$SAP 0.56 Developing
- Date
- Sep 29, 2026
- Mentions
- 1
- Unique authors
- 1
- Sector
- ai infrastructure
- Stance
- neutral
- On card
- no
Sentiment history
No sentiment history available for $SAP yet.
Sentiment
Notable posts
-
bullish 202 eng
$AMZN AWS and $SAP signed a 5-year partnership to bring SAP Business AI to seven more regions including India, Japan, the UK and Brazil. That puts SAP’s AI stack closer to more enterprise customers while AWS captures the infrastructure underneath it. https://t.co/2WjpSpMoSJ
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neutral 55 eng
$SAP Q2’26 EARNINGS HIGHLIGHTS 🔹 Non-IFRS EPS: €1.59 (Est. €1.75) 🔴 🔹 Revenue: €9.88B (Est. €9.85B) 🟢; +9% YoY 🔹 Cloud Revenue: €6.28B (Est. €6.26B) 🟢; +22% YoY 🔹 Cloud ERP Suite Revenue: €5.53B; +25% YoY 🔹 Current Cloud Backlog: €22.93B; +27% YoY FY26 Guidance: 🔹 Cloud Revenue: €25.8B-€26.2B (Est. €25.72B) 🟢 🔹 Cloud + Software Revenue: €36.3B-€36.8B (Est. €36.06B) 🟢 🔹 Non-IFRS Operating Profit: €11.8B-€12.2B (Est. €11.94B) 🔹 Free Cash Flow: Approximately €10B (Est. €9.95B) 🟢 Q2 Other Metrics: 🔹 Non-IFRS Operating Profit: €2.74B (Est. €2.88B) 🔴; +7% YoY 🔹 Non-IFRS Operating Margin: 27.8% (Est. 29.3%) 🔴 🔹 Free Cash Flow: €3.00B (Est. €3.05B) 🔴; +27% YoY
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neutral 13 eng
NETAPP $NTAP ANNOUNCES PARTNERSHIPS WITH SUPERMICRO, ORACLE, AND SAP - Super Micro $SMCI: collaborating on AI infrastructure - Oracle $ORCL: launching a fully managed cloud storage service for AI and enterprise workloads - SAP $SAP: expanding its partnership to support SAP cloud infrastructure
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neutral 32 eng
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neutral 7 eng
SAP Q2 ADJUSTED EBIT MISSES ESTIMATES - Adjusted EBIT: €2,743M vs €2,880M est, miss - EBIT: €2,643M, margin 26.8% - Cloud revenue: €6,281M - Adjusted free cash flow: €3,002M $SAP trades US-listed as an ADR.
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Signal history
| Date | Score | Signal | Mentions | Rank |
|---|---|---|---|---|
| 2026-07-19 | 0.38 | Noisy | 1 | — |
| 2026-07-23 | 0.55 | Developing | 2 | — |
| 2026-09-18 | 0.53 | Developing | 1 | — |
| 2026-09-29 | 0.56 | Developing | 1 | — |