Everything MoneyANALYSTJul 2, 2026“Adobe is a mispriced buy with record revenue, AI integration, insider buying, and low multiples, offering almost 25% annualized return.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
Revenue has climbed six quarters in a row. It just hit a record up 13% and they raised guidance. They're not losing the AI. They're building it into their tools and even buying Topaz Labs, the very AI tool bears thought would eat their lunch.
An Adobe board member, the CEO of Eli Liy, just bought nearly $2 million of stock with his own personal money. Michael Bur considers this such an obvious buy. It's part of his portfolio.
It's selling for eight times free cash flow, guys.
Analysts have profit almost doubling from $24 to $44 a share over the next seven years.
gross margins almost 90%.
The structured call
The receipt
Publish-day price $$219.72 · the claim is anchored to the moment it was said.
