SAP

Accurate-Release-861

But migrate to where? the problem is that companies can buy from smaller vendors at cheaper prices but having 10 vendors in your system with these smaller vendors is really painful and also exposes your attack security surface than having one sap system throughout. I think more than migration, its on SAP as to whether they can transition to these agentic apps layer systems while holding their legacy system of record workflows and sell these new areas. There are newer companies in the agentic layer era that are competing, so their new features face competition, not the legacy ones.

olearygreen

Are there stocks on sale? I’ve bought some SAP, RDDT. Thinking to buy MHK and BNTX. But mostly I still feel everything is overpriced and hyped.

Fickle_Associate7092

SAP 😫

Marketdeigh

I got CFD‘s in SAP, UNH and VW :‘) Should I call the police? Im getting robbed :/

This-Application-424

SAP is worth a gamble

tryingtohitchall

Surely SAP is a buy soon what is this

tugrulthelol

We don't need actual AGI for the valuations to be justified, just good enough agentic AI. At least from the perspective of civil engineering for example, especially from my internships at design firms, I've seen that most of the work that takes an entire floor of people to do could be automated with an agentic AI that is able to competently use programs like AutoCAD, SAP2000, Revit, Tekla and etc, and has access to the necessary standards so it could check whether what its doing is aligned with the local design codes. Of course some human oversight would be necessary, at the very least to make sure for example the AI only uses relevant codes for each project, and for the coordination between the client and the general contractor/design firm, but not as many people as now. Obviously we're not there yet, but if this ever happened it would both speed up the global construction sector and make it more efficient, at least in the design phase. Doesn't bode well for me after graduating though TLDR: good enough AI = possibly jobs fuk = stonks up

Realisticopia

Anyone else view AI as just a better interface for more entrenched, complex software? E.g SAP will get an AI interface to help direct use of the software and workflows. Maybe similar with ADBE

SaveTheAles

Can Iran focus it's attacks on SAP so I don't have to use it on Monday?

SpellAccomplished541

They are in the article linked above (remember that was a long time ago and he has changed since then but he was infamous back in the day: |Stock|Fate|ROI| |:-|:-|:-| |Exodus|Bankrupt|\-100%| |Inktomi|Acquired (Yahoo)|\-99%| |InfoSpace|Collapsed|\-99%| |Digital Island|Acquired|\-94%| |724 Solutions|Acquired|\-98%| |Ariba|Acquired (SAP)|\-65%| |Veritas|Merged|\-84%| |Mercury|Acquired (HP)|\-42%| |Sonera|Merged|\-93%| |VeriSign|Survivor|\+10%|

Astronaut100

Bullish signal. Just goes to show how powerful these companies are. No one be trying to attack IBM or SAP lol.

ohgodthehorror95

Enterprise solutions. Same thing with IBM and SAP. The switching costs outweigh the costs of staying. So it's practically a captive audience

qitcryn

If you would have said ORACLE... I would trust what you're saying... .. SAP sucks...and kills me how they still have an accepted user base. And for that reason: im out !!

Nice-Truck8806

No, SAP is actually pretty ass compared to even the most basic foundry workflows.

issurvey

PLTR is a stupid company. People think about the company in terms of cutting edge artificial intelligence but at its best, $PLTR is glorified SAP. Hell! $PLTR is so bad that comparing it with SAP is an insult to SAP. Having said that $PLTR shareholders are cool kids who like vibe trading and are in love with terms such as Forward Deployed Engineers because being a consultant is just not hip enough. By that regarded logic, $PLTR gets the valuation it currently has but even though I don't believe it is sustainable in long term, I am not betting against the stock now.

SunoverShade

SAP - huge Moat across each and every big corporate business and even small and medium business - and continues to grow!

