SAP

billedev

Buy your beloved SAP, King of Europe. Potential upside is crazy for EoY

Perfect-Obligation60

Can you give a specific example system? When i think of ERPs serving as data sources I think of SAP, ORACLE, SAGE, and then downstream is something like Workday, Salesforce, ADP.

therealcoon

Why the fuck is SAP down so much? Ain't nobody replacing SAP with a vibe coded shitty app.

Pechi_69

I´m invested in SAP... try this

bilingualbunny

Bought some SAP today. Their products are good and tones of places use them.

MarginCall94

SAP

femalediesinendgame

Sorry for the dumb question. What about ADBE and SAP? I see potential in both.

TellySavallas89

SAP

Garnatxa

SAP

FewUnderstanding2214

People do like the technologies MSFT has developed - they have a whole developer ecosystem which is very hard to replicate. People hate SAP - it’s a hard one to replicate (like Adobe) but with AI this is easier to develop these kind of software, but more importantly AI can do things the Adobe software also does (and potentially better) Chevron is totally different because even if you don’t fill up your car with them, everything you use has oil inputs a which may be from Chevron’s oil - even if tomorrow we stay all driving electric cars, oil consumption will still be very high. So Adobe is a value trap - even if it has a short term rally (unlikely)

blabberboy

having 'liked products' is not a requirement for being a massively profitable company. Look at IBM, SAP, MSFT, Chevron, etc. People often say they don't like something while still critically depending on it.

SlideIll3915

ASML, Shell, LVMH, SAP, Novo, Nestle, VW. hahahahaha.

Rich-Kaleidoscope-12

You do remember correctly, they mentioned finalizing their validation and testing requirements, these are sandbox testing a, their slow roll out to existing customers is aligned with Microsoft 3 enterprise customers test out one feature independently real time and they correct as needed, then slowly swap or integrate across platforms. Unlike SAP or most other CRMs including salesforce, where they give you an out of the box product and then go, “ok tell us what breaks” lol

ShootsnLadders

$SAP making some interesting moves lately and to me still undervalued here.

CMDR_Shepard96

SAP & TEAM finding literally any excuse to have a red day. Do investors not realise you need annoying software like SAP to catalogue your munitions

Kliks03

Wow, really great text. I think Im gonna get some SAP stocks

TechTuna1200

Read this : https://a16z.com/why-the-world-still-runs-on-sap/ It’s from one of the big investors in OpenAI. NOW, Salesforce, and SAP are gonna be the backend and “API driven thin apps” created by AI is gonna be the front end. There is a huge opportunity in terms usage based api revenue

SolidLikeIraq

Anecdotally… I knew a dude who told me about working for a part of SAP. They would talk about how none of their internal systems spoke to each other at all from a physical or technological standpoint. Essentially they were a huge network of independent companies that SAP acquired, that never integrated at all - which is kind of the promise of SAP. The nightmares he would tell me about on simple tasks where multiple systems and match tables had to be worked within to get a cohesive picture of what was going on… I just say - any company who has a core promise of simplifying your business through a suite of tools that are interconnected, that is as disjointed as that sounds, is doomed in the long run unless agents solve all their problems.

Legendary-Lemon

There is literally no way you can replace SAP modules with in-house custom development. We are talking about critical parts of global multibillion businesses

theplague1245

I use SAP daily. I work for a very large multi billion distributor. SAP is so driven into our companies architecture. Everything runs on SAP. I would assume it would cost near $100+ million to switch to any other ERP system. AI will not replace SAP. Potentially parts of it, but never all of it. Super bullish as this dip has been a gift

AgitatedStranger9698

For those who aren't insane. There is almost nothing NVidia can say tomorrow that will make its value go up. It can ONLY go down. Nvidia is worth ~9% of the SAP500 at this point. There is a point where math says....well shit, unless Martians called and want Nvidia chips and unless TSMC/Intel/Samsung are full capacity of just Nvidia, there's no where else to grow! The train will keep chugging. But it ain't going much higher.

SirBuysHighALot

All in NOW or rather in safe SAP?

Ant0n61

It’s not specific to SAP and if you at the chart, this is part of a technical bounce off its key $165 level. It’s bottomed for now, but it looks like most SaaS leaders have at this point based off their weekly RSIs

That-Requirement-233

SAP ceo went on live TV to beg people to reconsider the stock value. If that's not bearish what is?

