The Motley Fool 对 $ADBE 的判断变化

2026-09-02看涨
《2 Hated Growth Stocks Down Right Now — Should You Buy?》
Adobe是一个看涨案例;公司正成功整合并变现AI(如Firefly),以推动经常性收入并维持盈利能力,这与生成式AI将摧毁其业务的担忧相反。

是的。嗯,我觉得关于Adobe,评论中会有很多同意和不同意的地方。你知道,这是今年早些时候受到SaaS末日影响的那些公司之一。

Yes. Well, I feel like this is one that there there's going to be a lot of agreement and disagreement in the comments about Adobe. You know, this is one of those companies that was hit by the SaaS apocalypse earlier this year.

你知道,我认为一直存在这种担忧,由于生成式AI工具、AI代理的兴起,该技术的普及,以及它变得多么难以置信地准确和有用,你基本上会让几乎所有软件公司完全倒闭。我认为现在存在的软件公司中,绝对有一些在3到5年后将不复存在。

这是肯定的。然而,你必须逐家公司地看。你必须单独看每个平台。我个人认为Adobe是一个被股市真正低估的公司,特别是当我们看到业务实际表现如何时,对吧?

You know, there's been this, I think, concern that because of the rise of generative AI tools, AI agents, the prevalence of that technology, but also how incredibly accurate and more useful it's getting, that you're going to have a essentially almost all software companies just go completely defunct.

I think that there are absolutely software companies that exist right now that will not be here 3 to 5 years from now. That is certain. However, you have to look at a company by company, you know, basis.

You have to look at each platform individually. I personally think Adobe is an example of a company that has been really underestimated by the stock market, particularly as we look at how the business is actually doing, right?

2026-09-02
《5 Things to Watch With Adobe After Leadership Change》
Adobe面临竞争与管理风险,但其低估值(12倍市盈率)若能在增长持续的情况下提供潜在上行空间。

这是Adobe,股票代码为ADBE。给Adobe的业务实力打分,考虑行业和竞争等因素。10分代表无敌,1分代表毫无希望。你们俩都给了7分,Matt。

It's Adobe, ticker symbol ADBE. Rate the strength of Adobe's business, including factors like industry and competition. 10 is invincible, a one is hopeless. Both of you have sevens, Matt.

是的,我的意思是,Adobe仍然拥有庞大的用户群。这是一个粘性很强的用户群。使用过Acrobat、Premiere工具等的人,他们仍然会继续使用。月活跃用户超过8.5亿,同比增长20%,这相当令人印象深刻。

Yeah, I mean, Adobe still has a an enormous user base. It's a sticky user base. People who have used Acrobat, you know, you know, have the Premiere tools and all that, they'll they'll still use it.

Uh monthly active users surpassed 850 million. It grew 20% year-over-year, which is pretty impressive.