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

'Dorian Carrell, head of multi-asset income at Schroders, said the strength of the single currency is something that companies have been factoring in. "The large part of it is done, in the sense that U.S. companies have benefitted and it's been a headwind for Europe," Carrell said. "From here, the trajectory of the dollar and euro from our perspective is less clear, which would probably be an advantage to European companies."''TECH DISPERSION Nothing has highlighted the dispersion in technology stocks quite as much as the recent performance from the euro zone's largest company, Dutch ASML , and its fourth-largest, Germany's SAP . ASML, whose tools are used by chipmakers including the world's largest, Taiwan's TSMC, raised its sales outlook due to surging demand from the AI buildout. In contrast, software company SAP, which was Europe's largest company as recently as March last year, tumbled 16% on earnings day as concerns grew about AI's disruptive effects on the software sector. "Semiconductors have done so much better than software companies recently," Schroders' Carrell said. "Our philosophy is to look where expectations and valuations are low, so we think that might be a little bit overdone," Carrell added, noting that software valuations are now cheaper than for hardware.'

So wie es ausschaut, wird sich das Ding nie mehr erholen? 👹

So ist es. Nur der Aktienrückkauf von 10 Mrd. seitens SAP bremst den Abflug etwas aber am Ende. Anders auch gar nicht möglich. Wird SAP nie wieder die 200 Euro sehen. So wie die Deutsche Telekom auch nie die 100 sehen wird. Wie damals. Nicht vergleichbar. Emotional JA. Am Ende sehe ich SAP bis Ende 2026 bei unter 120 Euro im Kurs. Ich habe verkauft.

Langfristig heißt bei Dir auch 30 Jahre warten. Bis auf Microsoft sehe ich SAP un den anderen Berghirten bei weiteren - 30 bis 50%

Und dafür hast du sicher auch deine Gründe, oder hast du es am Kaffeesatz gelesen?

https://share.google/HKA8AvtdFfchkrT6T

Guter Preis zum Nachkaufen

Why Stocks Are Making Gigantic Moves All Over the Place By Jacob Sonenshine Feb 13, 2026, 2:43 pm EST 'One explanation is that investors are moving money into investment vehicles that can exacerbate the moves. Money has poured into hedge funds. According to the SS&C Technologies Hedge Fund Index, the net amount that flowed into hedge funds each month has risen over the past three months. So far this month, the inflow has been the largest since May. As cash has flowed in, hedge funds have bought up plenty of stock. A separate data set from Bank of America proves the point. The bank’s hedge fund clients ordered a net $3.5 billion worth of individual stocks this year through Tuesday, while the bank’s other clients were net sellers. The four-week average flow of hedge fund cash into single stocks has hit its highest level since 2020. That kind of buying can cause stock surges, sometimes to prices above what anyone had previously expected. Many hedge funds operate on the assumption that rising stocks will continue to rise, and that declining stocks will keep falling, creating a reason for their trading to accentuate what is already happening in the market, explains Trivariate Research’s Adam Parker. “Money is flowing into multi-strategy [hedge fund] shops,” says Ari Saas of asset manager M.D. Saas. “There are these exacerbated moves.” The takeaway for now is that there are plenty of opportunities for big gains in a stock, and plenty of risk of big losses.' www.barrons.com/articles/stocks-vix-b...

Hilfe Analysten 👹

February 14, 2026 1:44 AM Dan Ives Calls AI-Driven Software Selloff 'Most Disconnected Trade,' Says Salesforce And ServiceNow Are Historic Buys by Ananya Gairola Benzinga Staff Writer On Friday, Wedbush analyst Dan Ives said Wall Street is misreading the impact of artificial intelligence on enterprise software. AI Disruption Fears Spark Software Rout Speaking on CNBC's "Closing Bell," Ives said investors are pricing in an unrealistic scenario in which AI tools rapidly replace traditional software platforms. "The most disconnected trade I've ever seen in my career on Wall Street," Ives said, referring to the sharp pullback in large-cap software stocks. Shares of Salesforce Inc. (NYSE:CRM) and ServiceNow Inc. (NYSE:NOW) have faced pressure amid concerns that generative AI tools from firms such as Anthropic could automate high-value enterprise workflows and shrink software budgets. Salesforce and ServiceNow shares are down over 20% in the past one month, according to Benzinga Pro. Enterprise Software Moats Remain Intact Ives pushed back on that narrative, arguing that enterprise customers remain deeply embedded in platforms like Salesforce and ServiceNow, with high switching costs and long-term contracts limiting near-term disruption. He said AI monetization across major software firms remains in its early stages and could ultimately accelerate revenue growth rather than diminish it. Earlier, strategists at JPMorgan said markets appear to be pricing in near-term AI disruption at unrealistic levels. "We believe the balance of risks is increasingly skewed towards a rebound," said Dubravko Lakos‑Bujas, Head of Global Markets Strategy. Earlier this month, Ives restored Salesforce and ServiceNow to his AI-focused watchlist. "We believe the sell-off in tech stalwarts Salesforce and ServiceNow are way overdone and both these tech players will be core participants in the AI Revolution," he said then. https://www.benzinga.com/markets/tech/26/02/50631939/dan-ives-calls-ai-driven-software-selloff-most-disconnected-trade-says-salesforce-and-servicenow-are-historic-buys?mod=mw_quote_news

SAP-Aktie minus 40 Prozent seit dem Hoch - so geht es jetzt laut Analysten weiter - BÖRSE ONLINE https://share.google/nuxfSOmMBCyIEwpJI

Salesforce + 3.30 % RELX + 5.13 % Aber die Deutschen sind ja schon bei WE?

Geht mir hier gerade in die falsche Richtung … sorry!

Alles ist bei uns reglementiert, wir leben als Kleinbürger in einem Sumpf von Gesetzen, die von Insider komplett ignoriert werden, das ist unser handikape. Den Großen schmiert man, denn kleinen tritt man in den A.......

Insiderverkäufe sind erst einmal Fakten, wenn sie Anzeigungspflichtig sind. Dies muss veröffentlicht werden und da gibt’s dann auch nicht viel dran zu rütteln. Bei dem Rest stimme ich dir zu. Jeder ist sich selbst der nächste.