OsamaBagHolding

Had a college course that was entirely forcing us to learn SAP. I've never hated a software more it my entire life, but i wouldn't dare replace it once it is embedded

Legendary-Lemon

Tbh I don’t think Oracle have anything that could compete with SAP

Jimbob404error

SAP, NOW, CRM, Constellation Software mostly, and adobe

awetfartruinedmylife

SAP +7%? What a fucking clown that I am with my MSFT bags

Verghaust

Holy shit SAP shreking finally

Sire_Jenkins

SAP concur has high google reviews but they are all indians

Legendary-Lemon

SAP seems to me the best positioned to actually take advantage of AI to improve its capabilities. Most of the big companies that you know are using SAP, including financial, logistics, transportation and so on. SAP can benefit greatly if they can implement AI successfully because they are real business cases behind.

Legendary-Lemon

My SAP leaps are printing

Purple_Bearkat

Sorry but the CIO who sponsored a financial system upgrade that cost a bajillion dollars and is key to enterprise operations isn’t letting some hipster vibe code a replacement with Claude. Calls on SAP

lulu12356789

They have the momentum for those Bagholders Just wait. SNOW SAP arent the future. MU will hit the 1000$ soon.

Legendary-Lemon

NOW and SAP may have a different opinion

Suspicious_Ad7492

SAP to the moon

Suspicious_Ad7492

SAP going to $250 soon

Suspicious_Ad7492

SaaS time. Sector rotation. NOW, MSFT, INTU, MNDY, SAP

SirBuysHighALot

Why is SAP pumping? Yesterday was NOW pump. Were they at oversold point?

HeftyBox3580

SAP. Haven’t used it in about 10 years but I was fluent as fuck back in the day

ElkQuiet1541

is SAP a good SaaS stock? solid values it seems

ElkQuiet1541

is SAP also a buy? really solid numbers

ElkQuiet1541

what companies? SAP is a nice stock?

Legendary-Lemon

I’m on MSFT and SAP leaps hope it prints

Salty-Bid1597

Enterprise software buyers aren't price sensitive. They buy SAP and Oracle and whatever because they have regulatory and compliance constraints and they need to cover their asses for every single legal angle possible. Also have you ever used a SAP product? No one is building that shit, AI or not. The software isn't even the main event, it's the marketing, support, infrastructure, compliance, etc etc.

FabulousLanguage6216

Nobody will pay the same price for SAP products because they know now is cheaper to build them

Salty-Bid1597

Some bargains around in software I think. \*If\* you choose wisely. No one is replacing, say SAP, with some vibecoded weekend project, but SAP \*will\* be cutting their staffing costs significantly. Margins should rocket.

Verghaust

Why is SAP ripping?

MaterialGuy007

OpenAI/Anthropic can collect subscriptions- how does META, SAP, ORCL make money.   Advertising market will suddenly fragment - there goes GOOG, META and APP - new niche shopping sites to emerge as early as 6 mos….no wonder only 5-10% backlog turns to revenue

MaterialGuy007

Used to think software co would make out big in AI - now realize opposite - CRM can be done in house.  Why pay SAP when 80% can be done in house (Home Depot model) - only thing retail cannot do now is that reminder ‘you did not check out these items’

CMDR_Shepard96

I'm so tired of TEAM & SAP just dumping

ryana8

Let me say. I started a “vibe coding” product. Or as we call it - AI app builder for internal tooling. We raised around $100m. We’ve talked to thousands. THOUSANDS of CIOs, CTOs, CSIOs etc. The reality is - not a soul is going to be ripping out 3rd party SaaS if it’s core to their business. Where ai fits in is light internal tooling for automating workflows. If a business is looking to replace Okta or salesforce or datadog, etc - we’ll gladly take their money but it’s a sign their business isn’t going to go anywhere. The smart companies know the ROI on vibe coding a product with Claude and paying some agency to do it, or ripping your engineers off of building your revenue generating products is simply not there. As Jeff Lawson says - build or die. You ever talk to someone on Wall Street? Ask them to describe what the cloud is. Ask them what containers are for. They have no idea how software works, why it works, and the role AI will play. If you’re in software, the writing is on the wall. Agents will be deployed with enterprise guardrails. Meaning safely in a VPC with strict permissions and access inside of snowflake or databricks or whatever else is in a stack. Mary from HR will not be building some random payroll solution that exposes what they’re paying all of their employees. The CIO will just continue to pay workday or justworks or SAP. And those companies will offer agentic workflows. SaaS is becoming more and more of a fire sale.

