SAP(SAP)
Search documents
Harvest Gold Discovers Significant Gold-Silver-Copper Halos In The Northern Part Of The Mosseau Property
Thenewswire· 2026-01-29 20:50
Vancouver, British Columbia / January 29, 2026 ‑ TheNewswire - Harvest Gold Corporation (TSXV: HVG) (“Harvest Gold” or the “Company”) is pleased to announce the results of a detailed review of current and historical drilling data conducted in light of the Company’s 2025 drilling program. This work has identified several significant near-surface Au-Ag-Cu halos in the northern portion of the Mosseau Property, its flagship property in the Urban Barry Belt in Quebec’s Abitibi region. Rick Mark, President and ...
European Stocks Fail To Hold Early Gains, Close On Mixed Note
RTTNews· 2026-01-29 18:04
European stocks closed on a somewhat mixed note on Thursday with investors mostly reacting to corporate earnings updates, and assessing trade news and geopolitical developments, in addition to digesting the Federal Reserve's monetary policy announcement.The pan European Stoxx 600 ended down by 0.23%. The U.K.'s FTSE 100 and France's CAC 40 closed up by 0.17% and 0.06%, respectively, while Germany's DAX tumbled 2.07%. Switzerland's SMI climbed up 0.95%.Among other in Europe, Austria, Belgium, Czech Republic ...
SAP Dives Amid Mixed Results As Key Cloud Metric Disappoints
Investors· 2026-01-29 16:30
SAP Stock Dives Amid Mixed Results As Key Cloud Metric Disappoints | Investor's Business DailyBREAKING: [Rare Earths Stocks Skid On Policy Shift]---SAP (SAP) stock plunged after the business software maker reported fourth quarter profit that topped estimates while revenue slightly missed. A key cloud- computing-related metric for SAP stock came in below expectations. "Current Cloud Backlog growth of 25% in constant currency was below target of 26%, driving shares lower," said TD Cowen analyst Derrick Wood i ...
SAP shares plunge on cloud backlog disappointment
Proactiveinvestors NA· 2026-01-29 16:24
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
SAP's Q4 Earnings & Revenues Up Y/Y, Stock Down on Weak Cloud Backlog
ZACKS· 2026-01-29 16:15
Key Takeaways SAP delivered Q4 non-IFRS EPS of 1.62 euros, up 16% year over year, fueled by strong cloud bookings.SAP Business AI featured in two-thirds of cloud order entry, highlighting AI's role in deal conversion.SAP shares fell 18% pre-market as cloud backlog growth and 2026 cloud revenue guidance disappointed.SAP SE (SAP) reported fourth-quarter 2025 non-IFRS earnings per share (EPS) of €1.62, which increased 16% from the year-ago quarter. SAP’s fourth quarter was defined by strong cloud bookings and ...
净赚1.7万亿元!全球最大养老基金,持仓出炉
证券时报· 2026-01-29 15:10
1月29日,挪威央行投资管理(Norges Bank Investment Management)正式发布 2025 年年度投资报告。 数据显示,全球最大主权财富基金之一的挪威政府全球养老基金(Government Pension Fund Global,GPFG)在2025年实现15.1%的整体回报率,基金规模 于2025年12月31日达到21.268万亿挪威克朗(约合15.47万亿人民币)。 从基金规模变动细节来看,2025年基金会计收益达2.362万亿克朗(约1.72万亿人民币),但受挪威克朗对多国主要货币升值影响,汇率因素导致基金价值 缩水。同时,扣除管理费用后的资金净流入为319亿克朗,多重因素共同作用下,基金全年规模净增1.526万亿克朗。 从资产类别表现来看,权益类投资成为基金收益的核心驱动力。2025年,基金股票投资回报率高达19.3%,显著跑赢其他资产类别。其中,科技、金融及 基础材料板块表现尤为突出,贡献了权益投资的主要收益。挪威央行投资管理首席执行官尼古拉・丹根(Nicolai Tangen)在声明中强调:"2025年基金交 出了极具说服力的成绩单,科技、金融与基础材料领域的优质股票持续 ...
