Who mentions $ADBE most on Surfaced?

@stocksavvyshay (Shay Boloor) mentions $ADBE most — 66 mentions in the past 12 months.

When was $ADBE first mentioned on Surfaced?

The earliest tracked mention of $ADBE in the Surfaced archive was on Sep 29, 2025.

How many voices track $ADBE?

36 FinTwit voices have mentioned $ADBE 238 times in the past 12 months.

What kind of voices mention $ADBE most?

$ADBE is mentioned most by Long Research voices on Surfaced.

$ADBE — FinTwit mentions on Surfaced

Recent calls

43 calls

@valuedontlieJun 28, 2026 · 2:30 PM

$ADBE is cheap, but hard to handicap what this company looks like in a few years… Normally wouldn’t touch something like this, but might take a look after seeing LLY CEO Dave Ricks (board) $2m insider buy

Open on X

@acinvestorblogJun 26, 2026 · 8:29 PM

$ADBE Insider buying https://t.co/LmBbWArJXP

Open on X

@itscblastJun 23, 2026 · 12:42 PM

$ADBE 1H setup • Just tested the Dec 2018 low zone • RSI starting to curl • Trend flip above $196 • Holding above $194.90 dark pool print is key • Reclaim $196 and bulls can target $202.50 then $210 • Lose $190 and setup likely fails Historic demand + clean trigger spot. https://t.co/7I2fYHgQSq

Open on X

@invesquotesJun 21, 2026 · 5:45 AM

Imho people should stop comparing $ADBE to $MO Both might be considered by the market terminally declining businesses and one is growing considerably faster today BUT it’s that same one that doesn’t pay anything back to shareholders. This means that it doesn’t matter how long it takes for the terminal decline to come (according to the market) because you are not getting paid to wait

Open on X

@acinvestorblogJun 16, 2026 · 7:25 PM

$ADBE Nasdaq red and Adobe Green. Short-term bottom is IN

Open on X

@tig88411109Jun 13, 2026 · 4:24 PM

Michael Burry买入 $ADBE ？他这择股水平令人发指，只能做财经网红了为何我说还不如买SpaceX？看懂下面这访谈就懂了。股票不是买过去，而是买未来？即便现在Adobe现金流回报历史新高，但是再找不到出路，AI时代下就是死 $SPCX 一样吗？你买股票让世界万亿富豪给你打工造星际移民船票，多少钱 https://t.co/5V2nt1TZyS

Open on X

@stocksavvyshayJun 13, 2026 · 11:40 AM

Michael Burry added to $PYPL, saying the market has been “attending PayPal’s wake for years” while the company buys back stock “hand over fist.” He also added to $ADBE calling Adobe a “clear deep-value opportunity” with gross margins near all-time highs. https://t.co/4uTZ4A3r8x

Open on X

@ftr_investorsJun 13, 2026 · 9:17 AM

$ADBE Adobe is the biggest disconnect between fundamentals and stock price in the market today. 𝗧𝗵𝗲 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 📈 FY26 Revenue est: $26.5B+ (+11%) 💰 Free Cash Flow: $10B 📊 Gross Margin: 89% 🤖 AI-first ARR: $500M+ (tripled YoY) 🔄 Buyback: $25B 𝗧𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 📉 -62% last 5Y 📊 Forward P/E: 8.2x 💵 P/FCF: 8.0x 🤑 FCF Yield: 12.5% The business has never been stronger 💰 The stock has never been cheaper 📉 Who's right? 🤔👇 🟢 The business 🔴 The market

Open on X

@acinvestorblogJun 12, 2026 · 10:31 AM

$ADBE Adobe’s trailing P/S ratio is unusually low right now around 3.6–4.1x especially after the Q2 FY2026 earnings beat. Stock is trading at bargain prices imho as always DYOR 👍

