Adobe (Adbe) faces “significant artificial intelligence disable

Adobe Inc. (Nasdaq:AdbeHe is one of 10 shares of artificial intelligence on news and evaluation. On July 2, the stock was reduced by the Redburn Atlantic analyst, a sheikh from “Neutral” to “Sell” with a decrease in the price goal from $ 420.00 to $ 280.00. The company pointed to an increase in risk on its competitive site, as the intriguing artificial intelligence adjusts the creative software industry.

“The Adobe trench is eroded by tools including Sora, Veo, Imagen, Runway and Midjourney, which now dominates the stage of thinking about the content creation process.” Omar Sheikh, stock analyst at Rothschild & Co Redburn.

The sheikh also pointed out that liberation and the functioning of work are also likely to face a disruption, which may disrupt Adobe’s ability to maintain its power of pricing.

“In this context, we believe that Adobe faces a great disorder of artificial intelligence is not a controversial statement.”

The company expects a free ADOBE Cash (FCF) growth to slow down low individual numbers by 2030. It is now estimated at 12x 2026 EV/FCF, compared to the current 17x.

“We are now designing FCF growth slowing from 8 % PA in 2026 to 3 % PA by 2030.”

Photo by Beshakov – Adobe shares

Analyst Omar Sheikh also highlighted that Al -Yarat is behind the competitive alternatives in terms of production quality. The so -called “performance gap” may accommodate, pushing customers to superior tools such as Openai and Google.

Since the company faces a difficult transitional period, the Sheikh believes that “the multiple is worth contracting more.”

Although we acknowledge the possibility of Adbe as an investment, we believe that some artificial intelligence shares provide greater potential and carry less risks on the negative side. If you are looking for a stock of artificial intelligence with less than very apprecia The best inventory of artificial intelligence in the short term.

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Detection: Nothing.