SAP SAP SE

Joule Studio adds business authorization above OpenShell's execution boundary, with regulated-industry support still under development.

NetApp expands its cloud and AI infrastructure ecosystem through new collaborations with Oracle, SAP and Supermicro.

Russian strikes on Ukrainian data and telecom hubs have turned the resilience of European digital infrastructure from a dull utility story into a live risk test. For investors, that raises both potential opportunity and potential pitfalls as markets rethink how to price communications lifelines, cloud capacity and backbone networks. This article walks through three stocks exposed to these shocks and explores where the current stress might help or hurt their long term appeal. The stocks below...

SAP (XTRA:SAP) and NetApp announced an expanded partnership focused on deeper cloud native integration into SAP Cloud Infrastructure. The collaboration aims to strengthen security, resilience, and performance for SAP and customer workloads running on SAP Cloud Infrastructure. Both companies plan to explore joint go to market initiatives and assess new technology integrations within SAP Cloud Infrastructure services. The deeper NetApp integration into SAP Cloud Infrastructure is only part of...

Oracle regained momentum after last week's force majeure, with 25 new agentic AI applications, today, Sept. 29, 2026.

NetApp has announced major alliance expansions with enterprise leaders SAP, Oracle, and Supermicro to power data-intensive AI workloads and streamline hybrid cloud operations.

AI has made it easier than ever to build. It hasn’t eliminated the need to choose where you should. I’ve sat on both sides and know it's not an easy call.

Alphabet's AI-led cycle is strengthening Search, Cloud and subscriptions, while rising investment and regulatory risks create uncertainty around returns.

A new AI competitor just entered enterprise software

SAP supplies business permissions and audit context above OpenShell's technical containment layer.

European equities traded in the US as American depositary receipts opened the week tracking slightly

SAP SE (NYSE:SAP) was one of the software-as-a-service stocks caught up in the February SaaSpocalypse selloff, which wiped out almost $300 billion from U.S. software and data stocks in a single session. The SaaSpocalypse narrative centered on fears that AI agents would replace the per-seat software subscription model that built companies like SAP. The company […]

The accounting workflow uses transaction context, but SAP disclosed no contract value or deployment scale.

SAP's cloud revenue surged 24% in Q2 as AI capabilities, ERP migrations and new agents strengthen its growth strategy.

ORCL's shares lost 3.5% after a force majeure notice raised concerns over delays, power challenges and costs tied to its massive AI data center project.

Wipro’s launch of STO360 with Aramco, built on SAP’s Business Technology Platform and endorsed as an SAP app, puts SAP (XTRA:SAP) in focus for investors watching asset-intensive software demand. SAP’s tie up with Wipro and Aramco arrives after a busy run of AI and workforce updates. The current share price of €186.46 comes after a sharp 90 day share price return of 40.96%, alongside a year to date share price decline of 7.67%. The picture on longer term total shareholder returns is mixed,...

SAP (XTRA:SAP) was named a leader in Gartner's first Magic Quadrant for Workforce Management Technology in 2026. The enterprise software group announced new AI powered service delivery tools alongside expanded data governance capabilities for customers. SAP updated its AI ethics policy and disclosed fresh collaborations focused on industry specific AI use cases. Gartner's recognition and SAP's new AI ethics and partnership push only capture part of what is changing for this platform. Our...

European equities traded in the US as American depositary receipts were tracking lower Wednesday mor

GWRE exits fiscal 2026 with 19% ARR growth as cloud ARR jumps 35% and contracted backlog supports fiscal 2027 visibility.

Christian Klein, CEO of SAP, predicts the end of the keyboard as we enter the era of applied AI and voice commands.

In September 2026, Trifork Group AG said it would expand its collaboration with SAP AG through a new reseller agreement for SAP Customer Experience, while N4XT announced a new Retail Innovation Lab with SAP at New York Fashion Week to showcase AI-enabled, SAP-powered retail experiences for RE/DONE. Together, these moves highlight how partners are using SAP’s customer experience and retail technologies in real-world settings, reinforcing SAP’s role in connecting customer engagement with core...

European equities traded in the US as American depositary receipts opened the week tracking sharply

The licensing practices of Oracle Corporation (NYSE:ORCL) are on the radar of European Union antitrust regulators, a person familiar with the matter told Reuters on September 1, in a case similar to one involving German rival SAP SE (NYSE:SAP) that was settled with concessions in July. The European Commission, the EU’s competition enforcer, is seeking […]

SAP (SAP) CEO Christian Klein sits down with Yahoo Finance Executive Editor Brian Sozzi at the Goldman Sachs Tech Conference to discuss the ins and outs of the company's new AI strategy.

