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

SAP's Strong Recurring Revenue Signals Potential Growth GuruFocus News 01/20/2026 16:28 SAP (SAP, Financial) is trading 15% above its previous low valuations, driven by strong recurring revenue growth. Jefferies maintains a Buy rating on SAP, with a price target of EUR 290. SAP's financial health is robust, with strong margins and a solid balance sheet. Jefferies analyst Charles Brennan highlights that SAP (SAP) is currently trading 15% above its previous low valuations. This increase is attributed to the company's strong recurring revenue growth of around 15%, suggesting the potential for stabilization. Brennan notes that while the software industry faces uncertainty due to the rise of AI, SAP stands out as a high-quality business, exhibiting improved fundamentals compared to prior years. The analyst emphasizes that SAP's increased recurring revenue provides greater visibility, potentially supporting more favorable valuation multiples. Jefferies maintains a Buy rating on SAP, with a price target set at EUR 290, reflecting confidence in the company's future performance.

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LIVE MARKETS-Tariff risks test Europe's rally, but MS sees rich pickings 13:08 20/01/2026 U.S. tariff threats have cast a shadow over Europe's early-2026 equity rally, prompting some houses like Citi to turn more cautious on the region. But Morgan Stanley is staying constructive, arguing that the drivers lifting European stocks remain intact despite the noise. "Coming into 2026, EU equities are seeing rising diversification inflows, a breakout from a formerly structurally widening valuation discount vs the US, increased multipolar drivers, and ever-rising stock-level dispersion," the bank's strategists including Marina Zavolock write. While acknowledging the tariff flare-up over Greenland "complicates this picture somewhat", they stress that exposures are highly idiosyncratic and that upward revisions to U.S. GDP could offset potential EPS pressure. Morgan Stanley says it has actually grown more constructive since its 2026 outlook in November, saying the winners will come from stock selection rather than broad factor calls. To capture the upside, their preferred way is through their analysts' Top Picks. And following their recent conviction call on ASML , the MS strategists upgrade EU Semis, moving the sector to second place just behind banks. Top overweight names with a target upside above 25% include Saint Gobain , Experian , Rheinmetall , ICG , LSEG , Kering , Publicis , Universal Music , EssilorLuxottica , Adyen , SAP , Deutsche Telekom , Compass and Flutter

Kursziel 150 Euro

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

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

Und Oracle in den Nassen

Salesforce auch Positiv

Haha, die Amerikaner werden das Ding rocken.

Kein Grund zur Panik. Ich habe einen langen Anlagehorizont und bin schon ewig dabei. Unter dem Strich geht's nur in eine Richtung ☺️

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