@Mr_Derivatives Interesting that no $ADBE insiders have bought shares, even after the stock is down ~38% YTD.
Other software stocks have seen insider buying:
$ADSK $NOW $MSFT $CRM ... all bought by insiders this year
@MDBBolsa No $ADBE insiders have bought shares in the past year, either...
The stock is down ~37.5% YTD and not a single executive has bought.
Meanwhile other SaaS companies have all seen significant insider buying:
$ADSK
$MSFT
$NOW
$CRM
@StockSavvyShay@FuturumEquities No $ADBE insiders have bought shares in the past year.
The stock is down ~37.5% YTD and not a single executive has bought. It's interesting.
Meanwhile other SaaS companies have all seen significant insider buying:
$ADSK
$MSFT
$NOW
$CRM
@StockSavvyShay Market is scared due to CEO and CFO both stepping down. No $ADBE insiders have bought shares in the past year.
The stock is down ~37.5% YTD and not a single executive has bought.
Meanwhile other SaaS companies have all seen significant insider buying:
$ADSK
$MSFT
$NOW
$CRM
$ADBE is down ~37.5% YTD and not a single executive has bought shares.
Meanwhile other SaaS companies have all seen significant insider buying:
$ADSK
$MSFT
$NOW
$CRM
$ADBE just printed $208 after hours, down another 4.75% on top of a 6% regular-session drop. Ugly tape.
But hereโs the part the headlines skip: not a single Adobe insider has bought a share on the open market in ~15 months. The last open-market buy was March 2025 โ at $391.
The people who run the company havenโt stepped in to catch a stock thatโs nearly halved beneath them. Theyโve only sold.
Make of that what you will.
@shravanrayhaan@ariaradnia Huh? Insiders buy when they think the stock has gotten too cheap. To the point where it's clearly undervalued. They do give a damn about free money. They don't appear to think it's an obvious buy yet
@PeterBerezinBCA It's a reasonable theory. Who do you think benefits most then, in this case. The suppliers like $NVDA and $AMD? as well as the end-user of course
@WillBiddy_ Even many other SaaS names have better moat than $ADBE when you consider AI threat. I own just 4-5 SaaS companies and $ADBE is probably the most questionable and at-risk. I do own it but they have some questions they need to answer for the market
@joecarlsonshow Well these companies are in uncharted territory in terms of the massive capex / infrastructure buildout. I still own some $META and $GOOGL and $MSFT but I think the clearer play is the companies that receive all this capex money. I'm up 5x on $AMD. $NVDA looks good here now. Etc
@intellivisi0x@EricBalchunas No, they do not. They can also go to zero if the underlying stock loses 33% in a day. (if 3x levered). Don't buy this junk. Just buy stocks or Call options