Adobe. Every tracked FinTwit mention of $ADBE, newest first. 239 mentions since the first on Sep 29, 2025. See the price chart.
July 2026 · 9 mentions
Jul 14
Mike Investing — I’ve said this before, & I’ll say it again…
These 8 heavily undervalued stocks remain current generational buys:
1. $NBIS at $190
2. $RKLB at $78
3. $ASTS at $68
4. $ZETA at $22…↗
Jul 14
InvestmentGuru — $IBM
IBM shares dropped ~20% after its preliminary Q2 results missed expectations, raising concerns about enterprise IT spending.
But the bigger picture may be more nuanced.
Rev…↗
Jul 13
amit — reason markets are struggling right now...
- trump putting a new 20% "cargo tariff" means prices could go up, meaning inflation goes up, meaning more potential for rate hikes
-…↗
Jul 10
KaizenInvestor — Let me dive a bit deeper in what I think is the difference in business model between $NBIS and $IREN.
I've seen a couple of panels, quick fire chats, and keynotes from both compa…↗
Jul 9
InvestmentGuru — MORNING MOVERS
Semis roaring back — AI demand + easing geopolitical fears lighting a fire under the whole space:
GAPPING UP
$MU +6.7% — $3B US supply-chain investment
$KLAC +5.…↗
CK Capital — Burry also said buy $LULU and $ADBE https://t.co/f0XeRYw6NA↗
Jul 3
The Future Investors — The Future Investors presents the 40 quality stocks with the highest FCF yields right now 📈💸
1. $MELI | MercadoLibre - 13.2%
2. $PDD | PDD Holdings - 13.2%
3. $ADBE | Adobe - 11…↗
Jul 2
Midas — Found this company using @asymmetrix_xyz, it can spot insider trades in seconds:
$ADBE
If this helped you out, follow me for more.↗
June 2026 · 64 mentions
Jun 28
Colin King — $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 Rick…↗
Jun 27
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel.
So far, we’ve covered:
•…↗
Midas — $IBM
$MU
$NVDA
$ORCL
$ADBE
$MSFT
$AVGO
If this helped you out, follow me for more.↗
May 23
The Future Investors — The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…↗
May 20
InvestmentGuru — Software stocks are under pressure today, but this doesn’t look like a breakdown—it looks more like profit-taking after a strong run and rotation ahead of $NVDA earnings. A lot of…↗
Leandro — Some thoughts on $ADBE in my most recent $AMZN earnings call
Interesting read-throughs from $META and $AMZN. Seems pretty obvious that digital assets are exploding, but who will w…↗
Apr 26
rubicon59 — A clic-bait take. There is nothing wrong with these SaaS businesses, other than still-stupid valuations, although $adbe's looks closer to reasonable.↗
Apr 23
TheValueist — $CRM $NOW $WDAY $ADBE (BankruptcyData)
Publish Date: 2026-04-22 20:45:47 UTC
Creditors to Medallia, Inc. have reached a deal that shifts ownership of the software company away fro…↗
Apr 22
Leandro — Seen a lot of posts claiming that Adobe's $ADBE buyback is not something a dying business would do.
While one can debate if Adobe is a "dying" business or not, I don't think that'…
Leandro — 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…↗
Black Panther Capital — Is SaaS dead?
Here’s what’s actually happening.
SaaS stocks have dropped 20–30% since late 2025.
$CRM (Salesforce)
$NOW (ServiceNow)
$WDAY (Workday)
$DDOG (Datadog)
$SNOW (Snowf…↗
Feb 26
Shay Boloor — @JRupena $ADBE fighting an uphill battle↗
Feb 24
JC Investing — 99% of SaaS companies will be greatly disrupted over the next 5 years due to agentic AI
$MSFT $CRM $ADBE https://t.co/qFBTcNxre6↗
Feb 24
amit — GOLDMAN:
- Anthropic is hosting an event today around "Enterprise Agents Briefing"
- Several single name moves on Anthropic mentions...many of which were primary constituents of…
January 2026 · 29 mentions
Jan 30
The Future Investors — Software stocks are under pressure 📉
AI will reshape business models and moats 🤖
Who’s your long-term winner?
Choose your fighter 🥊👇
$MSFT $CRM $ADBE $NOW https://t.co/2Mk25WW…↗
Jan 29
TheValueist — SaaS is getting decimated. My SaaS trackers sorted by YTD.
