📉 ADBE 계속 빠지는데... 버텨야 할까요, 팔아야 할까요?

Tough to justify hanging on to a loser when the market is at all time highs and hundreds of other stocks are making huge moves higher.

If your capital isn't working for you, what's the point?

Their time in the sun faded after they made the shift to subscription and realize all those contract transitions. That was 3-4 years ago.

Lack of aggressive innovation and growth limit the upside here.

No reason to hold unless you like dogs

I never invest in a stock where the majority of the subscribers hate the business model with a passion. The features in most current day Adobe products that I use (illustrator, photoshop, indesign), aren't much more than what was offered on perpetual license products sold 15 years ago.

And I'll take Capture One over Lightroom all day for photo editing.

Finally, Microsoft Edge handles all of my PDF needs.

Adobe needs to find a new competitive advantage.

I was excited to see the price dipping towards $300 - thought I would load up while it's on sale. But - I kind of lost interest after reading a lot of posts (on reddit and other sites)

as I study it more I have decided not to buy any more, for a few months, and see what happens.

If it dips below $300. I might sell my remaining shares. Not sure yet

I sold last year. While tech is booming I can’t have my money tied down to a down trending stock

Well I’m gonna buy tomorrow so, would you sell me your shares for 300

I sold all of mine last year, but I keep hearing that it is set for a turnaround....maybe, but I dont think I am jumping back in just yet. It seems to me that AI tools are gonna undercut them in the long term, so i am not sure where they need to take the company to survive.

No need for Photoshop and Illustrator when AI generated images works for most advertisement purposes

Lots of awful takes here.  Adobe isn’t down because of fundamentals it’s down because of narrative.

I'd hold..ADBE is fundamentally very undervalued right now due to narrative, but as that fades and more earnings comes out will see big jumps. Should beat the market the next few years. It's still growing and priced liked it's dead

ADBE has some significant problems, including market saturation and competition. Their artificial intelligence strategy is questionable, and I don't believe it has added much value. I checked their earnings: https://stockschecker.com/earnings?tab=Tab4&ticker=ADBE Growth is slowing down. EPS and revenue are diverging. EPS is outpacing revenue, which leads me to believe that they are not selling more software, but rather increasing prices, perhaps cutting costs or buying back shares. I believe that investors are not really interested in the stock at the moment and that the company needs to come up with something really good to get attention again. I can be wrong, but I personally see it as really difficult for them, and in your position, I would opt for something else that can help me recover my loss.

At the moment, capitalizing on the Helios catalyst with CRWV and GLXY.

Yeh ive added more.

What is your avg cost?