- Entry
- $237.25
- Now
- $218.82 -7.8%
- Target
- —
- Score
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When it comes to Adobe, there are 5 main concerns that to me are alarming. 1. ARR Revenue Growth has been decelerating since Jan 2024. Arguably the most important metric to measure Adobe is their ARR (annual recurring revenue) Growth. Adobe’s ARR shifted from acceleration to deceleration In Q1 2024 and has gone down every quarter since. Their latest earnings report shows the ARR artificially accelerating to 13%, but this is not the true number. This ARR acceleration happened because …
— ORIGINAL POST ·
ADBE: No Evidence for the Bull Case
· r/ValueInvesting
· Jun 17, 2026