ADBE
Adobe Systems Incorporated
Mentions (24Hr)
33.33% 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 bent by Ai and screwed wantonly!
##*Looking to get back in to ADBE Taking a Servey for a friend!*
Another thing I just want to point out is that if all the same stocks are getting talked about then that creates a confirmation bias which can be dangerous. Take for example one particular sub is a huge advocate of PYPL, ADBE and the like. It seems there is a trend that just because a stock has good financials and is down like \~50% that it must be a good deal. I saw a post where someone chucked their life savings into SNAP and PYPL before both earnings. Now granted I think that sub is going through an identity crisis at this moment. But it's dangerous. this is just my personal observations. My thoughts are the same with the dangers of single stock subs.
ADBE you piece of shit
Stop ADBE what are you doing
Common ADBE you can do it up to 350
Here is an economics/ finance perspective: You're not wrong that it looks contradictory, but there are a few structural things going on that explain it. **Most of these stocks were just expensive.** When people say a stock is "expensive" they don't mean the share price is high, they mean the price relative to what the company actually earns is stretched. That's measured by the P/E ratio (price to earnings). A lot of these names were trading at 30x, 40x, even 60x+ earnings. That means investors were paying $40-60 for every $1 of profit, betting that growth would eventually justify that price. When confidence wobbles even slightly, the market re-rates them. The company can be doing fine, but the market decides it's no longer willing to pay 40x and marks it down to 25x. That alone can be a 30-40% drop with zero change in fundamentals. That's called multiple compression, and it's what's hitting both groups right now. **Interest rates make this worse.** Growth stocks are valued on future earnings. When interest rates are higher, those future earnings are worth less today in present value terms. So the maths behind the valuation literally changes even if the business doesn't. This hits high-P/E tech disproportionately hard regardless of whether the company is an AI builder or an AI "victim." **Passive investing amplifies everything.** A huge amount of money now sits in index funds. These funds buy and sell based on market cap weighting, not fundamentals. That means the biggest tech names get bought simply for being big, and when sentiment turns, they get sold for the same reason. It doesn't matter that NOW and NVDA are completely different businesses — they're in the same indices, held by the same funds, and sell together when money flows out. I**n sell-offs, correlations breakdown**. This is a well-known pattern. When investors de-risk, they sell what's liquid and what's gone up the most. During risk-off periods, correlations across stocks spike toward 1. Fundamentally unrelated companies drop together because it's the same money exiting, not because the market has a coherent view on each individual company. So in your example. The incumbents like NOW, ADBE, CRM aren't getting wiped out. They're getting repriced. There's real competition from AI-native tools, margins might compress, growth might slow, but these are massive businesses with deep customer lock-in and switching costs. A price correction is not the same as going bust. The AI infrastructure companies aren't a bubble in the dot-com sense either. The spend is real, the revenue is real, and the demand for compute isn't slowing. Think of them less like speculative bets and more like electricity providers: everyone needs the infrastructure, and these companies are building the plumbing. Many of them are also diversified businesses (GOOG and META aren't pure AI plays, they have enormous ad businesses generating cash regardless). Both can drop at the same time because the market isn't making a coherent argument. It's a bunch of different actors repricing risk, unwinding crowded positions, and adjusting to rates, all at once. The contradiction you're seeing is the market being a market, not the market being right about two opposite things.
Do you think ADBE is a good value stock? I’m have some calls I’m thinking of holding it till earnings? What are your thoughts?
About 10 years back self driving car tech was all rage. One CEO famously claimed his son may not need DL when he turns the driving age. Even today self driving cars percentage is very small. That company has moved on truck self driving tech now. All these claims are vastly exaggerated, The new AI coding/LLM companies want higher valuations and want to raise lot of capital. So they come out with all these claims. Will there be coding agents? yes? Will it make coders extinct? No!! I would say buy strong balance sheet and cashflow software companies! ADBE was same price in 2022 bear market. Gave 100% returns in less than 2 years.
I dunno really brainstorming: I'm looking at Fintech brokers (HOOD) - that might be more linked to crypto though than linked to AI. Their selloffs seem demented. I hold TIGR, PAGS, DLO for EM fintech which has been a disappointing month but all are massively cash positive and caught in this sell off. DUO, ADBE have both been heavily sold off and it is AI related but I really don't see people scrapping Adobe licenses - I think they'll build AI into photoshop + the tools to improve it with a human, layering and such. Some Marktech with their own moats / networks like CRTO, traditional marketing like Publicis... People keep talking about Figma etcetera but it a recent IPO and they're always trash. And yeh, Apple has won by not playing. Think its bargain hunting time really lol
NOW, ADBE and CRM are just too expensive. The P/E of those companies is still too high. Even with the 30% drop they are with a crazy price .
Hell yeah brother ADBE going back to 350
LULU, PYPL, ADBE, UNH, ORCL maybe 🤔
ADBE is still a money printing machine. I wouldn’t call them a terrible company. You may not like their pricing model, but that’s a different discussion. As for FIG, they have about a 130% net dollar retention rate. Meaning people spend more once they license the product. And FIG is still growing and adding features. They just bought Weavy.ai and will offer a subscription service for that feature.
I like NOW , Net I am curious , ADBE no thanks, CRM I dont like the CEO Got to see what Team is
They deserve it! Rejected $ offer from ADBE, now paying the price for it.
People who bought ADBE at 350 saying: “ok, now this is the bottom”🤣
If you loved ADBE at $350 you're going to love it at $50.
Pay attention to a Company's pricing model and a Company's ability to shift it away from headcount pricing. If a Company is entrenched in a headcount-based model and is unlikely to be able to shift away, stay far away. It's why I'm bearish on $ADBE. $CRM is shifting towards consumption based AI model with Agentforce, same with $NOW. $NICE is probably the most exciting in the bunch.
Why are you in ADBE, nothing but negativity for the past year
Bruh ADBE wtf man your shit
A lifelong Adobe user here..mostly with products/subscriptions paid by employers. Excellent products ofc. From what I hear Figma is even better and definitely has market share. ADBE is a terrible company in that its customer base absolutely hates its licensing model, calls it predatory, etc. FIG from what I hear is already being used by everyone who needs it and doesn't have enough potential customers to grow enough for the valuation. Back to my question: Two years ago, Adobe wanted to buy and absorb Figma - they rejected opting for IPO. Seeing that hasn't gone well for investors, and Adobe's investors are feeling pretty bad atm, maybe its time to revisit a consolidation? IDK, just throwing it out there
The SAASmageddon along with NVO DUOL and a bunch of other shit stocks drilling has completely wiped out r/ValueInvesting. Before this week posts would just be someone shilling ADBE or something and then getting angry at you if you didn't preach to the choir. Now it's all just "so what's next" posts.
I'm just wondering if ADBE can seal the deal now that the valuation is taking. I would imagine they can probably scrape together enough to make a good offer. Maybe the regulations were overblown and will not factor in as much if they give it another shot.
# 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