@Huat99:$Adobe(ADBE)$ 🎨 Adobe — Inflection Analysis The stock is pricing in an AI death spiral. The numbers say otherwise. Adobe has stabilized and is quietly improving, with cash flow, margins, and ARR all decoupling from the bearish AI-disruption narrative. 📊 Inflection status: STABILIZING → IMPROVING Fundamentals are turning while sentiment remains fearful. Atomic signals: • FY25 operating cash flow >$10B, +28% vs FY23 • ARR $25.2B, +11.5% YoY — growth intact • Document Cloud +18% YoY (AI Assistant uptake) • GAAP operating income +29% YoY • FY26 ARR growth guide >10% 💰 Valuation at price: • Price: $303 (14 Jan 2026) • ~17x FY26 GAAP EPS vs >30x historical • Heavy buybacks confirm internal conviction • RPO $22.5B supports cash
//@BTS: Adobe Inc (ADBE) stock stands above its MA with the price breaking the trendline resistance which may offer an entry opportunity during a pullback
@Daily_Discussion:🚨This Week's Financial Events Overview— Share your game plan!
//@SPOT_ON:At Adobe MAX 2025, Adobe announced a sweeping set of new AI-powered tools across its Creative Cloud applications and revealed expanded partnerships with Google Cloud and YouTube to integrate industry-leading generative AI models and enable direct content publishing for creators. These updates include new AI assistants, improved video and image generation capabilities, enhanced enterprise content supply chain solutions, and the rollout of customizable, brand-specific AI models for both professionals and businesses.
@SPOT_ON:ADOBE A TOP AI UNDERVALUED STOCK . FAIR VALUE $560