ADBE

Realistic_Penalty_99

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.

Icy-Sheepherder-7595

Fellow ADBE bagholder🤝

grandfatherdog

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.

sharpman2021

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.

Euro347

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.

mrmrmrj

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.

Rav_3d

>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.

North-bound

Hit $1.4m today 🥳 Special thanks to Microslop, ADBE, and MS

Camille64

If you listen to r/valueinvesting you might lose your ass. ADBE, PYPL, NVO…

thenorthernwhiteboy

I love this market ADBE, SNDK, NOW stock all down But my 6$ Snap calls are up 80% lol

Weak-Pomegranate-435

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

rwc5078

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

desi_cucky

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

Weak-Pomegranate-435

News was “ADBE is SAAS”…. Thats enough

moosewithamuffin

Are ADBE puts just free money?

Weak-Pomegranate-435

U r the one who bought ADBE. So i guess u r the looser here not $ADBE

Sufficient-Flan1565

ADBE don’t need no news to be dumped

ateranol

One glance at presidents twitter page is enough proof that AI is far away from killing ADBE

ateranol

One glance at presidents twitter page is enough proof that AI is far away from killing ADBE

Defiant-Fee-7550

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 😦🤌

Astronaut100

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.

wrongrobertpatrick

Epic ADBE dunp

us1549

What the fuck is happening to fig and ADBE?

Responsible_Edge_303

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.

apple-sauce

Why is $ADBE pumping? MSFT as well

Sufficient-Flan1565

Even MSFT and ADBE pumping today lol

WendyDumpsterFire

ADBE 📈

iShitBloodandCumShit

While illogical, I completely get the reason for ADBE shitting the bed. Models like imagine, flux, etc. killed the creative suite.

dvdmovie1

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.

Icy_Acanthisitta7741

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.)

WendyDumpsterFire

Another day for bagholding ADBE

Astronaut100

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.

Pin-Last

DOUL is cheap, sticky, growing. I prefer it to ADBE

Gold-Guy-8

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

zxc123zxc123

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.

Ok_Conversation_9798

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!

us1549

I feel the same way with my ADBE shares at $250

GrossFleshSack

Just buy ADBE instead

jpric155

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.

Apprehensive-Ice8996

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.

ryallen23

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.

WendyDumpsterFire

ADBE

innatangle

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.

av1d_lurker

I got fucked over by ADBE after buying at 360 last year LOL

ThetaFarmingRegard

Bro ADBE is the worst company ever Good luck regard

papashawnsky

I bought ADBE a couple months ago thinking it had bottomed, threw in the towel on half my shares today 😬

us1549

My main software play is ADBE. Does NOW or APP have more of a moat than ADBE?

skilliard7

IGV Still trades at 32x earnings, still a lot of growth priced in. ADBE/CRM/NOW/INTU are lousy companies with lousy products.

Gristle__McThornbody

Guys I think ADBE is going to zero.

WendyDumpsterFire

ADBE pls my mom needs this money

WendyDumpsterFire

ADBE back to 350

WendyDumpsterFire

ADBE piss me off but I’m hoping it goes to 350

WendyDumpsterFire

Can 🥭 pump ADBE like he did with PLTR

awetfartruinedmylife

ValueInvesting sub fucked me with NVO, ADBE, CRM, RDDT and MSFT

WendyDumpsterFire

I’m tired ADBE 🫩

donniedarko1010

Has ADBE found it's bottom yet? Have been catching the knife...  Avg cost 300 now.

synthetic350

ADBE

claytondpark

Which one tho, I too been watching many (NOW, ADBE, FIG, CRM, SNOW, DDOG, WDAY, MDAY) all getting hammered everyday...

pineapplekiwipen

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

Shirtwearer1975

Made bank on AMZN today. Lost 2x bank on ADBE. fml

Incubus-311

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.

poffa-

Fuk u RDDT and fuk u ADBE

alwayslookingout

Hey. ADBE hasn’t been this low in 8 years. What a great opportunity to DCA more into it.

KeyEmu7694

very big rotation going on, CRWD, SNOW, ADBE, S, RDDT among those destroyed today

reaper527

> 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.

dansdansy

ADBE can crash for all I care, charging consumers a cancellation fee like they're breaking a lease is insane.

HelloTheirCruleWorld

I’m torn between ADBE and Intuit

Rav_3d

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...

Ernest_EA

Software starting to diverge Losers: TEAM CRM ADBE GTLB Winners: WIX U

Ernest_EA

TEAM CRM ADBE fuckkkk 🙈

joe4942

ADBE close to new lows.

AlphaStreet_LN

Another great day for my $MSFT and $ADBE heavy port 🤡

Temporary-Basil-3030

No I'm not. But I'll take advantage while ADBE and MSFT are stuck in the sand.

poffa-

ADBE u piece of shit

synthetic350

Fuck ADBE’s going to keep tanking isnt it

thenorthernwhiteboy

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%

klyphw

Are you really trying to take a victory lap on ADBE right now?

Shostacotuesday

Lmao, everyone here was shitting on UNH ADBE and PYPL all year long

bushed_

> 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!

