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格隆汇3月16日｜招银国际发表研报指，Adobe 2026财年第一季总收入按年增长12%至64亿美元，非公认会计准则净利润按年增长12%至24.9亿美元，均基本符合市场预期。总年度经常性收入(ARR)增长放缓至按年10.9%，相较于前一季的11.5%，主要受传统Adobe Stock业务疲软及公司推动免费月活跃用户(MAU)增长的策略影响。此外公司宣布行政总裁即将换届，亦加剧了短期不确定性。不过，管理层重申2026财年财务目标，包括总收入按年增长9%至10%，期末总年度经常性收入按年增长10.2%。基于市场对人工智能应用竞争加剧的担忧，该行将目标价下调至350美元，维持“买入”评级。Gelonghui, March 16｜CMB International released a research report stating that Adobe's total revenue for the first quarter of fiscal year 2026 increased by 12% year-on-year to $6.4 billions, and non-GAAP net profit rose by 12% year-on-year to $2.49 billions, both basically in line with market expectations. The growth of total annual recurring revenue (ARR) slowed to 10.9% year-on-year, compared to 11.5% in the previous quarter, mainly due to the weakness in the traditional Adobe Stock business and the company's strategy to boost free monthly active users (MAU). In addition, the company announced an upcoming change of CEO, which further increased short-term uncertainty. However, management reiterated its financial targets for fiscal year 2026, including total revenue growth of 9% to 10% year-on-year and year-end total ARR growth of 10.2%. Based on concerns about intensifying competition in artificial intelligence applications, the bank lowered its target price to $350 and maintained a "Buy" rating.

⑴ The FTSE 100 Index rose by 0.3% on Monday, attempting to rebound after three consecutive trading days of decline. US President Trump increased pressure on other countries to assist in reopening the Strait of Hormuz and stated that the US is negotiating with Iran. These remarks appeared to offset broader market uncertainty. ⑵ In a recent call with G7 leaders, Trump was repeatedly questioned about his strategy regarding the Iran conflict, but he refused to disclose details, saying he had multiple options in mind and hoped the conflict would end soon. ⑶ Energy stocks led the gains, with BP up 1.7% and Shell up 1.3%, as Brent crude oil prices remained high near $105 per barrel. ⑷ Among other heavyweight stocks, HSBC Holdings, Unilever, Rolls-Royce, and British American Tobacco all rose by more than 0.5%. ⑸ Travel and leisure stocks lagged, with International Airlines Group and InterContinental Hotels falling by about 1.5%. Mining stocks Fresnillo dropped 1.3% and Antofagasta fell 1%, as gold and copper prices declined for the fourth consecutive trading day.