ADOBE STOCK ANALYSIS - Undervalued Now? Time to Buy the Dip?

In this in-depth Adobe (ADBE) stock analysis video, I will talk about why I believe Adobe stock is likely undervalued now and why it will eventually recover. You will learn about Adobe's software-as-a-service SaaS business model, Adobe's biggest risks, Adobe's long-term growth prospects in generative AI applications, and how to value Adobe stock to find its intrinsic value.

0:00 Intro
2:27 Growth Stock Portfolio Update (Meta, AMD, Nvidia, Tesla)
6:02 Adobe's Financials and Biggest Risks/Headwinds
10:40 Adobe's Long-term Growth Prospects (Generative AI applications)
18:35 Adobe Stock Valuation (How to Calculate Adobe's Intrinsic Value)
21:05 Will I Buy Adobe Stock?

Remember to always do your research and do your extra due diligence first!

#Adobestock #ADBEstock #growthstocks #stockstobuy #stockportfolio #adobe #Nvidiastock #teslastock #AMDstock #AIstocks #investingtips #undervaluedstocks

Disclaimer: All content on this channel is for informational and entertainment purposes only. They should not be construed as professional financial advice. If you need such advice, please consult a licensed financial or tax advisor. You will also need to do your research. No guarantee is given regarding the accuracy of the information on this channel.

[alexwong]

Adobe shares just jumped today. I'm guessing your thesis was right! I'm glad I picked up a couple of shares when it was down lower

[chetanghasava]

Absolutely loved the in-depth analysis. Thank you!

[lassmirandadennsiewillja]

Watched this on the train some days ago. Adobe is a buy at these prices. Will be a good entry point in hindsight.

[sethaaron]

Very good video Sir, I hope to see more updates on Salesforce and Starbucks !

[eddiel.mckenzieiii]

Thanks. I did not factor in the $1 billion termination fee. Great analysis as always.

[michaelfriend]

Victor only pitches to-quality companies! And these are facts! Great work!

Victor, curious what you think about FICO?! It's priced at a premium but it has a huge moat.

[Dizzydizzydizzy]

Could you do another video on starbucks? Appreciate your videos either way!

[ovidiufrasie]

Good video, as always, Victor. Maybe you can have a look over cybersecurity sector. Could be interesting over long term and companies line Fortinet, Palo Alto or Zscaler are trading at interesting prices. Thanks.

[richread]

Great video Victor. I think you would like Service Now as an investment if you haven’t checked the company out yet.

[jk]

With AI accelerating the process content generation, it is potentially self disruptive. If content creator are made significantly more productive, it potentially has the effect of reducing the number jobs. In short, Firefly is potentially self disruptive but this is far better than being disrupted by competitors.

[AJ-wwef]

wow this aged well. Your intrinsic values - how long are they valid for?

[Hongs.average]

Adobe dropped further down again, it drops so much in a short But I'm with you. I think Adobe is still at its lead position and continues to grow and invest in marketing and technologies. I don't think it is easy for other competitive platforms to steal big industrial clients from Adobe. Like you said, most creators use Adobe system and are less likely to switch. Other companies target on gaining regular people's interests but Adobe seemly puts a lot of money to advertise on youtubes targeting regular people too. Adobe eco system is just in a different scale than others.

[giriiyengar]

Lots of hard work and very good analysis. I am however surprised that you are expecting a re-rating or for some reason still holding on to Tesla. When you realized you made a mistake with the investment, it is best to just get out even at a loss.

[PainandSorrow]

If you were a competent trader, would it be more profitable to swing trade a long-term multi-bagger repeatedly or just open a position, hold long, and acquire more shares as time goes on?

[jianli]

Do you know that Adobe’s language AI is a wrapper of GPT for today? (Perhaps a wrapper of WatsonX for the future.)
Overly pessimistic, lol.

[saedal-tamimi]

I will skip this quarter..I will buy in June

[alexwong]

Thanks for all of your great work! I really appreciate it. I can see Adobe potentially falling further. BTW, what are your thoughts on AAPL latest earning report? Deciding whether to hold it or invest in something else with more upside like Meta.

[boratsmagadijev]

Very expensive business with a lot of future uncertainty. Competition will get stronger in the future IMHO, I can see big tech going for video, picture editing market or a lot of small players offering cheaper services...

Thank you for video Victor.

[Cleisthenes]

You always go for large cap tech, why not mid caps and small caps. There's a great company that has 5x net income in 5 years called atkore, they provide electrical conduits and other related materials. Think all the electrical wiring that needs to go into a data center, that's them, and they're going to benefit greatly from the inflation reduction act and bead act. It's a potential ten bagger and something that I think is in your wheelhouse since you understand semiconductors which is just one of their customer industries.