SAP: Finally, It's Time To Buy This Entrenched Software Giant (Upgrade) [Seeking Alpha]
ServiceNow, Inc. (NOW)
Last servicenow, inc. earnings: 4/29 04:10 pm
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US:NYSE Investor Relations:
servicenow.com/company/investor-relations.html
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Source: Seeking Alpha
SaaSpocalypse and AI disruption fears are overblown; SAP's entrenched, mission-critical ERP systems remain indispensable to large enterprises. SAP demonstrates rising operating margins through disciplined headcount management and leverages AI internally, contrasting favorably with peers facing margin pressure. A €10 billion buyback program and a ~20x forward P/E multiple enhance SAP's value proposition, supporting potential re-rating in line with Oracle and Microsoft. Victor Golmer/iStock Editorial via Getty Images We're entering into the Q1 earnings season at a time of unprecedented volatility for software stocks. On the one hand, a handful of stocks like ServiceNow ( NOW ) are getting a harsh re-rating This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of SAP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it
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News
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- Bridgewater CIO says AI poses existential threat to software firms [Yahoo! Finance]Yahoo! Finance
- Have software stocks reached an extreme washout yet? [Yahoo! Finance Canada]Yahoo! Finance Canada
- Have software stocks reached an extreme washout yet? [Yahoo! Finance]Yahoo! Finance
NOW
Earnings
- 4/22/26 - Beat
NOW
Sec Filings
- 4/24/26 - Form 144
- 4/23/26 - Form 10-Q
- 4/22/26 - Form 8-K
- NOW's page on the SEC website