Vaibhav Pathria
liked
$Adobe (ADBE.US)$ back to 300? ~370 seems like reject
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Vaibhav Pathria
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$Bitcoin (BTC.CC)$ new 52 week low incoming?
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Vaibhav Pathria
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$Adobe (ADBE.US)$
My POV on Adobe’s FY2025 Results & FY2026 Outlook
After reviewing Adobe’s latest earnings, I remain cautious about adding more positions. A few indicators stand out:
Leverage creeping up – The DE ratio is now above 0.5. It is still manageable, but it shows Adobe is relying more on debt to support expansion instead of purely internal cash generation.
Growth momentum stabilizing – ARR has been growing around the ~10% level for several periods. It is steady but also signals modera...
My POV on Adobe’s FY2025 Results & FY2026 Outlook
After reviewing Adobe’s latest earnings, I remain cautious about adding more positions. A few indicators stand out:
Leverage creeping up – The DE ratio is now above 0.5. It is still manageable, but it shows Adobe is relying more on debt to support expansion instead of purely internal cash generation.
Growth momentum stabilizing – ARR has been growing around the ~10% level for several periods. It is steady but also signals modera...
Vaibhav Pathria
voted
Oracle’s Q2 FY26 results showcase a soaring AI cloud backlog and strong OCI growth, but also sharply higher capex, negative free cash flow and rising debt, putting Oracle’s balance sheet in the spotlight.
From here, the story is less about signing even bigger AI deals, and more about turning the existing backlog into revenue, earnings and cash while keeping the balance sheet under control.
Key Financial Results
For Q2 FY26 (quarter ended N...
From here, the story is less about signing even bigger AI deals, and more about turning the existing backlog into revenue, earnings and cash while keeping the balance sheet under control.
Key Financial Results
For Q2 FY26 (quarter ended N...
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Vaibhav Pathria
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$Adobe (ADBE.US)$ well look like I am going to keep my shares for years to come am not breaking even this year😪
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Vaibhav Pathria
liked
$Adobe (ADBE.US)$ bought today heading into earnings after the bell. Not sure how this will look after, it could fly 20% as there has been negative sentiment for the whole year. Earnings keep growing and many enterprises companies are still using their tools. The OpenAi integration is a plus and could be a sign that ADBE still has leverage in this sector. A lot of bad has been priced into the stock.
Its not a lot but I do want to have at least 45 shares i...
Its not a lot but I do want to have at least 45 shares i...



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