Adobe Stock Rating and Price Target Downgrade by Piper Sandler - To The Moon

NewsNews
PostsPosts
SelectionSelection

- MaxGainMaxGain
  ·10:39
  ADOBE is still tanking and the market has spoken. It will die a slow death and go bankrupt with AI destroying it.it also lacks the size and scale like Microsoft, Google or Meta to survive the onslaught. So better stop your intentions to buy CHEAP or SELL OUT before it's too late. Won't be surprised if it goes to zero, Chapter 11 / Liquidation.
  Piper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns
  Investment firm Piper Sandler downgraded its ratings on three enterprise software stocks on Tuesday and reduced price targets for numerous companies, as investor sentiment towards the sector remains...
  Piper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns
  140 Comment
  Like
  Share
  Report
- MaxGainMaxGain
  ·10:39
  ADOBE is still tanking and the market has spoken. It will die a slow death and go bankrupt with AI destroying it.it also lacks the size and scale like Microsoft, Google or Meta to survive the onslaught. So better stop your intentions to buy CHEAP or SELL OUT before it's too late. Won't be surprised if it goes to zero, Chapter 11 / Liquidation.
  Piper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns
  Investment firm Piper Sandler downgraded its ratings on three enterprise software stocks on Tuesday and reduced price targets for numerous companies, as investor sentiment towards the sector remains...
  Piper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns
  140 Comment
  Like
  Share
  Report

{"themeInfo":{"themeId":"1e33f73c3c9581383d944925ab9e2c26","name":"Adobe Stock Rating and Price Target Downgrade by Piper Sandler","description":"Piper Sandler downgraded Adobe's stock rating from Overweight to Neutral and simultaneously cut the price target from $470.00 to $330.00 per share. This reflects a more cautious outlook on Adobe's stock performance by the analyst firm as of early February 2026.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1770142515355,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":1e33f73c3c9581383d944925ab9e2c26}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["ADBE"],"tweetCounts":1,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Adobe Stock Rating and Price Target Downgrade by Piper Sandler","tweetAmount":1,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"all","isFinancial":true,"allList":[{"id":529711289143480,"gmtCreate":1770345591806,"gmtModify":1770348338470,"author":{"id":"3575426937784230","authorId":"3575426937784230","name":"MaxGain","avatar":"https://static.tigerbbs.com/1e7ec5528a5a65cfeab0826428adcb08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575426937784230","authorIdStr":"3575426937784230"},"themes":[],"title":"","htmlText":"ADOBE is still tanking and the market has spoken. It will die a slow death and go bankrupt with AI destroying it.it also lacks the size and scale like Microsoft, Google or Meta to survive the onslaught. So better stop your intentions to buy CHEAP or SELL OUT before it's too late. Won't be surprised if it goes to zero, Chapter 11 / Liquidation.","listText":"ADOBE is still tanking and the market has spoken. It will die a slow death and go bankrupt with AI destroying it.it also lacks the size and scale like Microsoft, Google or Meta to survive the onslaught. So better stop your intentions to buy CHEAP or SELL OUT before it's too late. Won't be surprised if it goes to zero, Chapter 11 / Liquidation.","text":"ADOBE is still tanking and the market has spoken. It will die a slow death and go bankrupt with AI destroying it.it also lacks the size and scale like Microsoft, Google or Meta to survive the onslaught. So better stop your intentions to buy CHEAP or SELL OUT before it's too late. Won't be surprised if it goes to zero, Chapter 11 / Liquidation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529711289143480","repostId":"1150547147","repostType":2,"repost":{"id":"1150547147","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1770188663,"share":"https://ttm.financial/m/news/1150547147?lang=en_US&edition=fundamental","pubTime":"2026-02-04 15:04","market":"other","language":"en","title":"Piper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=1150547147","media":"Stock News","summary":"Investment firm Piper Sandler downgraded its ratings on three enterprise software stocks on Tuesday and reduced price targets for numerous companies, as investor sentiment towards the sector remains...","content":"<p>Investment firm Piper Sandler downgraded its ratings on three enterprise software stocks on Tuesday and reduced price targets for numerous companies, as investor sentiment towards the sector remains persistently weak. The firm's analysts wrote in a note to clients, \"The bearish thesis can be simplified to two points: first, efficiency gains from AI will suppress or reduce the growth in corporate headcount, creating a headwind for software companies that charge on a per-seat basis; second, the emergence of 'natural language programming' capabilities from leading large language model providers means customers will be able to create applications themselves, rather than purchasing from existing software vendors.