ADBE Adobe Inc

$ADBE How about all you bulls justify these charts? How is there such an insane EOD sale volume every day with it being in the red, but somehow the stock looking flat? Adobe is trying to buy their way out of bad news by counteracting heavy sales volume. It is courteous of them to subsidize exits for those who see the writing on the wall, but I would appreciate them accepting fate so that my PUTS can print. The volume for every day in the past week looks like this, where people are exiting at large volumes and some curious buyer is picking up the shares to try and move the stock up and to the right. Eventually this mysterious subsidizers funds will run out and you fanboy bulls don't want to be the ones caught with your pants down. Check the numbers yourself or tell me how I am wrong here.

$ADBE Three reasons to buy: 1-The Wells Fargo downgrade is unjustified and late. The stock has already witnessed a prolonged 30-month plunge. 2-The stock is poised to rise above both the 20-day and 100-day moving averages. 3-ADBE is still growing earnings in the double digit.

$ADBE I built a Photoshop-like tool that completely destroys both Photoshop and Affinity Artcraft. Attaching a picture of what I made. This officially marks the end of all SaaS and AI. (Took me 3 minutes with a single pen.)

$ADBE Entire Adobe suite ported to rust and made free using Claude. Get out while you can, dont say you didnt see the signs.

$ADBE Those vibe coding Adobe products forget that free versions have existed forever too. It doesn’t mean companies suddenly move away from Adobe. It’s just too much noise about nothing.

$ADBE so many retards talking about adobe going to 0, yet no short positions disclosed. Typical trolls and morons

$ADBE wow check ArtCraft. Someone vibecoded all Adobe apps and made them open source. I'm not short here, but this is really bad.

$ADBE Adobe ($ADBE) is a ultimate defense play in a market crash. Thanks to high corporate lock-in, its $10B+ recurring cash flow doesn't dry up. If a crash drops the stock, their $24.5B buyback machine buys up shares at a discount

$ADBE ArtCraft, the AI-built "free Adobe suite," is a try, not a Photoshop killer. It's early alpha. Testers report lag, frozen tools and dead shortcuts. The "100% parity within a month" claim already slid to "months." Even PhotoCraft's own page says it's not ready for daily pro work. No plugin ecosystem, open trade-dress questions. Nobody with paying clients bets a deadline on that. Meanwhile Adobe just posted a record Q3: - Revenue $6.76B, +13% YoY - AI-first ARR up 150%+ YoY - 1B monthly active users - Total ARR $27.5B - FY26 guide raised - $25B buyback authorized Free alternatives have existed for decades (GIMP, Inkscape). Pros stayed for the workflows, file formats, plugins and enterprise trust. AI makes copying a UI cheap. It doesn't copy an ecosystem. Stock's down ~30% on "AI kills Adobe" fear, yet revenue still grows double digits and shares trade ~10x FY26 adj. EPS guide. I'll take that phenomenal setup.

$ADBE The day after Adobe’s earnings, Michael Turrin at Wells Fargo reiterated OVERWEIGHT and raised his price target from $250 to $270. One month later, after the stock had already been hammered, he used largely the same issues he already knew about to issue a double downgrade to UNDERWEIGHT and cut the target to $225. On TipRanks’ public rankings, he’s around 10,591st out of 12,523 analysts, with fewer than 46% of his ratings profitable. To me, this is exactly the problem with sell-side analysts: too often they don’t anticipate the price — they chase it, and their upgrades/downgrades can then influence the market after large players are already positioned. The potential conflict of interest is obvious: the people paying for research and moving billions are certainly not small retail traders. At $250: “buy.” After the collapse to $230: “sell.” Brilliant.🤮

$ADBE Just because you can grill a burger at home doesnt mean you have created McDonalds

$ADBE Here again, companies that just started a creative cloud subscription with more than >10.000 employees (a lot of big known brands Pizza Hut, Howmet Aerospace; ...) Yes looks pretty dead to me ;)

$ADBE Wells fargo will be showed a finger today. Downgrade for their client to load the boat up.

$ADBE ​ ​Has Adobe successfully integrated AI features to stay competitive in the AI era? ​✅ YES ​Is management aggressively buying back shares (~25% of market cap) because the stock is undervalued? ​✅ YES ​Is actual revenue continuing to grow steadily every year despite all the doom and gloom narratives? ​✅ YES ​Is ADBE trading at or near its all-time low valuation (P/E multiple)? ​✅ YES ​Is Firefly providing commercial safety and copyright indemnification for enterprise clients that competitors can't easily match? ​✅ YES ​Does Adobe still maintain a massive ecosystem lock-in with industry-standard professional tools? ​✅ YES ​Are free cash flow (FCF) generation and profit margins remaining exceptionally strong? ​✅ YES

$ADBE Ok so this is the AI slop-ware that’s supposed to replace Adobe? 😂😂 Now that it’s out there (and not hypothetical anymore) investors will realize that there is no AI ‘threat’ to Adobe or any other major enterprise software company.

$ADBE Equity Research Update Rating: Strong Buy 12-Month Price Target: $365.00 (+50.7% upside vs $242.27) Core Thesis: Adobe trades at a 13-year trough valuation (9.1x EV/FCF, ~11% FCF yield) reflecting an implied perpetual FCF decline (-2.0%), creating an asymmetric risk/reward backed by $22.2B in contracted RPO, 89% gross margins, and ~$8.5B in annual share buybacks (~9% capital yield). Key Catalyst: Gross margin resilience (>87%) and scaling enterprise GenStudio contracts disproving inference cost inflation and generative AI disintermediation fears. Key Risk: Accelerating seat compression in creative teams if generative AI tooling reduces enterprise headcount demand faster than consumption credit pricing can compensate. Not investment advice.

$ADBE $SPY $QQQ What a disaster at Adobe. So many useless managers and directors sitting in California India and Romania. WHAT ARE THEY DOING????? Why does this company need thousands of employees when ONE guy and Claude code can code all their products in ONE WEEKEND. Use common sense folks, ABANDON SHIP.

$ADBE ngl too ya I just own shares and been selling covered calls my entry is like $249 so I’m just getting all the money I lost back and than after Oct 9th I’m out breaking even already collected $1,080 of premium.

$ADBE Just did a DCF to confirm the undervaluation. Median value $ 321, long right tail, means it could end up way higher. 90% of DCF 100.000 simulations are more worth than todays price. Risk/Reward is phenomenal. A lot of negative things have to happen for it to drop 5-10% from this point while any tiny good new moves it easily 10-20%

$ADBE Genuinely curious how this is holding so strong. Clones, some reportedly better then the actual product, for everything they make now exist. How does it protect itself against that?