GenAI Fears Have Crushed Adobe, But Investors Are Wrong (NASDAQ:ADBE)

About eight months ago, in June 2025, I published my last article about Adobe ( ADBE ), and while my articles published between June 2022 and December 2024 were rated with a “Hold,” the June 2025 article was the first inMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from ...