Despite the AI-dominated tech rally over the past year, Adobe (NASDAQ:ADBE) has been a laggard in the industry. The stock is down by more than 11% year-to-date and 3.0% over the past twelve months. The sell-off in Adobe’s stock stems from its high valuation as concerns about its ability to sustain growth remain a huge question mark. Adobe’s fundamentals are solid and the company remains the industry standard for creative professionals. It also shows real profitability from generative AI, something not every ...

andresr Today, I want to highlight five kinds of blue-chip investing ideas for this market downturn. High-yield Deep value High growth Ultra SWAN quality Lowest PEG ratio Charlie Bilello The market might not have fallen into a correction, but that doesn't mean there aren't incredible blue-chip bargains available. Charlie Bilello But when the VIX hits the 3rd highest level ever recorded, you likely will regret not buying now. Charlie Bilello VIX of 65 is consistent with 100% or more returns within five yea ...

These software stocks are leaders in their spaces and are leveraging artificial intelligence to stay ahead.The tech sector remains a popular source of investing ideas due to the fast-paced growth often seen by the best companies. Not all tech stocks are winners, but identifying companies with strong financials, consistent results, and bright futures is key for investors looking for long-term, market-beating results.These two software companies offer compelling investment opportunities because of their marke ...

Amid the choppiness on Wall Street, tech darlings are in the spotlight this earnings season. Similarly, the leading software company Adobe (NASDAQ:ADBE), known for its products like Photoshop, Illustrator and Acrobat, has also been volatile.ADBE stock reached multi-year highs of $638 in early February but its year-to-date (YTD) performance has raised eyebrows. ADBE stock ended July at $551.65, with over a 7.5% YTD decline. The stock has underperformed the iShares Expanded Tech-Software Sector ETF (NYSEARCA: ...

文章核心观点 - 近期科技股出现大幅下跌,可能是由于机构投资者对市场和科技行业普遍估值过高的认知 [1] - 投资者可能需要在今年年底或更早时候退出高估值的人工智能股票 [2] - 美国总统大选的不确定性、通胀和房地产市场的问题可能导致近期出现严重的市场崩盘 [2] 行业总结 - 英伟达(Nvidia)作为人工智能领域的关键参与者,其股价可能存在过度估值的风险,投资者可以考虑在当前高点卖出,等待下跌后再买入 [4][5][6] - Adobe面临来自OpenAI新模型的挑战,其人工智能相关的创新能否成为价值驱动因素仍有待观察,目前股价估值较高值得关注 [8][9][10] - 阿里斯塔网络(Arista Networks)股价在过去一年涨幅达94%,考虑到整体经济前景和数据中心行业的未来,其股价可能存在修正风险,投资者可以考虑在当前获利了结 [12][13][14]

文章核心观点 - 科技股估值过高,投资者开始从科技股轮换到其他行业 [1][2][3] - 科技公司的业绩表现将成为关键,投资者将挑选赢家和输家 [2] - 对于长期投资者来说,短期波动可能带来机会,但对于想要从科技股轮换中获利的投资者来说,一些估值过高的科技股可能是考虑抛售的对象 [3] 公司分析 Palantir (PLTR) - PLTR股价在2024年上涨60%,但股价估值达到180倍预期收益 [6] - 分析师认为PLTR股价已经定价过高,难以实现 [6][8] - PLTR股价主要由散户投资者推动,机构投资者在低于10美元和20美元时错过了这只股票 [7] - PLTR面临着高期望的挑战,短期内一些预期可能无法实现 [8] Advanced Micro Devices (AMD) - 芯片行业波动剧烈,AMD受益于供需失衡 [11] - 但AMD股价在2024年仅上涨1.6%,下跌6.5%,主要是因为NVIDIA仍主导市场 [12] - AMD正处于生成式AI之旅的早期阶段,但股价估值59倍预期收益被视为过高 [12][13] Adobe (ADBE) - ADBE股价在2024年下跌10%,尽管前两个季度分析师预估较好 [14] - 投资者担心生成式AI对ADBE内容创作软件业务的影响,即使ADBE已将AI整合进产品 [15] - 机构投资者买入ADBE的热情正在降温,ADBE股价可能在一定区间内波动 [16]

The most recent trading session ended with Adobe Systems (ADBE) standing at $532.15, reflecting a +0.21% shift from the previouse trading day's closing. The stock outpaced the S&P 500's daily loss of 0.51%. Elsewhere, the Dow gained 0.2%, while the tech-heavy Nasdaq lost 0.93%.Shares of the software maker witnessed a gain of 0.45% over the previous month, beating the performance of the Computer and Technology sector with its loss of 2.41% and the S&P 500's loss of 0.26%.Investors will be eagerly watching fo ...

Here’s a technology stock that definitely needs to be on your watch list. Adobe (NASDAQ:ADBE) is known as a software company, though it’s also involved with cloud computing. While Adobe stock should reward patient shareholders over the long term, it’s prudent to wait until the stock is trading at a lower, better price.The good news about Adobe is that the company is getting serious about generative artificial intelligence. The bad news is that Adobe appears to be very richly valued, and the company has to c ...

“Show me the money!” The popular catchphrase shouted by Tom Cruise’s character in the movie Jerry Maguire is very relatable to investing. Show me where the smart money is going and you can probably uncover a stock worth betting on.If these billionaire investors are putting big money on the line then there is a good chance the stock will be ready to move higher. Of course, we don’t simply blindly follow the money into hedge fund stocks they like. Sometimes the smart money can be very dumb. That’s why we perf ...

Waiting for a pullback on this high-flying stock could end up costing you.Companies at the forefront of artificial intelligence innovations can see rapid swings in their share prices. Stocks can zoom higher on strong earnings, and that momentum can carry the stock for weeks or months. It's extremely tempting to wait for a pullback in the share price when that happens, but waiting could cost you.One recent example of an AI stock that's soared higher in a short period of time is Adobe (ADBE -1.05%). Shares tr ...