SAP Shares Slide as UBS Cuts Rating, Citing Slow AI Agent Rollout — BigGo Finance
SAP SE (SAP) shares tumbled Wednesday after UBS downgraded the enterprise software giant from Buy to Neutral, warning…
SAP’s Raised Target Cannot Rescue Its 17-Agent Reality
This article first appeared on GuruFocus. SAP SE (NYSE:SAP), the enterprise-application software giant, fell roughly 4% to $210.16…
How SAP SE’s (SAP) Enterprise Brainstem Shields It from the AI Software Sell-Off
Bretton Capital Management, an investment management company, released the “Bretton Fund” second-quarter 2026 investor letter. The letter can…
How SAP SE (SAP) Is Monetizing AI Through Joule and Data Cloud
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”.…
Is SAP (SAP) Mispriced as AI Fears Overshadow Its Core ERP Strength?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the…
Is This the Good Time to Increase Your Holdings in SAP SE (SAP)?
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded…
Stocks making the biggest moves midday: ASML, SKHY, SAP, FBRX, BF.B
Check out some of the companies making the biggest moves midday: ASML — The maker of semiconductor manufacturing…
NTT Data Group adopts SAP Cloud ERP Private, Business AI
KEY POINTSNTT Data Group adopts SAP Cloud ERP Private and SAP Business AI for core system cloud migrationMigration…
SAP Q2 Cloud Revenue Surges 24%, Tops Estimates; Full-Year Profit Outlook Raised as AI Contribution Remains “Negligible” — BigGo Finance
German software giant SAP SE (SAP) reported second-quarter cloud revenue growth that exceeded market expectations, driven by the…
SAP SE (SAP) Q2 2026 Earnings Call Highlights: Cloud Growth and AI Investments Drive Performance
This article first appeared on GuruFocus. Cloud Revenue: Grew 24% to EUR6.3 billion. Total Revenue: Increased by 11%…
SAP SE (SAP) Q2 2026 Earnings Call Highlights: Cloud Growth and AI Investments Drive Performance
This article first appeared on GuruFocus. Cloud Revenue: Grew 24% to EUR6.3 billion. Total Revenue: Increased by 11%…
SAP Quarterly Statement Q2 2026
1 For a breakdown of the individual adjustments see table Non-IFRS Operating Expense Adjustments by Functional Areas in this Quarterly…