Open on X

@investmentguru_Jun 12, 2026 · 10:24 AM

$ADBE AT $207 — IS THIS THE ENTRY? Adobe is getting treated like a legacy software company. The market is wrong. Here’s why $207 looks like a serious accumulation zone: → AI monetization is just getting started — Firefly is embedded across the entire Creative Cloud suite. This isn’t vaporware, it’s live and generating revenue. → $ADBE prints cash. FCF margins consistently above 35%. This is a business that funds itself. → Revenue base is sticky — Creative Cloud and Document Cloud are deeply embedded in enterprise and creator workflows. Churn is structurally low. → PEG is compressing fast at these levels. You’re buying a best-in-class franchise at a meaningful discount to its 3-year average multiple. → The AI narrative got repriced too hard. Fear of disruption from generative AI tools created the selloff — but $ADBE is the one building those tools and charging for them. $207 is where institutions start looking. This is the type of setup where you scale in — not all at once, but you don’t ignore it either. The creative economy isn’t going away. The infrastructure powering it is getting an AI upgrade — and $ADBE owns that stack. Short-term pain. Long-term positioning. Not financial advice.

Open on X

@stocksavvyshayJun 11, 2026 · 10:35 PM

@FuturumEquities The idea that AI simply kills $ADBE has always been too simplistic. AI-first ARR crossed $500M and tripled YoY which gives Adobe bulls a real proof point that gen AI can become a monetization layer but Adobe needs AI to move from a promising fast-growing product line into something that can actually reaccelerate the entire business and thats going to take another year or two.

Open on X

@thevalueistJun 11, 2026 · 9:39 PM

Bullish $MRVL / bearish $ADBE (Dow Jones) -- Marvell Technology appointed Adobe's chief financial officer, Dan Durn, as its new CFO, succeeding Willem Meintjes. Adobe said on Thursday that Durn would depart from the software company June 15, and that Steve Day would succeed him as Adobe's interim finance chief. Prior to Adobe, Durn served as finance chief at Applied Materials, NXP Semiconductors, Freescale Semiconductor and GlobalFoundries. Marvell Chief Executive Matt Murphy said Durn's industry experience and familiarity with the company's strategy make him well-suited to help lead the company through its next phase. Durn said he is excited to join at a "dynamic moment" for the company and that he looks forward to supporting Marvell's artificial-intelligence and data-infrastructure strategy. Durn resigned from Marvell's board on June 10 in connection with the appointment, Marvell said. Meintjes will remain at the company in an advisory role through April 2027. The data-infrastructure technology company reaffirmed its financial outlook for the second quarter of fiscal 2027. Marvell shares were off 2.4% after the bell. Adobe was losing 5.3%. Write to Doc Louallen at Doc.Louallen@wsj.com (END) Dow Jones Newswires

Open on X

@ftr_investorsJun 11, 2026 · 8:26 PM

𝗔𝗱𝗼𝗯𝗲 𝗤𝟮 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $ADBE EPS: $5.96 vs $5.81 est. ✅ Revenue: $6.62B vs $6.45B est. ✅ Guidance Q3 FY26: EPS: $6.05-$6.10 vs $5.78 est. ✅ Revenue: $6.67B-$6.72B vs $6.52B est. ✅ Guidance Full FY26: EPS: $24.35-$24.45 vs $23.56 est. ✅ Revenue: $26.5B-$26B vs $26.09B est. ✅ CFO Dan Durn will leave the company Shares: -5.4% 📉 Like these earnings updates? You'll ❤️ our newsletter 👇 https://t.co/JglKTzychs

Open on X

@invesquotesJun 2, 2026 · 2:12 PM

In his most recent Keynote, Jensen Huang said the following about RTX Spark (the new chip for Windows) and $ADBE: "It's also designed agent-friendly, with its MCP server, it can now interact with agents on your laptop." This made me think. If agents live within the hardware/infrastructure and can freely interact with software applications to get things done, doesn't the distribution leverage accrue to hardware manufacturers and $NVDA instead of software companies? I mean, you ask the agent that sits on your laptop to conduct a task, but you don't necessarily ask it to use a given app. The agent simply chooses what's available to get to the desired output. Might have this upside down, so thoughts welcome

Open on X

@invesquotesMay 14, 2026 · 9:00 PM

If $FIG reports good earnings that’s bad for $ADBE because they are eating their lunch If $FIG reports bad earnings that’s bad for $ADBE because AI is eating their lunch No way to win in this market!