\" The analysts added, \"We anticipate 2026 will mark the fifth consecutive year of slowing growth for the software industry. Slowing growth coupled with long-term disintermediation concerns have already driven valuation downgrades for companies within our coverage list.\"</p>\n<p>Piper Sandler downgraded Adobe (ADBE.US), Freshworks (FRSH.US), and Vertex (VERX.US) from \"Overweight\" to \"Neutral,\" and significantly slashed their price targets from $479, $20, and $32 to $330, $12, and $20, respectively. The institution also lowered the price targets for Amplitude (AMPL.US), Asana (ASAN.US), BlackLine (BL.US), Braze (BRZE.US), Figma (FIG.US), HubSpot (HUBS.US), Salesforce (CRM.US), Oracle (ORCL.US), Klaviyo (KVYO.US), monday.com (MNDY.US), ServiceTitan (TTAN.US), and ZoomInfo (GTM.US).</p>\n<p>Despite the ongoing pessimism surrounding the software sector, the analysts added that they remain optimistic about Microsoft and ServiceTitan, naming them as their two top picks for 2026, even as the technology industry remains in the \"early stages of the AI product adoption curve.\" \"We believe Microsoft is perhaps the best pure-play in the AI application space currently,\" the analysts wrote. \"Our survey of CIOs in the second half of 2025 indicates that respondents are becoming more positive regarding Azure and Copilot activity. We recommend buying on any pullback following Microsoft's Q2 FY2026 earnings report.\" The analysts further noted, \"For ServiceTitan, numerous growth drivers (such as the Max/Pro product, commercial business, roofing projects, expansion into new verticals) give us confidence that its FY2027 revenue has the potential to exceed expectations.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Piper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPiper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-02-04 15:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Investment firm Piper Sandler downgraded its ratings on three enterprise software stocks on Tuesday and reduced price targets for numerous companies, as investor sentiment towards the sector remains persistently weak. The firm's analysts wrote in a note to clients, \"The bearish thesis can be simplified to two points: first, efficiency gains from AI will suppress or reduce the growth in corporate headcount, creating a headwind for software companies that charge on a per-seat basis; second, the emergence of 'natural language programming' capabilities from leading large language model providers means customers will be able to create applications themselves, rather than purchasing from existing software vendors.\" The analysts added, \"We anticipate 2026 will mark the fifth consecutive year of slowing growth for the software industry. Slowing growth coupled with long-term disintermediation concerns have already driven valuation downgrades for companies within our coverage list.\"</p>\n<p>Piper Sandler downgraded Adobe (ADBE.US), Freshworks (FRSH.US), and Vertex (VERX.US) from \"Overweight\" to \"Neutral,\" and significantly slashed their price targets from $479, $20, and $32 to $330, $12, and $20, respectively. The institution also lowered the price targets for Amplitude (AMPL.US), Asana (ASAN.US), BlackLine (BL.US), Braze (BRZE.US), Figma (FIG.US), HubSpot (HUBS.US), Salesforce (CRM.US), Oracle (ORCL.US), Klaviyo (KVYO.US), monday.com (MNDY.US), ServiceTitan (TTAN.US), and ZoomInfo (GTM.US).</p>\n<p>Despite the ongoing pessimism surrounding the software sector, the analysts added that they remain optimistic about Microsoft and ServiceTitan, naming them as their two top picks for 2026, even as the technology industry remains in the \"early stages of the AI product adoption curve.\" \"We believe Microsoft is perhaps the best pure-play in the AI application space currently,\" the analysts wrote. \"Our survey of CIOs in the second half of 2025 indicates that respondents are becoming more positive regarding Azure and Copilot activity. We recommend buying on any pullback following Microsoft's Q2 FY2026 earnings report.\" The analysts further noted, \"For ServiceTitan, numerous growth drivers (such as the Max/Pro product, commercial business, roofing projects, expansion into new verticals) give us confidence that its FY2027 revenue has the potential to exceed expectations.