Verghaust

I would never have guessed my heaviest bag would be SAP

Gunzberg

SAP at new 52 week low. Given their sticky product and high CF, might be a good entry

ShootsnLadders

I feel like there is value to be found, $LDOS for example popped up for me recently. Same with $DOX and $SAP. Not flashy but I would argue they are good value at the moment.

XorAndNot

Sad day for SAP owners, as usual, what a clusterfuck.

Verghaust

SAP is such a disappointment

CMDR_Shepard96

SAP & TEAM are killing me

mashem

Lol thanks! I sold $2k of it and put it into SAP. Mind you, I don't play with much $ in individual stocks. This is just to make it a lil spicy 🥵

Tojuro

If you're trying to say that this will have an even greater lasting, and disrupting, impact than the dotCom era, then I agree. How that affects the market "bubble" is anybody's guess. It's the disruption I'm worried about cause it's so wildly unpredictable. Just throwing out a random scenario, but if Oracle and Microsoft start divesting Dynamics, ERP or other service based software then it's probably due to them seeing AI as an inevitable replacement for custom software. So the fear programmers have of being replaced wouldn't be at the code level but the system level. Why pay for SAP or Salesforce when you can build your own with a prompt? This isn't going to happen in 2027 but if these tech giants see that likely 5, 10 or 15 years out, then it could happen. Then every software startup thru to established services is suddenly worthless, trillions of dollars in value as the walking dead. I feel this is highly unlikely near/mid term but further out it's quite possible if models keep improving. Just using it as an example of massive disruption that's at least imaginable. And there are always black swans, pandemic 2.0s and worsening wars (of choice and opportunity) that could drop things off a cliff. Those happen suddenly, are inevitable, and will burst any bubble.

Nudge55

big companies take a long time to transform, small companies will quickly take over big companies like Atlassian or SAP with faster, modular solutions, and with very low costs

CMDR_Shepard96

Why? Do you think businesses are suddenly going to dump companies like Atlassian & SAP?rework their whole tech systems and hire internal software developers?

BigWorth3417

I need SAP and RheinMetall to recover Come on europoors

ChiefSif

Are you retarded? You know SAP’s success is b/c of Bill

raisedeyebrow4891

You’re wrong on all accounts. AI has been moving co trainers for the last 15 years at least. IBM SAP and other logistic software companies have been using it so just because you don’t see it doesn’t mean it’s not there. Drilling and all the other things you mentioned are high susceptible to automation. Of war can be fought with drones, you better believe that oil wells can be dug with drones. In fact they already use drones for exploration. Houses can be 3D printed by AI it’s just a matter of time. Tech and AI are in everything, it’s like the wheel or the combustion engine… it’s an Industrial Revolution and there’s no need to be afraid or hide from it

PunkinYou38

I was thinking of opening a position in one of the following stocks: CRM, SAP, or SNOW. Any thoughts? I like the charts of all three. I am still doing my reseach on the fundimentals though.

alphapod-Ai

The risk is not that vendors should eat the cost. The risk is budget stacking. If a company pays for ServiceNow/SAP/Datadog, then pays for Claude/Copilot, then also gets metered for the actions those agents trigger, the ROI has to be obvious. If agents replace expensive manual work, customers will pay. If it feels like a new tax on existing workflows, procurement will fight it.

Scribble_Box

SAP?! Brother that shit grows in trees! It's free!

SignificanceNo3295

I was considering between MU and SAP, and bought SAP. FUCKS SAKE

ShootsnLadders

Man $SAP just can’t get any momentum

Nudge55

Lol, I worked in big corp for decades, in the best big corps. Windows no, but SAP absolutely YES.