Open on X

@stocksavvyshayMay 4, 2026 · 8:56 PM

$PLTR just delivered its fastest revenue growth ever growing +85% YoY with higher operating margins than $MSFT & $ADBE. Hard to argue Anthropic or OpenAI is “moving up the stack” to pressure Palantir when AIP momentum is showing up this clearly in the numbers. https://t.co/9NUoA8T4Nj

Open on X

@stocksavvyshayApr 22, 2026 · 12:49 AM

$NVDA says no company has shaped how the world tells stories more than $ADBE. Now it is teaming up with Adobe to bring Firefly and Omniverse to creators at scale across the AI era. https://t.co/rPm4jWKiQ3

Open on X

@ftr_investorsApr 21, 2026 · 8:42 PM

$ADBE Adobe approved a $25B stock buyback through 2030 💰 ✅ That's roughly 25% of its current market cap 🤯 https://t.co/nBPifumc2I

Open on X

@stocksavvyshayApr 21, 2026 · 12:04 PM

Nobody is doing AI better than $PLTR right now. AIP has become such a catalyst for its commercial business that the company is growing 62% in 2026 (more than double the next-fastest software peer) while still posting higher operating margins than $MSFT and $ADBE. https://t.co/FBLeYEbGCj

Open on X

@ftr_investorsApr 20, 2026 · 1:34 PM

$ADBE Adobe launched CX Enterprise Coworker. An AI system that automates marketing workflows from data to action to optimization 🤖 The platform is open and integrates with Amazon Web Services, Microsoft, Google Cloud, OpenAI, Anthropic, and Nvidia 🤝 https://t.co/BB2ousZMLu

Open on X

@stocksavvyshayApr 14, 2026 · 6:04 PM

Anthropic is reportedly preparing to launch Claude Opus 4.7 and a new AI design tool as soon as this week. The tool is said to create presentations, websites, landing pages and products from natural language prompts which helps explain the pressure on $FIG and $ADBE today. https://t.co/5EpMdMZINN

Open on X

@stocksavvyshayApr 12, 2026 · 2:01 PM

$PLTR AIP has been such a catalyst for its commercial business that the company is growing 62% in 2026 (more than double next-fastest software peer) while still posting higher operating margins than $MSFT & $ADBE. A big reason is that AIP is landing on top of a cost base Palantir built over two decades serving government & intelligence customers.

Open on X

@invesquotesMar 28, 2026 · 9:22 PM

As an Adobe shareholder (which I was) I would be concerned with 4 things (which doesn’t mean the thesis can’t play out): 1. ARR decelerating for 9 straight Qs 2. Shantanu leaving with no replacement in place (weird) 3. Company buying back a lot of shares but insiders not purchasing stock in the open market 4. Lack of disclosures in some metrics which would clarify the AI disruption risk (for example the % of revenue that is enterprise vs individual licenses) $ADBE

Open on X

@stocksavvyshayMar 16, 2026 · 11:58 PM

$ADBE and $NVDA announced a strategic partnership to reinvent creative and marketing workflows with AI. Adobe’s Firefly models will integrate Nvidia’s accelerated computing and research to power next-generation creative, marketing & agentic AI workflows. https://t.co/cx3w4MYAHs

Open on X

@ftr_investorsMar 16, 2026 · 8:54 PM

$ADBE $NVDA Adobe and NVIDIA announced a strategic partnership to develop next-generation AI tools, combining Adobe’s Firefly models with NVIDIA’s AI infrastructure and libraries 🎨 🤖 https://t.co/toRFNDq4W9

