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

Und bessere Kurse hätten die sich kaum erträumen können für den Rückkauf. Das ist von denen mal ne gute Strategie direkt jetzt aktiv zu werden.

Da kann es ja jetzt richtig losgehen, wenn ab heute der Rückkauf startet

Wer ist Hasso plattner ?

Rückkauf startet https://www.boersennews.de/nachrichten/meldungen/eqs/eqs-cms-sap-se-veroeffentlichung-einer-kapitalmarktinformation/5031349/

Was würdet ihr sagen jetzt nachkaufen oder noch abwarten!?

"Dies sind die extremsten Schieflagen, die wir je gesehen haben. Netto habe ich in meiner Karriere noch nie eine so negative Stimmung in irgendeiner Gruppe gesehen. Ich denke, uns steht eine heftige Rally bei Software bevor", zeigte sich Marktstratege Michael Toomey von Jefferies optimistisch für die Branche. Na dann sind wir ja gespannt ob SAP den Rallye Gang wieder findet… meinen Schein würde es freuen, gestern nochmal nachgelegt. https://www.n-tv.de/wirtschaft/Tech-Verkaufswelle-haelt-Wall-Street-in-Atem-id30325821.html

CEO Sundar Pichai weighs in on recent software meltdown By Christine Ji Feb. 4, 2026 at 5:42 p.m. ET Alphabet CEO Sundar Pichai isn't concerned that the "AI eating software" narrative will hurt Gemini adoption. When asked to share his thoughts on how the recent software selloff could impact Alphabet's customers, Pichai said that successful companies "are definitely incorporating Gemini deeply in critical workflows." "We are excited about the partnerships we have there and the momentum," Pichai said of software companies. "If I look at it in terms of their tokens, usage, etc., the growth has been very robust in Q4." Alphabet shared that 80% of the top 100 software-as-a-service companies use Gemini, including Salesforce.

Kursziel 90 Trend is friend

Hasso plattner

Ich werde mit 100 Euro gegen halten

An alle Supergenies, die ihre SAP-Scheine auf Jahrestiefo losgeeist haben: das Geld ist nicht weg, is nur woanders 🤣Die Jungs haben 24 Milliarden (!!) gemacht... https://www.cnbc.com/2026/02/04/hedge-funds-made-24-billion-shorting-software-stocks-so-far-in-2026-and-they-are-increasing-the-bet.html

Software’s Meltdown Is Classic Doublethink. Don’t Fall for It. By Martin Baccardax Feb 04, 2026, 3:11 pm EST 'They’re also dumping software stocks following a largely untested thesis that suggests Anthropic’s new AI-powered ad-on will render the sector obsolete, while continuing to question the pace at which companies are adopting the new technology. For Bank of America’s Vivek Arya, the software selloff has a whiff of the stock market’s DeepSeek meltdown a year ago, when the launch of a cut-priced AI chatbot spooked investors who had piled into U.S. tech stocks.' 'The stock losses, Arya wrote on Wednesday, imply all the money being poured into AI is unsustainable and won’t bring in equally massive returns—and at the same time suggest AI adoption will be “so pervasive and productivity-enhancing” that software becomes obsolete. “Both outcomes,” he said, “cannot occur at once.” Yet, that’s what the market thinks. Or doublethinks.' 'Arya, however, remains optimistic that investors will see the thread that ties AI capex —which Gartner estimates will reach $2.5 trillion this year—to widespread adoption. “AI models provide unprecedented levels of intelligence, yet harnessing and productizing that intelligence will take time, likely the next several years,” he said. “We expect the volatility to moderate as earnings and guidance clarify the outlook this reporting season.” '

Es hat nicht einmal eine Woche gedauert. Die Dinge haben sich bereits zum Guten gewendet.

Nasdaq: Volume: 5.53M 65 Day Avg: 1.94M 285% vs Avg

Starke Analyse, on point 😅

Goldman Sachs Sticks to Their Buy Rating for SAP SE (0NW4) TipRanks Auto-Generated Intelligence Newsdesk Feb 04, 2026, 04:26 PM In a report released today, Mohammed Moawalla from Goldman Sachs maintained a Buy rating on SAP SE, with a price target of €260.00. According to TipRanks, Moawalla is a 4-star analyst with an average return of 5.0% and a 47.50% success rate. Moawalla covers the Technology sector, focusing on stocks such as Indra Sistemas, SAP SE, and Wise PLC Class A.