- Entry
- $215.18
- Now
- $275.00 +27.8%
- Target
- —
- Score
- —
I think AI is a tailwind to Adobe. The slightly lower organic growth is because company reduced the paywalls for their products and made it smoother for new users(Freemium ) to experience adobe and its features. Gets the users hooked to new AI workflow first, later they can slowly monetize them. I argue Adobe is going back to a "rapid expansion phase" of business cycle from its present "Mature business phase". If you look at the number of new users …
— ORIGINAL POST ·
I think AI is a tailwind to Adobe. Cash cow + a startup style optionality build in.
· r/ValueInvesting
· Jun 13, 2026