$CRM $NOW $WDAY $ADBE https://t.co/09pofLKHr5↗
Jan 28
rubicon59 — $ADBE is a bit better, but not a whole lot better.↗
Shay Boloor — HOW THE MARKET PRICES GROWTH TECH ENTERING 2026
This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit.
The…↗
Dec 28
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $PLTR ~4.6x
• $TSLA ~…↗
The Future Investors — $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 E…↗
Nov 26
The Future Investors — Some days the market rips 📈
Other days it dips 📉
But some stocks stay red no matter what… 😅
$ADBE | Adobe 🔴
$CRM | Salesforce 🔴
$TTD | The Trade Desk 🔴
Which one rebounds…↗
Nov 19
The Future Investors — Software got crushed this year 😵💫💻
Here are the 25 software stocks with lowest PEG-ratio. What is the biggest opportunity right now? 👀👇
1. $TWLO | Twilio - 0.56
2. $GEN | Ge…
October 2025 · 6 mentions
Oct 28
The Future Investors — $ADBE Adobe teams up with YouTube ▶️
Creators will soon edit and publish Shorts directly in Premiere mobile using AI tools, effects, and templates for pro-quality videos 🎥📱
Wil…↗
Oct 21
Mike Investing — $ADBE has officially begun its multi month rally today right after yesterday’s bottom call.
This move will be extremely powerful and is identical to $AMD when it was $80 in April.…↗
Oct 21
Mike Investing — Additional comment - I have been monitoring $ADBE over the past 4-6 weeks and have waited for a bottoming indicator. I believe that time has arrived. $550+ incoming next year.↗
Market Sentiment — Found the $ADBE investor https://t.co/2dhwIpCj1S↗
Sep 29
Nancy Pelosi Stock Tracker ♟ — Just in: Marjorie Taylor Greene went on a buying spree
On September 11th, she bought up to $150K of new stocks
Including $ADBE, $GOOGL, $DUK, $MS, & more
Most notable: $CRWD…↗
June 2025 · 1 mention
Jun 10
Puru Saxena — Buying high quality compounders > buying cheap
$ADBE, $AMZN, $CRM, $MSFT, $NFLX, $TSLA are some examples of companies which traded at high multiples when they were young, yet h…↗
Puru Saxena — "Buy & Hold" for the long haul? Think again!
Drawdowns of some "high quality" stocks.
Stage analysis allows you to ride the uptrend and sell before disaster strikes.
$LULU…↗
Jun 23
Antonio Costa — $ADBE nice action in a ugly market. https://t.co/xd2gqfaMit↗
Jun 23
Chris — $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 targe…↗
Jun 23
Antonio Costa — Software stocks cacthing some bids this morning $ADBE rotation taking place.↗
Jun 23
Antonio Costa — Money will flow today from semi-conductors to software stocks today, anyone ? $ADBE $IBM etc…↗
Jun 23
InvestmentGuru — $PLTR down 7% today — but this isn’t a Palantir story.
Sector contagion. $GOOGL fell ~6%. $MSFT slipped. When the two largest software megacaps sell off together, the indices foll…↗
Jun 21
Leandro — 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 s…↗
Jun 20
Kevin Maro — Here are the 5 WORST pieces of advice you'll find on X for finance:
1. "Wait for a pullback before buying, we've run up a lot."
"We've rallied a lot, so sit on cash and wait." Ex…↗
Jun 20
Shay Boloor — Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling.
So far, we’ve covered
• Eve…↗
Jun 20
The Future Investors — If you invested $10,000 five years ago, this is what you'd have today 💰👇
💾 $MU | Micron - $147,367
🖥️ $NVDA | Nvidia - $113,039
🚀 $AVGO | Broadcom - $88,749
⚙️ $AMD | AMD - $…↗
Jun 18
TheValueist — $ADBE $WIX $CRM HARDWARE V. software. https://t.co/zHa4eSL5c7↗
InvestmentGuru — QUALITY SOFTWARE — SENTIMENT WEAK, FUNDAMENTALS STRONG
$ADBE
Creative Cloud + Document Cloud moat remains intact
AI monetization (Firefly, GenStudio) still underappreciated by mar…↗
Jun 14
Alphatica — @Sapphire01Steve There was dark pool activity on Thursday/Friday. $ADBE↗
Jun 14
Alphatica — ADBE is down 51% from its 52-week high. It hit a new 52-week low recently.
