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

Decoding Oracle Corp (ORCL): A Strategic SWOT Insight Insightful Analysis of Oracle Corp's Financial Health and Market Position GuruFocus News 03/12/2026 05:00 Weaknesses Increasing Debt Load: While Oracle's financials show strength in many areas, the company's increasing debt is a concern. The total non-current liabilities have risen to $124.72 billion, with a significant portion attributed to notes payable and other borrowings. This debt could limit Oracle's financial flexibility and increase its interest expense, which has already grown to $1.18 billion for the quarter. Managing this debt will be crucial for maintaining financial stability and ensuring long-term growth. Dependence on Cloud Transition: Oracle's shift towards cloud-based services is evident in its revenue growth, but this transition also presents a risk. The company's future performance is increasingly tied to the success of its cloud offerings. Any disruptions or competitive pressures in this segment could adversely affect Oracle's overall performance. Additionally, the substantial capital expenditures of $39.17 billion, primarily for expanding cloud infrastructure, reflect a heavy investment that must yield returns to justify the outlay.

Und Oracles Zahlen sind ja schön und gut, aber wenn OpenAI nicht den erhofften Erfolg bringt, bleiben sie am Ende mit den Problemen zurück.

Adobe heute Abend. Ich wette, die erzielen auch zum zehnten Mal gute Zahlen!

Adobe heute Abend. Ich wette, die erzielen auch zum zehnten Mal gute Zahlen!

Ich erwarte heute, dass wir die 160 € problemlos unterschreiten werden 📉. Es geht mit ganz großen Schritten, Richtung 150 bis 140 € runter 📉👹

Sag nicht: „Ich gehe mal spazieren.“ Dann könnte es zu spät sein.

Können wir diese kurze Episode zum Thema „KI frisst Software“ nun beenden? Bedenken Sie, dass der breitere Markt nur darauf wartet, im richtigen Moment zuzuschlagen. Und die Dinge werden sich rasant entwickeln.

Welchen EK habt ihr?

Du kannst auch in den Louvre gehen/fahren, da siehst Bodenbilder vom Feinsten (Picasso), die da an der Wand hängen und dir Rätsel aufgeben, was sie darstellen sollen, das nennt man an der Börse gewiss Bodenbildung, eingepreist, Allzeithoch und so manches mehr hier wird mit Fachjargons um sich geworfen, die mitunter keiner versteht in erster Linie der Schreiber selbst, der sich wichtig machen möchte, man ist ja wer.

Kannst du bitte verkaufen jetzt dann :D

Oracle Insists It’s Safe From the AI Threat. Why It’s Time to Rethink Software Stocks. By Angela Palumbo March 11, 2026, 3:27 pm EDT What SaaSpocalypse? Artificial intelligence might disrupt software, but Oracle continues to insist it’s safe from the threat. It’s a theme executives repeatedly returned to during Oracle’s earnings call last night. They made a convincing argument: shares of Oracle were up 8.4% on Wednesday. Investors have been paying close attention to software stocks this year following a selloff in the space. The iShares Expanded Tech-Software ETF is down 19% in 2026 and off 27% from its all-time closing high in September 2025. Investors remain worried that AI will replace critical software capabilities—concerns that have been intensified with each new release from Anthropic and OpenAI. “You’ve all heard the thesis or theory that new companies coding quickly using AI will spell the death of SaaS,” Oracle co-CEO Mike Sicilia said on the earnings call Tuesday night. “I don’t agree with that at all.” Oracle management argued on the call that the company, which offers enterprise software services, is not only safe from AI disruptions but is actually positioned to benefit from the evolving tech. That’s because Oracle is “rapidly” adopting AI tools and their coding capabilities, Sicilia said. “These are not systems that can be replaced by a small collection of niche features cobbled together and bolted on in the name of AI,” he added. Updating software capabilities is just one way the company has positioned itself to avoid AI disruption. Oracle is among a handful of tech companies that on top of offering software services is also building the infrastructure needed to power AI, renting out access to servers and storage. This is incredibly expensive—Oracle expects fiscal 2026 capex of $50 billion—but it gives the company the ability to benefit from the growing demand for AI. Other software firms that could also benefit from offering infrastructure as a service include Microsoft and SAP.

Relx price target raised to $47.20 from $46 at BofA TheFly Mar 09, 2026, 12:25 PM BofA analyst David Amira raised the firm’s price target on Relx (RELX) to $47.20 from $46 and keeps a Buy rating on the shares. Q4 earnings demonstrate resilience in the face of AI concerns, with “little/no discernible impact” on results or guidance, the analyst tells investors.

Wenn man sich den Langfristchart an schaut,dann ist nach meiner Meinung erst eine Bodenbildung bei 120 € möglich? Wird jeden Tag schlimmer. Gute Nacht SAP 📉👹

Jeden Tag ein neues Tief. Kein Boden in Sicht 📉👹☠️

Von mir aus,, das interessiert keinen Menschen?

Qualität wird sich am Ende immer durchsetzen