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

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.

@Felix1994 kommt auf dein Fahrplan an vielleicht testen wir die 160 nochmal 2-3 mal an bis Montag aber Long je nach positonsgröße wie viel du an Gewinn haben willst der dann weiter laufen soll oder ob du dann alles raus hole willst :) man braucht schon mehr infos aber dir Erfolg du machst das schon

Was meint ihr? Bin ja neu hier im Forum. - Die 160€ sah ich als "Boden" und bin bei 162€ Long rein. Bis wo würdet ihr den laufen lassen?

Vielleicht hast du recht, ich muss morgen eh zum Augenarzt 🤣

SAP entwickelt sich wirklich zu einer bedeutenden Einkaufsmöglichkeit. Wer das nicht erkennt, ist blind.

Ich verfolge Mohammed Moawalla schon seit Jahren.