The Alphatica Earnings Quality Signal: 3/6 NEUTRAL.
Here is what our signal shows:
Revenue: +10% to $2…↗
Jun 13
Midas — @asymmetrix_xyz He bought $PYPL and $ADBE.
Both are trading at multi-year lows.
If this helped you out, follow me for more.↗
Shay Boloor — We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling.
So far, we’ve covered:
• Everything you need to know abo…↗
Jun 13
Leandro — Some expanded thoughts on $ADBE's earnings 👇
From my recent NOTW https://t.co/I1sbKRDBPo↗
Jun 13
Shay Boloor — 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 Ado…↗
Jun 13
The Future Investors — $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…↗
Jun 12
Antonio Costa — $ADBE closed near the highs of the day.↗
Jun 12
Antonio Costa — $ADBE trading at bargain prices !! https://t.co/xAL2EwBmSs↗
Jun 12
Leandro — So, Adobe's Total ARR grew 12.5% in CC in Q2. If we exclude $480 million that comes from Semrush, then actual organic growth was 10.5%, a deceleration from 10.9% last Q.
Managemen…↗
Jun 12
Antonio Costa — $ADBE Just in: Bernstein Outperform rating and $379 PT↗
Jun 12
Antonio Costa — $ADBE Just in: RBC Capital Outperform and $285 PT↗
Jun 12
Antonio Costa — $ADBE intraday high ... green close ? 😉↗
Jun 12
Antonio Costa — $ADBE someone loves this price 👇 https://t.co/Z0Rpdjw1KA↗
Jun 12
Antonio Costa — $ADBE Adobe’s monthly RSI has officially hit its lowest level ever. Yet the company is still growing and printing money. https://t.co/Rg9SwDehX8↗
Jun 12
Shay Boloor — $ADBE just broke below $200 for the first time since 2018. https://t.co/pkUqNVasKO↗
Jun 12
Antonio Costa — $ADBE breaks below $200 on pure stupidity.... this is my time to take some for a swing trade. DYOR↗
Jun 12
Antonio Costa — $ADBE Concerns about Adobe's CFO departure are overblown. Dan Durn is departing effective June 15, 2026, to join Marvell Technology as its new CFO. Marvell appears to be an excitin…↗
Jun 12
Antonio Costa — Im a buyer of $ADBE today. Price doesnt makes sense at all. Michael Burry is correct on this one.↗
Jun 12
Antonio Costa — $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 👍↗
Jun 12
InvestmentGuru — $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 mon…↗
Jun 12
Shay Boloor — @FuturumEquities You can watch my full $ADBE earnings breakdown here:
https://t.co/zT3GKkUH3C↗
Jun 11
Shay Boloor — $ADBE is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wants proof on organic growth and whether AI is expanding…↗
Jun 11
Shay Boloor — @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 g…↗
Jun 11
Frenchie — $MRVL qui imprime une journée dingue
Le CFO de $ADBE se barre chez $MRVL
Belle représentation de ce qui se passe actuellement entre le software et le hardware↗
Jun 11
TheValueist — 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 Th…↗
Jun 11
Leandro — Adobe’s $ADBE earnings look pretty good but…
1) CFO leaving suddenly just like CEO
2) Lack of disclosure around certain metrics important to understand the AI bear case
3) Lack…↗
Jun 11
Shay Boloor — Is there enough demand for an Earnings Edge video on $ADBE tonight?
https://t.co/T7JKP9MIMs↗
Jun 11
Antonio Costa — $ADBE trading at January 2019 levels following a good earnings report 🤨 + raised guidance↗
Jun 11
The Future Investors — 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-$6.7…↗
Jun 11
Shay Boloor — $ADBE Q2 EARNINGS
• Sales $6.62B vs Est. $6.46B
• EPS $5.96 vs Est. $5.82
• RPO $22.3B vs. Est. $22.1B
• AI-first ARR: >$500M (+200% YoY)
Q3 Guidance
• Sales $6.7B vs Est. $6.5B…↗
Wayne Liang — Thursday, June 11
PPI Report. Companion to CPI. If both come in above consensus, rate cut hopes get pushed further out. Not ideal for the markets short-term.