MaroSoo_eu

SAP

AssistPsychological6

SAP. This company will be around and profitable forever

Icy-Sheepherder-7595

Is SAP a buy? It's red while almost every other software and tech company is green

Messy-Chaos

Microsoft Word is terrible, I see lot of comments about Salesforce, SAP, Adobe and lot of other SaaS products being terrible. The thing is you can make any product you want and there will always be few users finding it terrible, and at the end CTOs and CEOs don’t buy SaaS product that “are not terrible” or which user interface will be loved by their employees, fact is that’s the last thing they give a fuck about. They buy SaaS products that are safe, low risk, trustworthy, products that are not to cost them billions because of a glitch. SaaS companies know that and they use it in their advantage.

issurvey

Data connector is a new way of putting it. Palantir is a glorified SAP. In fact, SAP offers more bang for bugs than Palantir but Palantir is cool and they have Forward Deployed Engineers instead of consultants. Cool beans

everySmell9000

europe has only a few real tech companies: ASML and ARM. Spotify and SAP will get replaced by american-dominated AI tools. In my opinion, US tech is going to eat the rest of the world’s lunch with AI. S&P500 is pricey for a reason. Im not playing these games though. I simply rebalance and maintain a 70/30 Us/Ex-US target.

Puzzleheaded_War6102

Not happening as long as SAP/Hyperion own the Fortune 500 accounting/finance tools.

Pineapple_King

Oh god.... I was were you were years ago.... first of all, bitcoin, no matter what people say, is not investing, its gambling. just be aware of that. second. you want to index invest, be hands off, and be in for the long run. look at strategies like boggleheads or just dump into the SAP500, and leave it there. Don't try to outsmart the market by picking winners and names, its not a winning strategy. just my 2 cents, good luck

AgreeablePudding9925

I have bought Salesforce (CRM), ServiceNow (NOW) and Amazon (AMZN). These are all heavily entrenched products in enterprises and aren’t going anywhere. SAP would be another. There are many but the first two get adopted over years, become sticky with tentacles across an org, and very costly to replace. Sure, they may have seat count volume concerns if AI does impact employee numbers at enterprises, but I don’t envisage significant impact to revenue.

Ahojr30

So SAP is a good invest right now?

PennyStonkingtonIII

I can see new start-ups, the same as always. I don't think they'll have an advantage competing against SAP, Oracle and Microsoft. These companies have AI integrated into their offerings and will continue to improve on it. Once it reaches a level where it's good enough, it won't matter if other offerings are slightly better. I'm not saying these companies will sit on top forever and nothing changes. But I don't feel like they are threatened by AI at this time.

PennyStonkingtonIII

I think licensing is a bit of a problem for companies like SAP. They have always charged by the seat but they will need to use AI extensively and that is charged by usage. I'm sure they'll figure it out, though.

SaggyBallz99

Yeah that’s it I’m buying now. I’ve been watching Salesforce, SAP and Paychex crash for a while but with the stock buyback and these prices, I’m putting a small amount in CRM and will keep monitoring the other two

OpeningName5061

It's like everyone hates SAP, but that crap still being used.

urahozer

In fairness, a well done SAP implementation is an absolute spectacle. I've seen a few that are works of art. The softwares aren't shitty corporate America is

PennyStonkingtonIII

The SaaS model is not dead and neither is enterprise software. But I never found a lot of names particularly interesting or investable - including Workday, SalesForce, Monday.com. Not that these are all the same or even that they are bad but I think companies like SAP and Microsoft have a way bigger moat in enterprise software. I bought some extra MSFT in early Feb. I thought I was buying the dip on MSFT and I don't think I was really aware of the "ai scare" or maybe just barely. But anyway, I'm good in the category for now.

CoxHazardsModel

So SAP.

Am_Snek_AMA

SAP even has a CRM module!

BeerorCoffee

That is a very German thing to say. It's like I'm speaking with an SAP developer, lol. But i agree!

SeriesLow719

Yes and no - its a bit nuanced and of course wall street doesnt always do nuance. No, nobody is going to vibe-code an Oracle or SAP ERP replacement. But some very fat and quite large SAAS players have relatively shallow technology that could be nibbled on by another smaller software company. For example in my company we have for a decade now supplied AI-enabled data cleansing software to Fortune500's, and recently they ask strange questions like "if we may be interested in helping them remove some "tangentially related" large SAAS providers from their stack". Of course we take a look at these opportunities, and I'm sure we're not alone. This wouldn't be main players like those mentioned above (I mean imagine the nightmare of tying together all the 50yr+ SAP tables and custom config for any business), but low tech SAAS providers that are not deeply integrated may not have those amazing fat margins in a few years.

pietroetin

SAP is great, usually it's the users who don't know how to use it properly.

