Core Insights - SAP SE is a leading global provider of enterprise application software, competing with Oracle and Microsoft in the enterprise software market [1] - Citigroup maintains a "Buy" rating for SAP but has lowered its price target from EUR 295 to EUR 280, reflecting a more conservative outlook [2][6] - The current stock price of SAP is $246.60, showing a slight increase of $0.72 or approximately 0.29% [2][6] Market Performance - SAP's market capitalization is approximately $287.35 billion, with a trading volume of 779,300 shares [3] - Over the past year, SAP's stock has fluctuated between a high of $313.28 and a low of $233.51, indicating significant volatility [3] Product Development - DataXstream LLC's OMS+ Cross-Channel Order Management platform for SAP S/4HANA Cloud Private Edition has received Premium Re-Certification, confirming it meets SAP's highest standards [4] - This achievement highlights SAP's commitment to high standards and innovation in its product offerings, which may influence investor sentiment [5]

WILLIAMSBURG, Va.--(BUSINESS WIRE)--DataXstream LLC, an SAP® Endorsed App partner developing innovative solutions for SAP sales and distribution, today announced that its OMS+ Cross-Channel Order Management platform for SAP S/4HANA Cloud Private Edition has achieved Premium Re-Certification for SAP Endorsed Apps by SAP. This milestone confirms that OMS+ meets SAP's highest standards for security, cloud delivery, responsible AI and clean core aligned architecture. The certification, which is doc. ...

Let's talk about Generative AI's real ROI, whether the technology is really taking jobs, and how good data is the key to it all. We're joined today by Muhammad Alam, the head of product and engineering at SAP, and a member of the company's executive board in a conversation brought to you by SAP. Muhammad, welcome.Great to see you again. >> Thank you, Alex. Thanks for having me.>> So, let's start. Why don't we go right to the heavy stuff. Um there's been so much conversation and speculation about whether gen ...

Dallas-based supply chain software provider o9 Solutions has filed a lawsuit against German software giant SAP and three former o9 executives, alleging a coordinated scheme to steal trade secrets and confidential information to bolster SAP’s lagging enterprise planning offerings. The complaint, lodged on November 25, 2025, in the U.S. District Court for the Northern District of Texas, alleges corporate espionage amid intensifying competition in the AI-driven supply chain management sector, a market critica ...

Core Viewpoint - Europe requires a more unified market and lighter-touch regulation to remain competitive in the artificial intelligence sector as the U.S. and China increase their investment and deployment efforts [1] Group 1: Market Dynamics - The competitive landscape in artificial intelligence is intensifying due to accelerated investments from the U.S. and China [1] - A unified market in Europe is essential for enhancing competitiveness in the AI industry [1] Group 2: Regulatory Environment - Lighter-touch regulation is suggested as a means to foster innovation and growth in the AI sector within Europe [1] - Current regulatory frameworks may hinder the ability of European companies to compete effectively against U.S. and Chinese firms [1]

Core Thesis - SAP SE is positioned as a strong investment opportunity due to its transformation into a subscription-driven, cloud-first enterprise, which has reshaped investor valuation of the company [2][5] Company Overview - SAP SE is Europe's largest software company by market capitalization, valued at approximately €288 billion [2] - The company has transitioned from a legacy licensing model to a model focused on recurring licensing revenue, post-implementation support, and consulting/R&D, creating deep customer dependency and predictable cash flows [2][3] Transformation and Strategy - The core of SAP's transformation is the RISE with SAP program, which offers dual-path S/4HANA Cloud migration options, appealing to enterprises seeking both agility and control [3] - Approximately 85% of SAP's revenue is recurring, with cloud revenue projected to reach €21.6–21.9 billion, and the company maintains robust margins at 26.5% [3] Market Position - SAP operates in a €60–75 billion ERP market with high switching costs, facing competition from Microsoft Dynamics 365, Oracle, and Sage, but none match SAP's scale and integration depth [4] - Each S/4HANA migration further entrenches SAP's platform as the operational core of clients' businesses, driving recurring revenue and positioning SAP as essential for AI and data-driven transformations [4] Investment Perspective - The investment narrative for SAP is centered on predictable cash flows, strong pricing power, and customer stickiness, justifying its premium valuation [5] - As enterprises modernize and integrate AI, SAP's cloud and recurring revenue model provide stability and long-term growth potential [5] - SAP is viewed as a strategically essential player in enterprise software, with multiple levers for value creation and limited downside risk due to its entrenched ecosystem [6]

SAP SE (NYSE:SAP) has secured a position in the top tier of fundamental expansion, with its growth ranking climbing into the top decile. According to the latest Benzinga Edge’s Stock Rankings data, the German software giant and the rival of Salesforce Inc. (NYSE:CRM) saw its growth score jump week-over-week from the 89.71th percentile to the 90.12th percentile.Check out SAP’s stock price here.Unpacking The Benzinga Edge RankingsThis improvement signals that SAP is outperforming 90% of its peers in historica ...

