Your views on the company Adobe

I have $ADBE (-0,32%) 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

Matthias@Aequitas

1Settimana

That's one of my few buy and hold positions, though not that large.

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Renato J.@renAssuncao

9Min

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...

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