell it to corporations at rates they can’t refuse. The same goes for Adobe, but they have an actual product. I understand people think the “AI” bubble will pop (it won’t) but Saas isn’t disappearing, it’ll just sell more licenses. Adobe doesn’t make money from your two friends who need to scan a doc and want to draw something. They service almost 100% of the largest corporations on earth. They have an entire legal apparatus of educational, government and business use cases… that creates a pretty sticky product environment which was shown in their last earnings. Board forced their CEOs hand and made a bad decision. They’ll find someone suitable to continue. The same goes for cyber security. Currently grabbing shares all over. Fucking yard sale
It is interesting how tech stocks like ADBE and MSFT often spark debate during market volatility. this is the kind of data we analyze. see our page
Anthrophic got ADBE on hostage.
I just don’t understand why anyone would want to own ADBE FIG CRM TEAM, etc. They are all right in the path of the runaway AI train.
And here's Anthropic with another one: https://www.anthropic.com/news/claude-design-anthropic-labs * Figma: -6.9% * ADBE: -1.44%
ADBE doing what it does best.
!banbet ADBE 282 7d
Today ChatGPT generated an image for me and offered an ADBE Ai tool to edit it inside the GPT chat.
At the moment, ADBE is a shitty stock. If it becomes a less shitty stock, I'll consider it. Again, I've seen arguments for PYPL being ridiculously undervalued when it was triple its current price. It doesn't matter what *we* think about a company if the market disagrees.
MSFT ORCL and ADBE comin through for me
Can’t believe I’m already in green territory with ADBE
Finally bought ADBE … 15 shares … let’s see
load the MSFT shares if u like money kiddos I work at the government claude can be zillion times better but trust me with your balls we ain't switching we pay whatever MSFT wants to not learn new things, it's not our money anyway haha I suspect ADBE might have the same logic but I'm drunk
Shit gotta sell my ADBE and MSFT holdings then 🤨
Many people say that AI will kill ADBE, but they have Firefly. Counter argument can be that Firefly suck and that Nano Banana (as examlpe) is better, but tou can use Nano Banana (and many others) in ADBE software. Does anyone knows how it works between ADBE and Google what is payment scheme? What I am wondering is that who have better leverage. On one side ADBE can bring lots of data and addtional token consumption to google. On the other hand google can help ADBE keep customers in Creative cloud and increase spend for Tokens. I assume its benefitial for both, but I am wondering who benefits more.
Narrative around new CEO, integration with AI in the software, updating seats model to AI agent seats or token based AI, stickiest software around after MSFT. NVDA CEO said software ain't dead and they need it. You get one solid ADBE partnership with an AI company and it'll fly.
Look into the other types of stocks such as NOW WM CRM ADBE, a lot of tech is currently overbought in the short term timeframe so it feels horrible, like you missed out... But it's not sustainable without a decent pullback, if the news stays positive then buy the dip imo.
I think the bottom is $180 for ADBE. I'm long FIG. I think any new competition in the space hurts ADBE more than anyone else.
Most of us are only aware of a small portion of ADBE's business. ADBE is really a publishing operating system that is in no danger of being seriously displaced. Still, the stock can flounder for years and my statement still be true. The value is just barely below the 2022 cyclical low. It can go lower if the AI concerns persist. One or two earnings releases are unlikely to persuade the doubters.
>Adobe barely seems to be innovating IMO. This could have been the entire message. They are failing to integrate the best AI solutions into their creative suite. Large, established companies typically cannot out-innovate the startups. They have a strong loyal following and Photoshop and Lightroom are industry standards, but at some point if you can upload an image to AI and have it do the work in seconds that would take hours in those tools, it is going to hurt their business. ADBE was in a downfall even before AI threatened their business. Everyone loves "cheap" stocks, but in this market, putting money into ADBE is wishful thinking, and ignoring the numerous opportunities for wealth creation in stronger names.
Hit $1.4m today 🥳 Special thanks to Microslop, ADBE, and MS
If you listen to r/valueinvesting you might lose your ass. ADBE, PYPL, NVO…
I love this market ADBE, SNDK, NOW stock all down But my 6$ Snap calls are up 80% lol
They look cheap on fundamentals. But $ADBE and especially $CRM are constantly getting EPS downgrades. But $MSFT looks manageable. $NOW is the only one whose EPS revisions look strong
I love far OTM bull call spreads. When it doesn't go your way, you can close your short call for a massive profit I made realized gains $35000 on ADBE My port now shows an unrealized loss of $38,000 on my ADBE long calls though
Dont beat up yourself. The SaaS sector is down as whole. There is surely a value somewhere and you just have to find it. Be it here or somewhere else. ADBE is a growing company. Look at your thesis and if nothing has changed, use the opportunity to buy more
News was “ADBE is SAAS”…. Thats enough
Are ADBE puts just free money?