SAP's 2026 cloud forecasts disappoint, shares drop 15%, biggest daily loss since 2020
The Economic Times· 2026-01-29 15:01
JPMorgan noted SAP's "SAP needed an all-round acceleration to fight the trough sector sentiment, and with puts and takes in the update we see shares underperforming," Citi analyst Balajee Tirupati said. By 1431 GMT, SAP shares had fallen as much as 17% to its lowest since February 2024, wiping over 40 billion euros off its market capitalisation and dragging Frankfurt's benchmark index lower in broadly positive European markets. The stock was last down 15.8%, near the session's lows. Other software stocks ...
Polen International Growth Q4 2025 Commentary
Seeking Alpha· 2026-01-29 15:00
Core Insights - The investment environment in 2025 was challenging, with foreign equity markets achieving their best returns in over a decade, while the International Growth Composite Portfolio finished the year essentially flat due to a market preference for cyclically sensitive businesses [8][11]. Portfolio Performance - The International Growth Composite Portfolio's performance was -2.21% for the quarter and 0.68% year-to-date, compared to the MSCI ACWI (ex-USA) which returned 5.05% for the quarter and 32.39% year-to-date [5]. - Top contributors to the Portfolio's performance included Tokyo Electron, ASML, and Shopify, while the largest detractors were Monday.com, MercadoLibre, and SAP [13][17]. Company-Specific Insights - **Tokyo Electron**: A leading player in semiconductor manufacturing equipment, expected to grow revenues at a high single-digit rate and increase operating margins from 25% in 2024 to 35% in the medium term, driving mid-teens earnings growth [14]. - **ASML**: Benefiting from investor optimism around AI, as its equipment is essential for advanced chips, which are critical for AI applications [16]. - **Monday.com**: Despite strong results, the stock sold off due to concerns over near-term growth slowdown, but revenue growth is expected to sustain over 20% as it expands its market reach [18]. - **MercadoLibre**: The largest e-commerce platform in Latin America, experiencing a decline in stock price due to a slight decrease in operating margin while investing in growth initiatives [19]. - **SAP**: Despite cloud revenue growth exceeding expectations, the stock faced pressure due to market conditions, but is viewed as resilient with a strong market position and high recurring revenues [20]. Portfolio Activity - New position established in **Nintendo**, which is expected to see significant growth following the release of the Switch 2, with anticipated earnings growth of 30% annually over the next few years [23]. - Positions in **Teleperformance** and **Siemens Healthineers** were eliminated due to ongoing business challenges, reallocating funds to invest in Nintendo and Tencent [25][26]. Market Outlook - The outlook for the Portfolio remains positive, with expectations of benefiting from structural trends such as technology shifts and growth in emerging markets like India [27].
道指开盘涨0.1%,标普500涨0.2%,纳指跌0.1%
Jin Rong Jie· 2026-01-29 14:41
Meta涨10.2%,上季业绩及营收指引均超预期。IBM涨7.8%,Q4业绩超预期。特斯拉涨1.8%,马斯克高 调推介擎天柱机器人,战略重心已全面脱离电动汽车。德国软件巨头SAP跌16.1%,其云业务订单增长 未达预期。微软跌7.2%,Q2云业务收入增速放缓,而资本支出猛增66%。 本文源自:金融界AI电报 ...
[Earnings]Upcoming Earnings: Tech, Energy, and Healthcare Giants Take Center Stage





Stock Market News· 2026-01-29 14:12
Group 1 - Major reports are expected from Mastercard Incorporated, Caterpillar Inc., and SAP SE before the market opens on Thursday [1] - Tech companies Apple Inc. and Visa Inc. will report their earnings after the market closes on Thursday [1] - Energy companies Exxon Mobil Corporation and Chevron Corporation are set to report before the market opens on Friday [1] Group 2 - A busy day for healthcare reporting is anticipated next Wednesday, with Eli Lilly and Company, AbbVie Inc., Novartis AG, and Novo Nordisk A/S scheduled to release their earnings [1] - Alphabet Inc. will report its earnings after the market closes on the same day [1] - The week will conclude with Amazon.com Inc. reporting after the market closes next Thursday [1]