- Entry
- $248.92
- Now
- $232.50 -6.6%
- Target
- $600.00
- Score
- —
Hello fellow investors, This will be a short piece on what the Market and some investors may be missing in Adobe’s story. I took some time to digest the results, read last 3 quarters call transcripts, read buy- and sell-side analysts, and read some hedge fund commentary. What I realized is that some of the AI revenue is already hidden in the headline revenue numbers, which management isn't breaking down or explicitly differentiating. This is making it harder for investors …
— ORIGINAL POST ·
Decoding Adobe - What the Market is Missing in AI Transition
· r/ValueInvesting
· Sep 20, 2026