SemiVoice

seekingalpha

12/12/2024, 09:37 AM UTC

Adobe第四季度财报：为何我对这只股票保持中立Adobe Q4 Earnings: Why This Stock Leaves Me Unsold

1、Adobe的股价按27倍前瞻自由现金流计算是合理的，但缺乏令人信服的增长；2、尽管AI工具的采用强劲，Adobe面临着增长放缓和激烈竞争；3、过度依赖股票回购来提高股东回报引发了对资本分配和未来表现的担忧。

1. Adobe's stock is fairly valued at 27x forward free cash flow but lacks compelling growth; 2. Despite strong AI tool adoption, Adobe faces slowing growth and stiff competition; 3. Heavy reliance on stock buybacks raises concerns about capital allocation and future performance.

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