$ADBE earnings after…↗
Jun 7
InvestmentGuru — Earnings week ahead.
The Macro Read From This Week:
Housing health → $LEN
Consumer spending → $CPB $CASY $CHWY $SJM
Cloud/AI monetization → $ORCL $ADBE $DOMO
Energy transition →…↗
Jun 6
The Future Investors — The final week of earnings season is here 📊
Only two major reports are still on the calendar:
🗓️ Wednesday: $ORCL
🗓️ Thursday: $ADBE
What do you think the new week will bring…↗
Jun 2
Alphatica — @Apo__strophe We will have coverage on this name $ADBE↗
Jun 2
Leandro — 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 n…↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
Jun 1
Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW targe…↗
Jun 1
InvestmentGuru — 15 stocks with bullish setup, I’m watching closely in this market.
$IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper com…↗
Jun 1
InvestmentGuru — SaaS Sector Scan — Green Across the Board
Every name on the SaaS watchlist closed green last week . No exceptions.
$NOW was the standout mover of the session — volume confirmed t…↗
InvestmentGuru — $NOW
$SNOW
$ADBE
$NFLX
$NKE
best looking Trading setup in this market. $NOW is my favourite https://t.co/tAc53sVKZR↗
May 19
InvestmentGuru — In this kind of macro environment, the market is basically forcing a rotation decision rather than a broad risk-on approach. You either lean into deep value / beaten-down quality n…↗
May 19
Chris — $ADBE on Watch Tomorrow https://t.co/ei5KfhD6Qi↗
May 19
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets whipsawed throughout the day as Iran headlines shifted. Premarket stocks turned sharply green…↗
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
May 15
Mike Investing — Earlier today President Trump revealed his Stock Purchases for 2026…
There were over 3,600+ transactions and revealed $1M+ positions in these stocks:
$NVDA, $NOW, $ADBE, $ORCL, $…↗
May 14
Leandro — 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 t…↗
May 14
unusual_whales — BREAKING: This is unusual.
The market dipped after the Iran War started.
But then Trump bought millions of stocks, including in $AAPL, $NVDA, $DELL, $ADBE, and much more.
He con…↗
May 14
unusual_whales — BREAKING: Trump has disclosed thousand of transactions.
He owns more than a million of $NVDA, for example.
He also owns, $TSLA, $ADBE, $NOW, $AMZN, $AAPL, and much more.
The tra…↗
May 14
Shay Boloor — President Trump’s latest 278-T filing reportedly disclosed 3,600+ transactions so far in 2026.
The filing appears to show $1M+ positions in:
• $NVDA
• $AAPL
• $ORCL
• $AVGO
• $NOW…↗
May 13
The Future Investors — Markets at all-time highs. Semis through the roof 📈🚀
But that’s far from the full story…
Many stocks are still trading well below their 52-week highs 📉🌠
$META | Meta: -23%…↗
May 12
Mike Investing — The $NVDA CEO, Jensen Huang has been literally telling you to buy these 2 sectors before they boom:
Data Centers - $IREN, $NBIS, $CRWV
Software - $NOW, $ADBE, $DDOG
If you misse…↗
Shay Boloor — $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 st…↗
May 3
amit — @Starbuccaneers I could see it being a software name as well, not sure if they’d pick $ADBE though..↗
JC Investing — Hard truth:
Being 100% in one stock could bankrupt you
Since 2021:
$PYPL -82%
$NKE -73%
$ADBE -64%
One bad position can ruin everything https://t.co/UYEHCcLIzY↗
Apr 22
Shay Boloor — $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…↗
Apr 21
The Future Investors — $ADBE Adobe approved a $25B stock buyback through 2030 💰 ✅
That's roughly 25% of its current market cap 🤯 https://t.co/nBPifumc2I↗
Apr 21
Shay Boloor — $ADBE AUTHORIZES A NEW $25B SHARE BUYBACK PROGRAM https://t.co/Mbfwa6d6Zj↗
Apr 21
TheValueist — SaaS has been resurrected from the dead! Big 5d moves on many of the names. Still brutal YTD on many of the names.
$CRM $NOW $WDAY $ADBE https://t.co/dWjJ7obZOa↗
Apr 21
Shay Boloor — 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-faste…↗
Apr 20
The Future Investors — $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…↗
Apr 20
Shay Boloor — $ADBE just announced a new set of AI agents aimed at helping enterprise customers automate digital marketing and other workflows.
