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SAP's Q2 2026 results will test whether cloud growth, AI adoption and margin gains can offset slower cloud tailwinds and rising uncertainty.
I'm upgrading SAP to a buy after the significant pullback, with risk-reward now favorable. SAP trades at a forward non-GAAP P/E of 19.27x, a 21% discount to the sector median, while compounding cloud revenue at 27%. Management is executing disciplined capital allocation, increasing share buybacks to €10 billion, and maintaining a flat cost base.
Barron's Mid-Year 2026 Roundtable highlights 45 Pro Picks, with yield-based 'dogcatcher' analysis identifying top dividend opportunities. PetroChina and BP emerge as the two 'safer' ideal dividend dogs, with prices below the annual dividend payout from $1K invested. Top ten yield stocks, including SAP, BP, and Exxon Mobil, are projected to deliver 13.85%–61.68% gains by July 2027, with an average net gain of 24.48%.
SAP , Europe's largest software maker, will make it easier for its customers to switch to rival service providers or end their contracts, EU antitrust regulators said on Thursday as part of concessions aimed at staving off a possible fine.
SAP is a strong buy after a near 50% stock price crash, offering an attractive entry point. SAP's transformation is accelerating, with cloud revenue up 27% and a growing backlog. AI disruption is viewed as an opportunity, not a threat, due to SAP's product stickiness and adaptive billing models.
Markets are being tested again. The AI trade has spent the past several weeks under real pressure, with memory, semiconductor, and neocloud names selling off hard after an extraordinary first half.
European stocks are having their loudest year in a decade, and the Vanguard FTSE Europe ETF (NYSEARCA:VGK) is the vehicle most retail investors will consider. VGK trades around $90, up 18% over the past year, while every US finance headline focuses on hyperscaler capex and AI compute. If you want to bet that the next... The Anti-Magnificent Seven Trade? VGK Is Quietly Creeping Toward Record Highs
WALLDORF, Germany, July 3, 2026 /PRNewswire/ -- SAP SE (NYSE: SAP) today announced its intent to make a one-time $1,000 contribution to the Trump Account of each eligible child of a U.S.-based SAP employee. SAP's planned contribution is designed to complement the federal government's seed contribution, doubling the initial investment for eligible children of U.S.-based SAP employees and supporting families as they build toward long-term financial security.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.