YahooSeptember 25, 2026 at 5:50 PM NYLast Month
SAP SE (SAP): Can AI Deepen Its Enterprise Moat Without Hurting Margins?
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 […]
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