Longjumping_Kale3013

All of these major tech companies being down is insanity. One never talked about is SAP. Their total cloud backlog is up 30%. 12% growth for 2026, and accelerating growth for the next 2 years, with profits projected to outpace revenue. They said that AI alone will lead to 2 billion in spending cuts. Massive buyback announced. Massive free cash flow. This company looks really healthy and set to double revenues in the next 5-6 years. And yet, it is down 40% yoy and down 3% over 2 years. I do not own SAP, but I will probably open a position. It seems like free money. The problem is that so many of these tech companies are down, that I am not sure which to buy. But I think with AI.... SAP has the data, and data is king in the world of AI. So I think will really benefit a lot. But then there is oracle, which is also down massively, and projected to grow rapidly for a decade. Lots of good buys right now.

Swearwolfofwallst

It's based on context. Like I said, larger systems can handle complexity required for different needs, specs, regional compliance, security, etc. but they come with large upkeep that is 100% of the time not understood and/or appreciated/budgeted for by organizations implementing. I think we're getting to a place where some of the newer/scrappier HRIS/HCM start-ups might have built out adjacent features and capabilities compared to where many of them were 10 years ago, but I still don't see even AI-future software being able to synthesize the complexity and deliver relatively smooth implementations to the point it would allow employers to move off the larger HRIS/HCM systems. Personally, my first HRIS/HCM was SAP and was designed by some german in the 1990s who wanted to see if they could get a proof of concept to work and I got to pick it up 20 years later where not a single UI improvement in software that had happened in the meantime had been incorporated into the software. Not one taught me a single damn thing about how to use it, luckily I'm pretty handy with hardware and software. Anyway, from that I gained a huge bias for user experience for administrators--after all if your admins/power users can't ramp up reasonably quickly on your software you have failed design 101. I'm lucky I didn't have to suffer under Peoplesoft for more than a few months but that to me is emblematic of shit design by design, admins so terrified to improve anything because it took 5 years and $12m in consulting fees just to get the ATS module to work that they can't run their business. Hostage by a horrific system. I've used several ADP products, very middle of the road functionality at best and a testament to coasting; all the advantage in the world, had 90% market share at some point but just cannot be bothered to actually improve the product so everyone else has launched and innovated in the space in the last 15 years. ~10 years ago, Workday was the first(only) major HRIS/HCM I saw doing things like the huge search bar/omni search at the top of the screen to search for employee names, reports, features. Even on the desktop, they understood mobile design, icon sizing and making things easier to find use, sort, etc. Shit even having a mobile app, a good number of even large HCM/HRISes treat it at as an also-ran, somehow missing the lesson that Apple has taught the world multiple times in the last 20 years about the value of portability. Other HCM/HRISes have caught the winds of change or are working on adapting but it does take enormous resources up front to have these systems implemented correctly as you well know and it's rarely done. Then the operating team is under-staffed and no one gets training and "hate" the system. There isn't a provider that doesn't have that same struggle/model, and until HRIS/HCM providers can build it actual operational alignment cost into their implementation budgets because clients understand how devastating it is to implement poorly, people will continue to "hate" whatever their company's system is. It was a ways back, but Paycom was actually my top experience as an admin; I came into an org where it had barely been implemented and I was in charge of it and I was able to setup additional basics (onboarding, document management, entitlements, LMS) pretty quickly by myself and with a bit of help from customer service (who didn't try to bill me like many providers do for asking a simple fucking question) as it was pretty intuitive and I didn't have to read a 4,0000 page guide from the vendor. Employees could generally get and find what they wanted from or out of the system. Their web app and mobile interface weren't beautiful but the generally worked well. For small and mid-sized HRIS/HCM solution, they probably check most of the boxes still I'd imagine.

pooorSAP

How long have you been on SAP? I’ve implemented it at several large companies.

kelacorinc

It’s bad. So much worse than SAP

Naramie

My company is switching from SAP to Workday in a couple of years. SAP sucks so I don't know if this change is good or bad.

