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SAP (XTRA:SAP) Stock Price Faces Q3 Earnings Valuation Reckoning

SAP just delivered Q3 2026 numbers that pushed it past the €10b quarterly revenue mark for the first time, with net income of €2.249b setting the profit tone. The stock closed at €215.45 on 22 October, capping a powerful 90 day run. Expectations coming into this release were already heated. Cloud performance is the emotional trigger. Investors are reacting to a business that reported €10.27b in total revenue and a rising earnings base, while the share price has already priced in a lot of...

Yahoo·16:10SAP

SAP Stock Jumps After Earnings. How the Software Giant Became an AI Winner.

The software apocalypse never came and the sector is enjoying a stellar recovery. But the winners and losers still need to be sorted.

Yahoo·11:31SAP

BMO Capital Maintains Outperform on SAP, Raises Price Target to $265

BMO Capital analyst Keith Bachman maintains SAP (NYSE:SAP) with a Outperform and raises the price target from $235 to $265.

Benzinga·09:29SAP

SAP points to upper end of cloud revenue outlook after quarterly growth

SAP (NYSE:SAP) expects full-year 2026 cloud revenue and cloud and software revenue to reach the upper ends of its existing forecasts after quarterly revenue increased by 13% to €10.27 billion. The German enterprise software group's current cloud backlog, which measures contracted cloud...

Yahoo·08:47SAP

'SAP Weighs New Metric to Showcase AI Impact on Business' - CFO Interview With WSJ

https://www.wsj.com/business/earnings/sap-weighs-new-metric-to-showcase-ai-impact-on-business-c485302f

Benzinga·04:18SAP

SAP (XTRA:SAP) Stock Could Be 33% Undervalued On Cash Flow

SAP shares have delivered an 81.4% gain over the past 5 years, which puts a lot of weight on the question of whether the current price around €208.65 is supported by the cash the business can generate. With fresh headlines around cloud growth and AI investments, the core issue for investors is how those stories translate into long term cash flows that justify today's valuation. The 81.4% return over 5 years means anyone looking at SAP today is effectively judging whether a much higher market...

Yahoo·23:19SAP

What SAP (SAP) Said on Its Q3 Earnings Call

SAP (NYSE:SAP) reported third-quarter 2026 results marked by double-digit cloud revenue and operating-profit growth, as the enterprise software company said demand for artificial intelligence capabilities, cloud migrations and its Business Data Cloud continued to support bookings. Chief Executive O

Yahoo·21:03SAP

SAP SE 2026 Q3 - Results - Earnings Call Presentation

2026-10-21. The following slide deck was published by SAP SE in conjunction with their 2026 Q3 earnings call.

SeekingAlpha·18:54SAP

SAP SE (SAP) Q3 2026 Earnings Call Transcript

SAP SE (SAP) Q3 2026 Earnings Call October 21, 2026 5:00 PM EDTCompany ParticipantsAlexandra Kasper Steiger - Global Head of Investor RelationsChristian...

SeekingAlpha·18:54SAP

SAP shares climb after Q3 earnings beat and strong cloud revenue outlook

Investing.com -- SAP SE ADRs (NYSE:SAP) rose over 4% in after-hours trading Wednesday after the enterprise software giant delivered third-quarter results that topped Wall Street expectations across key metrics and raised its full-year revenue outlook.

Yahoo·17:01SAP

SAP Quarterly Statement Q3 2026

SAP SE (NYSE: SAP) announced today its financial results for the third quarter ended September 30, 2026.

Yahoo·16:05SAP

SAP Q3 Adj. EPS $2.18 Beats $2.03 Estimate, Sales $11.820B Beat $11.490B Estimate

SAP (NYSE:SAP) reported quarterly earnings of $2.18 per share which beat the analyst consensus estimate of $2.03 by 7.39 percent. This is a 17.84 percent increase over earnings of $1.85 per share from the same period

Benzinga·12:12SAP

SAP Affirms FY2026 Sales Guidance of $48.608B vs $45.810B Est

SAP (NYSE:SAP) affirms FY2026 sales outlook from $48.608 billion to $48.608 billion vs $45.810 billion estimate.

