SAP: My Play Against 'AI Is Killing Software' [Seeking Alpha]
SAP SE ADS (SAP)
Last sap se ads earnings: 4/21 01:00 am
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US:NYSE Investor Relations:
sap.com/investors/en.html
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Source: Seeking Alpha
Recent results show SAP's Q3 revenue up 11% Y/Y, with cloud revenue up 27% and operating margin at a record 27.4%. AI is a tailwind for SAP, not a threat; partnerships with Microsoft and Google and strong adoption of Joule Copilot reinforce competitive positioning. Trading at a multi-year low valuation near a 1x PEG, I reiterate a 'Buy' rating with a $290 price target by the end of 2026. Victor Golmer/iStock Editorial via Getty Images I wouldn't want to be on the wrong side of one of the biggest mega cycles in stock market history, which is why I don't envy SAP ( SAP ) and its software peers. From This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship
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SAP
News
- ?????????????????:2032??283????????CAGR32.2%????????????????????? [CNET News]CNET News
- Protera Acquires Redfig to Expand Enterprise IT Modernization Capabilities [Yahoo! Finance]Yahoo! Finance
- Germany's SAP, Switzerland's Syngenta announce AI tech partnership [Yahoo! Finance]Yahoo! Finance
- SAP and Syngenta Announce Partnership to Scale AI-Assisted AgricultureBusiness Wire
- Quadient Named a Leader in QKS Group's SPARK Matrix for E-Invoicing Solutions [Yahoo! Finance]Yahoo! Finance
SAP
Earnings
- 10/22/25 - Miss
SAP
Sec Filings
- 11/14/25 - Form S-8
- 10/27/25 - Form 6-K
- SAP's page on the SEC website