Adobe Inc. (ADBE)
Top Value Investor Says Adobe Stock Is ‘Very Compelling' Despite AI Threat
Value investor Tobias Carlisle made a contrarian case for Adobe (NASDAQ:ADBE | ADBE Price Prediction) on a recent episode of The Investor's Podcast , telling co-hosts Stig Brodersen and Hari Ramachandra that “I think the valuation's very compelling” and pointing to a “big discount” and “a lot of buybacks” at the creative software giant.
Jensen Huang Says Software Companies Are About to Benefit From AI. These 2 Stocks Could Win Big
Veeva Systems and Adobe are two leading software companies whose shares have recently declined significantly. However, they continue delivering strong financial results while incorporating AI into their services.
Michael Burry Just Backed Up the Truck on These 3 Undervalued Tech Stocks
Dr. Michael Burry of The Big Short fame might serve as a brilliant guide for an unprecedented AI hype-driven market environment.
Why Adobe Systems (ADBE) is a Top Growth Stock for the Long-Term
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Adobe adds its AI assistant to Premiere, Illustrator and InDesign
Adobe is updating its Firefly AI assistant with new chops, and adding it to Premiere, Illustrator, InDesign and Frame.io.
Here's Why Adobe Systems (ADBE) is a Strong Value Stock
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Investors Heavily Search Adobe Inc. (ADBE): Here is What You Need to Know
Adobe (ADBE) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Should You Buy, Sell or Hold Adobe Stock Post Q2 Earnings?
Adobe's record Q2 revenues, upbeat FY26 outlook, AI-driven demand and discounted valuation support a buy case despite the stock???s 39.9% YTD drop.
Are Investors Undervaluing Adobe (ADBE) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Adobe's Q2 2026 Earnings Update: Continued Deceleration
Adobe's ARR included $480 million from the recent Semrush acquisition. Once you adjust for the acquisition, the organic ARR growth was 10.5%, which implies ten consecutive quarters of deceleration in revenue growth. What also doesn't inspire a lot of confidence is when you notice opex growth of ~17% surpassing revenue growth of ~13% last quarter. Perhaps the more pressing concern was that management maintained its FY'26 Total ARR growth target of 10.2%, but only by folding in the ~$480 million of ARR that came with Semrush, which closed in April.
Adobe Stock Set for 46% Gain After Earnings Beat
Adobe (NASDAQ:ADBE | ADBE Price Prediction) just delivered a record quarter, raised its full-year outlook, and watched its stock fall anyway.
The Cheapest Adobe Has Looked In Years (Rating Upgrade)
Adobe is experiencing a narrative-driven selloff despite robust double-digit revenue growth and expanding ARR, creating deep value for contrarian investors. Q2 fundamentals remain strong: 13% revenue growth, 14% subscription growth, and 18% non-GAAP EPS increase, with AI-led freemium adoption driving user expansion. Current market pessimism centers on delayed monetization of AI users, leadership transition, and concerns over Adobe's long-term pricing power.
