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

mal schauen was um 9 Uhr passiert, bis jetzt sieht die Reaktion so semi aus..

Salesforce Stock Surges on Solid Earnings, Expanded Anthropic Partnership By Adam Levine and Nate Wolf Updated Aug 26, 2026, 5:31 pm EDT / Original Aug 26, 2026, 1:30 am EDT 'Salesforce reported better-than-expected quarterly earnings on Wednesday, shaking off worries about artificial-intelligence tools disrupting its business. Just as importantly, the software company announced an expanded partnership with Anthropic that the two companies call Claudeforce. As part of the collaboration, Anthropic will integrate Salesforce’s customer-relationship-management system into its Claude chatbot, allowing humans and AI agents to access Salesforce data and functions through a plugin. Salesforce shares surged 13% to $232.41 in after-hours trading Wednesday. The stock was down 22% this year ahead of the earnings print. The company reported adjusted earnings of $5.90 a share, up from $2.91 last year and well above analysts’ estimates of $3.27, per FactSet. Revenue rose 11% year over year to $11.35 billion, surpassing Wall Street’s call for $11.33 billion. Salesforce now expects adjusted earnings per share between $16.67 and $16.71 in fiscal 2027, up from an earlier range of $14.06 and $14.12. It forecast revenue of $46.1 billion to $46.4 billion, up by $200 million from its previous estimate. Salesforce has been front and center in the software apocalypse narrative. Investors began selling off enterprise software stocks last year, thinking much of what they do will be replaced by AI agents that can write software code and execute complex tasks. Conventional wisdom is that AI-based alternatives will threaten software companies’ high-margin, subscription-based pricing models. But Salesforce’s margins have held up okay. The company posted a gross margin of 77% for the second quarter, in line with the first quarter and down a tick from 78% a year ago. Still, annual revenue growth has slowed from consistently above 20% before 2022 to around 10% over the last few years.'

Das hätte eher etwas mit den Zahlen von Saleforce zu tun, nicht mit Nvidia ;)

Achtung: Deutliche Kurserholungen am Donnerstag aufgrund der Topentwicklung bei Nvidea! SAP wird wohl die 190 Euro übersteigen!!!

Sollte ja eigentlich den ganzen Software Sektor antreiben

Kann uns salesforce helfen

Morgen wissen wir mehr

Mega

Hamdullila

Hamd

Salesforce geht nach zahlen steil hoch

Sehr schön! Die kaufen ja nicht zum Spaß. Die wissen mehr!

Nachricht scheint durchgerutscht zu sein

EQS-DD: SAP SE: Thomas Heinrich Saueressig, Kauf https://www.finanznachrichten.de/nachrichten-2026-08/69413630-eqs-dd-sap-se-thomas-heinrich-saueressig-kauf-022.htm

Irgendwie tut sich die Aktie heute schwer? 🤔

Mit 0 auf 0 wäre ich heute schon zufrieden.. Reaktion war zu übertrieben..