Do you guys believe there is value with Adobe and Intuit?
u/Longjumping_Ad_424 ·
Reddit — r/ValueInvesting
· August 08, 2026 at 18:36
· ⬆ 15 pts
· 💬 82 comments
| View on Reddit ↗
AI Summary
Summary
The author asks whether Adobe (ADBE) and Intuit (INTU) offer value after significant share-price declines, arguing the market overreacted to the idea that AI will quickly replace these products.
The author owns or is considering both, and explicitly bought ADBE around $196/share, planning to hold one to two years while AI improves product offerings.
Quality assessment: Light DD / semi-informed speculation — the thesis relies on product familiarity and market sentiment rather than deep financial metrics or valuation analysis.
Score15
Comments82
Upvote %80%
▶ Full Post Text
I’m just wondering what this communities thoughts are in terms of if Adobe and Intuit, do they have good value at these prices?
I have a small portfolio and chose these two stocks since I think they were so low in share price compared to the past yet still have a completely viable product that continues to grow.
I see AI as making these product offerings even better and it’s my belief the market overreacted with the assumption that AI will quickly replace these.
Because of the lower market cap and seemingly continuous fall I bought Adobe at $196 a share and plan to hold for a year or two.
Would love to hear your thoughts, if you don’t like them explain why and offer something you think is a better play with reasoning.
Adobe’s share price has fallen sharply from past levels, while its creative software suite remains viable and continues to grow. The market may be pricing in AI-driven disruption too aggressively; Adobe is integrating AI into existing tools, which could improve rather than destroy its product value. Buying ADBE near $196 represents a bet on a temporary market overreaction and continued adoption of Adobe’s AI-enhanced workflow tools. Rapid AI-native competition could erode Creative Cloud pricing power; subscription growth could stagnate; macro weakness could reduce creative/marketing spend.
The author believes Intuit is undervalued because its core products remain viable and growing, and the AI-driven “doom” narrative is overblown. If most of the bear case is tied to TurboTax disruption, that overlooks Intuit’s larger, stickier revenue drivers like QuickBooks and Credit Karma. Intuit could re-rate if the market refocuses on its core business lines and switching costs, rather than AI threats to tax-prep software. AI-native accounting/fintech tools could disrupt QuickBooks; regulatory pressure; valuation stays rich; TurboTax sentiment could remain a drag.
This Reddit post, published August 08, 2026,
features u/Longjumping_Ad_424
discussing ADBE, INTU.
2 trade ideas extracted by AI with direction and confidence scoring.