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","VGT":"信息技术ETF-Vanguard","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4581":"高盛持仓","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4543":"AI","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4592":"伊斯兰概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4023":"应用软件","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","BK4554":"元宇宙及AR概念","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4588":"碎股","LU0557290698.USD":"施罗德环球可持续增长基金","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","BK4567":"ESG概念","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4566":"资本集团","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4528":"SaaS概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","ADBE":"Adobe","BK4527":"明星科技股","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU0061474960.USD":"天利环球焦点基金AU Acc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150547147","content_text":"Investment firm Piper Sandler downgraded its ratings on three enterprise software stocks on Tuesday and reduced price targets for numerous companies, as investor sentiment towards the sector remains persistently weak. The firm's analysts wrote in a note to clients, \"The bearish thesis can be simplified to two points: first, efficiency gains from AI will suppress or reduce the growth in corporate headcount, creating a headwind for software companies that charge on a per-seat basis; second, the emergence of 'natural language programming' capabilities from leading large language model providers means customers will be able to create applications themselves, rather than purchasing from existing software vendors.\" The analysts added, \"We anticipate 2026 will mark the fifth consecutive year of slowing growth for the software industry. Slowing growth coupled with long-term disintermediation concerns have already driven valuation downgrades for companies within our coverage list.\"\nPiper Sandler downgraded Adobe (ADBE.US), Freshworks (FRSH.US), and Vertex (VERX.US) from \"Overweight\" to \"Neutral,\" and significantly slashed their price targets from $479, $20, and $32 to $330, $12, and $20, respectively. The institution also lowered the price targets for Amplitude (AMPL.US), Asana (ASAN.US), BlackLine (BL.US), Braze (BRZE.US), Figma (FIG.US), HubSpot (HUBS.US), Salesforce (CRM.US), Oracle (ORCL.US), Klaviyo (KVYO.US), monday.com (MNDY.US), ServiceTitan (TTAN.US), and ZoomInfo (GTM.US).\nDespite the ongoing pessimism surrounding the software sector, the analysts added that they remain optimistic about Microsoft and ServiceTitan, naming them as their two top picks for 2026, even as the technology industry remains in the \"early stages of the AI product adoption curve.\" \"We believe Microsoft is perhaps the best pure-play in the AI application space currently,\" the analysts wrote. \"Our survey of CIOs in the second half of 2025 indicates that respondents are becoming more positive regarding Azure and Copilot activity. We recommend buying on any pullback following Microsoft's Q2 FY2026 earnings report.\" The analysts further noted, \"For ServiceTitan, numerous growth drivers (such as the Max/Pro product, commercial business, roofing projects, expansion into new verticals) give us confidence that its FY2027 revenue has the potential to exceed expectations.\"","news_type":1,"symbols_score_info":{"VGT":1,"ADBE":1}},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":529711289143480,"gmtCreate":1770345591806,"gmtModify":1770348338470,"author":{"id":"3575426937784230","authorId":"3575426937784230","name":"MaxGain","avatar":"https://static.tigerbbs.com/1e7ec5528a5a65cfeab0826428adcb08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575426937784230","authorIdStr":"3575426937784230"},"themes":[],"title":"","htmlText":"ADOBE is still tanking and the market has spoken. It will die a slow death and go bankrupt with AI destroying it.it also lacks the size and scale like Microsoft, Google or Meta to survive the onslaught. So better stop your intentions to buy CHEAP or SELL OUT before it's too late. Won't be surprised if it goes to zero, Chapter 11 / Liquidation.","listText":"ADOBE is still tanking and the market has spoken. It will die a slow death and go bankrupt with AI destroying it.it also lacks the size and scale like Microsoft, Google or Meta to survive the onslaught. So better stop your intentions to buy CHEAP or SELL OUT before it's too late. Won't be surprised if it goes to zero, Chapter 11 / Liquidation.","text":"ADOBE is still tanking and the market has spoken. It will die a slow death and