Some pretty hard-hit value names were quite popular among the smart money in the second quarter.
ADBE shares have been down in the past month and YTD amid AI competition, yet upbeat fiscal 2025 guidance signals growth potential.

Adobe: Risk-Reward Opportunity, If Not Boom

04:20am, Tuesday, 12'th Aug 2025
Adobe is a defensive tech play today with growth optionality, offering a favorable risk-reward profile despite slowing growth and competitive pressures. Healthy margins and stable double-digit revenue
Brent Thill, Jefferies, joins 'Fast Money' to talk what is behind Monday.com seeing its worst trading day ever.
Adobe's entrenched ecosystem, product breadth, and user loyalty create a near-monopoly in creative software, making it difficult for competitors to displace its dominance. AI and low-cost design tools

Calls of the Day: TKO Group, Adobe

01:50pm, Monday, 11'th Aug 2025
The Investment Committee debate the latest Calls of the Day.
The software giant is struggling to fend off new AI-native challengers, Melius analyst says.
Adobe (ADBE) got a downgrade from Melius Research, with the firm citing A.I. "eating software" that will dig into the company's future profits.

Adobe: Rating Upgrade Per Rule Of 40

07:21am, Monday, 11'th Aug 2025
Adobe's margin outlook has improved, with net margins likely to surpass 30% in the upcoming quarter, alleviating my prior cost concerns from the Figma acquisition. I expect Adobe to begin consistently
If you think artificial intelligence (AI) is all sizzle and no steak, think again. AI is already transforming businesses.
Although the digital media segment is slightly decelerating, Adobe's Firefly is showing triple-digit growth in both revenues and MAUs. Adobe is a leading company with a big moat, but it is now threate
Adobe's fundamentals remain strong, with solid revenue growth, profitability, and a sticky subscription-based business model. AI poses a significant long-term risk to Adobe's moat, potentially eroding
Adobe's double-digit revenue and EPS growth, alongside a low P/E of ~17, make it an attractive investment opportunity. The digital media segment drives growth, with a >25% increase in monthly active u
Adobe shares have lagged this year, declining ~20%, despite strong fundamentals and raised guidance, creating an attractive entry point for long-term investors. Despite fears that AI will crowd out Ad
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