Adobe also said it is partnering with 30+ AI plat…↗
The Future Investors — Anthropic launches Claude Design, an AI tool that turns prompts into polished designs, prototypes, and presentations, and lets teams refine, share, and export them easily 🎨
Could…↗
Apr 17
Shay Boloor — Anthropic just introduced Claude Design which is a tool that lets users create prototypes, slides & one-pagers by talking to Claude.
This starts pushing into territory usually…↗
Apr 14
Shay Boloor — 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 pr…↗
Apr 13
The Future Investors — SaaS investors today… after months of pain, finally celebrating 🍾🤣
$CRM $NOW $ADBE $PLTR $WDAY https://t.co/NT8kHcvRzq↗
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular software names right now:
• $NET ~4.7x
•…↗
Apr 12
Shay Boloor — $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 oper…↗
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Why the market now sees $META & $AMZN as the best Mag 7 names to own
• Claude Mythos & its…↗
Apr 10
Evergreen Capital — As software stocks continue to get completely obliterated, here are 3 moves SaaS management teams should consider now to lead in the generative AI and agentic future, and not get r…↗
Apr 9
Shay Boloor — $ADBE going through its biggest pullback in nearly 30 years. https://t.co/ka2NVxjWPF↗
Apr 9
The Future Investors — Software stocks are being sold off again today 📉😱
Who will survive? 👀
Our article is still relevant.
Dive in now 👇
$CRWD $ADBE $NOW $CRM $MNDY $PLTR $TEAM $AXON $APP $RBRK
h…↗
Apr 9
amit — $PLTR Palantir down 12% over the past 2 days, here’s what I think is going on:
- I don’t think Palantir is down because of the “war being over.” Other defense contractors are up a…↗
Apr 9
The Future Investors — Software stocks are getting dumped again today 🤮📉
What’s going on?
$CRM $ADBE $NOW $MDB $TEAM↗
Apr 9
Shay Boloor — Nobody wants to live on SaaS Ave in 2026
Drawdown from highs:
• $AMPL −93%
• $U −89%
• $PATH −88%
• $TEAM −87%
• $MNDY −86%
• $GTLB −85%
• $FIG −84%
• $HUBS −75%
• $ESTC −75%
• $A…↗
Apr 4
Jason Luongo — Everyone screaming "bubble" but these are the 2027 forward P/E multiples for some of the largest companies in the world:
$MU - 4x
$ADBE - 9x
$CRM - 12x
$META - 13x
$NVDA - 15x
$TS…↗
— In my newest article, I talk about the AI race to the bottom.
I explain why I would never invest in insurance companies like $LMND, $OSCR, and $UNH.
Why I stay away from ERP so…
Shay Boloor — ThE mArKeT iS iN sUcH a BuBbLe
Yet here are the 2027 multiples for some of the largest companies in the world:
• $AMZN ~21x
• $MSFT ~19x
• $GOOGL ~19x
• $AMD ~19x
• $ORCL ~18x
•…↗
Mar 24
The Future Investors — $ADBE Adobe has a market cap below $100B…
For the first time since 2018 👀
With $10.3B in free cash flow, it now trades at just 9.5x FCF.
A single-digit multiple 🤯
Is this a gen…↗
Mar 24
amit — $IGV
SaaS down again today is just becoming exhausting.
Why? Claude released a new tool that got 40M views in 12 hours. More automation workflows for people.
Which makes the mar…↗
Shay Boloor — @VanquishTrader No bueno for $ADBE & $FIG↗
Mar 17
KawzInvests 🦑 — @michaelsikand and I published the photonics infrastructure thesis on our substack before Jensen put 4 billion into $LITE and $COHR.
The accounts you follow are still pitching $AD…↗
Mar 17
Leandro — Just published this on Adobe $ADBE
Plenty of free content in it. I go over...
- The quarter and what might have worried the market
- Shantanu's succession
- The bull and bear cas…↗
Mar 17
Serenity — Normally don’t respond to trolls, but the hypocrisy on this platform is pretty impressive.