go bankrupt with AI destroying it.it also lacks the size and scale like Microsoft, Google or Meta to survive the onslaught. So better stop your intentions to buy CHEAP or SELL OUT before it's too late. Won't be surprised if it goes to zero, Chapter 11 / Liquidation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529711289143480","repostId":"1150547147","repostType":2,"repost":{"id":"1150547147","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1770188663,"share":"https://ttm.financial/m/news/1150547147?lang=en_US&edition=fundamental","pubTime":"2026-02-04 15:04","market":"other","language":"en","title":"Piper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=1150547147","media":"Stock News","summary":"Investment firm Piper Sandler downgraded its ratings on three enterprise software stocks on Tuesday and reduced price targets for numerous companies, as investor sentiment towards the sector remains...","content":"<p>Investment firm Piper Sandler downgraded its ratings on three enterprise software stocks on Tuesday and reduced price targets for numerous companies, as investor sentiment towards the sector remains persistently weak. The firm's analysts wrote in a note to clients, \"The bearish thesis can be simplified to two points: first, efficiency gains from AI will suppress or reduce the growth in corporate headcount, creating a headwind for software companies that charge on a per-seat basis; second, the emergence of 'natural language programming' capabilities from leading large language model providers means customers will be able to create applications themselves, rather than purchasing from existing software vendors.\" The analysts added, \"We anticipate 2026 will mark the fifth consecutive year of slowing growth for the software industry. Slowing growth coupled with long-term disintermediation concerns have already driven valuation downgrades for companies within our coverage list.\"</p>\n<p>Piper Sandler downgraded Adobe (ADBE.US), Freshworks (FRSH.US), and Vertex (VERX.US) from \"Overweight\" to \"Neutral,\" and significantly slashed their price targets from $479, $20, and $32 to $330, $12, and $20, respectively. The institution also lowered the price targets for Amplitude (AMPL.US), Asana (ASAN.US), BlackLine (BL.US), Braze (BRZE.US), Figma (FIG.US), HubSpot (HUBS.US), Salesforce (CRM.US), Oracle (ORCL.US), Klaviyo (KVYO.US), monday.com (MNDY.US), ServiceTitan (TTAN.US), and ZoomInfo (GTM.US).</p>\n<p>Despite the ongoing pessimism surrounding the software sector, the analysts added that they remain optimistic about Microsoft and ServiceTitan, naming them as their two top picks for 2026, even as the technology industry remains in the \"early stages of the AI product adoption curve.\" \"We believe Microsoft is perhaps the best pure-play in the AI application space currently,\" the analysts wrote. \"Our survey of CIOs in the second half of 2025 indicates that respondents are becoming more positive regarding Azure and Copilot activity. We recommend buying on any pullback following Microsoft's Q2 FY2026 earnings report.\" The analysts further noted, \"For ServiceTitan, numerous growth drivers (such as the Max/Pro product, commercial business, roofing projects, expansion into new verticals) give us confidence that its FY2027 revenue has the potential to exceed expectations.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Piper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPiper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-02-04 15:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Investment firm Piper Sandler downgraded its ratings on three enterprise software stocks on Tuesday and reduced price targets for numerous companies, as investor sentiment towards the sector remains persistently weak. The firm's analysts wrote in a note to clients, \"The bearish thesis can be simplified to two points: first, efficiency gains from AI will suppress or reduce the growth in corporate headcount, creating a headwind for software companies that charge on a per-seat basis; second, the emergence of 'natural language programming' capabilities from leading large language model providers means customers will be able to create applications themselves, rather than purchasing from existing software vendors.\" The analysts added, \"We anticipate 2026 will mark the fifth consecutive year of slowing growth for the software industry. Slowing growth coupled with long-term disintermediation concerns have already driven valuation downgrades for companies within our coverage list.