$Adobe(ADBE)$ Just added x1 Ad-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Just added x1 Adobe (ADBE) at $328.75.

📉 The Setup: Technical & Fundamental Fusion

We aren't just buying a name; we are buying a massive valuation disconnect.

P/E Compression: ADBE is currently trading at a normalized P/E of ~16x–20x. Compare that to its 5-year average of 40x! We are seeing the lowest multiples since 2012. 🤯

Retesting Multi-Year Support: The $325–$330 range is a "iron floor" zone. We've seen heavy institutional buying at these levels historically. By sniping this at $328.75, I feel like it is entering right at the point where the risk/reward ratio is heavily skewed in our favor.

Oversold Signals: The stock is down over 20% in the last year, largely due to "AI fatigue" fears.

🚀 The Catalyst: The AI Moat is Real

Market skeptics are questioning Adobe's monetization, but they are missing the forest for the trees:

Firefly Integration: Adobe isn't just "adding" AI; they are weaving Firefly into the bedrock of the Creative Cloud. Generative credit consumption is up 3x quarter-over-quarter.

SaaS Moat: With a gross margin of nearly 90% and an 11% growth target in ARR for 2026, the cash-flow machine is far from broken.

Enterprise Sticky-ness: Figma and Canva are great for amateurs, but professionals live in the Adobe ecosystem. That moat is wider than people think.

💡 Final Verdict

With a median analyst target sitting above $500, the upside potential here is relatively big compared to the downside at these levels.

Will slowly DCA Long ADBE into my long term portfolio whenever I see any chance 📈

Trade Safe, Tiger Friends! [666]

ADBE

01-05 23:56

USAdobe

Side	Price \| Filled	Realized P&L
Buy Open	328.75 1	-9.80% Holding

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Comments

stomachooo
01-06
stomachooo
Solid buy at $328! ADBE's valuation gap is insane, mate. [强]

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That moat is wider than people think.</p>\n<p>💡 Final Verdict</p>\n<p>With a median analyst target sitting above $500, the upside potential here is relatively big&nbsp;compared to the downside at these levels.</p>\n<p>Will slowly DCA&nbsp;Long ADBE into my long term portfolio whenever I see any chance 📈</p>\n<p>Trade Safe, Tiger Friends!&nbsp;<span>[666]&nbsp;</span>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$&nbsp;</a><p>Just added x1 Adobe (ADBE) at $328.75.</p>\n<p>📉 The Setup: Technical &amp; Fundamental Fusion</p>\n<p>We aren't just buying a name; we are buying a massive valuation disconnect.</p>\n<p>P/E Compression: ADBE is currently trading at a normalized P/E of ~16x–20x. Compare that to its 5-year average of 40x! We are seeing the lowest multiples since 2012. 🤯</p>\n<p>Retesting Multi-Year Support: The $325–$330 range is a \"iron floor\" zone. We've seen heavy institutional buying at these levels historically. By sniping this at $328.75, I feel like it is&nbsp;entering right at the point where the risk/reward ratio is heavily skewed in our favor.</p>\n<p>Oversold Signals: The stock is down over 20% in the last year, largely due to \"AI fatigue\" fears.</p>\n<p>🚀 The Catalyst: The AI Moat is Real</p>\n<p>Market skeptics are questioning Adobe's monetization, but they are missing the forest for the trees:</p>\n<p>Firefly Integration: Adobe isn't just \"adding\" AI; they are weaving Firefly into the bedrock of the Creative Cloud. Generative credit consumption is up 3x quarter-over-quarter.</p>\n<p>SaaS Moat: With a gross margin of nearly 90% and an 11% growth target in ARR for 2026, the cash-flow machine is far from broken.</p>\n<p>Enterprise Sticky-ness: Figma and Canva are great for amateurs, but professionals live in the Adobe ecosystem. That moat is wider than people think.</p>\n<p>💡 Final Verdict</p>\n<p>With a median analyst target sitting above $500, the upside potential here is relatively big&nbsp;compared to the downside at these levels.</p>\n<p>Will slowly DCA&nbsp;Long ADBE into my long term portfolio whenever I see any chance 📈</p>\n<p>Trade Safe, Tiger Friends!&nbsp;<span>[666]&nbsp;</span>&nbsp;</p></body></html>","text":"$Adobe(ADBE)$ Just added x1 Adobe (ADBE) at $328.75. 📉 The Setup: Technical & Fundamental Fusion We aren't just buying a name; we are buying a massive valuation disconnect. P/E Compression: ADBE is currently trading at a normalized P/E of ~16x–20x. Compare that to its 5-year average of 40x! We are seeing the lowest multiples since 2012. 🤯 Retesting Multi-Year Support: The $325–$330 range is a \"iron floor\" zone. We've seen heavy institutional buying at these levels historically. 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Will slowly DCA Long ADBE into my long term portfolio whenever I see any chance 📈 Trade Safe, Tiger Friends! 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ADBE's valuation gap is insane, mate. [强]","text":"Solid buy at $328! ADBE's valuation gap is insane, mate. [强]","html":"Solid buy at $328! ADBE's valuation gap is insane, mate. [强]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/518587976380504"}