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← @usant_idea

$ADBE

BEARISH2026-08-18
Price around the call
↓ 2026-08-18
By horizonMaturing · ~4 trading days to go
1d
✗ +0.7%
5d
✗ +0.8%
21d
…
Original post
USAnt 미국개미 · 2026-08-18

🚨 $ADBE 1년간 20% 떡락한 어도비, AI 무료 뿌리기로 판 키우는 중 🔥 단기 실적 깎아먹으며 AI 무료 유저 확보에 올인했다. 수익화 결실은 2027년에나 터질 전망이다. • 유저 지표는 확실하게 폭발했다 - 크리에이티브 무료 유저는 5천만 명에서 9천만 명으로 급증했다. - 아크로뱃과 익스프레스는 8.5억 명을 넘겼고 AI 반복 매출도 5억 달러를 돌파했다. • 단기 성장통과 수장 교체의 과도기 - 하반기 매출 성장 둔화는 불가피하다. - CEO와 CFO가 동시에 바뀌며 거친 변곡점을 지나고 있다. 체력 탄탄한 기업이 겪는 뼈아픈 성장통이라 2027년까지 존버할 만하다. #Adobe #어도비 #AI #미국주식 $ADBE . 매수매도 추천아님 Not Financial Advice -끝-

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