LeonardoBorji

Confluence is optimized for humans, not LLMs. For agentic workflows, you'd use vector databases for retrieval, structured knowledge graphs for business logic, or fine-tuned/RAG-augmented models trained on company-specific data. [CLAUDE.md](http://CLAUDE.md) and similar files handle session-level context, but context windows are finite and degrade with size, 200K tokens sounds large until you're working across a large code base. Large enterprises will likely end up with custom-trained or fine-tuned models serving as the actual system of knowledge, with traditional documentation becoming an input source rather than the live repo. Confluence then becomes a legacy UI layer on top of something smarter. SAP provides this solution with their Joule (AI Agent) offering which uses RAG.

LeonardoBorji

Why use Jira when you one use open source or cheaper alternatives (Redmine, Taiga, ClickUp, OpenProject: 14.5K stars)? If most of the code is written with the help of Claude Code or similar Agentic tools then the Jira additional features are not that important anymore. Atlassian loses its differentiation and its moat. Agentic tools make migrating out of Jira easier. Since OpenProject is open source and companies can use it as part of the in-house Apps. The same applies to ServiceNow (in this case n8n is a better choice), SalesForce, and so on. Companies don't use just one SaaS product most have hundreds of applications and AI will first be used to reduce the number of SaaS applications, most will be phased out replaced by AI agents and in-house tools, Product like SAP S4/HANA become the system of record serving AI agents and in-house developed Apps.

Gulliveig

I wouldn't worry too much. Take Microsoft for instance. The company is fundamentally absolutely solid. It is structurally embedded so deeply in so many large corporations that without MS, quite simply, nothing works. Not to even mention the Office products: Word, Excel, and so on are everywhere. Everyone knows the products, you don’t have to train anyone from scratch. AI is not going to replace that just like that, as proponents of Claude would like people to believe. This realization will surely return, but right now Anthropic is simply hyping louder than reason. Even if it’s unpopular here: the exact same applies to German giant SAP, and, because of AWS, also to Amazon. Take it as a good opportunity to stock up :)

MrOaiki

Ok, I’ll take your word for it. Again, haven’t used it for years. SAP is horrible by the way.

Inevitable-Comment-I

Vibe coding is such a weak term. Every ERP I work on currently utilizes code developed with "AI" assistance. Hell I bet that's true for 90% of all ERP if not almost every one. Do you actually work on systems or just talking out of your ass? SAP extensions, Magento, multiple proprietary ERPs in the B to C e-commerce area to be specific since I'm sure you'll complain. Manually writing code will be rare in the near future, you can accept that or become irrelevant. It doesn't mean knowledge of systems isn't required, it just means typing out the same code that's already been solved will stop.

jcdc-flo

You don't see it unless you've seen a big implementation, I would liken it to SAP.

SyntheticBear

Claude Code Security fear is overblown. Claude Code Security source code scanning. Crowdstrike EDR sit on every computer in the organization and monitors for malicious activities. Both are different categories. Also CrowdStrike like vibe coded in-house product won't be deployed. If they do they add additional liability and risk into their plate. They will always buy EDR products from 3rd party vendor to transfer the risk. Cloudflare is web application firewall. It has nothing to do with SAST products. The current AI-SaaS fear is also overblown. Products like Saleforce CRM, SAP are very sticky. Even migration takes many years. On top of that there professionals who solely train to solve problem on Salesforce, SAP products. Those products are that complex. Good luck vibe coding that.

Extension-Ant-8

Shouldn’t have gave up lotus notes. That shit, if they kept investing into it. Could have easily transitioned to the web and dominated things like SAP before it got a foot hold.

New_Possible_284

Yeah, like all the companies will clone salesforce or SAP, not that simple. Companies run on those software for decades, they are not switching anytime soon to whatever gimmick software clause code manually got make them

East-Compote-1975

SAP devs: I'm in danger.

