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GuruFocus.com Deals and strategy

SAP Jumps 5% as Salesforce Breaks Software's AI Panic

This article first appeared on GuruFocus. SAP SE (NYSE:SAP), Europe's enterprise-software powerhouse, surged approximately 4.8% to $221.93 Thursday after Salesforce's strong results revived confidence across the software sector. The market's message was blunt: generative AI may strengthen established platforms instead of destroying them. Warning! GuruFocus has detected 5 Warning Signs with STU:GR8. Is SAP fairly valued? Test your โ€ฆ

SAP's Raised Target Cannot Rescue Its 17-Agent Reality

This article first appeared on GuruFocus. SAP SE (NYSE:SAP), the enterprise-application software giant, fell roughly 4% to $210.16 Wednesday after UBS delivered a brutal reality check on its AI rollout. The bank downgraded the stock from buy to neutral even while raising its price โ€ฆ

SAP main company
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

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SAP Downgrade Adds to Software Stock Pain. Inside the Sectorโ€™s Losing Battle Against AI Disruption.

The software sectorโ€™s artificial-intelligence pain is starting to look chronic. Intuit Zoom Communications and Germanyโ€™s SAP were the latest stocks to join the industryโ€™s increasingly crowded sickbed on Wednesday. Enterprise software giant SAP was downgraded to Neutral from Buy by UBS analysts. Continue Reading

SAP main company
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

SAP in focus as UBS downgrades amid lack of AI catalysts

[Corporate SAP SE logo, global tech giant in digital transformation, software development, business management, innovative digital engineering.] * SAP (SAP [https://seekingalpha.com/symbol/SAP]) was in focus on Wednesday as UBS downgraded the German software maker to Neutral from Buy, citing a lack of artificial intelligence-related catalysts. โ€ฆ

SAP main company
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

How SAP SEโ€™s (SAP) Enterprise Brainstem Shields It from the AI Software Sell-Off

Bretton Capital Management, an investment management company, released the "Bretton Fund" second-quarter 2026 investor letter. The letter can be downloaded here. Bretton Fund returned 10.67% in the second quarter compared to a 15.20% return for the S&P 500 Index. Increased spending on AI data โ€ฆ

SAP main company
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Accenture to Acquire McCoy, Strengthening SAP Expertise and AI Innovation for Mid-Market

AMSTERDAM, August 25, 2026--(BUSINESS WIRE)--Accenture (NYSE: ACN) has agreed to acquire McCoy, a trusted Dutch SAP transformation partner for mid-market companies. Upon closing, McCoy will become part of Accenture Edge, Accenture's recently launched mid-market business, strengthening its ability to help companies in this segment โ€ฆ

SAP main company
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

How SAP SE (SAP) Is Monetizing AI Through Joule and Data Cloud

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return โ€ฆ

SAP main company
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

BASFY Opens Global SAP and Diaper Performance Lab in Mumbai

BASF SE BASFY has officially inaugurated its new Performance Lab for diapers and superabsorbents (SAP) in Mumbai on Aug. 18, 2026. The facility will provide technical and application services to superabsorbent customers globally. The new lab, part of BASF's Hygiene Solutions business, was established โ€ฆ

SAP main company
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Is SAP (SAP) Mispriced as AI Fears Overshadow Its Core ERP Strength?

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while โ€ฆ

SAP main company
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Saputo (TSX:SAP) Holds Dividend Amid Thin Profit And Rejected ESG Votes โ€“ What Story Is Emerging?

Saputo Inc. recently reported first-quarter 2026 results, with sales of CA$4,421 million and net income of CA$3 million, and declared a quarterly dividend of CA$0.21 per share payable on September 25, 2026. At the same time, shareholders voted against proposals to strengthen participation in โ€ฆ

SAP main company
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Saputo (TSX:SAP) As Efficiency Gains Drive The Story, Valuation Still Sparks Debate

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Saputo (TSX:SAP) is back in focus after shareholders rejected two governance related proposals at the August 7 Annual Meeting, including measures on participation in annual meetings and โ€ฆ

SAP main company
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Saputo (TSX:SAP) Reshapes Its Footprint With $1.86 Billion UK Dairy Deal