SAP SE (NYSE:SAP) has secured a position in the top tier of fundamental expansion, with its growth ranking climbing into the top decile. According to the latest Benzinga Edge’s Stock Rankings data, the German software giant and the rival of Salesforce Inc. (NYSE:CRM) saw its growth score jump week-over-week from the 89.71th percentile to the 90.12th percentile.Check out SAP’s stock price here.Unpacking The Benzinga Edge RankingsThis improvement signals that SAP is outperforming 90% of its peers in historica ...

Core Insights - SAP is engaging in a fireside chat format with Frederic Boulan from Bank of America, featuring Muhammad Alam, Head of Product Engineering and Executive Board member [1] - The discussion will include a series of questions followed by a Q&A session where participants can submit their inquiries via email [1] Company Overview - Muhammad Alam represents SAP's leadership in product engineering, indicating the company's focus on innovation and product development [1] - The event is part of SAP's strategy to communicate with investors and stakeholders, showcasing its commitment to transparency and engagement [1] Industry Context - The format of the event reflects a broader trend in the software industry where companies are increasingly using direct communication channels to engage with investors [1] - Forward-looking statements made during the chat will highlight SAP's expectations and projections, which are essential for understanding the company's future direction [2]

Summary of SAP 2025 Conference Call Company Overview - **Company**: SAP (NYSE: SAP) - **Event**: 2025 Conference held on December 03, 2025 Key Industry Insights - **Cloud Transition**: SAP is focusing on its cloud journey, with a significant portion of its customers transitioning to cloud-based solutions. The company has EUR 11 billion in maintenance left to convert to cloud services [6][24]. - **AI Integration**: AI is seen as a critical component of SAP's strategy, not merely as a tool for cloud adoption but as a core part of its future business model. AI is embedded in business processes to enhance value for customers [9][10][11]. Core Points and Arguments - **Customer Acceptance**: Customers have largely accepted the transition of mission-critical systems, such as ERP, to the cloud, with many opting for additional services like Business Technology Platform (BTP) and AI solutions during the initial transition [5][6]. - **AI as a Business Driver**: AI is positioned as a foundational element of SAP's offerings, with a focus on deeply embedding AI into business processes rather than treating it as an add-on [9][10]. - **Supply Chain Focus**: There is a strong emphasis on supply chain optimization, with AI providing a significant return on investment (30%) in this area. SAP's extensive business network is leveraged to enhance supply chain planning and responsiveness [16][18]. - **Agentic AI Strategy**: SAP is developing agentic AI capabilities that are tailored to specific business functions, allowing for both standard and customizable solutions [13][23]. - **Monetization Strategy**: SAP's monetization approach for AI includes a hybrid model combining consumption-based and per-user pricing, providing flexibility and predictability for customers [27][28][30]. Additional Important Insights - **Market Positioning**: SAP is well-positioned to capitalize on AI adoption due to its unique expertise and the integration of AI with its existing applications and data platforms [15][49]. - **Mid-Market Opportunities**: SAP is actively targeting the mid-market segment, which represents a significant growth opportunity, as it currently captures only 30% of its total addressable market (TAM) in this area [66]. - **Partnerships and Ecosystem**: SAP is enhancing its partner ecosystem to support mid-market growth, enabling partners to handle sales, presales, and implementation autonomously [67]. - **Future Risks**: The primary risk identified is the installed base of customers that may delay cloud adoption. SAP is focused on accelerating migration to the cloud to mitigate this risk [68][69]. Conclusion SAP is strategically positioned to leverage its cloud and AI capabilities to drive future growth, particularly in supply chain optimization and mid-market expansion. The company's focus on embedding AI into its core offerings and enhancing customer experiences through flexible pricing models is expected to strengthen its market position in the coming years.