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

SAP’s AI push at Sapphire fails to spark stock rebound Author Sam Boughedda Published 05/13/2026, 02:02 PM Investing.com -- SAP shares are down 4.7% on Wednesday to their lowest level in over two years, even as the German software giant used its annual Sapphire conference to lay out an ambitious artificial intelligence roadmap, with investors apparently wanting more immediate evidence of monetization. Stay ahead of every breaking move with real-time news on InvestingPro Goldman Sachs analyst Mohammed Moawalla attended day one of the event in Orlando, describing a keynote from Chief Executive Christian Klein that positioned SAP's Business AI platform as the foundation for autonomous enterprise workflows. The platform is said to be underpinned by SAP's Business Data Cloud, an expanded knowledge graph, and new partnerships with Anthropic, Amazon Athena, NVIDIA, Microsoft and Google Cloud. Goldman Sachs said system integrators it met with were broadly positive, reinforcing confidence in SAP's data advantage. Partners delivered a clear message that "ERP is not dead" in the AI era, arguing that SAP's role as both the creator of business data and the system of record gives it a competitive moat that new agentic entrants will struggle to replicate. However, Goldman Sachs noted that near-term monetization remains unclear, with partners also flagging that some customers have slowed their S/4 HANA migration plans while awaiting a more concrete AI strategy from SAP. The bank's checks suggest a 30% productivity improvement in migration time and cost is achievable, but system integrators pointed to the earliest inflection arriving in the fourth quarter of 2026, with most expecting meaningful progress in 2027. Goldman Sachs maintained its Buy rating and price target of 230 euros, or $271 for the American depositary receipt, saying the long-term investment case around SAP's data moat and migration cycle remains intact despite the stock's near-term pressure.

Hallo vonGogh, ich bin erst seit kurzem dabei. Kannst du das bitte mit einfacheren Worten erklären? Gruß 👋

Mache Gemini: 'td cowen analyse sap'

Gemini: 'Key Drivers of TD Cowen's Analysis AI Strategy and Joule: TD Cowen points to SAP's evolving AI strategy—particularly the Joule Work engagement layer and extended access/promotions—as a major catalyst. Analysts believe these tools will help SAP close previous AI gaps, boost cloud migrations for on-premise users, and increase consumption-based revenues.Market Dynamics: While enterprise checks for software spending have been solid, TD Cowen previously noted softer commercial checks and some macroeconomic uncertainty in energy-related verticals and the Middle East.Long-Term Growth: Despite near-term valuation pressures, the firm remains positive about SAP’s ability to monetize generative AI copilots, accelerating cloud ERP migrations, and maintaining strong, double-digit growth in cloud revenue.'

Der Rebound heute ist der volle Wahnsinn 📈 für SAP zumindestens 👹☠️📉😡

90€ durchaus möglich. Erstmals müssen die industriewerte wieder steigen, damit sap seine daseinsberechtigung hat. Ganz einfach

Der Kurs ist mittlerweile vollkommen ausgebombt

125 Euro is incoming

Sehr stark 💪 💪 💪 heute die SAP 💪 💪 💪

Kursziele nutzen die Banken nur , um die Kurse generell zu manipulieren. Mehr steckt nicht dahinter. Am besten funktioniert es natürlich unerwartet eine Kurszielsenkung zu verkünden. Das bewegt die Kurse oft etwas stärker, als positive Anpassungen.

https://www.tipranks.com/news/blurbs/berenberg-bank-sticks-to-their-buy-rating-for-sap-se-0nw4-blurbs-news?mod=mw_quote_news

Warum orientiert ihr euch anhand von Kurszielen ? Damit verbrennt man sich die Finger. Für die Unerfahrenen, Kursziele werden erst nach einer vorausgegangen Korrektur minimiert, im Gegenzug nach kräftigen Anstiegen erst angehoben. So versuchen die Analysten ihre Kursziele dauerhaft glaubhaft zu präsentieren.🐑

Die Europäer fühlen sich schon jetzt als Verlierer. Wie immer.

Ich vermute, der Aktienkurs wird um 15:30 Uhr steigen.

Ist doch positiv?: " SAP-Kursziel auf 195 gesenkt,aber die verbesserte Joule-basierte KI-Strategie stützt die Kaufempfehlung "