Why I Added To Adobe This Week


  • Adobe’s stock has recently been weak on fears of how the benefits of AI can accrue to software businesses in general.
  • Many believe AI will change the competitive landscape for the company, but I think otherwise. I share my views in this article.
  • Even after accounting for SBC, I believe Adobe is currently trading at an attractive valuation. I go over the numbers.
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I have held Adobe (NASDAQ:ADBE) for more than 2 years in my portfolio and I must admit I have had a love/hate relationship with the company. I bought my first Adobe shares before the company announced its

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ADBE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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