CRM's 34% monthly rally is backed by stabilizing growth, surging Agentforce ARR and a valuation below major enterprise software rivals.

Workday's Q2 beat, accelerating AI adoption and a higher-margin outlook shift attention to whether AI can drive fiscal 2028 growth.

Workday pairs 13% subscription growth, rising AI adoption and strong cash flow with a mixed valuation and ongoing competition and execution risks.

Workday's 49.7% three-month rally is backed by stronger Q2 results, AI contract growth and margin gains, while valuation and competition remain checks.

European equities traded in the US as American depositary receipts were edging higher late Thursday

Swapping out an ERP system has been compared to open-heart surgery, which is exactly why Oracle, SAP, and Workday have held their ground through every technology wave. Now an AI-native startup backed by a former Sequoia partner is betting that a rebuilt architecture can finally make the pain worth it.

European equities traded in the US as American depositary receipts were trending slightly higher lat

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

In the past week, SAP SE filed a shelf registration for US$1.04 billion covering 5,000,000 ordinary shares for an ESOP-related offering, while UBS downgraded the company citing slower-than-expected AI agent rollout, higher AI token costs, softer cloud backlog expectations, and reduced EBIT guidance. These developments highlight a tension between SAP’s ambition to embed AI across its platform and investor concerns about the current pace and economics of that monetization effort. Next, we'll...

COMWARE brings expertise in SAP, CRM, and manufacturing, adding over 180 professionals to support Accenture Edge’s growth in Japan.

McCoy will become part of Accenture Edge, which was recently launched to target the mid-market business

Enterprise applications are reclaiming value as investors see artificial intelligence supporting incumbents instead of erasing them.

Commvault (CVLT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

European equities traded in the US as American depositary receipts were trending lower late Thursday

ACN's COMWARE deal adds more than 180 professionals and SAP, CRM and manufacturing expertise to expand AI-led services for Japan's mid-market.

SAP (NYSE:SAP) faces a slower path to monetizing artificial intelligence, according to UBS, which downgraded the German software giant to Neutral from Buy on concerns that agentic AI is reaching customers too slowly. The Swiss bank said SAP remains a dominant system of record with a deep moat...

UBS still sees upside, but the downgrade says SAP's AI delivery is arriving too slowly to sustain premium expectations.

European equities traded in the US as American depositary receipts were tracking lower late Wednesda

The software sector’s artificial-intelligence pain is starting to look chronic. Intuit Zoom Communications and Germany’s SAP were the latest stocks to join the industry’s increasingly crowded sickbed on Wednesday. Enterprise software giant SAP was downgraded to Neutral from Buy by UBS analysts.

Bretton Capital Management, an investment management company, released the “Bretton Fund” second-quarter 2026 investor letter. The letter can be downloaded here. Bretton Fund returned 10.67% in the second quarter compared to a 15.20% return for the S&P 500 Index. Increased spending on AI data centers has hurt overall performance relative to the broader market. Despite […]

Accenture’s McCoy acquisition puts mid-market SAP focus in the spotlight Accenture (ACN) has completed the acquisition of Dutch SAP transformation partner McCoy, adding the business to Accenture Edge, its mid-market unit focused on SAP modernization and AI driven operational upgrades. This deal gives Accenture a deeper presence in the Netherlands mid market and broadens its SAP capabilities for clients looking to update core systems, improve data quality and explore AI enabled workflows. See...

SAP stock has delivered a 60.2% gain over the past five years, yet current checks suggest the company may still trade below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and supporting market multiples. The 60.2% return over five years points to solid long term shareholder gains that now need to be weighed against what the current price implies for future cash flows. Recent focus on Industry AI, autonomous supply chains and order management solutions can support...

Accenture believes the acquisition will strengthen its ability to help mid-market companies modernize operations, adopt AI, and drive growth.

CRM heads into Q2 earnings with 10.6% revenue growth expected as AI cloud demand, acquisitions and disciplined spending support results.

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the June […]

Rillet, a San Francisco-based startup founded in 2024, has reached a $1 billion valuation in roughly two years, securing $100 million in a Series C round that came together in less than 48 hours. This latest funding, which brings the company’s total raised to over $200 million across three rounds in just 14 months, highlights […]