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

Weiß jemand warum so viele Derivate (bei SAP) am 9. April um 15:32 aufgehört haben zu reagieren? Alle sehr weit unten aber bei unterschiedlichen Werten. Es stehen keine Infos da von wegen Schwelle erreicht oder sonst was.

Gen 150€... Ausbruch 2.0 🍀

Hobelix und Agent ? Wo seit ihr udn eure große Klappe ? Private Insolvenz läuft schon ?

‘Load Up,’ Says Morgan Stanley as Microsoft Stock (MSFT) Gets a Boost from CIO Survey Marty Shtrubel Apr 16, 2026, 02:09 AM 'Morgan Stanley’s latest 1Q26 CIO survey adds some context to that debate, showing Microsoft remains firmly positioned as a leader in generative AI, supported by ongoing cloud migration and enterprise modernization trends. The broader backdrop also looks more encouraging, with software spending expected to grow 4.1% in 2026, up 32 basis points from the firm’s 4Q25 reading and ahead of the 3.8% pace seen in 2025.' 'Weiss points to several key takeaways from the survey. First, as workloads increasingly migrate to the cloud, Microsoft remains the “clearest beneficiary,” with 46% of respondents (up from 41% in 4Q25) expecting it to gain the most share in 2026, and 44% (vs. 33%) over the next three years. Beneath the surface, Microsoft maintained its position as the preferred IaaS (Infrastructure as a Service) provider, with slight improvement from 1Q25, while its standing in PaaS (Platform as a Service) and hybrid cloud remained robust, albeit with a modest dip from the prior survey.' 'Second, among CIOs actively operationalizing AI and machine learning, 20% expect to rely on hyperscale cloud providers such as AWS, Azure, and GCP. CIOs anticipate Microsoft will capture the largest incremental share of GenAI spending in 2026 at 32%, consistent with expectations over the next three years (also 32%).' 'Third, in Agentic Automation, Microsoft is generally anticipated to play a leading role, with 42% of respondents planning to use it for these initiatives. This reflects the strategic positioning of Microsoft 365 Copilot and Copilot Studio, which provide a foundation for future agentic workflows. Likewise, Microsoft is the preferred vendor for developing custom AI applications via Azure AI Foundry, with 48% citing it today and 32% over the next three years.'

Haben wir hier den Boden gefunden ?

https://www.tipranks.com/news/blurbs/morgan-stanley-sticks-to-its-buy-rating-for-sap-se-0nw4-blurbs-news?mod=mw_quote_news

Gestern rund 12 ET Analyse von Morgan Stanley: Buy und Ziel herunter von 220 auf 190 €: Based on analysis from Morgan Stanley (as of April 2026), the outlook for SAP remains fundamentally strong in the long term, though short-term risks have prompted a lowered price target. Long-Term Thesis (Positive) Dominant Position: SAP retains a dominant position in the Enterprise Resource Planning (ERP) market. Strong Investment Case: The long-term investment case is considered intact, with analysts calling the valuation "highly attractive" (approximately 1.05 times PEG). AI Integration: The shift to the cloud is seen as essential for clients, particularly for integrating AI into operations, with SAP's product strategy deemed sound. Financial Growth: Morgan Stanley forecasts a 17% CAGR in EPS between 2026 and 2028, supported by strong operating leverage and potential share buybacks. Short-Term Risks and Challenges "Uneven" AI Adoption: While the strategy is good, actual AI tool deployment is currently lagging. Reports indicate that around 80% of customers still have unused AI credits in year two, suggesting purchases are for optionality rather than immediate large-scale deployment. Growth Path Uncertainty: Structural changes and "rising complexity" in deal signings have created a more uncertain growth trajectory for the near term. Migration Headwinds: Changing customer migration paths, geopolitical risks (e.g., Middle East conflict), and longer deal cycles are putting pressure on the current cloud backlog growth, as noted around the Q1 2026 earnings period. SAP Sapphire Conference: Analysts identified the annual Sapphire conference in May as the next major catalyst for the stock. Backlog Conversion: The ability of "mega deals" in the pipeline to convert to revenue is a critical swing factor to hitting growth targets.

Hast mal wieder recht gehabt 🤣🤣🤣🤣🤣🤣🤣🤣🤣

Barclays Capital: „LONDON (dpa-AFX Analyser) - Die britische Investmentbank Barclays hat SAP mit einem Kursziel von 220 Euro auf "Overweight" belassen. Im Vorfeld der Anwenderkonferenz Sapphire habe Vorstandschef Christian Klein einen entschlosseneren Ton in puncto Kl angeschlagen, die Umstellung auf eine nutzungsabhängige Preisgestaltung angekündigt und die Bereitschaft signalisiert, kurzfristige Einbußen in Kauf zu nehmen, um den Softwarekonzern langfristig neu zu positionieren, schrieb Raimo Lenschow am Montagnachmittag. Das Aufwärtspotenzial dieser Strategie sei hoch, wenn auch nicht ohne Unsicherheiten und Umsetzungsrisiken“

Ein kleiner Gammasqueeze 😜 Bin gespannt ob die Schreiber sich die Prämie wegnehmen lassen über 400$

Die fetten amerikanischen Jahre sind vorbei. Vermute wenn die ersten verstehen, dass die Circle Investments in AI kompletter Fraud sind, bricht der Markt. Natürlich wird alles mit in die Tiefe gerissen aber ixh bin dann lieber europäisch bzw deutsch investiert. Lebe schließlich auch hier. Jeder aber wie er meint.

Leider haben wir kein Microsoft , Google u.s.w. in Europa.

Rate dir nicht auf dich zu hören