Random X retail:
“Why didn’t you tell me about $LITE before it went up 1000% already?…↗
Mar 16
Shay Boloor — $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 re…↗
Mar 16
The Future Investors — $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 �…↗
Leandro — This is 100% who Adobe's CEO should be and I even wrote about it a while ago, but then again...if you publicly claim that you are looking for a successor and only after a prolonged…↗
Mar 15
TheValueist — Starting to poke around software bonds looking for mispricings. The equities might be dead, but maybe there is still enough FCF left for debt service??
$FTNT $ADBE $WDAY $CRWD htt…↗
Mar 14
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.5x
• $AAPL ~…↗
Mar 13
Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings reactions: $ORCL, $ADBE, $RBRK, $PATH
• $NVDA CEO Jensen Huang’s five-layer cake: $…↗
Mar 13
Leandro — I honestly don't understand what $ADBE was pretending announcing Shantanu's departure without a successor
The optics now feel a bit weird and the market might be asking itself if…↗
Serenity — 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…↗
Mar 12
InvestmentGuru — $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 do…↗
Mar 12
Shay Boloor — $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…↗
Mar 12
The Future Investors — $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 o…↗
Mar 12
Shay Boloor — $ADBE Q1 EARNINGS
• Revenue $6.4B vs Est. $6.3B
• EPS $6.06 vs Est. $5.87
• RPO $22.2B (+13% YoY)
• AI-first ARR: More than tripled YoY
Q2 Guidance
• Revenue $6.45B vs Est. $6.42…↗
Mar 12
Alphatica — ADBE just reported. Here's how we did.
THE CALL:
Our EPS: $5.97
Actual EPS: $6.06
Difference: +$0.09
Our Revenue: $6.30B
Actual Revenue: $6.40B
Difference: +$100M
Both numbers…↗
Mar 12
The Future Investors — 𝗔𝗱𝗼𝗯𝗲 𝗤𝟭 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $ADBE
EPS: $6.06 vs $5.87 est. ✅
Revenue: $6.40B vs $6.28B est. ✅
Guidance Q2 FY26:
EPS: $5.80-$5.85 vs $5.68 est. ✅
Revenue: $6.43B-$6.4…↗
Mar 11
TheValueist — $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,…↗
Mar 7
The Future Investors — Next week is the final earnings week of the quarter 📊
On Tuesday we have $ORCL
Wednesday: $PATH
Thursday: $ADBE, $RBRK
Which ones are you watching? 👀 https://t.co/bWogtjhrIM↗
Mar 3
Mike Investing — 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 shar…↗
Shay Boloor — 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 contr…↗
Mike Investing — Notable names seeing significant % drawdowns from all time highs
S&P 500 $SPY: -2%
Microsoft $MSFT: -30%
Amazon $AMZN: -20%
ServiceNow $NOW: -58%
Synopsys $SNPS: -36%
Palanatir $P…↗
Feb 23
Jose Najarro Stocks — $NVDA
THE MARKET TODAY: "AI Will Replace Everything!" $IBM $ADBE $CRWD
THE MARKET WEDNESDAY AFTER NVIDIA CRUSHES EARNINGS $NVDA : "I Don't Know, I Don't Trust This AI Demand and…↗
Feb 22
Shay Boloor — THE SAASPOCALYPSE 2026 SCORECARD
SaaS in 2026 is getting repriced from growth engine to plumbing layer in an Agentic AI stack and the YTD damage has been brutal:
• $DDOG −15%
•…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 21
Ben Pouladian — Benioff invited Sam Altman to Dreamforce like a king welcoming a Trojan horse.
Now OpenAI is telling investors they’re coming for $CRM $WDAY $ADBE $TEAM.
The app software layer…↗
Feb 20
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings prep ahead of next week’s earnings bonanza: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB,…↗
Feb 18
Alphatica — 📊 $FIG 10-K JUST DROPPED
Figma's first annual filing since going public. Our team ran the Alphatica Earnings Quality Signal.
✅ The Verdict: 4/6 BULLISH
$1.25B loss but strong u…↗
Feb 16
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.8x
• $PLTR ~…↗
Feb 15
The Future Investors — 🚀 Software stocks are under AI pressure — which ones will survive?
