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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

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.

Morgan Stanley sees risks for SAP stock into Q1 earnings

Wed, 15 Apr 2026 08:37:07 -0400

Investing.com -- Morgan Stanley cut its price target on SAP ahead of the German software company’s first-quarter earnings, flagging geopolitical risks and lengthening deal cycles that could weigh on its cloud growth.

The Wall Street firm lowered its price target on SAP’s Frankfurt-listed shares to €190 from €220, and its U.S. ADR target to $222 from $255, while maintaining an Overweight rating.

The main concern heading into the print is SAP’s Current Cloud Backlog (CCB) — a measure of contracted future cloud revenue that is seen as a leading indicator of growth.

Morgan Stanley now models 24% constant currency CCB growth for the first

Morgan Stanley sees risks for SAP stock into Q1 earnings

Wed, 15 Apr 2026 08:37:07 -0400

The Wall Street firm lowered its price target on SAP’s Frankfurt-listed shares to €190 from €220, and its U.S. ADR target to $222 from $255, while maintaining an Overweight rating.

The main concern heading into the print is SAP’s Current Cloud Backlog (CCB) — a measure of contracted future cloud revenue that is seen as a leading indicator of growth.

Morgan Stanley now models 24% constant currency CCB growth for the first

Piper Sandler downgrades software stocks on AI shift, macro strain

Tue, 14 Apr 2026 06:45:09 -0400

Investing.com -- European enterprise software stocks are facing rating downgrades as companies grapple with monetizing artificial intelligence in a constrained macroeconomic environment, according to analysts at Piper Sandler in a note dated Tuesday.

Germany’s SAP (NYSE: SAP) was cut to “neutral” from “overweight,” with its price target reduced to €170 from €220. Analysts cited slower-than-expected cloud conversions ahead of a 2027 deadline, as chief information officers prioritize AI adoption over traditional enterprise resource planning (ERP) migrations.

SAP’s exposure to Europe, the Middle East and Africa, which accounted for about 46% of its fiscal 2025 revenue, leaves it vulnerable to

Piper Sandler downgrades software stocks on AI shift, macro strain

Tue, 14 Apr 2026 06:45:09 -0400

SAP’s exposure to Europe, the Middle East and Africa, which accounted for about 46% of its fiscal 2025 revenue, leaves it vulnerable to

Piper Sandler downgrades software stocks on AI shift, macro strain

Tue, 14 Apr 2026 06:45:09 -0400

SAP’s exposure to Europe, the Middle East and Africa, which accounted for about 46% of its fiscal 2025 revenue, leaves it vulnerable to

Piper Sandler downgrades software stocks on AI shift, macro strain

Tue, 14 Apr 2026 06:45:09 -0400

SAP’s exposure to Europe, the Middle East and Africa, which accounted for about 46% of its fiscal 2025 revenue, leaves it vulnerable to

JPMorgan cuts SAP to Neutral as cloud backlog growth slows; shares dip

Tue, 24 Mar 2026 06:51:31 -0400

Investing.com -- JPMorgan has downgraded SAP (NYSE:SAP) (ETR:SAPG) to Neutral from Overweight, pointing to a weaker near-term setup as growth in its cloud backlog continues to slow and new strategic shifts add uncertainty. It also reduced its price target to €175 from €260.

U.S.-listed shares in SAP fell nearly 5% in premarket trading by 04:33 ET.

JPMorgan analysts said their previous bullish stance on SAP was based on “accelerating revenue growth and significant margin expansion,” but “the picture for performance has shifted” as the company faces multiple headwinds.

A central concern is the deceleration in SAP’s current cloud backlog (CCB), which the bank expects to

JPMorgan cuts SAP to Neutral as cloud backlog growth slows; shares dip

Tue, 24 Mar 2026 06:51:31 -0400

U.S.-listed shares in SAP fell nearly 5% in premarket trading by 04:33 ET.

A central concern is the deceleration in SAP’s current cloud backlog (CCB), which the bank expects to

JPMorgan cuts SAP to Neutral as cloud backlog growth slows; shares dip

Tue, 24 Mar 2026 06:51:31 -0400

U.S.-listed shares in SAP fell nearly 5% in premarket trading by 04:33 ET.

A central concern is the deceleration in SAP’s current cloud backlog (CCB), which the bank expects to

JPMorgan cuts SAP to Neutral as cloud backlog growth slows; shares dip

Tue, 24 Mar 2026 06:51:31 -0400

U.S.-listed shares in SAP fell nearly 5% in premarket trading by 04:33 ET.

A central concern is the deceleration in SAP’s current cloud backlog (CCB), which the bank expects to

Redburn upgrades Intuit saying core software resilient to AI disruption

Tue, 10 Mar 2026 10:38:06 -0400

Investing.com -- Intuit Inc was upgraded to Buy from Neutral by Rothschild & Co Redburn, which said the company’s core software products are among the most resilient to disruption from artificial intelligence.

The brokerage raised its target price to $700 from $670 and said the shares offer about 46% potential upside.

Redburn said Intuit’s main applications, including QuickBooks and TurboTax, benefit from deep data sets, complex regulatory rules and strong network effects that would be difficult for AI-driven competitors to replicate. Those advantages, the analysts said, give the company pricing power and support steady growth.

The brokerage expects Intuit to deliver about 13%

Redburn upgrades Intuit saying core software resilient to AI disruption

Tue, 10 Mar 2026 10:38:06 -0400

The brokerage raised its target price to $700 from $670 and said the shares offer about 46% potential upside.

The brokerage expects Intuit to deliver about 13%

Redburn upgrades Intuit saying core software resilient to AI disruption

Tue, 10 Mar 2026 10:38:06 -0400

The brokerage raised its target price to $700 from $670 and said the shares offer about 46% potential upside.

The brokerage expects Intuit to deliver about 13%

SAP Proposes Dividend of €2.50 per Share

Thu, 19 Feb 2026 02:00:00 -0400

WALLDORF, Germany, Feb. 19, 2026 /PRNewswire/ -- The Supervisory Board and Executive Board of SAP SE (NYSE: SAP) recommend that shareholders approve a dividend of €2.50 per share for fiscal year 2025. This is an increase of €0.15, or 6.4% compared to the dividend paid for fiscal year 2024. If approved by shareholders and assuming the same level of treasury shares as of December 31, 2025, the total amount distributed in dividends would be approximately €2.919 billion (2024: €2.743 billion), representing a pay-out ratio of 40.7% (2024: 52.0%).