Open on X

@yasutaketinMar 13, 2026 · 7:19 AM

正直に言って、感銘を受けています：人々はマイケル・バーリに年間1,000万ドル以上の購読料を共同で支払っています。 $PLTR と $ADBE の両方で損をするためだけに。彼らの年間400ドル以上の購読料に加えて。ハブスポットの中小企業向けブログの評価額を比較しようとした時から、兆候はありました。イランやベネズエラへの侵攻に使用されるパランティアのブラックボックスAIプログラムと。自分たちの主張が公の議論に耐えられないからといって、Xで誰彼構わずブロックする必要性を感じているのなら… おそらく、あなたはフォローする相手を間違えています。

Open on X

@aleabitoredditMar 13, 2026 · 2:49 AM

I’m genuinely impressed: People are collectively paying Michael Burry $10 million + in yearly subscription fees. Just to lose money on both $PLTR and $ADBE. On top of their $400+ yearly sub fee. There were signs when they tried comparing Hubspot small business blogging valuations. To Palantir’s black box AI programs used to invade Iran and Venezuela. When they feel the need to block anyone on X because their arguments can’t hold up to public debate… Maybe you’re following the wrong person?

Open on X

@investmentguru_Mar 12, 2026 · 10:58 PM

$ADBE Adobe stock sinks after CEO announces departure Adobe (ADBE) stock dropped 7% after hours following the announcement that the company's CEO, Shantanu Narayen, will step down after 18 years in the role.

Open on X

@stocksavvyshayMar 12, 2026 · 8:49 PM

$ADBE CEO is stepping down after 18 years at the exact moment AI is redefining the product category and Adobe is facing one of the most disruptive periods in its history. Michael Burry with the magic touch. https://t.co/cq7LypcNwW

Open on X

@ftr_investorsMar 12, 2026 · 8:16 PM

$ADBE 𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚 🚨 Shantanu Narayen announced he will step down as CEO of Adobe once a successor is appointed after leading the company for 18 years. He will remain Chair of the Board, while the board begins searching for a new CEO. https://t.co/rKm9sSbgOg

Open on X

@thevalueistMar 11, 2026 · 2:08 PM

$ADBE Adobe Corporation (ADBE) Q1 FY2026 Earnings Preview https://t.co/ApVl1ME23s Adobe reports Q1 FY2026 after the close with consensus at $6.28B revenue and $5.88 non-GAAP EPS, effectively in line with management guidance. The setup is less about the quarter beat/miss and more about proving Q4's AI monetization signals are durable: generative credits up 3x QoQ, first-time Firefly subscriptions up 2x QoQ, and stronger Acrobat Studio conversion. The stock is down 21% YTD and now trades at 11.7x forward P/E, reflecting deep skepticism that AI tailwinds can offset competitive pressure from lower-cost alternatives. A guide reaffirmation with stable ARR trajectory could support a relief move; any deceleration in AI-influenced growth or softer ARR commentary likely keeps valuation anchored near trough multiples.

Open on X

@mrmikeinvestingMar 3, 2026 · 10:29 PM

Earlier today Michael Burry announced he went long on $ADBE. Currently down -40% from ATH’s $ADBE is priced for failure, meanwhile: ~ Revenues have grown +11% YoY ~ $15B+ in share buybacks in 2025 ~ 110%+ growth in FcF since 2021 ~ & trades at just a 5x P/E Burry nailed $PLTR, & odds are he does it again, but this time with $ADBE. Yet again another obvious opportunity…

Open on X

@stocksavvyshayMar 3, 2026 · 3:03 PM

Michael Burry is reportedly long $ADBE. Adobe is being priced as if AI disrupts it overnight but enterprise creative workflows don’t unwind that quickly which is the kind of contrarian setup Burry tends to favor. https://t.co/0FOBMbF9TV

Open on X

@rubicon59Jan 28, 2026 · 2:58 AM

$ADBE is a bit better, but not a whole lot better.

Open on X

@jerrycapJan 27, 2026 · 1:54 AM

$ADBE https://t.co/6J1kG9ijJa

Open on X

@jerrycapJan 26, 2026 · 1:30 AM

$ADBE Long Thesis @QualityInvest5 https://t.co/PriTnXzn07

Open on X

@jerrycapJan 25, 2026 · 10:44 AM

$ADBE being the most obvious software disruption use case for AI (after Google search) is where you should spend time studying. Likely gives you the clues needed to analyze the rest of the sector.

