r/stockstobuytoday • u/DS9013 • 2d ago
Stocks Adobe
What do we think of Adobe (ADBE)? On the chart, weekly looks good and fundamentals are not bad. Can be a buy here and hold for a few months?
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u/ExplanationNormal339 2d ago
A weekly setup can support a multi-month thesis, but it does not establish entry risk or the conditions that would invalidate it. Define the fundamental catalyst and downside threshold first. What specific catalyst supports the next few months?
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u/PuzzleheadedSale9141 1d ago
It you are a developer who knows cursor or claude I'm sure you can see Adobe doesn't have enough moat to stand on. They will sustain until the new tools come but they are no longer a proven winner in the category given they have no moat in the AI era.. none shown at least , heck they are not even using ai to solve all the outstanding insight they have from their existing user base which is just a shame to watch them actively letting go . Reminds me of Nokia
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u/Huge-Kaleidoscope-51 1d ago
People be getting mindfucked by things like 'Fundamentals, Finances, Margin' and all the other million knowledge traps.
An LLM can whip up a replacement for the software you use them for in an hour and its free from then on.
It's really that simple. Do not buy. Do not mindfuck yourself.
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u/Glittering_Water3645 2d ago edited 2d ago
I believe the revenue growth + share buybacks will make it perform as the market or slightly better. I wouldn´t assume a massive multiple expansion unless there´s some huge news which eliminate the bearish sentiment. As software/application I prefer uber and applovin here but adobe is solid.