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Adobe Stock Slides 18%: Value Play or Falling Knife?
Trefis4h agobearish
Adobe Stock Slides 18%: Value Play or Falling Knife?

Adobe (ADBE) stock has fallen about 18% from its August 31 high, and the question is whether to buy. Its own trading history warrants caution: after past sharp drops, the stock was higher a year later only half the time. And Adobe is trading some near-term recurring-revenue growth for free users, a bet management says will play out over 2027.

What Are Amazon Stock Bears Missing?
Trefis1d agobearish
What Are Amazon Stock Bears Missing?

Amazon designs its own computer chips. That business may now be big enough to matter by itself. You probably picture Amazon as a giant store with a cloud arm. And you probably assume it buys its chips from someone else. Two things must be true for these chips to change how you see the stock. The first is size. The second is that owning the chips earns a return on the money Amazon is spending. Start with size.

How Far Can Adobe Stock Fall While It Waits On Freemium?
Trefis10d agobearish
How Far Can Adobe Stock Fall While It Waits On Freemium?

Adobe (ADBE) trades near $252, about 31% below its 52-week high, and the past week alone took 11.7% off it. Over the trailing twelve months the stock has lost 28% while the S&P 500 gained about 19%. That underperformance wasn't driven by broad market weakness. Adobe decided to stop putting an immediate paywall in front of its newest users, and that is what makes this fall hard to size.