The Iran war is exacerbating problems for software stocks. What it means for Adobe and Oracle.

The Iran war is exacerbating problems for software stocks. What it means for Adobe and Oracle.

By Angela Palumbo
Publication Date: 2026-04-23 19:26:00

“We believe macroeconomic and geopolitical factors are negatively impacting NOW and the sector as a whole,” wrote Macquarie analyst Steve Koenig.