U r the one who bought ADBE. So i guess u r the looser here not $ADBE
ADBE don’t need no news to be dumped
One glance at presidents twitter page is enough proof that AI is far away from killing ADBE
One glance at presidents twitter page is enough proof that AI is far away from killing ADBE
SAAS stocks not going down as much as they used to following Anthropic releases. I'm assuming that everyone who wanted to panic sell has done so by now. Still think ADBE / FIG are going bankrupt eventually though 😦🤌
ValueInvesting has an uncanny ability to promote the worst stocks: ADBE, DUOL, NVO, LULU, GAMB. These are just off the top of my head. The list is probably 3x longer lol.
What the fuck is happening to fig and ADBE?
No. Cuz numbers look good but stock is down just like other software stocks like ADBE. Gurus also say sometimes market is not rational and sometimes sentiment matters a lot.
Why is $ADBE pumping? MSFT as well
Even MSFT and ADBE pumping today lol
While illogical, I completely get the reason for ADBE shitting the bed. Models like imagine, flux, etc. killed the creative suite.
I think there's a couple of smaller names that might be of slight interest but have no desire to buy things like CRM or ADBE. If one or both of those two wind up as the new PYPL on here as people talk for the next three years about "buybacks!" and "how cheap they are" while they gradually erode lower I would not be surprised.
No one has magic crystal ball except may be Baron. But ... we can do retrospects and ADBE is a pretty bad choice looking back. (all of the Software stocks are, and TTD even stronger perfromance, without the stupid adobe-difficult-to-unscubcribed shit, yet they are nose diving for awhile.)
Another day for bagholding ADBE
Fair, ADBE is relatively more likely to recover. But Firefly stinks. They now rely on Gemini, which will cut into margins. And it won’t be surprising if Google creates their own powerful Photoshop tool eventually. Point is, there’s too much uncertainty for my comfort.
DOUL is cheap, sticky, growing. I prefer it to ADBE
You mean the AI companies that have massive amounts of debt compared to ADBE which has a record FCF and its own built-in AI? I’ll bet on ADBE to maintain its 90% recurring revenue
I'm think the smart way is either IGV or a high conviction pick? Some might say it's the solid and oversold like CRM.ADBE. Others might say the must haves or security like NET/CRWD. My pick? MSFT. It's been sold off so much. Also MSFT has the means to survive given it is systemic foothold in operating system, diversification into cloud/gaming/socials/etc, has it's own AI setup, is a hyperscaler, cashflow/assets/credit, and is actually invested in the AI companies that are supposedly killing SaaS.
I’m in ADBE and CSU with pretty large positions. I have the same thesis. Let’s hope we are right or Wendy’s it is!
I feel the same way with my ADBE shares at $250
Its not the AI trade they're running from. It's actually AI that's causing the SaaS apocalypse. Private credit is like 25-30% SaaS companies. They have over 500 billion in loans to these companies and the default rates are rising dramatically. Every time you see ADBE, NOW, NET, FIG having a bad day, private credit is having an equally bad day.
Market narratives shift constantly, and consensus views are often unreliable indicators of long-term winners. In 2022, for instance, I was accumulating GOOG at an average price of around $116 per share, when the prevailing sentiment suggested Google was falling behind in AI and that ChatGPT posed a serious threat to its core search business. Around the same time, META traded down to roughly 12x earnings, albeit for different reasons. These examples reinforce that valuation metrics like P/E, while useful, are far from definitive. Today, there’s a strong narrative positioning GOOGL and AMZN as clear AI winners, but that confidence may simply reflect the current phase of market sentiment rather than a durable reality. Consensus often lags and tends to reverse over time. When evaluating companies like ADBE, I find it more useful to look past surface-level narratives and focus on the underlying technology. A key question is how easily AI agents can replicate the core functions of these platforms. If tasks traditionally performed using tools like Adobe’s suite can instead be handled through prompting or automated workflows, that points to a higher risk of disruption. Looking at it this way can provide better insight into which companies are likely to maintain a competitive edge versus those that may face AI-driven commoditization. Personally, I tend to evaluate stocks starting with the strength and defensibility of the underlying technology. Strong financials then serve as a backstop helping filter out companies that may be technologically interesting but lack the durability to survive. Ultimately, fundamentals tend to assert themselves over time.