Benzinga·12:08SAP

SAP Stock And Large Cap Quality Shares With Steady Cash Flow Appeal

Markets are being hit with fresh regulatory shifts, new economic data and the prospect of changing monetary policy, and that mix is quietly redrawing the map for large‑cap quality stocks. When rates and rules move, stronger balance sheets and steadier cash flows can become more valuable, and missing those adjustments can mean missing meaningful opportunities. This article walks through three stocks from our screener that appear well exposed to these policy tailwinds. The three companies below...

Yahoo·05:10SAP

Global Life Sciences IT Market Opportunities and Strategies to 2035 | Capitalize on AI, Cloud and Bioinformatics as IQVIA, Oracle, Accenture, Veeva Systems and SAP Target $82.24B

Boost ROI via AI/cloud and quantum tools, SaaS, integrated data ecosystems, digital channels, value-based contracts, targeted promotion, partnerships and user training.Dublin, Oct. 14, 2026 (GLOBE NEWSWIRE) -- "Life Sciences IT Global Market Opportunities and Strategies to 2035" has been added to ResearchAndMarkets.com's offering. The global life sciences IT market is positioned for sustained expansion as pharmaceutical, biotechnology and research organizations increase their investment in digit

Yahoo·04:01SAP

SAP SE (SAP) Rebounded Strongly Following Strong Q2 Results

Lindsell Train Ltd, an investment management company, has released its “Lindsell Train Global Equity Fund” third-quarter 2026 investor letter. The letter can be downloaded here. To drive long-term capital growth, the LT Global Equity Fund maintains a concentrated portfolio of developed-market global equities. The Fund fell 1.4% in Q3 2026, trailing the MSCI World Index […]

Yahoo·10:01SAP

Barclays Maintains Overweight on SAP, Raises Price Target to $243

Barclays analyst Raimo Lenschow maintains SAP (NYSE:SAP) with a Overweight and raises the price target from $242 to $243.

Benzinga·08:32SAP

SAP Q3 Preview: 27x For An AI Turnaround That Hasn't Happened Yet

SAP SE: Q2 cloud rebound eased AI fears, but valuation is rich. Click for this SAP earnings preview & see why I find it an interesting stock for the watchlist.

SeekingAlpha·07:30SAP

Sinch expands SAP partnership with RCS integration for SAP Engagement Cloud

Sinch AB (publ) announces that Rich Communication Services (RCS) is now available as part of its native integration with SAP Engagement Cloud, expanding Sinch's existing SAP partnership with a new messaging channel. The integration also creates new opportunities for AI-driven, conversational customer experiences, combining RCS with the broader omnichannel capabilities of SAP Engagement Cloud.

Yahoo·01:52SAP

Emphasys Launches Fixed-Price 16-Week SAP Cloud ERP Package for Australian Consumer Goods Companies

To address the growing need for predictable digital modernisation amidst volatile input costs and shifting consumer demands, EMPHASYS Pty Ltd today announced the launch of Emphasys Consumer Goods Velocity for SAP GROW Fast. This SAP-qualified partner package enables consumer goods companies to go live on SAP Cloud ERP in 16 weeks at a fixed price.

Yahoo·15:20SAP

SAP (XTRA:SAP) Is Back In The Spotlight, What Is Driving The Attention?

IBM Ready for SAP Solutions has put fresh attention on SAP (XTRA:SAP), as IBM promotes new SAP Cloud ERP projects that target faster operations, integrated data, and AI readiness for midsize and expanding clients. SAP’s recent client wins and AI product launches come against a mixed backdrop in the market, with the share price at €184.62 after a sharp 90-day share price return of 34.19% but a weaker year-to-date move. That recent surge contrasts with a 1-year total shareholder return that...

Yahoo·23:19SAP

BMO Capital Maintains Outperform on SAP, Raises Price Target to $235

BMO Capital analyst Keith Bachman maintains SAP (NYSE:SAP) with a Outperform and raises the price target from $177 to $235.

