1Settimana·

Your views on the company Adobe

I have $ADBE (-0,35%) shares in my portfolio, and the company is currently trading at a discount. I’d like to know your opinion — why isn’t this company attractive to you?

Maybe you don’t like the declining revenues or the fast-growing competitors?


• Strong brand and ecosystem (Photoshop, Premiere, Illustrator, Acrobat, etc.)

• Shift to subscription model created stable cash flow

• Actively integrating AI (Firefly, etc.)

• Gross margin ~87%, operating margin >30%

• Not dependent on raw materials, logistics, or cyclical demand

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3 Commenti

That's one of my few buy and hold positions, though not that large.
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immagine del profilo
Adobe is a great stock, with good fundamentals. Revenue growth is good, profit margin is really good, but the retail investment sentiment is not great, similar to GooGle.... It´s a patience game, and let the stock buy the investors trust...
immagine del profilo
The problem with Adobe is their product price policy. It is one of the most pirated products. You have to actually listen to customers. I cannot understand why you have to pay to edit a pdf file. Every user hates this company.
I would prefer that they actually care about their customers, give them a free version, make pdf files more versatile. It is just pain and if there would be a competitor, most users would switch.
I think that you should achieve a bounding to your customer to hold them long. Same with Microsoft Windows btw
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