Track Record / ADBE
ADBE
Called Jul 8, 2026
at $218.68
at $218.68
▲ Bullish
+12.2% over 3 months
Reference price
$218.68
Horizon
3 months
Confidence
25% (derived)
Scores on
Oct 8, 2026
Pending
This call is open and on the clock
Scores on Oct 8, 2026
A public commitment, made Jul 8, 2026 with ADBE at $218.68.
It will be scored automatically on its horizon date against the trailing 3-day average price — whether it's right or wrong.
Nothing here is hindsight: the call, the entry price, and the deadline were all fixed at the time it was made.
The Call
Large-cap software at 43% discount to 52-week high; AI disruption fears vs. fortress margins create a value-vs-growth tension at $218.
Base-case reasoning
Bull path: AI integration narrative shifts positive + earnings beat drives re-rating. Bear path: continued analyst cuts + revenue decel breaks $190 support.
Bull & Bear
▲ Bull
AI tools (Firefly, GenStudio) prove ARPU-additive; revenue reaccelerates above 13%; multiple expands to 18x earnings.
▼ Bear
AI cannibalization accelerates; revenue growth decelerates below 8%; further analyst downgrades; multiple compresses to 8-9x trailing earnings.
See how Sigma calls any ticker
Every official call is logged here and scored by a fixed rule. Run a live analysis on any of 5,000+ stocks — free.
Analyze ADBE live →