To The Moon

$Docusign(DOCU)$ is scheduled to report its fiscal Q4 2026 earnings on Tuesday, March 17, 2026, after the market close. The stock is currently trading near $46.35, a level that reflects significant caution from investors following a broader software sector selloff and geopolitical macro-pressures. As we have seen how $Adobe(ADBE)$ reported strong Q1 2026 results on March 12, 2026, with revenue of $6.40 billion (12% YoY growth) and EPS of $6.06, beating consensus estimates of $5.87. The company reported record AI-first Annual Recurring Revenue (ARR) and set FY2026 EPS guidance at $23.30–$23.50, reflecting strong demand for its AI-powered creative and document solutions. Key Metrics to Watch Investors will

,,,[Smile]  [Smile]  [Duh]  

$Adobe(ADBE)$  Buy The Fear or Fear The Buy? 🌟🌟🌟Adobe has just delivered a record quarter.  However it lost its 18 year CEO, got punished by Wall Street and is now staring at its fiercest competition in its history.  Is this a deep value opportunity or the moment Adobe finally loses its crown? The Quarter That Should Have Sent Adobe Up But Didn't  Adobe posted USD 6.4 billion, up 12% YoY.  EPS was USD 6.06, crushing expectations.  AI first ARR tripled YoY.  Yet Adobe is down 25% YTD, trading at USD 249.32, far below its 52 week high peak of USD 422.95. This isn't about numbers.  This is about narrative. ARR: The Metric That Matters Most and Why It Spooked Wall Street  ARR or An

On March 13, software giant $Adobe(ADBE)$ (ADBE.US) delivered a bit of a "shocker." The company announced that Shantanu Narayen, its CEO of 18 years, will step down once a successor is found. The news sent shockwaves through the market, with $Adobe(ADBE)$ stock falling close to 8% in pre-market Friday trading immediately following the announcement.

Highlights: Leadership Shakeup: CEO Shantanu Narayen to step down after 18 years; stock plunged ~8% in pre-market Friday. Earnings Paradox: Adobe hit a record $6.4B revenue, yet the stock has plummeted ~23% in 2026 to a 3-year low. Divided Outlook: Wall Street is split on Adobe's recovery, with target prices varying wildly from $300 to $510.

🫣 $Adobe(ADBE)$’s share price is dropping another 6% now. Another 12% drop is no small amount. ADBE’s stock price spiraling downward is proof how bad a volatile market can do to a stock even with record earnings. Very much speculative power play on ADBE now, with the high level of uncertainty apparent as it’s CEO Shantanu Narayan prepares to leave. ADBE needs to post better results in the second half of 2026. It is on my watchlist. Thanks @Tiger_Earnings @TigerStars @Tiger_comments @Tiger_SG

From my perspective, the sell-off in Adobe $Adobe(ADBE)$ shows that the market is pricing future risks rather than current results. Even with record revenue, investors are worried about how generative AI will reshape Adobe’s core businesses. The planned departure of long-time CEO Shantanu Narayen also adds uncertainty during a critical transition period. For me, the key question is whether AI becomes Adobe’s next growth engine or a source of disruption. Tools like Firefly show strong momentum, but AI is also pressuring parts of its legacy model such as stock images. This creates a short-term narrative conflict for investors. With the stock near a multi-year low, I see this more as a “prove it” phase. If Adobe can successfully monetize AI produc

$Adobe(ADBE)$   #Adobe’s Q1 Double Beat Meets “AI Panic” — Is the Market Throwing Away a Creative Giant? 🎨🤖 Adobe just delivered what should have been a textbook bullish quarter — yet the market reaction was brutal. 📊 Revenue: $6.4B (record, +12% YoY) 💰 EPS: $6.06 vs $5.87 expected 🔁 Subscription revenue: $6.1B+ and still growing 💵 Operating cash flow: nearly $3B for the quarter On paper, these are exactly the numbers investors used to celebrate. But instead of rallying, ADBE dropped ~7% after earnings and remains down more than 50% from its all-time highs. 📉 So what’s really going on? The answer is simple: this isn’t about earnings anymore — it’s about AI. In the past, SaaS companies were valued based on predictable recurring revenue, m

⭐ Highlights: Leadership Shakeup: CEO Shantanu Narayen to step down after 18 years; stock plunged ~8% in pre-market Friday. Earnings Paradox: Adobe hit a record $6.4B revenue, yet the stock has plummeted ~23% in 2026 to a 3-year low. Divided Outlook: Wall Street is split on Adobe's recovery, with target prices varying wildly from $300 to $510. On March 13, software giant $Adobe(ADBE)$ (ADBE.US) delivered a bit of a "shocker." The company announced that Shantanu Narayen, its CEO of 18 years, will step down once a successor is found. The news sent shockwaves through the market, with $Adobe(ADBE)$ stock falling close to 8% in pre-market Friday trading immediately following the announcement. Despite reportin

