SAP WKN: 716460 ISIN: DE0007164600 Kürzel: SAP Forum: Aktien Thema: Hauptdiskussion

Haha, die Amerikaner werden das Ding rocken.

Salesforce auch Positiv

Und Oracle in den Nassen

ServiceNow (NOW) Partners with OpenAI to Deploy AI Agents in Enterprise Software Ran Melamed Jan 20, 2026, 02:36 PM OpenAI and ServiceNow NOW +0.42% ▲ have signed a three-year deal to place AI agents directly inside ServiceNow’s business software, according to a report from The Wall Street Journal. The agreement will embed OpenAI’s models into tools used for IT support, customer service, and daily operations. As a result, companies using ServiceNow software will be able to deploy AI agents that complete tasks rather than just offer suggestions. Brad Lightcap, OpenAI’s chief operating officer, said, “Enterprises want OpenAI intelligence applied directly into ServiceNow workflows.” He added that customers want AI that works “like a true teammate inside ServiceNow.” The deal also includes a revenue commitment from ServiceNow to OpenAI. However, the companies did not share financial terms. Payments depend on how much customers use OpenAI models inside ServiceNow products. Another sweetener for NOW is that by partnering with OpenAI, ServiceNow gains access to advanced AI without building large models on its own. Meanwhile, NOW shares dropped 2.94% on Friday, closing at $127.31. https://archive.is/BvHod#selection-2931.0-3069.1

Nee, das gibt heute nichts mehr. Innerhalb von 10 Minuten 1€ runter, jede kleine Intraday Erholung wird sofort abverkauft

warum hast du das nicht vorher gewusst

im Interesse alle Beteiligten wird man eine Lösung / einen Kompromiss finden - wie auch immer der aussehen wird ... möglicherweise durch Erhöhung der militärischen Präsenz durch Nato Truppen in Grönland unter Zustimmung von Dänemark & Co ... nur meine persönliche Meinung ...

Ich hätte mal damals bei 200% verkaufen sollen. 🤦🏼

Es gibt keine Unterstützung wenn das mit Tramp so weiter geht !!??

https://de.marketscreener.com/kurs/aktie/SAP-SE-436555/grafiken/

Und nochmal 50 nachgelegt heute morgen 2 kaeufe gemacht um neun wirds spannend

Also 10% Rendite gibt es ja ohne Ende. Im dax ist unter 5% natürlich üblich. Aber auch dann ist die Aktie sehr hoch bewertet (was nicht schlecht ist, da nur hoch bewertete immer weiter steigen)

Du glaubst nicht wirklich dass SAP solche Wachstumsraten hat? Wieso sinkt dann das Eigenkapital? Wieso gibt es nicht 20 Euro Dividende? Bei Kursen über 200 Marktüblich. Du weißt schon dass SAP nur aus Goodwill besteht und man nur wenige Euro Cash per share hat?

Weiß jemand wo die nächste Unterstützung isg?

SAP: Strengthening Fundamentals, Cloud Momentum, and Attractive Valuation Support Reiterated Buy Rating TipRanks Auto-Generated Intelligence Newsdesk Jan 20, 2026, 04:21 AM Analyst Derrick Wood of TD Cowen reiterated a Buy rating on SAP AG, retaining the price target of $330.00. Derrick Wood has given his Buy rating due to a combination of factors that indicate strengthening fundamentals and improving demand trends for SAP. His channel checks suggest a solid fourth quarter, including the closing of a roughly $200 million mega deal, recovering slipped deals from earlier in the year, and broad-based momentum across key verticals such as automotive, financial services, and supply-chain oriented industries. He also highlights an acceleration in large deal activity and notes that partners are seeing stronger pipelines and better-than-expected performance, with more partners meeting or exceeding their sales targets and expressing a healthier outlook for 2026. The ongoing shift to the cloud, underpinned by rising RISE migration activity and a more constructive tariff environment, supports his view that SAP is well positioned for sustained cloud growth into 2026 and 2027. Derrick Wood’s rating is based on his belief that SAP is relatively insulated from AI disruption and instead stands to benefit from AI as a catalyst for cloud adoption, with customers increasingly planning to expand AI-related spending with SAP. Survey work shows SAP gaining mindshare, moving up in net spending intentions rankings and maintaining ERP as a top software investment priority, reinforcing the durability of demand for its core platforms. At the same time, the stock has sold off about 15% since the last quarterly report and now trades at roughly 25x EV/2026E free cash flow, a valuation he views as attractive in light of the improving growth trajectory. Taken together, these dynamics give him increased confidence in SAP achieving its targeted acceleration in cloud and total revenue growth, which underpins his reiterated Buy recommendation.