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Top Value Investor Says Adobe Stock Is ‘Very Compelling’ Despite AI Threat
Key takeaways
- Carlisle pairs Booking Holdings with Adobe as established platforms offering discounted prices to account for generative AI disruption risk.
- Adobe s AI-first ARR tripled to $500 million while the analyst consensus price target of $282 implies roughly 45% upside.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Adobe didn t make the cut.
Top Value Investor Says Adobe Stock Is ‘Very Compelling’ Despite AI Threat Thomas Richmond Mon, June 22, 2026 at 3:07 AM GMT+7 3 min read ADBE BKNG NVDA Quick Read Tobias Carlisle calls Adobe compelling at a forward P/E of 8 and PEG of 0.53, with shares down 44% year to date.
Carlisle pairs Booking Holdings with Adobe as established platforms offering discounted prices to account for generative AI disruption risk.
Adobe s AI-first ARR tripled to $500 million while the analyst consensus price target of $282 implies roughly 45% upside.
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