Adobe, Duolingo, and Broadcom Are Three Tech Stocks Poised for Comebacks

Earnings
โดย The Motley Fool·Read original
Summary · why it matters

Adobe, Duolingo, and Broadcom are three tech stocks that have sold off this year but may be poised for comebacks. Adobe shares are down 37% year to date as of July 8, yet the company posted 13% year-over-year revenue growth in its fiscal 2026 second quarter and saw its AI-first annual recurring revenue triple to over $500 million, suggesting AI is a tailwind rather than a headwind. Duolingo has lost almost 30% of its value this year, but first-quarter revenue rose 27% year over year and the company highlighted how AI is helping it strengthen courses and expand into new subjects. Broadcom is down more than 21% from its all-time high, yet fiscal 2026 second-quarter revenue grew 48% year over year, with AI-related revenue surging 143% and accounting for nearly half of total revenue, and CEO Hock Tan expects AI semiconductor revenue to more than triple year over year in the fiscal third quarter.

Impact on stocks 5

Artificial Intelligence▲ · 4 stocks
Broadcom Inc
AVGO
▲ PositiveTechnologyrelevance

AI-related revenue surged 143% and CEO expects AI semiconductor revenue to more than triple

Consumer Discretionary▲ · 1 stocks
Duolingo Inc
DUOL
▲ PositiveTechnologyrelevance

AI is helping strengthen courses and expand into new subjects, driving revenue growth

Theme Impact 3

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