SAP: Forget The 'F' Valuation, This Is A 'Buy'
SAP SE has reinvented itself with aggressive cloud investments, driving double-digit revenue growth and a 60% surge in operating profit. The new Business Data Cloud and AI partnership with Mistral and Capgemini position SAP for long-term growth, especially in regulated industries. SAP's premium valuation is justified by its growth, profitability, and momentum compared to peers like Microsoft, Oracle, and Salesforce.
May jobs report shows 139,000 new workers. Trade wars sap hiring.
The number of new jobs created in May slowed to 139,000, a sign the Trump trade wars are starting to make a dent in a resilient U.S. labor market that's been a bedrock of the economy.
SAP SE (SAP) Presents at BNP Paribas Exane 27th CEO Conference Call Transcript
SAP SE (NYSE:SAP ) BNP Paribas Exane 27th CEO Conference Call June 3, 2025 5:45 AM ET Company Participants Christian Klein - Chief Executive Officer Conference Call Participants Unidentified Analyst - BNP Paribas Exane Unidentified Analyst Okay. In the interest of time, we'll get started just while the last few seats are filled.
Capgemini and SAP partner with Mistral to deploy AI for sensitive sectors
French IT firm Capgemini said on Monday it was partnering with Germany's SAP to deploy custom Mistral AI solutions for sensitive industries.
Capgemini, SAP, Mistral AI Team Up on Artificial Intelligence
The collaboration will help businesses streamline systems, processes and operations using generative AI, Capgemini said.
SAP SE (SAP) Annual Financial Analyst Conference (Transcript)
SAP SE (NYSE:SAP ) Annual Financial Analyst Conference May 21, 2025 9:00 AM ET Company Participants Alexandra Steiger - Global Head of Investors Relations Christian Klein - Chief Executive Officer Muhammad Alam - Executive Board Member Product & Engineering Sebastian Steinhaeuser - Chief Operating Officer Gina Vargiu-Breuer - Chief People Officer and Labor Director Dominik Asam - Chief Financial Office Thomas Saueressig - Customer Services & Delivery and Member of Executive Board Elizabeth Hackenson - Chief Information Officer, Schneider Electric Conference Call Participants Mohammed Moawalla - Goldman Sachs Michael Turrin - Wells Fargo Securities Michael Briest - UBS Toby Ogg - JPMorgan Sven Merkt - Barclays Frederic Boulan - Bank of America Securities Charlie Brennan - Jefferies Johannes Schaller - Deutsche Bank Alexandra Steiger Hi. Good afternoon, everyone, and thank you for joining us at our Annual Financial Analyst Conference.
SAP Jumps 21% YTD: Where Will the Stock Head From Here?
SAP's performance is driven by its strengthening cloud business. Global macroeconomic weakness and tough competition in the cloud space are concerning.
SAP & Accenture Unveil ADVANCE to Boost Cloud-First Transformation
SAP and Accenture jointly launch ADVANCE, offering an accelerated and strategic pathway to the cloud for businesses with annual revenues of up to $5 billion.
SAP SE Q1 2025: Solid Start, But Real Work Still Ahead
SAP delivered solid Q1 results with €9.01bn revenue (+12% YoY) and cloud revenue up 27%, now over 40% of total revenue. Operating profit jumped 60% YoY due to tight cost control; management remains confident, but guidance feels conservative. Key growth drivers: S/4HANA Cloud, Business Technology Platform, and AI integration (Joule), despite competition and slow European cloud adoption.
SAP: Fundamentals Have Improved And I Reiterate My Buy Rating
SAP's strong fundamentals, including early margin expansion and robust cloud growth, reinforce my buy rating despite the stock price decline. 1Q25 results show 11% y/y revenue growth, 58% y/y adjusted EBIT growth, and a 36% y/y increase in free cash flow. Cloud ERP Suite's 33% y/y growth and significant new customer wins highlight SAP's successful strategy and strong future growth visibility.
SAP's Cloud Can't Hide The Cracks: Initiating With A Sell
SAP SE's strong Q1 results caused the stock to surge 10% in response, but I think the company is due for a reset soon. I'm initiating a Sell. I think SAP could have one good quarter left before potential exchange rate issues could hurt revenue. SAP's deep AI integration in ERP and cloud services offers a competitive edge, but the ERP market remains fiercely competitive with Oracle.
SAP's Q1 Earnings & Revenues Up Y/Y on Cloud Demand, Stock Up
SAP's first-quarter 2025 earnings and revenues increase year over year. It remains confident in its growth trajectory and has reiterated its outlook.
