$ADBE

Adobe faces a slow decline over the next decade due to competitive pressure from AI, preventing it from maintaining its past status.

BearishHe framed it in years
“3 Positive Asymmetric Buys From The Bets Quadrant...”
Value Investing with Sven Carlin, Ph.D.Published Oct 7 · 1 passage

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Next, Adobe. And now you have Kling AI growing and Tencent and Alibaba pumping a lot of money into it. On the other hand, you have Adobe, the traditional company, offering its services for free as a premium service.

But there is a lot of competition. Therefore, I don't think Adobe will be the same company it was in the past ten years. Like Uber, you can create those competitive barriers. It is very important to make a distinction here.

Adobe has a business model and a commercial activity, but that activity will experience a slow decline over the next ten years. They will use the money to build something, or to make stock buybacks and things like that.

The new thing is what they cannot have, because you can get it

What this channel has said about $ADBE

Value Investing with Sven Carlin, Ph.D. has 2 calls on this stock; only the adjacent ones are shown.

2026-10-07BearishThis one
Next, Adobe. And now you have Kling AI growing and Tencent and Alibaba pumping a lot of money into it. On the other hand, you have Adobe, the traditional company, offering its services for free as a premium service. But there is a lot of competition. Therefore, I don't think Adobe will be the same company it was in the past ten years. Like Uber, you can create those competitive barriers. It is very important to make a distinction here. Adobe has a business model and a commercial activity, but that activity will experience a slow decline over the next ten years. They will use the money to build something, or to make stock buybacks and things like that. The new thing is what they cannot have, because you can get it
2026-09-03Bearish
The next company we discussed during the past year is Adobe. What can we say here? We have made a 50 % profit since the last time we discussed it , which we did at 270, where we are now. So, yes, Adobe is an option to buy, but be aware of the risks and returns associated with portfolio exposure. Then when it drops as it did, you have to add now and perhaps restore balance. And now we are here where we were just 6 months ago . So, the story now is, well, what kind of bets are there now? We ran the Excel program to find out the value of Adobe.
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