Oracle, Adobe Face AI Fear Pressure

SelfRugger · 2026-02-11T16:38:22+00:00

Oracle and Adobe are facing pressure from fears surrounding AI disruptions impacting enterprise software stocks. Analysts suggest the sell-off may not reflect declining fundamentals but anxiety over AI's effect on growth and revenue timelines.

SelfRugger

2026-02-11 16:38:22

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Oracle, Adobe Face AI Fear Pressure

Moz Farooque ACCA

Thu, February 12, 2026 at 1:26 AM GMT+9 1 min read

In this article:

ADBE

-2.52%

BNPQF

-0.63%

ORCL

-1.88%

This article first appeared on GuruFocus.

Oracle Corporation (NYSE:ORCL) and Adobe Inc. (NASDAQ:ADBE) were back in focus Tuesday as BNP Paribas stepped in to address the recent slide in enterprise software stocks, suggesting the sell-off may be driven more by AI anxiety than collapsing fundamentals.

Warning! GuruFocus has detected 6 Warning Signs with ORCL.

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For Adobe, analyst Stefan Slowinski said the stock is feeling the weight of AI disruption fears. The company now has about 70 million free monthly active users, which is expanding its reach but stretching out monetization timelines.

Management has guided to at least flat NNARR growth this year, but BNP believes it could take time before revenue growth meaningfully reaccelerates. April’s Adobe Summit may help reset the narrative, likely focusing on how AI is enhancing products rather than replacing them.

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