\"</p>\n<p>Piper Sandler downgraded Adobe (ADBE.US), Freshworks (FRSH.US), and Vertex (VERX.US) from \"Overweight\" to \"Neutral,\" and significantly slashed their price targets from $479, $20, and $32 to $330, $12, and $20, respectively. The institution also lowered the price targets for Amplitude (AMPL.US), Asana (ASAN.US), BlackLine (BL.US), Braze (BRZE.US), Figma (FIG.US), HubSpot (HUBS.US), Salesforce (CRM.US), Oracle (ORCL.US), Klaviyo (KVYO.US), monday.com (MNDY.US), ServiceTitan (TTAN.US), and ZoomInfo (GTM.US).</p>\n<p>Despite the ongoing pessimism surrounding the software sector, the analysts added that they remain optimistic about Microsoft and ServiceTitan, naming them as their two top picks for 2026, even as the technology industry remains in the \"early stages of the AI product adoption curve.\" \"We believe Microsoft is perhaps the best pure-play in the AI application space currently,\" the analysts wrote. \"Our survey of CIOs in the second half of 2025 indicates that respondents are becoming more positive regarding Azure and Copilot activity. We recommend buying on any pullback following Microsoft's Q2 FY2026 earnings report.\" The analysts further noted, \"For ServiceTitan, numerous growth drivers (such as the Max/Pro product, commercial business, roofing projects, expansion into new verticals) give us confidence that its FY2027 revenue has the potential to exceed expectations.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","VGT":"信息技术ETF-Vanguard","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4581":"高盛持仓","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4543":"AI","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4592":"伊斯兰概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4023":"应用软件","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","BK4554":"元宇宙及AR概念","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4588":"碎股","LU0557290698.USD":"施罗德环球可持续增长基金","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","BK4567":"ESG概念","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4566":"资本集团","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4528":"SaaS概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","ADBE":"Adobe","BK4527":"明星科技股","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU0061474960.USD":"天利环球焦点基金AU Acc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150547147","content_text":"Investment firm Piper Sandler downgraded its ratings on three enterprise software stocks on Tuesday and reduced price targets for numerous companies, as investor sentiment towards the sector remains persistently weak. The firm's analysts wrote in a note to clients, \"The bearish thesis can be simplified to two points: first, efficiency gains from AI will suppress or reduce the growth in corporate headcount, creating a headwind for software companies that charge on a per-seat basis; second, the emergence of 'natural language programming' capabilities from leading large language model providers means customers will be able to create applications themselves, rather than purchasing from existing software vendors.\" The analysts added, \"We anticipate 2026 will mark the fifth consecutive year of slowing growth for the software industry. Slowing growth coupled with long-term disintermediation concerns have already driven valuation downgrades for companies within our coverage list.\"\nPiper Sandler downgraded Adobe (ADBE.US), Freshworks (FRSH.US), and Vertex (VERX.US) from \"Overweight\" to \"Neutral,\" and significantly slashed their price targets from $479, $20, and $32 to $330, $12, and $20, respectively. The institution also lowered the price targets for Amplitude (AMPL.US), Asana (ASAN.US), BlackLine (BL.US), Braze (BRZE.US), Figma (FIG.US), HubSpot (HUBS.US), Salesforce (CRM.US), Oracle (ORCL.US), Klaviyo (KVYO.US), monday.com (MNDY.US), ServiceTitan (TTAN.US), and ZoomInfo (GTM.US).\nDespite the ongoing pessimism surrounding the software sector, the analysts added that they remain optimistic about Microsoft and ServiceTitan, naming them as their two top picks for 2026, even as the technology industry remains in the \"early stages of the AI product adoption curve.\" \"We believe Microsoft is perhaps the best pure-play in the AI application space currently,\" the analysts wrote. \"Our survey of CIOs in the second half of 2025 indicates that respondents are becoming more positive regarding Azure and Copilot activity. We recommend buying on any pullback following Microsoft's Q2 FY2026 earnings report.\" The analysts further noted, \"For ServiceTitan, numerous growth drivers (such as the Max/Pro product, commercial business, roofing projects, expansion into new verticals) give us confidence that its FY2027 revenue has the potential to exceed expectations.\"","news_type":1,"symbols_score_info":{"VGT":1,"ADBE":1}},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false,"topicSource":"Post"}