Adobe 

Adobe: The Bear Case is Dead - Why Adobe is Safe from the Current AI Disruption!

The pessimism for Adobe was too great. Figma proves on multiple levels that the business model can survive in the AI world.
Adobe should leave the bottom formation. The P/E ratio of 9.8 is cheap.
Jörg Meyer
J. Meyer
Reading Time: 2 minutes

Since the hype around generative AI, a narrative has dominated Wall Street: the impending disruption of Adobe (i). The skeptics' argument seemed simple. If AI can churn out designs in a matter of seconds, who still needs Adobe's expensive software? However, the recent, impressive Q1 numbers from Figma (i) completely turn this script around and provide justification for Adobe. Far from destroying the industry, AI is proving to be a growth accelerator. Here are five reasons: Human creativity will become more valuable : As AI makes implementation...

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