What do you currently think of $ADBE (+0,49%) I think the company is actually very attractive and is also back in a stabilization zone. I look forward to hearing your opinions on the company.

A number of important earnings releases are scheduled for the coming week. The focus will be on:

📌 Adobe ($ADBE (+0,49%) )

📌 Oracle ($ORCL (+0,89%) )

📌 DocuSign ($DOCU (+0,78%) )

📌 D-Wave Quantum ($QBTS (+7,59%) )

📌 ZIM Integrated Shipping ($ZIM (+0,79%) )

📌 ULTA Beauty ($ULTA (+0,08%))

📌 Kohl's ($KSS (+0,2%) )

📌 Dollar General ($DG (+0,4%))

📌 UiPath ($PATH (+1,01%) )

📌 SentinelOne ($S (-0,87%))

Which of these companies are you following with particular interest? Do you have positions in any of these stocks?

🔗 Source: Earnings Whispers

Looking for good stocks to buy - recommendations wanted!

Hello everyone!

I am still relatively new to investing and am looking for fairly safe stocks to buy. My focus is on broad diversification of my portfolio. If you have any recommendations for stable and reliable stocks that are good for a safe start, I would be very grateful!

I already have some in my portfolio:

$NVDA (+1,75%)

$ADBE (+0,49%)

$NOVO B (-1,17%)

$PCZ (+1,11%)

$O (-0,34%)

I look forward to your suggestions and tips!

Thanks in advance!

The introduction of DeepSeek with its R1 model has really shaken up the financial markets. While NVIDIA $NVDA (+1,75%) and OpenAI are coming under pressure, we see other companies such as AMD $AMD (+0,9%) and Intel $INTC (+1%)presenting themselves as beneficiaries of the new AI era. 😲

But what does this mean for us investors? The current market turbulence not only offers risks, but also opportunities. Some stocks have already fallen, such as Meta $META (+1,22%) and Microsoft $MSFT (+0,26%)but other stocks such as Amazon $AMZN (+0,97%) and Adobe $ADBE (+0,49%) are also down.

How are you feeling about the situation? Are you on the lookout for bargains or are you remaining cautious? Discuss with us: Which shares do you see as the big winners of the AI revolution? 📈

Insider purchases at a overview:

• MSCI $MSCI (-0,04%) - 15% drawdown and 11% from 52-week high
• Adobe $ADBE (+0,49%) - 33% drawdown and 26% from 52-week high
• Nike $NKE (+0,31%) - 60% drawdown and 34% from 52-week high
• Estée Lauder $EL (+2,17%) - 81% drawdown and 56% from 52-week high

Do you take action or do insider purchases play no role in your investment decisions?

Concrete transactions in detail (in green):

1) MSCI $MSCI (-0,04%)

2) Adobe $ADBE (+0,49%)

3) Nike $NKE (+0,31%)

4) Estée Lauder $EL (+2,17%)

From the $HEI (+3,86%) and $WFC (+0,43%) sales, some cash goes into the clearing account and most of it into a small position $ADBE (+0,49%) . Although the stock has actually been performing well for a long time, an attractive opportunity could now present itself.

I'll start with the following three:

Adobe $ADBE (+0,49%)

AMD $AMD (+0,9%)

Nike $NKE (+0,31%)

Which ones are missing from your point of view? Where is the sentiment at the bottom?

"Adobe Director, David A Ricks, purchased 2,250 shares of Adobe's common stock on January 28, 2025, at a price of $443.976 per share, totaling $998,946. Following this transaction, Ricks directly owns 4,984 shares and indirectly owns 3,913 shares through a trust. The shares were acquired as part of a planned annuity payment from the David A Ricks 12-2022 Grantor Retained Annuity Trust."

Link: https://www.sec.gov/Archives/edgar/data/1538604/000079634325000038/xslF345X05/wk-form4_1738284337.xml

Adobe $ADBE (+0,49%) is 32% below its 52-week high and looks anything but pretty. At 24.1x, the stock is trading at the lowest EV/EBIT in over 10 years (with the exception of the end of 2022).

Director David A. Ricks has now acquired the company for approx. 1m $ shares, which is no small purchase for him considering his previous purchases.

Adobe has some competitive advantagesincluding switching costs, a dominant market position and a successful subscription model. The company continues to grow in the double digits per year and shows high, stable margins (gross margin: 89%, free cash flow margin: 37%). Last year saw the highest buybacks ever, an indicator of an undervalued share. They are also sitting on 7.8 bn $ cashwhich exceeds the long-term debt.

Artificial intelligence (AI) is both an opportunity and a threat for Adobe $ADBE (+0,49%) both an opportunity and a threat:

• Adobe $ADBE (+0,49%) is trying to integrate AI directly into its programs.
• At the same time, competing products such as Midjourney, Canva, etc. are increasingly calling classic creative software into question. This is depressing sentiment.

What do you think? Will Adobe $ADBE (+0,49%) successfully adapt and maintain its market leadership? Or will they lose market share in the long term?