u/MarkT1065
Reddit r/ValueInvesting
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Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 12
$200.67
-2.7%
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.
AI/Semi
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u/MarkT1065 has 1 trade idea tracked on Buzzberg across 1 ticker since June 2026. Most covered: ADBE.
