SAP stock: Morgan Stanley sees risk skewed to the upside into 4Q results [Yahoo! Finance]
Morgan Stanley (MS)
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Source: Yahoo! Finance
Analyst Adam Wood wrote in a note Thursday that the bank “sees risk skewed to the upside into 4Q results” following “positive commentary from our survey and wider channel checks.” Morgan Stanley reiterated its Overweight rating on SAP. The key metric in focus is SAP's cloud backlog, or CCB, which investors widely expect to grow about 26% ex-FX in the fourth quarter. According to Wood, the bank's reseller survey and systems integrator feedback “reinforce our view of the upside risk skew for 4Q CCB ex-FX growth.” The firm says SAP may need only “1–2 of the mega deals in the pipeline to convert to hit 27% ex-FX CCB growth in 4Q.” Morgan Stanley notes new qualitative insights showing “4Q25 demand was broadly stable-to-up,” supported by year-end budget dynamics and sustained S/4 and cloud activity. While reseller data for the quarter was mixed, expectations for early 2026 point to a “positive set-up for 1Q26 and through 2026.” A major swing factor remains several unusually l
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