$NOW $CRM $MSFT $AXON $SHOP $WDAY $ADBE
𝗪𝗵𝗶𝗰𝗵 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝘀𝘁𝗼𝗰𝗸𝘀 𝗱𝗼 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸 𝗮𝗿𝗲…↗
Feb 14
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #30
Daniel & I dove into four big themes:
• Our take on Michael Burry’s short on $PLTR
• Software check-in: $NOW, $MDB, $SNOW, $ADBE, $MNDY, $RBRK…↗
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering:
• Earnings reactions: $HOOD, $NET, $APP, $NBIS, $ALAB, $AMAT, $ANET, $OSCR
• Software check-in:…↗
Feb 12
Shay Boloor — This is what getting labeled a “legacy layer” in the AI stack looks like in the market.
Drawdown from highs:
• $MNDY −84%
• $TEAM −82%
• $FIG −82%
• $HUBS −75%
• $ESTC −68%
• $AD…↗
Feb 12
The Future Investors — Software stocks are getting crushed 😱📉 Here are 25 Quality Software stocks ranked by PEG-ratio. Which stocks are a steal right now? 👀🚀
1. $PATH | UiPath - 0.47
2. $WDAY | Work…↗
Feb 9
Serenity — @futureman1977 Still doing research into software segment for opportunities. $SPOT, $NFLX is something that's not disrupted by AI because majority of it is licensing. Netflix drop…↗
Feb 7
Shay Boloor — Here’s the updated software comp sheet after the SaaSpocalypse 2026:
Rule of 40 scores
• Unicorn (60%+) | $PLTR
• Elite (50-59%) | $NOW, $CRWD, $PANW, $ADBE, $SNOW, $ZS
• Great (4…↗
Feb 6
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering:
• Earnings reactions: $GOOGL, $AMZN, $IREN, $AMD, $PLTR
• Latest thoughts on software: $NOW, $M…↗
Feb 4
amit — $GOOGL
SUNDAR ON THE RECENT SAAS MELTDOWN:
- AI is going to be an enabling tool for software companies, we are seeing massive token usage
- Many companies are incorporating Gem…↗
IvanaSPEAR — Software stocks are falling like a rock. $500+ billion gone over the past week.
◾ $MSFT beat revenue → stock was down 11%+
◾ $NOW crushed earnings → Stock Crashed 11%.
◾ $CRM re…↗
Jan 26
Jerry Capital — $ADBE Long Thesis
@QualityInvest5
https://t.co/PriTnXzn07↗
Jan 25
Jerry Capital — $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 res…↗
Jan 21
InvestmentGuru — Stocks in each layer of AI infrastructure.
1️⃣ Application Layer
$MSFT •$GOOGL •$META •$CRM
$SNOW •$NOW •$ADBE
2️⃣ Model Layer
$MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SA…↗
Jan 20
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
Shay Boloor — @fiscal_ai $ADBE PEG is ~1.4 so it doesn’t exactly scream “must-buy” despite how aggressively some are pitching it.↗
Jan 17
Shay Boloor — 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…↗
Jan 17
Shay Boloor — @ArtKnightmed AI security like $CRWD, $PANW, $NET, $ZS & $RBRK definitely carries less “AI disruption risk” and what's happening is more of a temporary valuation mismatch while the…↗
Jan 17
Shay Boloor — 15 SOFTWARE COMPANIES TO WATCH
1. $ADBE embedding AI directly into the creative & digital content workflow
2. $HUBS integrating marketing, sales & service into a unified growth pl…↗
Jan 16
Serenity — @amitisinvesting Personally, not really! It’s not due to valuations (even if discounted) but mainly opportunity cost since there’s so many tailwinds with defense like drones as wel…↗
Jan 16
amit — 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 m…↗
Jan 16
Shay Boloor — Daniel and I will live on the Futurum Equities YouTube channel right now covering:
• $TSM earnings reactions
• Space Economy : $RKLB, $ASTS
• The Claude cowork effect: $NOW, $MND…↗
Jan 16
The Future Investors — Software stocks are getting crushed 😱🚨 Here are the major names vs their 52-week highs 📉👇
$FIG | Figma -77.9%
$DUOL | Duolingo -71.7%
$HUBS | HubSpot -62.6%
$MNDY | Monday com…↗
Jan 16
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #27
Daniel and I will go live exclusively on the Futurum Equities YouTube channel tomorrow at 9:30 AM ET.
We’ll be covering:
• $TSM earnings reac…↗
Jan 15
Shay Boloor — The correction on SaaS Ave has been brutal.