Benzinga·06:42SAP

Digital Transformation - Global Strategic Business Report: Capitalize on the US$3.7 Trillion Market by 2030 as Microsoft, IBM, Accenture, Oracle and SAP Disrupt Enterprise ROI

Boost ROI with cloud, AI, analytics and IoT to streamline operations, personalize customer experiences, enable subscription models and uncover new revenue opportunities.Dublin, Oct. 07, 2026 (GLOBE NEWSWIRE) -- "Digital Transformation - Global Strategic Business Report" has been added to ResearchAndMarkets.com's offering. The global digital transformation market, valued at an estimated US$1.1 trillion in 2023, is projected to reach US$3.7 trillion by 2030. The market is forecast to expand at a c

Yahoo·17:11SAP

Circle Targets Corporate Payments With USDC Integration Into SAP Ecosystem

CRCL integration with Tereina was designed to let finance teams settle in stablecoins without running a separate crypto system.

Yahoo·11:53SAP

SAP to Acquire TechWolf to Strengthen AI-Powered Workforce Management

SAP's planned TechWolf acquisition aims to strengthen AI-driven talent management, skills mapping and workforce planning as enterprises adopt AI.

Yahoo·10:32SAP

IBM Launches SAP Cloud ERP Offering for Midsize Companies

IBM (NYSE:IBM) has launched IBM Ready for SAP Solutions, a new offering designed to help midsize and growing organisations modernise their enterprise resource planning systems using SAP (NYSE:SAP) cloud technology. The offering combines IBM’s consulting services with SAP cloud ERP technology and is intended to support ERP modernisation and preparations for the adoption of artificial intelligence.

Yahoo·06:27SAP

SAP to Acquire TechWolf, Giving Enterprises Evidence-Based View of Work in the Age of AI

SAP SE (NYSE: SAP) and TechWolf today announced they have entered into an agreement for SAP to acquire TechWolf, provider of a leading AI work intelligence platform. TechWolf gives enterprises a continuously updated view of the work their people do and the skills they have, using its proprietary data model called context graph for work. The acquisition will bring this context graph, along with TechWolf's AI models and applied AI research team, into SAP, establishing work intelligence as a strate

Yahoo·07:45SAP

SAP Puts the Autonomous Enterprise to Work

SAP SE (NYSE: SAP) today showcased the Autonomous Enterprise in action at SAP Connect, demonstrating how Joule Work and Joule Assistants generate value for customers across every line of business.

Yahoo·07:30SAP

SAP Agrees To Acquire TechWolf; Financial Terms Not Disclosed

SAP SE (NYSE: SAP) and TechWolf today announced they have entered into an agreement for SAP to acquire TechWolf, provider of a leading AI work intelligence platform.

Benzinga·03:46SAP

ORO Labs Partners with SAP to Deliver Procurement Orchestration as a Solution Extension

ORO Labs, the leading agentic orchestration platform for enterprise procurement, today announced it has entered into an agreement with SAP for its procurement orchestration solution to be sold as a solution extension under the name SAP Ariba Procurement Orchestration by ORO Labs. The offering will give SAP customers a purpose-built orchestration layer that connects procurement experiences, workflows, and systems across complex enterprise environments.

Yahoo·09:00SAP

SAP: When Fears And Speculation Are In Control, Opportunities Arise (Rating Upgrade)

SAP is rated a Buy as the stock has become oversold in the near term, and so far there are no clear signs of pending doom from AI agents. Click for more on SAP.

SeekingAlpha·04:01SAP

SAP SE-SPONSORED ADR (NYSE:SAP): A Quality Investing Standout With Strong ROIC and Cash Flow

SAP passes Caviar Cruise quality tests with 57% ROIC, strong cash conversion, and low debt, but mixed EBIT growth warrants closer review.

