$ADBE 0.53 Developing

Notable posts

• @StockSavvyShay bullish 1308 eng

  Michael Burry added to $PYPL, saying the market has been “attending PayPal’s wake for years” while the company buys back stock “hand over fist.” He also added to $ADBE calling Adobe a “clear deep-value opportunity” with gross margins near all-time highs. https://t.co/4uTZ4A3r8x

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• @StockSavvyShay bullish 1007 eng

  10 STOCKS CHEAPER THAN THE MARKET MULTIPLE 1. $MU | Micron 2. $SNDK | Sandisk 3. $CRM | Salesforce 4. $ADBE | Adobe 5. $META | Meta 6. $NVDA | Nvidia 7. $DELL | Dell 8. $QCOM | Qualcomm 9. $PYPL | PayPal 10. $MSFT | Microsoft

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• @Mr_Derivatives bullish 985 eng

  🚨 The CEO of $LLY just bought ~$2M worth of $ADBE stock yesterday… Whoa. Insiders sell for a number of reasons. But they buy for just one reason… https://t.co/yg7qFTa7H5

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• @amitisinvesting bearish 950 eng

  reason markets are struggling right now... - trump putting a new 20% "cargo tariff" means prices could go up, meaning inflation goes up, meaning more potential for rate hikes - iran is proxy targeting refineries against middle eastern allies including bahrain and kuwait, not good for oil prices or general escalation - kospi got wrecked last night -9% which is hurting the $SKHY SK Hynix along with the memory names in the US and if the memory names get hurt, the rest of the semis follow the good thing is, software names $IGV $PLTR $SHOP $RDDT $CRM $NOW $ADBE $FIG $ZETA are getting some of the rotation so the broader breadth of the market is widening out high-beta names in July have just not done well and it feels like this July is becoming very similar to the past 5 years, which is really just creating a month of consolidation for the most momentum driven names

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• @StockSavvyShay bullish 816 eng

  10 STOCKS TRADING NEAR DECADE-LOW VALUATION MULTIPLES 1. $MSFT | Microsoft 2. $NFLX | Netflix 3. $MA | Mastercard 4. $MELI | MercadoLibre 5. $SE | Sea Limited 6. $PYPL | PayPal 7. $NVO | Novo Nordisk 8. $CRM | Salesforce 9. $ADBE | Adobe 10. $LULU | Lululemon

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• @StockSavvyShay neutral 650 eng

  SOFTWARE GROWTH LEADERS 3-year growth CAGR breakdown: • Best-in-class (40%+) | $PLTR • Elite (25–29%) | $NET, $SNOW • Strong (20–24%) | $DDOG, $APP, $RBRK, $CRWD, $SHOP • Solid (10–19%) | $NOW, $FIG, $MDB, $ZS, $MNDY, $ZETA, $TEAM, $HUBS, $PANW • Slow (<10%) | $CRM, $ADBE, $PATH

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• @StockSavvyShay neutral 526 eng

  $ADBE Q2 EARNINGS • Sales $6.62B vs Est. $6.46B • EPS $5.96 vs Est. $5.82 • RPO $22.3B vs. Est. $22.1B • AI-first ARR: >$500M (+200% YoY) Q3 Guidance • Sales $6.7B vs Est. $6.5B • EPS $6.08 vs Est. $5.77 2026 Outlook • Sales $26.6B vs Est. $26.1B • EPS $24.40 vs Est. $23.56 Adobe CFO Dan Durn departing.

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• @Mr_Derivatives bearish 521 eng

  $ADBE Hitting levels in after hrs not since February 18th 2018. Absolutely shareholder value destruction… damn. https://t.co/q1C4qD5y9q

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