Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

US · 35 entries · 26 publications

ADBE

Adobe

Entries
35
Bullish
5
Bearish
3
First
Jun 13, 2025
Latest
Oct 23, 2026

▲ 5 bullish ▼ 3 bearish · 27 no stance

More bullish than bearish among those that state a stance.

Jan 25 – Oct 26 · per month

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Sector research that mentions it

1

Timeline

Newest to oldest
  1. October 2026 1 entry
  2. September 2026 5 entries

    Substack · The Steady Investing

    Decoding Adobe - What the Market is Missing

    100%+ potential upside; Reducing RPO & ARR does not tell the full story

    BullishADBE1,738 words

    Since publication +3.7% α +4.8 pp vs S&P 500 · USD

    Substack · Speedwell Memos · Speedwell Research

    Adobe 3Q26 Update

    Nothing Broken, Nothing Explained

    ADBE1,760 words

    Since publication −2.6% α −3.4 pp vs S&P 500 · USD

    Substack · The Pursuit of Compounding

    Adobe Q3 2026: A Billion Users vs the Backlog

    A new CEO, massive reach, shrinking net new ARR, and an RPO test that leaves no room for error.

    ADBE2,883 words

    Since publication −2.6% α −3.4 pp vs S&P 500 · USD

    Substack · Invertir Con Sentido Común

    Adobe Q3 2026

    El negocio va bien, pero la incertidumbre sigue a flor de piel

    ADBEES2,610 words

    Since publication +2.5% α +2.3 pp vs S&P 500 · USD

    Substack · Investing With Purpose · Investing With Purpose | IWP

    Oracle vs. Adobe: The $22 Billion Difference Wall Street Is Betting On

    Oracle is issuing equity to fund an AI infrastructure buildout. Adobe is returning nearly all its free cash flow to shareholders. The market has made its choice, but the economics are far from settled

    ORCLADBE1,717 words

    Since publication ADBE +2.5% α +2.3 pp vs S&P 500 · USD

  3. August 2026 2 entries

    Blogs · r/ValueInvesting · /u/Teembeau

    Portfolio (I thought I'd dump this and some discussion)

    These are what I own, and my thesis. Glad to hear any thoughts. Adobe. Part of the SaaS reverse. I think the whole AI thing hammered it. Bought way too early but holding at this point. Alibaba. Bought just a little on…

    BullishADBEBABAshort369 words

    Since publication ADBE +0.4% α +1.2 pp vs S&P 500 · USD

  4. July 2026 2 entries

    Blogs · r/ValueInvesting · /u/Weak_Alternative_168

    Adobe is at ~9–10x forward earnings while still growing 13% and raising guidance — the whole stock is pricing one variable. What am I underweighting on the bear side?

    Adobe is one of the stranger setups in large-cap software right now, because the market has already voted and the reported numbers don't obviously agree yet. The multiple has compressed from a 5-year average around…

    ADBEshort494 words

    Since publication +15.2% α +13.8 pp vs S&P 500 · USD

  5. June 2026 6 entries

    Substack · The Inflection · Miguel | The Inflection

    Figma: Now That the IPO Hype Is Gone, Is the Real Entry Near?

    Figma has proved a moat Adobe couldn't buy, a widening AI-credit business, durable 40%+ growth. Three quarters on, the stock is ~85% cheaper than the IPO pop, and a real GAAP-profitability inflection is finally in.

    BullishFIGADBE2,041 words

    Since publication ADBE +32.7% α +30.0 pp vs S&P 500 · USD

    Substack · The Pursuit of Compounding

    Adobe Q2 2026: Hairlines Become Fault Lines

    An empty CFO chair, a deliberate ARR sacrifice, and the first KPI to fail.

    ADBE2,922 words

    Since publication +25.3% α +23.7 pp vs S&P 500 · USD

    Substack · La Newsletter de Momentum · Momentum Financial

    ADOBE, BESSENT y las VERDADES del Mercado.

    No importa tu opinión, no importan los múltiplos ni la calidad de los negocios. Las acciones se mueven en función de las expectativas y las neuras del mercado.

    ADBEES2,540 words

    Since publication +25.3% α +23.7 pp vs S&P 500 · USD

  6. May 2026 2 entries

    Substack · Speedwell Memos · Speedwell Research

    Adobe Deep Dive

    Announcing the release of our 99-page Extensive Research Report on Adobe

    ADBEshort858 words

    Since publication +7.5% α +5.4 pp vs S&P 500 · USD

  7. April 2026 1 entry
  8. March 2026 1 entry

    Substack · Secret Sauce Investing

    Adobe Revisited $ADBE

    From SaaS Powerhouse to Irrelevant Software Layer?

    ADBE2,772 words

    Since publication +6.4% α −11.2 pp vs S&P 500 · USD

  9. February 2026 4 entries

    Substack · Joseph's Substack · Joseph Blumenfeld

    The Case for Adobe

    Another baby being thrown out with the bathwater?

    BearishADBE2,497 words

    Since publication −4.8% α +7.4 pp vs S&P 500 · USD

  10. January 2026 2 entries

    Substack · Inversor Cachondo

    ¿Es Adobe la nueva Meta o la próxima Kodak?

    Te explico que es una trampa de valor, para que sepas reconocerla y puedas aplicar los criterios a tus análisis.

    BearishADBEMETAES1,972 words

    Since publication ADBE +15.1% α +25.6 pp vs S&P 500 · USD

    Substack · The Tortoisehare · Isaac Aydelman

    ANALYSIS: Adobe (ADBE)

    Responsible Enterprise AI + GEO Optionality at Decade Lows

    ADBE3,946 words

    Since publication −23.7% α −34.6 pp vs S&P 500 · USD

  11. December 2025 2 entries

    Substack · Capitalento · CapiTalento

    Adobe, la tesis que tienes que leer antes de decidir nada

    2025 termina y Adobe llega al cierre de año con una mezcla rara: fundamentales fuertes, crecimiento estable, márgenes sólidos, pero un sentimiento de mercado…

    ADBEshortES618 words

    Since publication −26.2% α −37.4 pp vs S&P 500 · USD

  12. October 2025 1 entry

    Institutional · eToro

    Deep Dive: Adobe Bulls Scratch Their Heads

    What’s got Adobe stock down to a decade-low valuation? The Daily Breakdown digs into the spooky decline in ADBE stock. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning. To keep…

    ADBEshort453 words

    Since publication −24.0% α −36.2 pp vs S&P 500 · USD

  13. September 2025 2 entries

    Substack · Hazelnuts Research

    Adobe: The AI Storm and falling giant

    The market has priced in a bear case, this fear might be the very catalyst for a remarkable comeback.

    ADBE2,032 words

    Since publication −29.0% α −43.7 pp vs S&P 500 · USD

    Substack · lateinvest · Adri

    Resultados de Adobe en Q3 2025

    Eficiencia en márgenes, caja récord y narrativa de IA aún por consolidar

    ADBEES793 words

    Since publication −26.0% α −42.6 pp vs S&P 500 · USD

  14. August 2025 2 entries
  15. July 2025 1 entry

    Substack · Equity Radar

    This 37% decline creates a golden opportunity for this equity!

    Adobe’s stock has been beaten down mercilessly over the past year and a half, falling from highs of $635 to around $364 – a brutal 37% decline that has left many investors questioning whether the creative software giant…

    BullishADBE1,086 words

    Since publication −29.5% α −52.0 pp vs S&P 500 · USD

  16. June 2025 1 entry

There are 3 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.