ChartMill·07:50SAP

Synthesized now available on SAP Store

AI-native enterprise test data platform brings governed data preparation across SAP and connected systems to SAP StoreLondon, GREATER LONDON, Oct. 01, 2026 (GLOBE NEWSWIRE) -- Synthesized today announced that its enterprise-grade test data management (TDM) platform is now available on SAP Store, listed as Synthesized: Intelligent TDM. SAP customers can now discover, evaluate, and purchase the platform through SAP’s marketplace. The platform provides governed, production-realistic data to test SA

Yahoo·13:47SAP

SAP Stock And 2 European Cloud Resilience Plays Retail Investors Are Watching

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...

Yahoo·08:12SAP

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 […]

Yahoo·17:50SAP

SAP Stock Rises as ITOCHU Tests Finance Agents

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

Yahoo·12:26SAP

How Will SAP's AI Platform Support Cloud Revenue Growth?

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

Yahoo·08:08SAP

Is SAP (XTRA:SAP) Undervalued On Its Wipro And Aramco STO360 Launch?

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,...

Yahoo·11:13SAP

Quality Management System Software Market Forecasts Growth from $11.73B (2026) to $20.43B by 2031, Profiling Veeva Systems, Siemens, PTC, SAP, Oracle & 15 Others

The global Quality Management System (QMS) software market is projected to grow from USD 11.73 billion in 2026 to USD 20.43 billion by 2031, at an 11.7% CAGR. Growth is driven by cloud-based QMS platforms, AI-powered quality analytics, automated compliance workflows and integration with ERP, MES and PLM systems. SMEs are the fastest-growing customer segment, while document control and management holds the largest market share. North America leads the market, and Asia Pacific is the fastest-growi

Yahoo·06:29

MSITEK Participates in New York Fashion Week Retail Innovation Lab

MSITEK , Global SAP partner and digital transformation company, participated in the Retail Innovation Lab by NYFW Collections and SAP in New York during New York Fashion Week (NYFW).

Yahoo·09:03SAP

Syntax Introduces Promotion Lift for Accurate, Reliable Execution of Omnichannel Retail Promotions

Syntax, a leading global technology solutions provider driving enterprise transformation in the cloud, today announced the launch of Syntax Promotion Lift, a retail solution designed to help retailers bring greater coordination and profitability to omnichannel promotions. Integrated with SAP Cloud ERP, the solution helps align planning and execution across channels and stores.

Yahoo·09:00SAP

Syntax Introduces Maintenance Cost Budgeting for Mining, Giving Operators Forward-Looking Control Over Maintenance Spend

Syntax, a leading global technology solutions provider driving enterprise transformation in the cloud, today announced the launch of Syntax Maintenance Cost Budgeting, a mining-focused solution that helps finance and maintenance teams improve visibility into maintenance spend across sites, cost centers, and assets. Integrated with SAP Cloud ERP, the solution can replace spreadsheet-based processes with a more automated and predictive approach to maintenance budgeting.

Yahoo·09:00SAP

Atos receives SAP Sovereign Cloud Partner designation, reinforcing its Digital Sovereignty strategy

Press release Atos receives SAP Sovereign Cloud Partner designation, reinforcing its Digital Sovereignty strategy Recognition strengthens Atos’ position to support regulated organizations in adopting cloud and AI solutions from SAP with full control over data, operations and compliance. Paris, France – September 16, 2026 - Atos, a global leader in AI-driven digital transformation, has received the SAP Sovereign Cloud Partner designation, reinforcing its strategic focus on Digital Sovereignty. Th

Yahoo·04:40SAP

‘The end of the keyboard is near’: Christian Klein predicts voice translation will be the next workplace advantage

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

Yahoo·00:14SAP

S/4HANA Migration Risk Rises When Strategic Decisions Are Left to Implementation Partners, Info-Tech Research Group Finds

SAP users preparing to migrate from ECC to S/4HANA face one of the largest technology transformations many organizations will undertake. While these initiatives often require outsourced technical expertise, the most critical migration decisions remain the organization's responsibility. According to recent insights published in Info-Tech Research Group's Build Your S/4HANA Migration Plan blueprint, many teams enter implementation without fully understanding how strategic migration decisions affec

Yahoo·13:06SAP

What Is Going on With AMD Stock on Tuesday?

