Market Movers: Adobe, Tesla, Ulta Beauty, SentinelOne, CF Industries, and Others
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 13 2026
0mins
Should l Buy ADBE?
Source: Barron's
- Stock Market Movement: Stock futures are showing slight gains as oil prices increase.
- Economic Data Anticipation: Wall Street is awaiting the release of the personal consumption expenditures price index data for February.
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Analyst Views on ADBE
Wall Street analysts forecast ADBE stock price to rise
26 Analyst Rating
13 Buy
11 Hold
2 Sell
Moderate Buy
Current: 234.840
Low
270.00
Averages
431.08
High
660.00
Current: 234.840
Low
270.00
Averages
431.08
High
660.00
About ADBE
Adobe Inc. is a global technology company. The Company's products, services and solutions are used around the world to imagine, create, manage, deliver, measure, optimize and engage with content across surfaces and fuel digital experiences. Its segments include Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment is centered around Adobe Creative Cloud and Adobe Document Cloud, which include Adobe Express, Adobe Firefly, Photoshop and other products, offering a variety of tools for creative professionals, communicators and other consumers. The Digital Experience segment provides an integrated platform and set of products, services and solutions through Adobe Experience Cloud. The Publishing and Advertising segment contains legacy products and services. In addition, its Adobe GenStudio solution allows businesses to simplify their content supply chain process with generative artificial intelligence (AI) capabilities and intelligent automation.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Wall Street Volatility and Investment Opportunities Amid Corrections
- Market Volatility: Over the past five weeks, major Wall Street indexes like the Dow Jones and Nasdaq have seen corrections of 10% and 12.6%, respectively, illustrating normal market fluctuations post-highs, prompting investors to remain vigilant and seize buying opportunities.
- Meta Platforms Investment Opportunity: Meta's stock is down over 33% from its all-time high, and despite pressures from AI infrastructure investments, it generates 98% of its revenue from advertising and holds $81.6 billion in cash, showcasing strong market competitiveness and future investment potential.
- Adobe's Growth Potential: Adobe's stock has plummeted 66% since its peak in 2021, yet its Q1 subscription revenue grew by 13% with cash flow hitting $2.96 billion, indicating a robust business foundation amid AI evolution, and its P/E ratio is below historical averages.
- Lyft's Market Outlook: Although Lyft's stock has fallen 84% from its peak, the global ride-share market is projected to grow tenfold from 2025 to 2033, with Lyft's active users increasing by 18% to 29.2 million, highlighting its future growth potential and market position.
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- Market Correction Impact: As of March 27, the Dow Jones Industrial Average fell by 10% and the Nasdaq Composite by 12.6%, indicating both have entered correction territory, reflecting heightened investor concerns over the Iran war and inflation, necessitating cautious navigation through market volatility.
- Investment Opportunities Arise: Historical data suggests that every double-digit decline in Wall Street's major indexes typically presents buying opportunities for long-term investors; despite current market pessimism, astute investors can still identify undervalued quality stocks.
- Meta Platforms' Potential: Meta's shares are down over 33% from their all-time highs, and while facing pressures from AI infrastructure investments, it generates 98% of its revenue from advertising and holds $81.6 billion in cash, providing a robust competitive edge during market corrections.
- Performance of Adobe and Lyft: Adobe's subscription revenue grew by 13% in Q1 2026, while Lyft's active riders increased by 18% to 29.2 million, indicating that both companies maintain growth potential amid market corrections, with valuations at historical lows attracting investor interest.
See More
Software Stocks Plummet, Investment Opportunities Arise
- Software Stock Decline: Major software players like Microsoft and Oracle, along with the ETF tracking SaaS stocks, have seen declines of about 27%, indicating a severe loss of market confidence, particularly highlighted by Atlassian and Workday's staggering drops of 60% and 42.2% in the past three months.
- Market Pressure Intensifies: The launch of new AI tools and concerns over overheated tech valuations have hammered software stocks, with Microsoft experiencing a 26% drop, marking its worst quarterly performance since the 2008 financial crisis, reflecting a significant erosion of investor confidence in tech stocks.
- Investor Focus on Opportunities: Despite the overall market downturn, analysts believe that ServiceNow could see a nearly 90% upside, making it the most attractive stock among SaaS companies, indicating that potential investment opportunities still exist in a struggling market.
- Adobe's Low Valuation: Adobe boasts the lowest forward P/E ratio in the software group at below 10, the lowest since October 2011, and with its CEO stepping down, the company may attract renewed investor interest as it seeks a new strategic direction.
See More
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Stock Performance Overview: Major software companies like Microsoft and Oracle have seen significant declines in their stock prices, with Microsoft down 26% and Oracle facing pressure due to debt concerns. The broader tech market has also been affected, with notable drops in SaaS stocks.
Market Trends and Predictions: Analysts expect a potential rebound for some tech stocks, particularly in the SaaS sector, with ServiceNow projected to recover significantly. However, the overall quarterly performance remains weak, with many companies experiencing their worst results since the 2008 financial crisis.
Investor Sentiment: Despite the downturn, some investors believe that certain tech stocks may become attractive again, particularly as new AI tools are launched. The market is currently under pressure from broader economic concerns, including geopolitical tensions.
Valuation Insights: Adobe is highlighted as the cheapest stock in the software group, with a low price-to-equity ratio. The company's CEO has announced plans for succession, indicating a strategic focus on future leadership and growth.
See More
2026 Economic Outlook and Uber Developments
- GDP Growth Slowdown: The GDP growth rate for Q1 2026 is only 0.7%, significantly lower than the previous estimate of 1.4%, indicating a sluggish economic recovery that may dampen investor confidence and negatively impact stock market performance.
- Rising Inflation Pressure: With inflation exceeding 3% in January, combined with slowing GDP growth, concerns about stagflation may arise, leading to reduced consumer spending and threatening corporate profitability.
- Surge in Oil Prices: West Texas Intermediate crude oil prices have surged from $57 on January 2 to $93, even exceeding $100 at times, increasing consumer energy expenditure pressure and potentially suppressing spending in other areas.
- Uber's Autonomous Driving Partnerships: Uber has recently formed partnerships with several companies, including Waymo and Lucid, indicating its proactive positioning in the autonomous driving sector, which may lay the groundwork for future market share growth.
See More
2026 Economic Outlook and Oil Price Fluctuations
- GDP Growth Slowdown: The GDP growth rate for Q1 2026 is only 0.7%, significantly lower than the previous estimate of 1.4%, indicating economic stagnation that may heighten investor concerns about future economic prospects.
- High Inflation Pressure: With inflation exceeding 3% in January, combined with low growth, market fears of stagflation are rising, which could negatively impact consumer spending and business investment decisions, further dragging down economic recovery.
- Surging Oil Prices Impact: As of the recording date, West Texas Intermediate crude oil prices have reached $93 per barrel, a significant increase from $57 on January 2, which may force consumers to cut back on other expenditures due to rising energy costs, affecting overall economic activity.
- Geopolitical Risks: The rise in oil prices is primarily driven by geopolitical conflicts rather than demand growth, particularly due to uncertainties surrounding Iran, which could lead to a more pessimistic economic outlook, necessitating close monitoring of related developments.
See More
