SAP is a strong buy after a near 50% stock price crash, offering an attractive entry point. SAP's transformation is accelerating, with cloud revenue up 27% and a growing backlog. AI disruption is viewed as an opportunity, not a threat, due to SAP's product stickiness and adaptive billing models.
SAP stock (NYSE: SAP) fell in Thursday's pre-market trading as investors reacted to a spending shock from rival Oracle, not to any fresh bad news from SAP itself. Oracle shares dropped about 9% after its earnings call, while SAP slid more than 3% in early US trading.
SAP SE (SAP) Presents at Bank of America Global Research C-Suite TMT Conference Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 12,013 | $2.37M | $1.88M | -$490,417.22 | -20.67% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 27 | $7,278.93 | $4,229.55 | -$3,049.38 | -41.89% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 415 | $46,360.52 | $65,009.75 | $18,649.23 | 40.23% |
| CE Curtis Ellergodt Rothschild Investment LLC | 418 | $98,960.4 | $65,479.7 | -$33,480.7 | -33.83% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 558 | $91,666.93 | $87,366.07 | -$4,300.86 | -4.69% |
| Software Industry | Information Technology Sector | Christian Klein CEO | NYSE Exchange | 803054204 CUSIP |
| US Country | 108,187 Employees | 6 May 2026 Last Dividend | 28 Jul 1998 Last Split | - IPO Date |
SAP SE is a global powerhouse in the realm of applications, technology, and services, serving a vast array of industries worldwide. Since its inception in 1972, SAP has established itself as a leader in providing innovative software solutions that streamline business operations across various domains. With headquarters in Walldorf, Germany, SAP operates globally, offering a suite of services and applications that encompass nearly every aspect of business management, from finance and HR to supply chain and customer experience.