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u/MarkT1065
Reddit r/ValueInvesting
Винрейт
100.0%
доходность
+28.4%
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Тикер
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Упоминания
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Цена колла
P&L
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Тема
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Лонг
12 июн
$200.67
+28.4%
Adobe has a $25B buyback through 2030, reducing shares by 21–30% of float, and net income is projected to grow 8% annually to ~$13B. The math implies EPS of $42–$47 by 2030, which at 10–15x PE gives share prices of $420–$700, significantly above the current ~$201 premarket price. The author suggests the stock is undervalued given the buyback’s accretive effect on EPS and reasonable growth assumptions. Growth may slow below 8%; buyback execution at higher average cost than assumed; market multiples could compress further; recession or competitive pressure from AI tools.
Adobe has a $25B buyback through 2030, reducing shares by 21–30% of float, and net income is projected to grow 8% annually to ~$13B. The math implies EPS of $42–$47 by 2030, which at 10–15x PE gives share prices of $420–$700, significantly above the current ~$201 premarket price. The author suggests the stock is undervalued given the buyback’s accretive effect on EPS and reasonable growth assumptions. Growth may slow below 8%; buyback execution at higher average cost than assumed; market multiples could compress further; recession or competitive pressure from AI tools.
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У u/MarkT1065 на Buzzberg отслеживается 1 торговых идей по 1 тикерам с июня 2026. Чаще всего покрывает: ADBE.