FCF multiples compression over the past two years:
• $NOW from 41x to 26x FCF
• $TEAM from 49x to 18x FCF
• $PATH from 37x to 16x FCF…↗
Jan 14
TheValueist — My GAI Enterprise SaaS Index sorted by YTD%. Many are down double digits and near 52-week lows, when much of the rest of the market is up double digits YTD% and near 52-week highs.…↗
Jan 13
Shay Boloor — Nobody wants to live on SaaS Ave in 2026
• $MNDY -6%
• $CRM -6%
• $SNOW -6%
• $TEAM -5%
• $DOCU -5%
• $ADBE -5%
• $WDAY -3%
• $NOW -3% https://t.co/i8J695l8Ed↗
Jan 10
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #26
Daniel and I are back after a short break diving into the following topics:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• Th…↗
Jan 9
Shay Boloor — We're live right now covering the following:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• The space trade: $RKLB, $ASTS, $PL, $FLY, $RDW SpaceX
• SaaS on sale: $…↗
Jan 8
Shay Boloor — FUTURUM EQUITIES PODCAST IS BACK
Daniel and I are back livestreaming on the Futurum Equities YouTube channel after taking a short break to recharge ahead of what’s shaping up to b…↗
Jan 7
KaizenInvestor — The 10 Most Undervalued Quality Companies of 2026 according to the reverse DCF!
Each year I run a reverse DCF analysis on around 250 companies. The goal of a reverse DCF is to see…↗
Jan 6
Black Panther Capital — 30 STOCKS THAT CAN 2X IN 2026 ACCORDING TO GROK:
Technology:
$NVDA
$ONDS
$MU
$ADBE
$AMD
$UBER
$DELL
$MSF
$PLTR
Communication Services:
$NFLX
$NBIS
$TTD
$RDDT
Consumer Cyclical:…↗
Jan 3
Shay Boloor — 15 NAMES THAT COULD BOUNCE BACK IN 2026
1. $PYPL | PayPal (~81% drawdown)
2. $BMNR | Bitmine (~77% drawdown)
3. $FISV | Fiserv (~72% drawdown)
4. $VG | Venture Global (~71% drawdo…↗
— 4 quality stocks having a tough year 🌠
Who’s your favourite rebound stock for 2026? ✨
Choose your fighter!🥊🚀
$ADBE $NVO $CRM $DUOL https://t.co/Y8MkvqCItn
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #24
Join Daniel & me live on YouTube today at 1PM EST as we talk about:
• AI data centers heading into 2026 | $NVDA, $AMD, $ORCL, $CRWV, $IREN,…↗
Dec 10
The Future Investors — 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.…↗
Dec 10
The Future Investors — $ADBE Adobe launched free Photoshop, Acrobat, and Express apps inside ChatGPT. Users can edit photos, PDFs, and create designs just by describing what they want, with AI tools and…↗
Dec 6
The Future Investors — Next week wraps up Q3 earnings — and it’s a big one! 🔥📊
Wednesday: $ORCL, $ADBE, $SNPS
Thursday: $AVGO, $LULU, $COST
Which one are you most excited for? 👀 https://t.co/SPd7L70…↗
Dec 5
The Future Investors — 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗕𝘂𝘆𝘀
25 Quality Stocks with strong fundamentals, attractive valuations and clear upside to avg. targets 💎🚀
1. $META - Meta - $1,693B
2. $TSM - TSMC - $1,219B…↗
The Future Investors — $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 acquisi…↗
Nov 7
Mike Investing — These 4 stocks are trading at absurdly low valuations and remain obvious buys into 2026…
1. $JD with a 10x P/E
2. $META with a 20x P/E
3. $UNH with a 17x P/E
4. $ADBE with a 20…↗
Nov 2
Mike Investing — These 5 stocks are the most undervalued in the entire market as of right now…
1. $NVO
2. $JD
3. $UNH
4. $ADBE
5. $PYPL
Expect these setups to see euphoric upside moves over the n…↗
— 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 20…
Mike Investing — I called the bottom on $TSLA at $210 and it ran to $479+
Then I called $AMD at $76 and it ran to $242+
And finally I called $ASTS at $35 and it ran to $102+
The next massive opp…↗
Oct 15
Lawrence McDonald — There is $2T of AI capex dollars coming after software companies and other disruptions; $OWL lends to junk tech and software, but everything is fine, comedy.
Public Software Play…↗