ADBE

"অ্যাডোবি প্রায় ৫০ শতাংশ নিচে।"

"Even Adobe's green today. You're getting a little bit of a software push today."

"Many of you have asked me for an update on dying Adobe. Adobe is down 61% over the last 5 years, has recovered a little bit from its 52-week lows, but is still down a lot."

"But if I look at Adobe, it's the exact opposite. In fact, revenue growth has been reaccelerating on a quarterly basis. Even if you take out the Semrush acquisition, it's still reaccelerating on a quarterly basis. Adobe has been growing 10% since 2022 and they're still growing about 10%, even 13% with the acquisition. So, it doesn't really look to me like Adobe is getting disrupted."

"Now, if I also look at the valuation on Adobe in terms of a free cash flow yield, it's almost 11%, which means if Adobe wants to pay 100% of their free cash flow as a dividend, you would get an 11% dividend yield on Adobe for a company that's growing 13% revenues. That just doesn't happen. But, this is how cheap and how bad the sentiment is on Adobe. And Adobe is still expected to grow earnings per share 17% this year, and about 13% for the next 2 years. This is not bad at all. I think it's it's"

"When I look at Adobe, I always like to highlight the fact that there's over 3 trillion PDFs around the world. So, the PDF kind of file is owned by Adobe. 3 trillion PDFs around the world. I'm sure they can find some kind of way to monetize it when you have 400 billion documents opened in Acrobat annually."

"Now, I always say that the only thing that's dying with Adobe is the shares outstanding because shares outstanding have been going down a lot and the company has been buying back a lot of stock. Like I say, it's buying back like there's no tomorrow cuz they just keep buying back two, five, sometimes 10 million a quarter. That's a lot of buybacks for Adobe."

"It surpassed a 100 million monthly active users and it's growing 70% year over year. You also have Firefly, which I also believe is an AI-based app. This one grew 40% quarter over quarter. This is not bad for dying Adobe, which I is a company that's dying. Now, they also partnered up with Saudi Arabia's Ministry of Communications to provide the nation's 27 million citizen with Adobe Firefly and Express. Pretty interesting to me that they chose Adobe. Maybe for a good reason. Maybe because it's n"

"In the case of Adobe, I'm also not seeing it. Their operating margins ticked down a little bit in May, but it's still about 35% on average. Been 35-36% since 2024. So, that's also not telling me that Adobe is getting disrupted from AI. In fact, Adobe mentioned AI 59 times in their earnings call or earnings presentation."

"But, so far, based on everything I know and everything I see, I am not seeing Adobe as getting disrupted, and I still believe it's presenting a decent buying opportunity. And that's my opinion on Adobe."

"He's also been quietly buying Adobe."

"So, let me show you one because I told you at the start of the video that I bring you to it, guys. Adobe is a"

"Next up here, Adobe. Listen, Adobee's a company you can generally count on putting up solid numbers and that's exactly what they did this quarter. B-grade income statement here from Adobe."

"ما الذي تبقى لدينا؟ أوراكل، وأدوبي هذا الأسبوع، ثم سيكون لدينا ميكرون أيضاً."

"and it keeps signing data deals with big names like Adobe, Uber, United Airlines in order to sharpen its target ad targeting."

"Moving on to Adobe. Adobe is also down 20% year to date and over the past 12 months it's down 25.6%. It's a 105 billion close to $106 billion company."

"Oracle after the close and Adobe. We do have, of course, more news on Adobe's upcoming CEO. So, we'll touch on both of these companies in a bit."

"قد تكون أدوبي هي الأكثر إثارة للاهتمام. قد يهددها الذكاء الاصطناعي. جزء مما تفعله هو إنشاء الصور ومقاطع الفيديو. ومع ذلك، تضاعفت إيراداتها من الذكاء الاصطناعي ثلاث مرات لتتجاوز 500 مليون، بينما لا يزال السهم منخفضاً بحوالي 21%عن ذروته في العام الماضي ."

"انخفضت سيرفيس ناو بنحو 24%، وانخفضت أدوبي بنحو وإنتويت بنسبة 49%، وهاب سبوت بنسبة 50%، ومانداي دوت كوم بنسبة 54%."

"نمَت إيرادات أدوبي بنسبة 13%بينما تضاعفت إيراداتها من الذكاء الاصطناعي ثلاث مرات لتتجاوز 500 مليون. دولار."

"فكر في شركات مثل Salesforce و Adobe و Microsoft."

"حتى شركة Adobe القوية انخفضت بنسبة 25%."

"أتذكر رؤية رسائل من أشخاص على يوتيوب وإنستغرام يقولون: "لماذا أستمع لهذا الرجل؟""هذا هو الشخص الذي يحب Adobe.""

"وتراجعت "Adobe" بنسبة 73 %."

"هذه الأسهم الأربعة هي Adobe"

"التالي الذي ناقشناه خلال العام الماضي هو شركة Adobe. وما الذي يمكننا قوله هنا؟ لقد حققنا أرباحاً بنسبة 50 %منذ المرة الأخيرة التي ناقشنا فيها الأمر، فقد ناقشناه بالفعل عند 270، حيث نحن الآن. لذا، نعم، Adobe خيار للشراء، لكن انتبه للمخاطر والعوائد المتعلقة بالتعرض في المحفظة."

"with even Service Now and even Adobe stock seeing quite a bit of momentum."

"Names like Lululemon, PayPal, Fiserve, Zoetas, Marcato, Libre, Flutter, JD.com, Tencent, and Adobe."

