Adobe is that now. Growth is strong and accelerating slightly. Margins are climbing. Um, the balance sheet's really strong, and it's cheap on fundamental multiples. Now, the chart's pretty awful, as you can see. And so every time it looks like there's a low in some accumulation h

— Cestrian Capital Research

If it grows at 15%, then you can expect a 3x, 4x, 5x from the stock. In the worst of the worst-case scenario, there is still plenty of downside. If earnings deteriorate, then the buybacks made at higher prices don't look that good.

— Value Investing with Sven Carlin, Ph.D.

Adobe, I think if you're in it for the long term, I think you're okay. If you're in it for the short term, I mean, the AD line uh prior to uh Friday had gone back down near 52-week low. And look at the stock going into its earnings. Was sitting almost on a 52-week low relative to

— EarningsBeats

Adobe will undoubtedly post great numbers, but they need to show some way that AI is not disrupting the business. They need to create a stronger defense for that. Right now, Adobee's looked at as a company that has temporary pricing power and a high probability of being disrupted

— Joseph Carlson

ADBE for Adobe. Another one failed breakout over here.

— Trade Brigade

you look at Adobe for example. I mean there's really real concerns around their disruption. It hasn't really showed up in the numbers yet. There's quarter after quarter they're still growing topline bottom line announcing big share purchases. They have an AI tool that shows reall

— Monetary Matters

I completely sold out of Salesforce and Adobe because of this... Adobe the same thing. The immediate threat is less actually with Adobe, but as these tools get better and better and better and better every week. I think that the long-term thesis for Adobe and Salesforce is challe

— Brian Stoffel

co-work really attacks the document cloud because this business is being easily disrupted by anthropic and on the creative cloud side I will admit that co-work is not a huge threat there but there are other AI image machines that are rapidly improving that could do that... these

— Brian Stoffel

it you know it it appears kind of moderately valued here at um at at four it's at still four times sales right um I could I could get pretty comfortable around you know my sort of base case that you they do get disrupted by cheap or cheaper or free versions of um you know video v

— Monetary Matters

Look at Adobe. Look what's happened to Adobe in recent years. And now this is a pure growth stock. This really coming down into fair value and it's more growthy, doesn't pay any dividends, but it's value. There's gold mines in here.

— FAST Graphs

I personally own a bit of Adobe shares... I think that the stock market has overreacted to it. It does look like a value at this point. So, I'm happy to hold my shares. I might even consider averaging down a little bit. Uh but overall, I'm a big fan of Adobe.

— Learn to Invest

Adobe's creative stack, where Photoshop, Premiere, and Firefly sit at the center of how brands actually make their images, their video assets, and their marketing content, and where generative AI is being wired directly into those workflows instead of competing with them... But e

— Ticker Symbol: YOU