The Motley Fool 对 $ADBE 的判断变化

2026-09-02看涨
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Adobe是一个看涨案例;公司正成功整合并变现AI(如Firefly),以推动经常性收入并维持盈利能力,这与生成式AI将摧毁其业务的担忧相反。

是的。嗯,我觉得关于Adobe,评论中会有很多同意和不同意的地方。你知道,这是今年早些时候受到SaaS末日影响的那些公司之一。

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.

你知道,我认为一直存在这种担忧,由于生成式AI工具、AI代理的兴起,该技术的普及,以及它变得多么难以置信地准确和有用,你基本上会让几乎所有软件公司完全倒闭。我认为现在存在的软件公司中,绝对有一些在3到5年后将不复存在。

2026-09-02
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Adobe面临竞争与管理风险,但其低估值(12倍市盈率)若能在增长持续的情况下提供潜在上行空间。

这是Adobe,股票代码为ADBE。给Adobe的业务实力打分,考虑行业和竞争等因素。10分代表无敌,1分代表毫无希望。你们俩都给了7分,Matt。

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.

是的,我的意思是,Adobe仍然拥有庞大的用户群。这是一个粘性很强的用户群。使用过Acrobat、Premiere工具等的人,他们仍然会继续使用。月活跃用户超过8.5亿,同比增长20%,这相当令人印象深刻。

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.