I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great companies at a 'Hold' because their growth opportunity is below my threshold, or their d ...

I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great companies at a 'Hold' because their growth opportunity is below my threshold, or their d ...

In the ever-evolving and intensely competitive business landscape, conducting a thorough company analysis is of utmost importance for investors and industry followers. In this article, we will carry out an in-depth industry comparison, assessing Adobe (NASDAQ:ADBE) alongside its primary competitors in the Software industry. By meticulously examining key financial metrics, market positioning, and growth prospects, we aim to offer valuable insights to investors and shed light on company's performance within t ...

Group 1 - Major earnings reports are scheduled for next week, including Broadcom and Costco on Thursday, and Adobe and Synopsys on Wednesday [1] - Tuesday is expected to be the busiest day with over 10 companies reporting, including AutoZone and Ferguson Enterprises [1]

Core Viewpoint - Adobe is currently in Phase 18 of its Adhishthana cycle, which began in May 2025, and has experienced a decline of approximately 25% since then, leading to divided investor sentiment ahead of earnings on December 10 [1][6]. Group 1: Adhishthana Cycle Analysis - The Guna Triads, consisting of Phases 14, 15, and 16, are crucial for determining if Adobe can achieve a Nirvana move in Phase 18, which requires a sustained bullish structure known as Satoguna [2][4]. - Adobe entered Phase 14 in June 2023, but throughout its triads until October 2024, it exhibited consolidation and inconsistent rallies, indicating a lack of meaningful bullish structure [4][5]. - The absence of Satoguna in the triads has confirmed that Adobe would not achieve a Nirvana move in Phase 18, leading to consistent underperformance since entering this phase [5][6]. Group 2: Investor Outlook - With earnings approaching, volatility is expected to increase; however, the weak triad foundation suggests that Phase 18 will not yield a Nirvana move, and any potential rallies are unlikely to be sustained [6][7]. - The monthly charts indicate that Adobe is still in a descending phase of its Himalayan formation, suggesting that aggressive buying is not advisable at this time [7]. - The options market reflects this sentiment, with heavy call-writing open interest indicating expectations of capped upside and multiple resistance levels [7].

Core Insights - Adobe Inc. is a leading software company known for its creative and digital marketing solutions, competing with Microsoft and Salesforce [1] - Recent analyst reports indicate concerns about Adobe's growth trajectory, particularly with the decision to stop breaking out its Digital Media Annual Recurring Revenue (ARR) [2][6] Analyst Perspectives - Barclays analyst Saket Kalia set a price target of $415 for Adobe, suggesting a potential increase of 26.24% from its current price of $328.73 [2][6] - Citi analyst Tyler Radke interprets the reporting change as a sign of decelerating growth in the Creative Cloud segment, projecting a 10% ARR growth for fiscal year 2026 and a slight decline in profit margins due to increased AI development spending [3][4] - Radke has adjusted his price target for Adobe from $400 to $366, focusing on the company's strategy with Semrush and its Digital Experience lineup [4] Stock Performance - Adobe's stock price is currently at $328.73, reflecting a 0.60% increase, with a market cap of approximately $137.61 billion [5] - Over the past year, Adobe's stock has experienced significant volatility, with a high of $557.90 and a low of $311.59 [5]

The Dow Jones Index held steady this week and is hovering near its all-time high as investors refocus on the upcoming Federal Reserve interest rate decision and key earnings by Adobe, Oracle, and Cost... ...

We came across a bullish thesis on Adobe Inc. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on ADBE. Adobe Inc.'s share was trading at $322.85 as of December 1st. ADBE’s trailing and forward P/E were 19.96 and 13.70 respectively according to Yahoo Finance. Figma Inc. (FIG) Soars 6.8% on ChatGPT Integration Stasique/Shutterstock.com Adobe Inc. (ADBE) finds itself in a striking paradox—operationally stronger than ever, yet trading at a depressed valuation. The c ...

美股周四尾盘，Adobe（ADBE）股价上涨0.6%。该公司暗示增长正在放缓。花旗集团将Adobe目标价 从400美元下调至366美元。 来源：环球市场播报 ...

Adobe stock price has been in a freefall in the past few years as it continued to underperform the broader stock market. ADBE was trading at $325 today, Dec. 4, down by over 50% from its pandemic high... ...