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Adobe Q1 Double-Beat Meets "AI Panic": Continue to Sell SaaS?

Adobe (ADBE) delivered what should have been a victory lap on Thursday, but the market responded with a brutal -7% sell-off. Despite hitting a record $6.4 billion in Q1 revenue (up 12% YoY) and an EPS of $6.06 (crushing expectations of $5.87), the "Creative Cloud" giant continues to bleed value. Year-to-date, shares have plunged 22%, now languishing near $270—a staggering drop from its $638 peak. Is Adobe the ultimate "deep value" play of 2026?Can the new CEO bridge the gap between "Generative AI threat" and "Creative Workflow necessity" before the next earnings call?

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