FormerKarmaKing

Imagine being an IT director with a mortgage and car payments and deciding to move off of an IBM mainframe system. Before AI, migrating large scale systems was a 1 - 2 year project involving dozens of people where you had to get sign-off from everyone to make certain things kept working just as well as before or you'd probably get fired. Also, the new system would cost just as much or more because Oracle, SAP, and CRM did not get where they are by pricing on cost of materials. They price on value. But now with AI, that migration could be easier because AI is actually great at understanding how existing systems work... for the most part. But there's still going to be just as much internal QA and politicking needed. And what hot new vibe coded startup are they going to move to? One that didn't promise their investors they were going to (eventually) charge just as much as the current enterprise software providers... and eventually more because they've added usage based AI features, too. Only other option is to vibe code an enterprise software platform (lol) with your IT staff that has never built such a large scale system before, do all of the same QA and politicking - probably more bc AI - and then maintain that system forever. ...and then hopefully not get fired. Risk adjusted - or even not risk adjusted - there is basically no way an IT director can come out ahead by switching.

True-Today4367

Ms employee here :) don't forget Google and Msft's line of business are completely different. Msft targets enterprise segments, through Azure, Windows, M365 (Office Suite, SharePoint, Teams, Outlook & AAD), D365, etc. Google's, rather Alphabet's, customers are end consumers and they earn through YouTube, AdSense, Search, Pixel, FitBit, etc. Forget about Android and Chromium, they are open source. so, Google is never the direct competitor of Msft. For the customer segment, Msft performs miseably than Google, I agree. I myself prefer Gemini to ChatGPT, Chrome to Edge, Gmail to Outlook, Mac to Windows, but Msft's primary line of business is never end consumers like us. ChatGPT integration works charmingly with PowerPoint, Excel, Word, Outlook summarization, Teams meeting notes and trackings, M365 copilot, etc., from which enterprise customers get a lot of help. Also, I can vouch that there is no substitute in the market for Excel for finances sector, and Powerpoint for sales sector. Moreover, Ms Azure is way bigger than GCP. Ms has got an entire gaming division, Xbox, which is again a monopoly after PlayStation. Ms owns GitHub, LinkedIn. Ms has complete ERP and CRM suites, and only competes with SAP and Salesforce. Ms has Surface segment as well. So, yeah, summarizing, Google, Ms, Apple, Meta, Nvidia are all the stocks that have risen to their position through all these decades, and they will continue to grow and hold their position in the future as well.

ButterPotatoHead

I'm a mid-level director at a big financial tech company you'd recognize. You are right that the business model for enterprise software is to get their tool introduced and then get widespread usage within the company and then make it deeply engrained so it is very difficult to remove, and then jack up the price. We've gone through numerous iterations of this. Sometimes the tool gets put in place and sticks around long term like we've been using Slack for a long time (whereas there are competitors, Teams, Google Chat, Dischord, etc). However we did migrate from MS Office to Google's GSuite for cost reasons. We used to be on Splunk and then migrated to CloudWatch for cost reasons. We used to be on Data Dog and migrated to New Relic for cost reasons. You get the idea. It is pretty disruptive to move off of these tools but leadership will definitely do it if it means saving tens of millions of dollars. Meanwhile it is very competitive and new tools are coming out every day and the cloud providers AWS, GCP and Azure are offering their own tools all the time which are often way way cheaper. In my experience, the vendors come up with a new product which is new and different and better for some reason, they land some big customers, and then they just stop investing and innovating and instead just try to jack up prices and focus on making it hard to move off of the software rather than keep adding value and features which leaves them ripe to be replaced by someone else. I've been watching this happen in enterprise software for 20 years. At the same time there is always a "build vs. buy" decision with all of these tools. Can we build and maintain it in house in a way that is better and cheaper than signing a multi-year contract? Here is where AI is making a huge difference. I can now build things 10x faster than I could. AI handles gnarly problems like translating from one data set or file format to another, conforming to some arcane government or financial RFP format, understanding industry standards for things like demand forecasting or budgeting. There is no "domain knowledge" any more -- everyone has the same knowledge they can get from AI with a prompt. I see massive disruption coming especially for the long term incumbents companies like Oracle and SAP plus a lot of smaller SaaS providers. The AI tools are available to them as well and it will be interesting to see if they can leverage the tools to add more value at less cost than enterprises can do themselves.

