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seekingalpha.com•

Aug 11, 2025

Adobe: Rating Upgrade Per Rule Of 40

Adobe's margin outlook has improved, with net margins likely to surpass 30% in the upcoming quarter, alleviating my prior cost concerns from the Figma acquisition. I expect Adobe to begin consistently passing the Rule of 40 in the coming quarters. Adobe's current valuation is deeply discounted versus its own historical average and EV/sales ratios for companies with passing scores.

These 3 Artificial Intelligence (AI) Stocks Could Soar More Than 40% Over the Next 12 Months, According to Wall Street

fool.com•

Aug 11, 2025

These 3 Artificial Intelligence (AI) Stocks Could Soar More Than 40% Over the Next 12 Months, According to Wall Street

If you think artificial intelligence (AI) is all sizzle and no steak, think again. AI is already transforming businesses.

Adobe's Record-High Profitability Outshines Digital Media Deceleration

seekingalpha.com•

Aug 11, 2025

Adobe's Record-High Profitability Outshines Digital Media Deceleration

Although the digital media segment is slightly decelerating, Adobe's Firefly is showing triple-digit growth in both revenues and MAUs. Adobe is a leading company with a big moat, but it is now threatened by AI developments and potential new rival products. Profitability is at an all-time high; meanwhile, valuation has improved strongly. This is the main reason why I'm taking a contrarian view of the market.

Why I Fear Adobe's AI Risks, Yet Still See Large Upside

seekingalpha.com•

Aug 11, 2025

Why I Fear Adobe's AI Risks, Yet Still See Large Upside

Adobe's fundamentals remain strong, with solid revenue growth, profitability, and a sticky subscription-based business model. AI poses a significant long-term risk to Adobe's moat, potentially eroding its pricing power and customer base as alternatives improve. Valuation is attractive after a 36% stock drop, offering potential 35-70% upside if multiples re-rate, but caution is warranted.