Analysis of Downtrodden Tech Stocks (ADBE, SQ, CRM) with Significant Upside Potential in 2025
Related Stocks
On November 17, 2025, MarketWatch published an article (via Morningstar) identifying Adobe (ADBE), Block (SQ), and Salesforce (CRM) as S&P 500 stocks that have fallen at least 20% YTD in 2025 but maintain majority buy ratings from analysts [1]. These stocks are projected to have significant upside potential based on consensus analyst targets.
The Technology sector, which includes all three companies, showed a modest gain of 0.68% on November 17, 2025, indicating cautious positive sentiment [4]. Real-time quotes as of Nov 17 show Block (SQ) trading at $83.46 (+0.57% intraday), suggesting immediate market reaction to the upside narrative [5].
Analyst consensus targets imply substantial recovery potential: Adobe (40% upside), Block (38-40.5% upside), Salesforce (35% upside) [3][5]. Projected revenue and EPS growth for 2025-2027 indicate fundamental strength: Adobe (9.2% revenue CAGR,12.1% EPS CAGR), Block (9.7% revenue CAGR,33.6% EPS CAGR), Salesforce (9.1% revenue CAGR,12.7% EPS CAGR) [1].
| Company | Ticker | YTD Performance (2025) | Current Price (11/17/25) | Consensus Target | Implied Upside |
|---|---|---|---|---|---|
| Adobe Inc. | ADBE | -25.99% | $331.37 | $462.22 | 40% |
| Block Inc. | SQ | -33.58% (through Mar14) | $83.46 | $83.43-$85.00 | 38-40.5% |
| Salesforce Inc. | CRM | -28.65% | $239.97 | $328.83 | 35% |
Note: Morningstar referenced Block as XYZ, while standard ticker is SQ—this discrepancy requires clarification [1][5]. Block’s historical data for SQ only covers up to Mar 2025; recent recovery details are limited to real-time quotes [2][5].
- Adobe (ADBE): Software and digital media solutions provider
- Block (SQ): Fintech and payment processing company
- Salesforce (CRM): SaaS (customer relationship management) leader
- Technology sector: All three companies are classified as tech stocks [4].
- Subsectors: SaaS (CRM), fintech (Block), creative software (ADBE)
- Block’s Ticker Discrepancy: Morningstar references Block as XYZ, while standard ticker is SQ—need to confirm if this is a typo or refers to a different share class [1][5].
- Block’s Recent Performance: Historical data for SQ only covers up to Mar 2025; recent recovery details are limited to real-time quotes [2][5].
- Upside Validation: Need to verify if analyst targets are based on fundamental improvements or valuation re-rating.
- Volatility Risk: All three stocks have YTD declines exceeding 20%, indicating significant market volatility [2][3].
- Sector Dependency: Technology sector performance (currently lagging Consumer Cyclical) will influence upside realization [4].
- Analyst Target Uncertainty: Past performance does not guarantee future results; consensus targets are estimates subject to change [1][3][5].
- Upcoming earnings reports for all three companies
- Technology sector momentum and broader market trends
- Resolution of Block’s ticker discrepancy
- Changes in analyst price targets and ratings
Disclaimer: This analysis is for informational purposes only and does not constitute investment advice. Always conduct thorough research before making investment decisions.
Insights are generated using AI models and historical data for informational purposes only. They do not constitute investment advice or recommendations. Past performance is not indicative of future results.