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Saputo (TSX:SAP) has agreed to sell its United Kingdom dairy business to French group Lactalis in a newly announced transaction. The deal includes โ€ฆ

SAP main company
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

SAP (XTRA:SAP) Recognition Puts Its Valuation Back In Focus

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Recent recognition of SAP (XTRA:SAP) as a Leader by both Gartner and IDC for โ€ฆ

SAP main company
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

What Do SAP (XTRA:SAP) Security Patches And Supply Chain Awards Mean?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. SAP (XTRA:SAP) issued critical security patches for its Commerce Cloud and Manufacturing Integration and Intelligence solutions, addressing severe vulnerabilities for enterprise users. The company was named a โ€ฆ

SAP main company
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Saputo Enters Agreement to Sell its United Kingdom Operations

Saputo Inc. MONTRร‰AL, Aug. 14, 2026 (GLOBE NEWSWIRE) -- Saputo Inc. (TSX: SAP) ("we", "Saputo" or the "Company") today announced that it has entered into a definitive agreement with B.S.A. SAS (Lactalis), to sell its Dairy Division (UK), valuing the business at an enterprise โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Computerized Maintenance Management System (CMMS) Market Analysis and Growth Forecast 2026-2032: AI and IoT Drive Predictive Maintenance Demand

Company Logo Key CMMS market players include IBM, SAP, Oracle, Rockwell Automation, Hexagon, eMaint, Limble CMMS, Accruent, Samsara, and Aptean Computerized Maintenance Management System MarketComputerized Maintenance Management System Market Dublin, Aug. 14, 2026 (GLOBE NEWSWIRE) -- The "Computerized Maintenance Management System Market by Offering, โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Is BlackLine (BL) Stock Fairly Priced for Its Growth?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. BlackLine stock has had a difficult run over the last few years, yet current valuation checks and market multiples suggest the shares now sit closer โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Here's How Much You'd Have If You Invested $1000 in Oracle a Decade Ago

How much a stock's price changes over time is a significant driver for most investors. Not only can price performance impact your portfolio, but it can help you compare investment results across sectors and industries as well. FOMO, or the fear of missing out, โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

NTT DATA awarded Golden Certificate by SAP as Global Operations Partner, reflecting the scale of its Global Managed Services expertise

BIELEFELD, Germany, Aug. 13, 2026 /PRNewswire/ -- NTT DATA, a global leader in AI, digital business and technology services, today announces that it has renewed its SAP Global Operations Partner certification. The certification recognizes NTT DATA's ability to deliver SAP operations through standardized, audited โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Amid NEC's Rollout of AI-Driven Open RAN and Private 5G Solutions in Industrial DX, New Report Outlines Japan Local 5G Market Expansion

Company Logo Rapid commercial maturity across the country's industrial and enterprise sectors highlighted by NTT DATA's recognition as a 2026 Leader in private mobile networks, Fujitsu's expanding subscription-based Local 5G models, and NEC's Open RAN smart factory deployments is accelerating dedicated private spectrum adoption โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Longeveron expects ELPIS II HLHS data in mid-september while cash runway extends into Q4 2026

Earnings Call Insights: Longeveron (LGVN) Q2 2026 MANAGEMENT VIEW * "Longeveron is approaching a series of potentially transformative milestones across our 4 stem cell therapy development programs" (CEO & Director Stephen Willard), while reiterating laromestrocel development across "Hypoplastic Left Heart Syndrome, Alzheimer's disease, pediatric โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

e.l.f. Beauty (ELF) Q1 2027 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Vice President of Corporate Development and Investor Relations - Kristina Casey KattenChairman and Chief Executive Officer - Tarang AminSenior Vice President and Chief Financial Officer - Mandy Fields โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

GFT Technologies SE (WBO:GFT) (H1 2026) Earnings Call Highlights: AI-Driven Growth and ...

