Michael Burry may have made one of the greatest trades of all time when he bet against the housing market in the wake of the Great Financial Crisis.
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.
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.
Dr. Michael Burry of The Big Short fame might serve as a brilliant guide for an unprecedented AI hype-driven market environment.
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Adobe is updating its Firefly AI assistant with new chops, and adding it to Premiere, Illustrator, InDesign and Frame.io.
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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.
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.
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 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 (NASDAQ:ADBE | ADBE Price Prediction) just delivered a record quarter, raised its full-year outlook, and watched its stock fall anyway.