Asleep_Emphasis69

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

Crazy_Donkies

No, that's r/ValueInvesting before they got sucked in by NVO, ADBE, V, and MA pumpers.

dvdmovie1

I'd rather buy IGV if I felt it prudent to buy software than say, specifically something like ADBE.

MDPEL

ADBE.

Prudent-Corgi3793

They are getting hit by terrible headwinds: consumer weakness, tariffs, and anti-American sentiment. Even worse, their key consumer demographic tends to be younger men, which is in the weakest part of the K-shaped economy. A lot of forecasters like Morningstar consider this a value pick, but I just don’t see it. The P/E ratio is still really high and their revenue and income has been shrinking. Most of the other “value investor falling knives” like PYPL, NVO, ADBE, LULU, etc. actually have legitimately low positive growth rates.

GhostHashira427

ADBE. Nikes are made of the same shit Temu nikees are, and only dipshits buy $200 sneakers that also look stupid.

lipmanz

NKE or ADBE more likely comeback?

Bilbo_Butthole

Told bers to buy the mag7 dip and retards compared meta and Msft to fuming PYPL and ADBE. This is why bears stay poo

LeBhikariLe

ADBE: best I can do is 0.5%

dvdmovie1

The question becomes: to what? I want to buy more of things where I can build a fundamental thesis for the foreseeable future. I don't want to buy something just because it's down a lot. I don't want to buy an ADBE even if I don't think it's a zero. Most of software just isn't interesting. At the same time, I don't want to have an excessive allocation to something like one of the thematic bets. I own a lot of AI-related names, have added a little more. I own a lot of real asset names (gold miners, gold etfs, oil, copper, etc) and have added a little. I have found a couple of things lately that have appeal that are off a lot largely because of what's going on (FTAI in the low $200's) and a couple of obliterated names (VITL with an absurdly oversold RSI of 14 and a 30% short interest.) I don't want to buy stuff just to buy stuff, I really want to find things I can build a thesis around and feel strongly about and not really finding a lot of that. Often times over the years I'm trying to look for the next theme and ... I just am not finding a compelling one. I don't see this as a time to decrease exposure, but not finding much in terms of increasing exposure. Usually have a bench of a lot of ideas waiting to be put in if need be, but that's pretty empty at this point, as well.

dvdmovie1

The question becomes: to what? I want to buy more of things where I can build a fundamental thesis for the foreseeable future. I don't want to buy something just because it's down a lot. I don't want to buy an ADBE even if I don't think it's a zero. Most of software just isn't interesting. At the same time, I don't want to have an excessive allocation to something like one of the thematic bets. I own a lot of AI-related names, have added a little more. I own a lot of real asset names (gold miners, gold etfs, oil, copper, etc) and have added a little. I have found a couple of things lately that have appeal that are off a lot largely because of what's going on (FTAI in the low $200's) and a couple of obliterated names (VITL with an absurdly oversold RSI of 14 and a 30% short interest.) I don't want to buy stuff just to buy stuff, I really want to find things I can build a thesis around and feel strongly about and not really finding a lot of that. Often times over the years I'm trying to look for the next theme and ... I just am not finding a compelling one.

ryry1237

I thought PYPL was cheap when it hit a PE of 10. It fell another 20% since then. I thought ADBE was cheap when it hit a PE of 15. It's still falling now. What is cheap can always get cheaper.

Nearsite

This past month it has been AVGO, BE, RDDT, APP, CVNA, DUOL, ADBE, PLTR and a couple rolled over from last year (V, MA, UNH).

zurijer

All the retards that got trapped into buying ADBE and MU. The PE!!!! Hold them bags

Tight_Tomatillo_172

No one’s gonna like this but I’m buying ADBE and LULU. Both way too low to not get back up, and no huge problems. ADBE needs to get some traction, LULU needs to get a decent management and both will fly up

Wide_Investment4550

I still think category leaders usually find a way back. Adobe has such a strong enterprise base, and the switching cost for large customers is real. A lot of big companies are not going to rip out their existing workflows overnight just because new AI tools show up. I also believe Adobe has the resources and distribution to keep up with AI over time. Hopefully ADBE can find the right CEO soon and regain market confidence.

Nearsite

I use this site called stocknear (free) and look for the highest volatility stocks on that day, that I also wouldn’t mind owning and sell way OTM puts. Recently I have sold Puts on RDDT, ADBE, AVGO, CVNA, CRM, BE, etc.

stoic_suspicious

I wouldn’t call ADBE and BLK quality companies

chomerics

Which explains why you gave a donation to the market on ADBE. They are not going to death kneel yet, but they are not standing up anytime soon. Get out before it all guys puff

ConditionHoliday2844

Buying brb.b and V, like Meta and ADBE. Sure I’m missing something.

Icy-Sheepherder-7595

I have 4 of these, thought I bought in low on all of them and losing my shirt 🤣🤣 Cost basis for each: META - $600 MSFT - $400 ADBE - $290 MELI - $2000 Holding the line but I wish I waited to buy until now. Could be worse, could be better.