"انخفض سهم أدوبي بشكل هائل من 660 دولارًا للسهم. الآن، انخفض إلى 255 دولارًا"

"Largest positions, Adobe, JD, next Zoetis, Flutter, Fiserv"

"إحدى الشركات التي نستخدمها كنشاط تجاري، ونحن شخصياً نستخدمها في عملنا، هي شركة أدوبي. كما تعلم، نحن على دراية كبيرة ببرامجهم، وبالتعديل والعمل الذي نقوم به. نرى أن السهم انخفض بنسبة 36%خلال العام الماضي، وبنسبة 63%منذ أعلى مستوياته في عام 2024."

"Adobe. It's so bad. It was at all-time high of 700. It recently got to 190 bucks, and it's currently sitting at 260. So, it is up What is that? 40% in the same amount of time these other companies are down 20, 30, 40% or more."

"سأتجنب Adobe"

"But while he was long SK Hynix and Micron and all those companies, he was also short software like Adobes and other kind of companies."

"AI could change what people even need. Think about how you use software today. The old way is you open Photoshop, you carefully edit this image. The new way with AI might be just make me five finished ad designs that match my brand."

"Some smart respected investors have lined up against Adobe. Let me give you one of the loudest voices. A famous investor named Terry Smith, who I respect immensely, runs one of the biggest funds in Europe. His concern is blunt. He basically said, "I can't see how they're going to make money from AI.""

"Adobe could lose the next generation. Right now, professionals are deeply locked in, but the real danger isn't today's pros. It's the teenagers, the small businesses, and the social media creators who are starting out right now on simple, cheap, easy phone apps, and who may never bother to learn Adobe at all."

"Adobe doesn't have to guess the AI future perfectly on day one. That river of cash lets it pour money into AI research by other companies, give away free apps to pull people in, and buy back its own stock all while easily surviving any mistakes along the way."

"The AI math might not even add up. Adobe loves to brag that its new AI products already bringing in over $500 million a year. That sounds big until you realize it's less than 2% of Adobe's total recurring revenue."

"Then you've got Oakmark, a legendary value fund which flatly calls Adobe's Creative Cloud the de facto standard for both professionals and students."

"The company is Adobe. Yes, the company behind Photoshop, Illustrator, Premiere, and Acrobat, the software that basically every designer, photographer, and video editor on Earth uses has been absolutely crushed, down huge from all-time highs."

"AI might actually make Adobe stronger, not weaker. Adobe is stuffing its own AI called Firefly directly into inside all of its apps. Because here is the thing. A professional needs way more than one pretty AI image."

"A while back, Adobe tried to buy a hot up-and-coming design company called Figma and offered a jaw-dropping $20 billion for it. Smith's take was that they'd be worried about what that reveals. Their point, if Adobe was willing to pay $20 billion to swallow a young competitor, then maybe Adobe itself is scared of these new modern tools."

"So, here's Adobe. It's down at 227 right now. Like I said you before, all-time high 700 bucks almost 5 years ago. So, high returns on capital, 36.7%."

"Adobe doesn't just sell tools. It owns the entire workflow. This is the big one that people miss. Photoshop, Illustrator, Premiere, Acrobat. They're not just separate little apps. They're one connected system that professionals and whole companies build their entire process around."

"So, Wall Street looked at that and basically decided AI is going to make Adobe software absolutely useless."

"The business has continued to grow the entire time the stock was falling. The stock just recently dropped 33% year-to-date even as Adobe posted quarter after quarter of record sales and record profits."

"Michael Burry. Yes, the guy from The Big Short, the ultimate skeptic. He is actually long Adobe, means which means he's betting on it. And his argument is beautiful. Large language models, no matter how advanced they get, will never beat that creative instinct of a talented human being."

"Adobe's actual business is growing. Revenue is up 13% year over year last quarter. Its AI products, as we said, have more than tripled year over year. And its recurring revenue, which is a subscription money that essentially locked in for a year, now sits at over $27 billion with management still guiding for more growth."

"I own Adobe. Doesn't mean you should own it. We're here to teach a process that you can apply to your own stock picking and that might include Adobe."

"Snowflake, we have here Adobe, Service Now, Reddit reports later today."

"It's been absolutely brutal for Service Now, Adobe, Constellation Software, and any company that has exposure to software in general."

"Adobe 34%, Lululemon down 42%, and like I just said, into it down 58%"

"Okay, next up, stock number two, Adobe. This is a company I own."

"Because Adobe passes every filter I just showed you. It scored a 74, which is pretty extraordinary. Has an 89% gross margin. They basically invented software as a service, you know, subscriptions. Very good return on capital. It's trading at a really, really cheap valuation right now on the face of it. And one of my mentors said to me, ban the word cheap from your vocabulary, and he's right. Insanely cheaper on the face of it. But look at the stock price. It's just collapsed. Because they're sta"

"immediately start with Adobe. Now, Adobe P ratio of 12, the stock has rebounded a little bit from the downturn, let's say. It will all depend on next earnings."

"Big respected names like ServiceNow, Adobe, and even Microsoft got hit really hard."

"he's been reported to be buying the hated, beaten-down value names, Adobe, PayPal, Fiserv, even Microsoft."

"Is Adobe dead because the stock price is down?"

"as well as Adobe that will also be reporting earnings later this week."

"Another company reporting earnings this week is Adobe. Adobe will undoubtedly post great numbers, but they need to show some way that AI is not disrupting the business."

"The destruction of these companies stock prices like into it or Salesforce and the old guards like Adobe is immense."

"Adobe just hit a 52- week low. There's no love for Duolingo in this market. It continues to trade down."

"Adobe selling down and multiples are contracting because the company's becoming structurally weaker in the competitive landscape."

"We have Salesforce and we have Adobe. Both of these companies trade at optically low valuations."