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Posted by
Two Blokes Jun 11 -
Filed in
Stock
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9 views
Adobe's fundamentals have improved, with strong Q1/25 results, robust subscription growth, and consistent margin expansion supporting a cautious 'Buy' rating. Accelerated share buybacks at lower valuation multiples are a smart capital allocation move, enhancing shareholder value while growth opportunities are evaluated. AI presents both opportunities and threats, but Adobe's integration of AI features and high switching costs help maintain its wide economic moat.
