Vomous
2022-03-23

$Adobe(ADBE)$The earnings are good and beat estimates. Guidance was honest and take into account the reduced revenues from Russia and Ukraine due to the war. The analysts clearly did not cater for war effects And instead screamed the guidance is poor. 

A couple if weeks ago, JPM foolishly rated baba at $65 to short chinese stocks. That showed us analysts are foolish and doesnt know how to value a stock. 

Hence, ignore the lousy analysts estimates and do your own dilligence. Clearly syndicates wanted to short tech stocks and will find all sorts of lousy nitty gritty reasons to do so.

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Comments

  • MyrnaNorth
    2022-03-23
    MyrnaNorth
    I see ADBE continue to buy companies and buyback shares to make sustained EPS run on rails, making my guesstimate very conservative.
    • BorisBack
      I’m long but I’m sure that whatever is reported will have a negative spin applied to it. I hope it doesn’t take a major dump.
    • MatthewWalter
      I'm not selling 1 share im adding on every dip and when ADBE has a record quarter I'm adding even if I have to take a loan out.
    • CrystalRoseReplyChristKitto
      Great earnings and amazing company, Great job ADOBE!!!!! wait for open longs and if they pull ADBE back keep loading,
    • AfraSimon
      the institutions and the retail investors understanding that this is a very good company with a good prospects in the future
    • ChristKitto
      At this point it just seems like shorting battle between hedge funds, big firms. Any "investor" long is not going to sell.
  • Vomous
    2022-03-23
    Vomous
    For a company that has tripled their revenue from $5B to $15B within 6 years, i would say they did a good job. Revenue growth continue to be in excess of 15%
  • littlesweetie
    2022-03-23
    littlesweetie
    Adobe Inc. gave a disappointing outlook for the current period, suggesting increased competition is making a dent against the company’s prominent design software.
  • cozyzi
    2022-03-23
    cozyzi
    I think Adobe is an excellent company and I would buy it and hold it.
  • AlexTeddySG
    2022-03-23
    AlexTeddySG
    $Adobe(ADBE)$ was honest in giving guidence and not like $Nike(NKE)$
  • AlexTeddySG
    2022-03-23
    AlexTeddySG
    Well said. Analysts and their reports should be regulated and rated.
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