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Adobe at 13x Earnings?! What I'm DOING - ADBE Stock Analysis

Sep 11, 2026

The creator discusses Adobe's (ADBE) recent earnings report, noting the stock's slight dip and the market's mixed reaction. They share their personal buying history and average cost, emphasizing that market reactions shouldn't dictate value assessments. The creator highlights the CEO transition and management changes as sources of near-term uncertainty but finds the reported numbers to be in line with expectations, with 12% topline growth and $460 EPS. They express a preference for GAAP results over non-GAAP, which they view as potentially misleading due to stock-based compensation add-backs.

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The creator holds Adobe (ADBE) and discusses their recent earnings, finding the results in line with expectations despite management changes.

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