u/mferarg

Reddit r/ValueInvesting
· tracked since Aug 2026
Calls
1
Win Rate
0.0%
return
-2.9%
Calls 1 1 Posts tracked · 0.3/day
Calls
7d 1
30d 1
90d 1
Best Calls
No live winners yet
Worst Calls
ADBE Long -2.9%
Most Mentioned
ADBE ×1
Recent Calls
ADBE Long 3 days ago
Win Rate 0% Long 1 Short 0
Win Rate
7d —
30d —
90d —
Average Return -2.9% Long Return -2.9% Short Return -
Average Return
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Thesis
Theme
Source
ADBE Adobe Inc. Adobe Inc.
Long
Aug 10
$265.21
-2.9%
ADBE is down 28% from its 52-week high while revenue grew 11%; scanner fair value is +31% above price. This creates a potential margin-of-safety entry in a quality software franchise if analyst and historical earnings anchors are reliable. Long ADBE as a de-rated growth tech name, but the screen needs fundamental follow-up. AI substitution fears, SaaS multiple compression, or slowing subscription growth could invalidate the thesis.
ADBE is down 28% from its 52-week high while revenue grew 11%; scanner fair value is +31% above price. This creates a potential margin-of-safety entry in a quality software franchise if analyst and historical earnings anchors are reliable. Long ADBE as a de-rated growth tech name, but the screen needs fundamental follow-up. AI substitution fears, SaaS multiple compression, or slowing subscription growth could invalidate the thesis.
AI Software
REDDIT
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u/mferarg has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: ADBE.