This article first appeared on GuruFocus. Revenue: EUR462.6 million in H1 2026, a 5% increase in both euros and constant currencies. Adjusted EBIT: EUR33 million, up 8% year-over-year, with a margin of 7.1% compared to 6.8% in H1 2025. EBT: EUR24 million, up 26% โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

5 Must-Read Analyst Questions From BlackLineโ€™s Q2 Earnings Call

5 Must-Read Analyst Questions From BlackLine's Q2 Earnings Call BlackLine's second quarter results were met with a significant negative market reaction, as deal delays and customer hesitancy around AI adoption impacted performance. Management highlighted that elongated deal cycles, especially in mega enterprise accounts, created โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Watts Water Technologies (WTS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 9:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Robert PaganoVice President, Investor Relations - Ray Nash TAKEAWAYS Net Sales -- $763.2 million, representing a 19% reported increase and a 12.2% organic growth โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Advantage Solutions (ADV) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026, at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Dave Peacock Chief Financial Officer - Chris Growe Full Conference Call Transcript Operator: Welcome to Advantage Solutions Second Quarter Earnings Conference Call. Dave Peacock, โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

European Equities Traded in the US as American Depositary Receipts Edge Lower in Wednesday Trading

European equities traded in the US as American depositary receipts were edging lower late Wednesday PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Rimini Street Expands C-Suite Leadership for Growth with Appointment of Two Proven Industry Veterans as Chief Operating Officer and Chief Delivery Officer

Rimini Street appoints Keith Costello as EVP and Chief Operating Officer and Alexander Guasch as EVP and Chief Delivery Officer LAS VEGAS, August 12, 2026--(BUSINESS WIRE)--Rimini Street, Inc. (Nasdaq: RMNI), the Software Support and Agentic AI ERP Companyโ„ข and the leading third-party support provider โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Delhaize BeLux Achieves Up to 90% Forecast Accuracy Using SymphonyAI's AI-Driven Replenishment Platform

Ahold Delhaize grocery retailer deploys SymphonyAI across 600 stores and five distribution centers, cutting shrink and improving forecast accuracy by up to 10 percentage points PALO ALTO, Calif., August 12, 2026--(BUSINESS WIRE)--When a grocery retailer operates under a pure B2B affiliate model, it cannot โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Tecan Group AG (TCHBF) (H1 2026) Earnings Call Highlights: Strategic Progress and Market ...

This article first appeared on GuruFocus. Release Date: August 11, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Tecan Group AG (TCHBF) delivered solid above-market growth in both segments, with group sales up โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Consistent Results Restored Confidence in Forgent Power Solutions (FPS)

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Discovery Fund". A copy of the letter is available to download here. Baron Discovery Fund appreciated by 19.08% (Institutional Shares) in the quarter, underperforming the Russell 2000 Growth Index, โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Fresenius Medical Care (FMS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026, at 9:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer and Chair of the Management Board - Helen Giza Chief Financial Officer - Martin Fischer Investor Relations - Dominik Heger Full Conference Call Transcript Operator: โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Nucleus Research Releases 2026 Manufacturing Execution System Technology Value Matrix

Leaders in the MES market include Eyelit Technologies, Honeywell Technologies, Infor, Parsec Automation, Rockwell Automation, and Siemens. MIAMI, Aug. 11, 2026 /PRNewswire/ -- Nucleus Research today published new analysis on the manufacturing execution system (MES) market, finding that adoption continues to grow as manufacturers โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

ORO Labs Earns Top-100 Spot on the 2026 Inc. 5000 List

Procurement orchestration company ranks No. 92 overall and No. 8 among software companies on the annual list of America's fastest-growing private companies SAN FRANCISCO, Aug. 11, 2026 /PRNewswire/ -- ORO Labs, the leading procurement orchestration platform for global enterprises, today announced it has been โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

Tecan reports growth of 3.4% in local currencies and adjusted EBITDA margin of 15.1% for the first half of 2026, outlook confirmed

Tecan Group AG Ad hoc announcement pursuant to Article 53 of the SIX Exchange Regulation Listing Rules Tecan reports growth of 3.4% in local currencies and adjusted EBITDA margin of 15.1% for the first half of 2026, outlook confirmed Financial highlights โ€“ first half โ€ฆ

SAP mentioned
Sharemaestro market context Price above Trend Line 52 weeks -17.4% ยท Next-week setup positive 57.3% SAP stored weekly price path from 29 Aug 2025 to 21 Aug 2026

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