NASDAQ

Adobe INC.

ADBE

9 articles

$110B Market cap · 2026-08-24

ADBE · long 2026-05-21

Adobe INC

Adobe's dual network effects and platform entrenchment make AI fears a buying opportunity for the software compounder.

ADBE $110B

Value Investors Club May 21

@RagingVentures Aug 1

Raging Capital Ventures on X

Bill.com was sold after a 50%+ rebound, while HubSpot and Workday positions are actively traded with calls and short puts. Small shorts target Adobe, ServiceNow, Atlassian, Sprinklr and Yext.

Under the Hood - Adobe Inc. ($ADBE)

Adobe generates 96% of revenue from subscriptions and converts over 40% into free cash flow, but generative AI tests whether Creative…

ADBE $110B

Bearhold Research Jul 27

Adobe Business History

Adobe built PostScript, Photoshop and PDF into desktop-publishing standards, using free Acrobat Reader and integrated Creative Suite tools…

ADBE $110B

Speedwell Memos Jun 25

Adobe Deep Dive

Adobe trades at 14x earnings after a 65% decline, with AI, Canva and Figma threatening subscriptions, customer acquisition and…

ADBE $110B

Speedwell Memos May 26

Adobe Expert Insight Interview (No Paywall)

Adobe trades at 11x earnings despite $24.5 billion of revenue, 37% operating margins and 12% profit growth; a former data-science head…

ADBE $110B

Speedwell Memos May 4

Adobe Expert Insight Interview (No Paywall)

Adobe trades at 11x earnings despite $24.5 billion of revenue and 37% operating margins, as a former data-science chief discusses whether…

ADBE $110B

Speedwell Memos Apr 28

Adobe Stock Breakdown (Five Minute Money)

Adobe trades at 14x free cash flow after a 60% decline despite growth, with AI, its business-model transition and creative-software…

ADBE $110B

Speedwell Memos Feb 12

Adobe Inc (ADBE): slowly, then all at once

Adobe’s sub-20x forward GAAP P/E reflects AI disruption fears, with the investment case hinging on whether Digital Media’s creative…

ADBE $110B

Bristlemoon Capital Feb 6

Investor Letters

Letters that discuss ADBE.