XorAndNot

Huh so the SaaS play was actually okay? SAP ripping.

ryzetard

and im pretty sure i see a regard that never worked in a big corp if you think SAP or windows is getting replaced soon. You dont pay for an AI slop code, you pay for a service, thats the big difference. Replacing big software with some slop will increase your operational risk to quite a level, maintenance, bugs etc. everything is on you because you wanted to save a bit on licensing fees. Dont forget about all the regulations and compliance that come with an already existing solution.

alphapod-Ai

Exactly. The next version may look less like open agent access and more like preferred-agent channels. ServiceNow already named Anthropic as the first Action Fabric design partner, while The Information reported SAP is tightening rules around third-party AI agent access. So the risk is that “agent interoperability” becomes another enterprise platform gate, not a fully open layer.

alphapod-Ai

I agree API pricing is not new. The new part is agents changing the usage pattern. A human might open a few records; an agent can make thousands of governed calls across ServiceNow, Datadog, SAP, etc. Datadog already lists MCP fair-use limits of 5,000 daily tool calls / 50,000 monthly, and The Information reported SAP is tightening rules around third-party agent access. So maybe the debate is not “unfair,” but who owns the agent meter: the app vendor, the model provider, or the customer?

Low_codedimsion

I wouldn’t hesitate to buy shares. It’s the industry standard, much like SAP is for ERP, and it's too deeply embedded in the enterprise to be easily replaced.

zscan

54 P/E isn't cheap by any stretch of the imagination. Nvidia is at 40, Google is at 30, Microsoft at 25, SAP 23, Adobe 15. If anything, it's still overvalued. Might change in the future, but right now this is not a buy imo.

K1rkl4nd

I cannot imagine what sort of leverage they must have for SAP/Oracle/Google/Microsoft/IBM or any competent company not stepping in and offering a better solution.

ChiefSif

Wait till you use SAP🤣

VanguardDeezNuts

Mein SAP in rot seit ewig

MuchConcentrate

Wait a minute, are we at war with NATO, EU or Germany now? Puts on SAP?

Apprehensive_Seat_61

SAP? Llm dev? Owner?

MichiganCarNut

People who are betting against ServiceNow because "dude, have you actually used it? It sucks" dont understand how software selection works in the corporate world. Ive been an ERP systems implementation consultant for 30 years. If quality dictated success, SAP and Oracle would be nowhere near the top

Verghaust

My bags are eternal. Novo, SAP, Tigr. Now also tencent is in the red fml

teh_herper

Anyone buying SAP, valueinvesting told me it was at a discount

Professional-Swim-69

I was eyeing SAP last Wed before earnings to buy some shares, stupid me I did not jump in. Still at value, it's an incredible stock for long term

Professional-Swim-69

This right here it's on all my scanners (SAP)

CMDR_Shepard96

SAP IV Collapse so large that my June dates Call Spreads are still in the negative for the day, even with the 7% pump

Salty-Bid1597

Some software companies have corporate inertia and compliance to protect them. It's a shitty company with shitty products but Oracle is one of these. Salesforce maybe? The rest of this... Sheesh. Buy SAP. Totally impregnable. No one ever escapes them once they're in. 

SlapYouSilly999

I coom to my SAP and INTC calls

Gulliveig

Why no MSFT and SAP? Already in portfolio?

awetfartruinedmylife

No SAP either lmao, bro hates companies that make money

Professional-Bag155

Okay so yesterday MSFT fell because of SaaSpocalypse due to NOW earnings and now we see SAP soaring which means it’s not an industry wide problem. With this logic shouldn’t MSFT recover back to where it was? What am I missing?

yellowfromtheegg69

SAP is so back guys

PossibleLack835

SAP saving SaaS tomorrow? my personal runner is FIGMA BALLZ. GO FIGMA GO

Plus_Lawfulness3000

Will SAP hold?

P_e_n_i_sss

SAP trying to revive the corpse of SaaS

SlapYouSilly999

My SAP and INTC calls 👌🏻

JJdante

Anyone still play earnings here? What's going on with SAP

InclinationCompass

Tools might make it easier to build stuff fast but that’s not the same as running massive mission-critical systems like SNOW or SAP. Those companies handles security, uptime, complianceand deeply embedded workflows at massive scale. AI helps startups move quickerbut it doesn’t suddenly solve trust, reliability or integration with a bunch of legacy systems. Large enterprises are also layering AI into what they already have.