u/Equivalent_Fan1344

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d1100%-1.7%-1.7%
1w111100%+1.2%+1.2%
1m000———
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$ADBEr/ValueInvestingDiscussionbullish
u/Equivalent_Fan1344 · 15d agono track record yet

Adobe keeps growing and is buying back shares like CRAZY. Is AI the end for the company?

Adobe's 9-year revenue growth to $25.2B, 89.4% gross margins, and aggressive share buybacks (20% reduction over 9 years) support a higher valuation despite AI disruption concerns. DCF analysis across conservative to base scenarios suggests fair value between $345–$513 per share, with current price around $240 appearing undervalued.

At post $242.27Now $263.82+8.9% since postedas of Oct 23, 4:45 PM ET
1d—
3d-1.7%
1w+1.2%
1m—
3m—
6m—
1y—
original post →

End of results.