SAP is linking cloud ERP, trusted data and embedded AI to autonomous workflows, but legacy declines and execution risks keep investors cautious.
SAP's valuation has reset after a steep selloff, but lower 2026 profit guidance and modest upside cloud the recovery case.
SAP is scaling agentic AI and usage-based cloud growth, but profit dilution, rising costs and long sales cycles keep execution risk in focus.

SAP (NYSE:SAP) Trading Up 7% on Analyst Upgrade

01:21am, Tuesday, 28'th Jul 2026
SAP SE (NYSE: SAP - Get Free Report) was up 7% during mid-day trading on Monday after BMO Capital Markets raised their price target on the stock from $175.00 to $177.00. BMO Capital Markets currently
SAP SE (NYSE:SAP) shares are trading higher Monday afternoon as investors looked past last week's second-quarter earnings miss.
Presented by SAP At VB Transform 2026, Max McPhee, senior solution advisor at SAP, spoke with Rob Stretchay, lead analyst at VentureBeat Research, about what it takes for enterprises to move beyond ch

5 Takeover Targets for the AI Revolution

12:00pm, Sunday, 26'th Jul 2026
Tom Yeung here with your Sunday Digest . In the 2010s, getting acquired was the ultimate startup status symbol.
Bank of New York Mellon Corp reduced its holdings in shares of SAP SE (NYSE: SAP) by 6.9% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institution
SAP's AI strategy and cloud momentum helped lift Q2 revenue, while strong backlog and reaffirmed growth targets offset a modest profit outlook cut.
SAP highlights AI expansion, cloud momentum and disciplined investments as it advances its Autonomous Enterprise strategy while balancing margins.
The stock has dropped 40% since the start of the year on concerns that artificial intelligence may entirely disrupt the software company's business model.
SAP reported strong Q2 results, highlighted by a robust GAAP EPS beat and sustained >20% cloud revenue growth. I see the Q2 earnings season as a catalyst for capital rotation toward laggards, notably
Shares climbed after the group logged strong revenue figures, reassuring investors that growth at its cloud business remains healthy despite fears of AI disruption.

SAP Q2 Earnings Call Highlights

09:07pm, Thursday, 23'rd Jul 2026
SAP NYSE: SAP reported a strong second quarter for 2026, with management highlighting accelerating current cloud backlog growth, continued cloud revenue gains and rising customer interest in the compa

SAP SE (SAP) Q2 2026 Earnings Call Transcript

07:20pm, Thursday, 23'rd Jul 2026
SAP SE (SAP) Q2 2026 Earnings Call Transcript
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