Adobe is under AI pressure due to Anthropic, but not without resistance!
Adobe remains a quality stock but must clearly demonstrate in the age of AI that it not only keeps up but helps shape the new software generation!
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I still see Adobe as a fundamentally strong company, but the stock continues to be under noticeable pressure for change, in my view. The core of the problem is not a short-term competitor, but the new speed at which generative AI automates creative processes. When a tool like Claude Design can generate designs, presentations, and visual content through text input, it fundamentally changes customer expectations of software. This is where Adobe needs to deliver : Firefly, the Firefly AI Assistant, and the planned integration of external AI models...
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