$Docusign(DOCU)$ is scheduled to report its fiscal Q4 2026 earnings on Tuesday, March 17, 2026, after the market close. The stock is currently trading near $46.35, a level that reflects significant caution from investors following a broader software sector selloff and geopolitical macro-pressures. As we have seen how $Adobe(ADBE)$ reported strong Q1 2026 results on March 12, 2026, with revenue of $6.40 billion (12% YoY growth) and EPS of $6.06, beating consensus estimates of $5.87. The company reported record AI-first Annual Recurring Revenue (ARR) and set FY2026 EPS guidance at $23.30–$23.50, reflecting strong demand for its AI-powered creative and document solutions. Key Metrics to Watch Investors will

$Adobe(ADBE)$  Buy The Fear or Fear The Buy? 🌟🌟🌟Adobe has just delivered a record quarter.  However it lost its 18 year CEO, got punished by Wall Street and is now staring at its fiercest competition in its history.  Is this a deep value opportunity or the moment Adobe finally loses its crown? The Quarter That Should Have Sent Adobe Up But Didn't  Adobe posted USD 6.4 billion, up 12% YoY.  EPS was USD 6.06, crushing expectations.  AI first ARR tripled YoY.  Yet Adobe is down 25% YTD, trading at USD 249.32, far below its 52 week high peak of USD 422.95. This isn't about numbers.  This is about narrative. ARR: The Metric That Matters Most and Why It Spooked Wall Street  ARR or An

⭐ Highlights: Leadership Shakeup: CEO Shantanu Narayen to step down after 18 years; stock plunged ~8% in pre-market Friday. Earnings Paradox: Adobe hit a record $6.4B revenue, yet the stock has plummeted ~23% in 2026 to a 3-year low. Divided Outlook: Wall Street is split on Adobe's recovery, with target prices varying wildly from $300 to $510. On March 13, software giant $Adobe(ADBE)$ (ADBE.US) delivered a bit of a "shocker." The company announced that Shantanu Narayen, its CEO of 18 years, will step down once a successor is found. The news sent shockwaves through the market, with $Adobe(ADBE)$ stock falling close to 8% in pre-market Friday trading immediately following the announcement. Despite reportin

$Adobe(ADBE)$   #Adobe’s Q1 Double Beat Meets “AI Panic” — Is the Market Throwing Away a Creative Giant? 🎨🤖 Adobe just delivered what should have been a textbook bullish quarter — yet the market reaction was brutal. 📊 Revenue: $6.4B (record, +12% YoY) 💰 EPS: $6.06 vs $5.87 expected 🔁 Subscription revenue: $6.1B+ and still growing 💵 Operating cash flow: nearly $3B for the quarter On paper, these are exactly the numbers investors used to celebrate. But instead of rallying, ADBE dropped ~7% after earnings and remains down more than 50% from its all-time highs. 📉 So what’s really going on? The answer is simple: this isn’t about earnings anymore — it’s about AI. In the past, SaaS companies were valued based on predictable recurring revenue, m

,,,[Smile]  [Smile]  [Duh]  

From my perspective, the sell-off in Adobe $Adobe(ADBE)$ shows that the market is pricing future risks rather than current results. Even with record revenue, investors are worried about how generative AI will reshape Adobe’s core businesses. The planned departure of long-time CEO Shantanu Narayen also adds uncertainty during a critical transition period. For me, the key question is whether AI becomes Adobe’s next growth engine or a source of disruption. Tools like Firefly show strong momentum, but AI is also pressuring parts of its legacy model such as stock images. This creates a short-term narrative conflict for investors. With the stock near a multi-year low, I see this more as a “prove it” phase. If Adobe can successfully monetize AI produc

🫣 $Adobe(ADBE)$’s share price is dropping another 6% now. Another 12% drop is no small amount. ADBE’s stock price spiraling downward is proof how bad a volatile market can do to a stock even with record earnings. Very much speculative power play on ADBE now, with the high level of uncertainty apparent as it’s CEO Shantanu Narayan prepares to leave. ADBE needs to post better results in the second half of 2026. It is on my watchlist. Thanks @Tiger_Earnings @TigerStars @Tiger_comments @Tiger_SG

On March 13, software giant $Adobe(ADBE)$ (ADBE.US) delivered a bit of a "shocker." The company announced that Shantanu Narayen, its CEO of 18 years, will step down once a successor is found. The news sent shockwaves through the market, with $Adobe(ADBE)$ stock falling close to 8% in pre-market Friday trading immediately following the announcement.

Highlights: Leadership Shakeup: CEO Shantanu Narayen to step down after 18 years; stock plunged ~8% in pre-market Friday. Earnings Paradox: Adobe hit a record $6.4B revenue, yet the stock has plummeted ~23% in 2026 to a 3-year low. Divided Outlook: Wall Street is split on Adobe's recovery, with target prices varying wildly from $300 to $510.