Literally all 4 of those are totally fucked. The past never included Claude since it didn’t exist. Now it does. Gotta throw the past out completely. NOW is still at like 55 trailing PE or whatever, while things like IBKR aren’t even half of that with way bigger moats. Saying it’s hard to imagine a world where ADBE isn’t a great investment is like someone in 2005 saying it’s hard to imagine Blockbuster not being one. Careful out there man.
I refuse to buy ADBE because their customer service is amongst the WORST I've every experienced. They had the biggest moat for the longest time and have completely screwed the pooch.
I got fucked over by ADBE after buying at 360 last year LOL
Bro ADBE is the worst company ever Good luck regard
I bought ADBE a couple months ago thinking it had bottomed, threw in the towel on half my shares today 😬
My main software play is ADBE. Does NOW or APP have more of a moat than ADBE?
IGV Still trades at 32x earnings, still a lot of growth priced in. ADBE/CRM/NOW/INTU are lousy companies with lousy products.
Guys I think ADBE is going to zero.
ADBE pls my mom needs this money
ADBE piss me off but I’m hoping it goes to 350
Can 🥭 pump ADBE like he did with PLTR
ValueInvesting sub fucked me with NVO, ADBE, CRM, RDDT and MSFT
Has ADBE found it's bottom yet? Have been catching the knife... Avg cost 300 now.
Which one tho, I too been watching many (NOW, ADBE, FIG, CRM, SNOW, DDOG, WDAY, MDAY) all getting hammered everyday...
i don't have their pe memorized but according to opus this is how the igv top 10 pe looks rn: PLTR Palantir 9.00% 238.0x / 116.3x fwd MSFT Microsoft 8.36% 23.3x / 19.5x fwd ORCL Oracle 7.98% 25.6x / 18.7x fwd CRM Salesforce 7.21% 23.8x / 14.2x fwd PANW Palo Alto 5.77% 91.4x / 42.5x fwd APP AppLovin 4.75% 44.9x / 23.6x fwd ADBE Adobe 4.58% 15.3x / 9.7x fwd INTU Intuit 4.43% 29.5x / 19.8x fwd CRWD CrowdStrike 3.87% N/M / 72.7x fwd NOW ServiceNow 3.73% 66.0x / 25.0x fwd so you're wrong even using trailing pe
Made bank on AMZN today. Lost 2x bank on ADBE. fml
I'm getting this horrible feeling that CRM and ADBE are eerily similar to the paypal "value" story. continual growth, stocks -50%+ down, "disruption by AI fears are overblown", yet stock will just keep crashing down until the fears are realized in the near future and we end up with CRM/ADBE showing declining user growth and single digit PEs with stock pricecs another 50%+ down from the current values. Sorry, I'm out. going to put it in defensives like coke and wal mart - follow the money is the best strategy.
Hey. ADBE hasn’t been this low in 8 years. What a great opportunity to DCA more into it.
very big rotation going on, CRWD, SNOW, ADBE, S, RDDT among those destroyed today
> I’m torn between ADBE and Intuit neither company is looking very promising, but intuit is probably the less promising of the two since not only does it have to worry about ai making their business model obsolete, they also have to worry about government making their business model obsolete.
ADBE can crash for all I care, charging consumers a cancellation fee like they're breaking a lease is insane.
I’m torn between ADBE and Intuit
That's gambling, not investing. Fact is, when a stock is falling, we have no idea how far it will fall and if it will ever recover. PYPL and ADBE bag holders still waiting for their moment in the sun...
Software starting to diverge Losers: TEAM CRM ADBE GTLB Winners: WIX U
Another great day for my $MSFT and $ADBE heavy port 🤡
No I'm not. But I'll take advantage while ADBE and MSFT are stuck in the sand.
Fuck ADBE’s going to keep tanking isnt it
Right on that’s not a bad shout tbh. I was looking at the 630-625p exp July, cheap Was riding ADBE and SOFI puts for a while. Then everyone on here started saying how much NBIS they bought so I grabbed puts and they printed like 200%
Are you really trying to take a victory lap on ADBE right now?
Lmao, everyone here was shitting on UNH ADBE and PYPL all year long
> You can’t just have 20 days of SPY -2% because the world is volatile In a deflationary scenario you sure can. Wash the original price from your mind, its clouding your judgment. Nobody said 0. If the market agreed with you, these particular stocks (which are essentially all companies who have had their moats destroyed by time, policy, or other players) Wheres your actual price estimate for one of these stocks. Forget the numbers. Go ahead and do NFLX, NKE, UNH, ADBE, ... etc with an AI. Try a DCF and get back to me!
ADBE seems massively undervalued at 9 FWD P/E and their ROIC has always been strong.................could easily see selling puts on this bad boy
No, that's r/ValueInvesting before they got sucked in by NVO, ADBE, V, and MA pumpers.