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

Ich mach 3 Kreuze am Kalender, SAP steigt leicht.

Also ob die 100€ kommen 😅

100€ wären schon mega Kaufkurse. Da müsste der Kurs aber noch mehr als 35% fallen.

Wie erwartet, sind die 100 € nicht mehr fern 📉👹.

Heute wieder -5

Adobe gehörte am Freitag zu den wenigen Gewinnern. SaaS-Aktien erholen sich. Möglicherweise schon zur Eröffnung des Nasdaq.

Sollte die 160-Euro-Marke nachhaltig (per Tagesschlusskurs) durchbrochen werden, rückt dieser Bereich in den Fokus. ​Analysten-Sicht: Institute wie die Deutsche Bank und technische Analysen von TradingView sehen bei 148,70 EUR (S1-Pivot) eine massive Auffanglinie. ​Historie: In diesem Bereich liegen markante charttechnische Marken aus dem Jahr 2023/2024, die nach dem starken Anlauf im letzten Jahr nicht mehr getestet wurden.

Der Drops ist hier gelutscht erstmal

Dax 100 Punkte höher Sap weiterhin 150

Im Vergleich zu den anderen, steht SAP nich schlecht da.

Da gibt's nichts mehr zu retten 📉👹

Rette sich wer kanm

Wall Street Analyst Warns of AI Bubble and Urges Investors to buy SaaS Stocks. 5 Stocks to Buy if He Is Right. SaaS stocks remain beaten down. By Geoffrey Seiler – Mar 21, 2026 at 2:45PM EST ServiceNow, Salesforce, and Workday all have important data edges. UiPath has a big opportunity as an AI orchestration platform. Adobe continues to see solid growth. Benchmark general partner Bill Gurley recently warned investors in a CNBC interview about a potential artificial intelligence (AI) infrastructure bubble and recommended shifting investments into beaten-down software-as-a-service (SaaS) stocks. NYU Professor Scott Galloway recently expressed a similar sentiment that fears over SaaS stocks were overdone, and it's time to buy.

Analysts Are Bullish on These Technology Stocks: Micron (MU), SAP AG (SAP) Howard Kim Mar 19, 2026, 12:21 PM SAP AG (SAP) In a report released yesterday, Mark Moerdler from Bernstein reiterated a Buy rating on SAP AG, with a price target of $322.00. The company’s shares closed last Wednesday at $183.74, close to its 52-week low of $175.08. According to TipRanks.com, Moerdler is a 5-star analyst with an average return of 14.3% and a 67.7% success rate. Moerdler covers the Technology sector, focusing on stocks such as Salesforce, Microsoft, and Snowflake. Currently, the analyst consensus on SAP AG is a Strong Buy with an average price target of $290.83, representing a 53.3% upside. In a report released yesterday, TD Cowen also maintained a Buy rating on the stock with a $300.00 price target.

SAP Says Defense Becomes Fastest-Growing Unit, Reaches 10% of Revenue Rising global military spending, including post-Ukraine and Iran conflict demand, is driving stronger software and AI adoption across defense customers. Khac Phu Nguyen 03/20/2026 12:29 SAP SE SAP is starting to see a meaningful shift in where growth is coming from, as CEO Christian Klein said the defense industry has emerged as the company's fastest-growing business line amid a global surge in military spending. Klein noted that about 10% of SAP's revenue is tied to defense, with rising demand for software and AI solutions that could help militaries scale operations more effectively. The backdrop includes increased defense budgets following Russia's 2022 invasion of Ukraine, alongside more recent tensions such as the war in Iran, both of which are driving governments to invest not only in equipment but also in digital infrastructure. Klein pointed to SAP's ongoing work with the German armed forces as a key example of that demand translating into large-scale deployments. The company is migrating systems covering logistics, personnel, and administrative functions to newer SAP platforms, though the project has faced technical challenges. Klein acknowledged earlier issues related to systems disconnecting and later syncing data, particularly relevant for naval operations that may go offline for extended periods. He said those problems have since been addressed, suggesting SAP has been able to navigate the complexity involved in delivering mission-critical software across highly regulated environments. Beyond defense, the broader ripple effects of geopolitical tensions could extend into multiple industries that rely on SAP's enterprise software. Klein noted that disruptions linked to the Iran conflict are affecting sectors including energy, finance, government, and transportation, all of which depend on enterprise resource planning systems. With clients such as Saudi Aramco, Saudi Awwal Bank, and Majid Al Futtaim, SAP may be positioned to capture additional demand as organizations adapt to shifting supply chains and operational pressures, though Klein indicated it may still be too early to fully assess the long-term impact.