AMD stock surges over 2% premarket as investors shake off AI safety concerns and refocus on long-term data-center hardware demand.

Benzinga·07:24

Europe Green IT Software Forecasts Growth from $6.94B (2026) to $14.45B by 2031, Profiling SAP, IBM, Schneider Electric, Salesforce & 20 Other Key Players

EU rules are driving demand for audit-ready ESG software, supplier data integration, AI automation, cloud/hybrid deployment, energy optimization and implementation services.Dublin, Sept. 15, 2026 (GLOBE NEWSWIRE) -- "Europe Green IT Software - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026-2031)" has been added to ResearchAndMarkets.com's offering. Europe Green IT Software Market to Reach USD 14.45 Billion by 2031 as Sustainability Compliance Accelerates The Europe g

Yahoo·04:33SAP

Does Expanded Partner Focus On SAP Customer Experience Alter The Bull Case For SAP (XTRA:SAP)?

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...

Yahoo·00:31

Oracle (ORCL)’s Licensing Terms Draw the Same EU Scrutiny that Just Cost SAP Concessions

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 […]

Yahoo·20:32SAP

Is SAP TM-BN4L Underused? SCM CHAMPS Helps You Get More From Your Existing System

WILMINGTON, Del., September 10, 2026--SAP TM-BN4L may be underused because of configuration gaps, unfinished project scope, outdated data, weak adoption, or manual processes that were never removed after go-live. That does not automatically mean reimplementation. The limits usually sit in how the system was set up and how it is used, not in the software. If your SAP TM-BN4L system has been underperforming for a long time, SCM CHAMPS can help you find out why and what can realistically be improve

Yahoo·11:21SAP

SAP has a 'once-in-a-lifetime opportunity' with AI: CEO explains how

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.

Yahoo·16:43SAP

SAP SE (SAP) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SAP SE (SAP) Goldman Sachs Communacopia + Technology Conference 2026 September 8, 2026 2:30 PM EDTCompany ParticipantsChristian Klein - CEO & Member of...

SeekingAlpha·13:25SAP

Synthesized Launches UiPath Integration to Automate Test Data Provisioning for Continuous Testing

New integration brings AI-native test data automation into UiPath Test Cloud, delivering compliant, production-realistic and connected test data on demand so teams can reduce blocked tests, improve coverage and accelerate delivery.London, GREATER LONDON, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Synthesized, the AI-native test data automation platform for software and AI agent validation, today announced its integration with UiPath Test Cloud. The integration enables teams to invoke configured Synthesi

Salesforce Stock Gains 34% in a Month: Time to Hold or Book Profits?

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

Yahoo·09:06

Aico by Pacera Achieves SAP®-certified for Clean Core with RISE with SAP

Aico by Pacera Achieves SAP®-certified for Clean Core with RISE with SAP Pacera announced today that its product Aico has been certified by SAP for clean core with RISE with SAP London - 08 September - Pacera announced today that its product Aico has been certified by SAP for clean core with RISE with SAP. The certification gives organisations running SAP greater confidence in Aico as they modernise and automate their financial close while maintaining the integrity of their SAP environment. Toby

Yahoo·05:00SAP

NTT DATA Deploys AI-Powered Platform to Elevate Global Infrastructure Operations

LONDON, September 08, 2026--NTT DATA, a global leader in AI, digital business and technology services, is expanding the deployment of its AI-powered infrastructure operations platform to support complex global enterprise environments. The platform combines real time monitoring, predictive analytics and intelligent automation to enhance operational resilience, efficiency and visibility. Deployment of these capabilities includes support for one of the largest commercial vehicle manufacturers.

Yahoo·04:00

Workday's Q2 Beat and AI Gains Raise the Stakes for Fiscal 2028 Growth

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

Yahoo·11:02

Is Workday a Buy as AI Growth Rises but Valuation Sends Mixed Signals?

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

Yahoo·11:00