Open on X

@stocksavvyshayJan 17, 2026 · 7:10 PM

I think $ADBE is the most polarizing software name in the market right now. This is a blue-chip SaaS franchise entering the most strategically fragile period of its history since the foundations that supported Adobe’s dominance for two decades are being tested by a creative ecosystem that no longer revolves around deterministic editing tools. On one side of the debate, Adobe is viewed as structurally vulnerable to GenAI. As models mature the creative work increasingly happens inside the model itself and the company that controls that model becomes the new center of gravity. Adobe doesn’t fully own that center anymore. Firefly exists but the value creation is increasingly shifting toward the model layer and the platforms that distribute it. On the other side, there is still no evidence GenAI is eroding Adobe’s core business. Four years ago, they were growing ~11%. Entering 2026, Digital Media ARR is growing ~12% with Firefly’s metered credit model introducing new monetization levers and so far there’s been no observable step-down in demand. So in reality nothing has actually broken. My 2026 view is that Adobe should be framed as a company that will continue to defend its base and generate significant cash flows while compounding earnings over time. But the multiple it earns will depend entirely on whether it can redefine its role in the generative era rather than becoming a highly polished integration layer for models and platforms that increasingly set the pace of creative innovation. The valuation is clearly cheap at ~13x earnings (the lowest in a decade) but the cheapness is somewhat justified since this is company that once defined the creative economy is now competing against models that improve quarterly and platforms that embed creative tools directly into massive distribution ecosystems.

Open on X

@amitisinvestingJan 16, 2026 · 6:15 PM

pretty incredible how software continues to get hit these companies are producing incredible amounts of cash flow but the fears of 2 things seem to be creating an issue: 1) AI making their core workflows irrelevant, aka what Claude CoWork introduced this week 2) These companies claiming AI is a tailwind for them but still only growing at 10% like $CRM and $ADBE at what point does the market say they don't need to grow as fast as the semis because their core businesses are fine or is the software overhang something we see for the rest of the year? $IGV down 10% over the past few months

Open on X

@ftr_investorsDec 10, 2025 · 9:09 PM

𝗔𝗱𝗼𝗯𝗲 𝗤𝟰 𝗙𝗬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $ADBE EPS: $5.50 vs $5.40 est. ✅ Revenue: $6.194B vs $6.11B est. ✅ Guidance Q1 FY26: EPS: $5.85-$5.90 vs $5.67 est. ✅ Revenue: $6.25B-$6.30B vs $6.23B est. ✅ Guidance Full FY26: EPS: $23.30-$23.50 vs $23.31 est. ✅ Revenue: $25.90-$26.10B vs $25.87B est. ✅ Shares: +3.1% 📈 Like these earnings updates? You'll ❤️ our newsletter 👇 https://t.co/JglKTzxErU

Open on X

@ftr_investorsNov 26, 2025 · 5:36 PM

$ADBE Adobe and Real Madrid expand their partnership to bring AI-powered experiences to 650M fans, using GenStudio, Firefly and AEP to scale personalized content — plus new Adobe Express templates for fan-made designs ⚽🎨✨ https://t.co/dTCHF57lg5

Open on X

@ftr_investorsNov 19, 2025 · 12:49 PM

$ADBE $SEMR Adobe is close to acquiring Semrush for $1.9B, a big move in SEO and AI-driven marketing. The deal could be finalized this week 🤝 Do you think this is a smart acquisition for Adobe? 🤔 https://t.co/W2PzQ01AYr

Open on X

@mrmikeinvestingOct 21, 2025 · 1:58 AM

I’m officially calling it… $ADBE is the best risk/reward setup in the entire market and recently has just bottomed out. With 11% YoY Revenue growth, $15B+ in share buybacks in 2025, and only a 12x P/E show $ADBE is an easy buy. $550+ is incoming next year. Don’t miss out… https://t.co/VTvQvBJA6O

Open on X

$ADBE

$ADBE

About this stock

Frequently asked

Related stocks