$ADBE

ADBE

Adobe Inc.

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As of 10-02
10-01
The Intrinsic Value PodcastPublished 2026-10-01
“The AI Frenzy in Markets, As Understood by Two Value Investors”
$ADBEBearish
Opinion on Adobe changed radically; unwilling to bet on it due to rapid AI development potentially displacing its value proposition over a 10-year horizon.

Those that have decreased Its value, with the exception of perhaps Adobe, we weren't We own it completely when She was retreating.

Adobe is one Companies we face It has the influence of intelligence artificial on Productivity directly.

For example, Adobe is One of those companies that We talk about it a lot. My opinion of her has changed. A little, a year ago Almost, my opinion has changed. In it, radically. no I want to compare Adobe With intelligence tools Current artificial And its current capabilities.

I want to think, is it I think this work It will be better within ten Years in light of my vision For the development of intelligence Artificial? It develops artificial intelligence Very quickly I don't think I I want to bet on it.

Older record
09-15
Parkev Tatevosian, CFAPublished 2026-09-15
“AI Stocks Crashing After Warning Signs Emerge: What Does It Mean for Nvidia, Micron, and SpaceX?”
$ADBEBullish
Adobe is a top-10 buy; slower AI model development allows time for integration and customer retention.

We're seeing Adobe stock jumped today and I'm happy about that. I own Adobe stock. I've ranked Adobe as one of the best 10 stocks you can buy. It's up over 4% today on the back of this news.

If there's a slowdown in model development, that gives Adobe more time to adjust to the increasing capabilities of artificial intelligence, incorporate those into their services and keep their existing customers and not lose them to companies that are employing AI.

Older record
BenzingaPublished 2026-09-15
“10-Year Hits 5% as Fed Meeting Kicks Off | PreMarket Playbook + T3 Live | September 15, 2026”
$ADBEBearish
ADBE is range-bound; a rally to ~$300 presents a short setup.

I have no Adobe. Perfect. Let's look at Adobe. ADB. Is that right? So, if we're staring down Adobe here, we can see it's under the five, but it's holding the 10. And if we look backwards for the year, we can see it's literally caught in a box.

This would be to me this would be a great space that if it gets up to 300 because of an explosion higher or whatever, it's a short. I would that would be my suspicion that it would be a short up into that last area at around 300 if it comes in if the market explodes higher for a couple of days because a lot of people are ping in short.

Older record
09-14
Parkev Tatevosian, CFAPublished 2026-09-14
“Is Adobe Stock a Buy Right Now in September? | ADBE Stock Analysis”
$ADBEBullish
Adobe is a top buy; solid performance and low valuation support upside if AI risk diminishes.

Adobe reported revenue growth of 13% in its most recently completed quarter and raised expectations for the full year on the top and bottom line. This is exactly what investors want to see from Adobe, just continued performance and disruption avoidance and avoiding the disaster that could be created by the rising effectiveness of artificial intelligence.

Older record
BenzingaPublished 2026-09-14
“AI Slowdown Selloff: Dip or Warning Shot? | PreMarket Playbook + Cboe | September 14, 2026”
$ADBEBullish
ADBE could rise to 284 if strength continues; resistance at 290.

Um, can we review Adobe? Uh, what's Adobe doing here? We did have some of those software names were end up doing pretty well. Adobe up 4% here. So, this bucking some of the trend there.

I think we talked about now and some of the cyber security names being up too. Adobe, same deal. Looks like 264 was your resistance here.

Older record
Everything MoneyPublished 2026-09-14
“Every Stock Michael Burry Is Buying Right Now! (3 Major Moves)”
$ADBEBullish
Adobe is a superior investment compared to Lululemon due to rising free cash flow, strong fundamentals, and projected EPS growth.

He's also been quietly buying Adobe.

He's buying Adobe where the narrative is AI will destroy it

Next company, Adobe. The company that I own that I remind you, we're never here to give a stock tip. So, don't buy a company because I own it. But it is the company behind Photoshop.

Bur started buying it early this year and then it fell 28% and he did a signature move. He bought even more near the lows around $200 a share and his reasoning is fantastic.

What they said to watch for
Older record
09-12
Ale's World of StocksPublished 2026-09-12
“Every Stock I'm Buying in September 2026 (Huge Opportunities)”
$ADBENo side taken
Adobe sentiment is lukewarm; hold position pending further research on recent earnings before increasing exposure.

And then um Adobe. Yeah, I'm not feeling so great about Adobe lately. Um I will do an update video on Adobe. I do have some updated thoughts. I do want to talk about their latest earnings.

There's some things I want to go over with Adobe, but um I think it's okay for now. we can continue to hold it, but I want to do a little more research and I want to um do an update video on it before I make too big of a decision on how heavily we want to be buying into

Everything MoneyPublished 2026-09-12
“The UNTHINKABLE Is About To Happen To Stocks”
$ADBEBullish
ADBE is a top opportunity based on risk/reward; market pessimism about AI disruption seems excessive given continued double-digit growth in revenue and free cash flow.

So, let me show you one, because I told you at the start of the video that I'd bring you to it. Guys, Adobe is a company that I've seen fall from a high of 700 down to 200. It got interesting to me under 450. I started buying some shares.

As time went on, people were saying, "You don't get it. AI is going to destroy this company." Meanwhile, Chat GPT and Claude were both partnering with Adobe to use their AI into their systems.

Older record
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