ph5188
02-04

Bottom Line

AI weakens Adobe’s narrative, but does not destroy its business.

The market punished Adobe for being:

• Careful

• Enterprise-first

• Legally conservative

Ironically, those are the traits that keep Adobe relevant for the next decade.

Piper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns

Investment firm Piper Sandler downgraded its ratings on three enterprise software stocks on Tuesday and reduced price targets for numerous companies, as investor sentiment towards the sector remains...
Piper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns

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  • Sandyboy
    ·02-05
    We know Adobe by pdf. Who uses Adobe pdf anymore : answer no one coz there are plenty of alternatives for enterprises and many much cheaper with more features.
    So what is Adobe’s main business nowadays? Their photoshop and studio tools. Also under attack. Cheaper alternatives exist, but most people are trained in Adobe products. The he company used to be very lean but they bloated up. No new and innovative products. Have a large holding bought at 430. 🤦🏻
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