How The Motley Fool’s view on $ADBE changed

2026-09-02Bullish
“2 Hated Growth Stocks Down Right Now — Should You Buy?”
Adobe is a bull case; the company is successfully integrating and monetizing AI (e.g., Firefly) to drive recurring revenue and maintain profitability, contradicting fears that generative AI will destroy its business.

Yes. Well, I feel like this is one that there there's going to be a lot of agreement and disagreement in the comments about Adobe. You know, this is one of those companies that was hit by the SaaS apocalypse earlier this year.

You know, there's been this, I think, concern that because of the rise of generative AI tools, AI agents, the prevalence of that technology, but also how incredibly accurate and more useful it's getting, that you're going to have a essentially almost all software companies just go completely defunct.

I think that there are absolutely software companies that exist right now that will not be here 3 to 5 years from now. That is certain. However, you have to look at a company by company, you know, basis.

You have to look at each platform individually. I personally think Adobe is an example of a company that has been really underestimated by the stock market, particularly as we look at how the business is actually doing, right?

2026-09-02
“5 Things to Watch With Adobe After Leadership Change”
Adobe faces competitive and management risks, but its low valuation (12x earnings) offers potential upside if it maintains growth.

It's Adobe, ticker symbol ADBE. Rate the strength of Adobe's business, including factors like industry and competition. 10 is invincible, a one is hopeless. Both of you have sevens, Matt.

Yeah, I mean, Adobe still has a an enormous user base. It's a sticky user base. People who have used Acrobat, you know, you know, have the Premiere tools and all that, they'll they'll still use it.

Uh monthly active users surpassed 850 million. It grew 20% year-over-year, which is pretty impressive.