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SAP stock dips after Oracle's massive AI spending plans

Thu, 11 Jun 2026 06:04:41 -0400

Investing.com -- Shares in SAP (NYSE:SAP) (ETR:SAPG) dropped more than 4% after rival Oracle (NYSE:ORCL) unveiled capital spending plans for fiscal 2027 that came in well above Wall Street expectations.

Oracle’s stock fell more than 10% in premarket trading Thursday after the company said it expects capital expenditures of up to $95 billion in fiscal 2027, though it anticipates recovering up to $25 billion of that from customer repayments. Analysts had been expecting capital spending of around $67.7 billion, according to LSEG data.

Oracle also said it plans to raise nearly $40 billion through a mix of debt and equity financing in

SAP stock dips after Oracle's massive AI spending plans

Thu, 11 Jun 2026 06:04:41 -0400

Oracle also said it plans to raise nearly $40 billion through a mix of debt and equity financing in

SAP stock dips after Oracle's massive AI spending plans

Thu, 11 Jun 2026 06:04:41 -0400

Oracle also said it plans to raise nearly $40 billion through a mix of debt and equity financing in

Form 11-K SAP SE For: Dec 31

Wed, 10 Jun 2026 16:28:00 -0400

si-local-file:///var/storage/secattach/20260610/26630266.html

Form 11-K SAP SE For: Dec 31

Wed, 10 Jun 2026 16:28:00 -0400

si-local-file:///var/storage/secattach/20260610/26630266.html

Form 11-K SAP SE For: Dec 31

Wed, 10 Jun 2026 16:28:00 -0400

si-local-file:///var/storage/secattach/20260610/26630266.html

SAP falls as Goldman lowers gross margin forecast on rising hardware costs

Wed, 10 Jun 2026 06:51:32 -0400

Investing.com -- Shares of SAP (ETR:SAPG) (NYSE:SAP) dipped about 4% on Wednesday after Goldman Sachs trimmed its margin forecasts for the German software giant ahead of second-quarter results, pointing to higher hardware costs in the back half of the year.

The bank kept its Buy rating on the stock, saying the company’s AI-driven product cycle story remains intact.

Goldman lowered its second-half 2026 (2H26) gross margin estimate to 72.8% from 73.3%, reflecting elevated hardware costs. The revision also pushed the bank’s full-year EBIT growth forecast toward the lower half of SAP’s own guidance range, at around 15% year-on-year excluding currency effects, down

SAP falls as Goldman lowers gross margin forecast on rising hardware costs

Wed, 10 Jun 2026 06:51:32 -0400

The bank kept its Buy rating on the stock, saying the company’s AI-driven product cycle story remains intact.

SAP falls as Goldman lowers gross margin forecast on rising hardware costs

Wed, 10 Jun 2026 06:51:32 -0400

The bank kept its Buy rating on the stock, saying the company’s AI-driven product cycle story remains intact.

SAP falls as Goldman lowers gross margin forecast on rising hardware costs

Wed, 10 Jun 2026 06:51:32 -0400

The bank kept its Buy rating on the stock, saying the company’s AI-driven product cycle story remains intact.

SAP AG (SAP) PT Lowered to $265 at Goldman Sachs

Wed, 10 Jun 2026 06:02:05 -0400

Goldman Sachs analyst Mohammed Moawalla lowered the price target on SAP AG (NYSE: SAP) to $265.00 (from $271.00) while maintaining a Buy rating.

The analyst commented: "SAP is scheduled to report 2Q26 results on July 23rd, where we expect a broadly similar macro environment to the end of 1Q given the geopolitical uncertainty (noting three weeks still to go until quarter-end). Looking ahead through FY26, based on our conversations at SAPPHIRE, SAP’s annual user conference (our takeaways from Day 1 and Day 2), we noted encouraging signs of improvement within SAP’s pipeline, albeit the conversion rates remain the key variable. We

SAP AG (SAP) PT Lowered to $265 at Goldman Sachs

Wed, 10 Jun 2026 06:02:05 -0400

Goldman Sachs analyst Mohammed Moawalla lowered the price target on SAP AG (NYSE: SAP) to $265.00 (from $271.00) while maintaining a Buy rating.

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