The stock is down more than 60% from its highs. AI competition headlines dominate. Figma integration fears resurface. But what if the financials never deteriorated in the first place?
Great article. Every aspect of the financial statement here points to this being a healthy and thriving business. But the market unfortunatley doesn't see that! Thanks for sharing.
Thanks for your comment! Indeed - there is nothing that looks concerning at ADBE except the momentum. But eventually the stock will return to fair value.
Yes! All the talk of AI is concerning investors about potentially disrupting ADBE's business but the revenue, profit margin and cash flow numbers don't support those fears.
Great article. Every aspect of the financial statement here points to this being a healthy and thriving business. But the market unfortunatley doesn't see that! Thanks for sharing.
Thanks for your comment! Indeed - there is nothing that looks concerning at ADBE except the momentum. But eventually the stock will return to fair value.
Yes! All the talk of AI is concerning investors about potentially disrupting ADBE's business but the revenue, profit margin and cash flow numbers don't support those fears.
Great insight! Thanks
If any questions arise, feel free to drop me a note or comment, happy to get back to you!