Why Adobe's Stock is Crashing & Why The Market is Wrong

Adobe’s stock has struggled for years, down roughly 37% over the last five years, as investors fear disruption from Canva, Affinity, and AI-powered creative tools. But beneath the surface, Adobe’s business tells a very different story.

In this video, we break down what Adobe actually does, why its moat existed long before generative AI, how Firefly and AI integration are strengthening its ecosystem, and why the company continues to grow revenue and profits at double-digit rates. We also explore the growing competitive landscape, the disconnect between fundamentals and stock price, and how investors should think about Adobe’s future in an AI-first world.

Is Adobe a legacy giant being disrupted, or a dominant platform being mispriced by the market?

⏳ Timestamps
0:00 – This Video Will Either Make or Save You Money
0:23 – Adobe Stock vs. Adobe Business: The Disconnect
1:15 – What Adobe Actually Does
1:35 – Adobe’s Three Core Pillars Explained
1:52 – Why Professionals Still Laugh at Canva
2:08 – Document Cloud: Adobe’s Quiet Cash Machine
2:26 – Digital Experience: The Overlooked Growth Engine
2:42 – Adobe’s Real Product: Digital Infrastructure
2:52 – The Bear Case Against Adobe (In One Sentence)
3:28 – Why the Bear Case Misses Adobe’s Real Moat
3:36 – Owning the Workflow, Not Just the Tools
4:13 – Switching Costs: Why Leaving Adobe Is Hard
4:29 – AI: Existential Threat or Strategic Advantage?
4:54 – Firefly and Adobe’s AI-First Strategy
5:21 – Why Distribution Matters More Than AI Models
5:24 – Competition Is Real (Canva, Figma, Apple)
6:01 – Creation vs. Execution: Adobe’s Key Differentiator
6:14 – Fundamentals vs. Stock Price Reality
6:21 – Adobe’s Financial Performance Breakdown
7:02 – Why the Market Is Still Uncertain
7:21 – The Bull Case for Adobe Going Forward
7:41 – The Real Risks Investors Can’t Ignore
8:01 – Is Adobe the Backbone of Digital Creativity?
8:16 – Final Verdict: Warning Sign or Opportunity?

Read the article: https://www.manystories.com/story/ado...

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DISCLAIMER: This and all of my videos are for entertainment purposes only. My statements are my opinions and should not be accepted as financial advice.