Wacky_Water_Weasel

Microsoft runs on SAP. They can't run their own business on Dynamics because it's too big and Dynamics isn't good enough. They aren't turning around and dumping SAP for Co-Pilot, no matter what bullshit line Satya Nadella feeds investors on the next earnings call. The only companies saying "SaaS is dead" are the ones who can't compete and are trying to get an in on a market they have no mean to realistically compete in.

ashde12

SAP is going to be the major winner here. Almost all US tech especially Microsoft is going to lose big. I hear Google is particularly looking to closely work with SAP

Scary_Resident4982

Prove it. I'm not asking you to "prove a negative" here either which would be a fallacy. I'm asking you to "prove a positive". No company PR? Would have been big news. Clinicaltrials not updated till 2025? That's a red herring. If you have a copy of the SAP change from 2022, let's see it. Or if you have confirmation from Sellas IR to back you up, let's see it.

Meowtist-

Most large enterprises don’t need a full operational decision-ontology layer — they need transactional systems, and cost-efficient analytics, which SAP and modern cloud data stacks already provide Palantir has premium pricing because they support environments with extreme data fragmentation and/or high governance complexity — conditions that just dont apply to most commercial institutions

Automatic_Bison_3093

Ok that makes more sense, still the valuations are crazy. Company like SAP that has the whole EU business landscape by balls is valuated at 200B.

phrankly

Not just government. PLTR contracts with commercial companies as well. Any institution big enough to use SAP today could also use PLTR. And if PLTR delivers more value (or has no competitition), they can charge a lot more than SAP.

ButterPotatoHead

It's a little like saying easy access to pizza dough is going to replace pizza delivery businesses. I think what will happen to these SaaS businesses is that it will now be 10-100x easier and faster for enterprises to build their own payroll tracking, demand forecasting or procurement tool. The advantages of the SaaS tools are usually around being able to handle multiple file formats, knowing (often proprietary) arcane codes and categories or document formats, cross-referencing against specs, etc. These are things that AI can do extremely easily. One person can just point the AI at piles and piles of unsorted documentation and ask it to sort through it and produce what is needed. Yes, to OP's point there will still need to be someone to verify and blame if something goes wrong but all of the sausage making is now 100x easier and you don't need a multimillion dollar contract with SAP.

adyrip1

I think AI has the potential to kill small apps. If you are an app developer that is selling subscriptions via the Play Store, you might be in a lot of trouble. John Doe might ask Claude/whatever to write an app for his specific need, package it and he can then install the apk on his device. But the likes of Salesforce, SAP, ServiceNow, etc are safe for the medium term, at least. Imagine you are a corporation that has SAP implemented across the board but would like to ditch it for an in house AI coded solution. You have to gather all the technical requirements, code the app, test it, migrate the data, run in parallel with SAP for a few months, just to ensure there are no errors, etc. And then you start the process of retiring SAP. This will take years, cost tens of millions and has the potential to blow up in so many ways.... I doubt there will be appetite to approach this with a ten foot pole.

Unusual_Onion_983

Palantir is like SAP or Oracle, once a company adopts it they’re stuck.

k_brn

It’s the same playbook SAP ran when McDermott was CEO: sell to the executives, not the people who actually use the product.

Verghaust

I'm also down bigly on tickers I really thought I'd be up by now: TIGR (-26%, it was a speculative pick, I admit), SAP (-11% but I'm relaxed here), NOVO.B (-22% fuck this stock). It's great time for me to practice patience.

XorAndNot

SAP can't really be this low. People think companies will just drop it for what? Vibe code crud the intern did? Lmao

csgosteve

SAP, salesforces competitors will have no excuse to reach feature parity, i didnt specify that enterprises are going to vibe code everything. the high cost of implementation and the lock in that eventuates will reduce

IceInMyVain

Lmao hilarious take. No serious corporation gonna let their users vibe code an app like SAP, Saleforce etc I swear you people have no idea about these AI to be talking like this.

Bagholder71

Just buy SAP

Greedy_Ad4913

Based on the current value i‘m focused more on MSFT but as the majority says, both are good investments long term. Nevertheless there is also an effect which might be negative is the factor Europe. Since Trump started It’s tariff battle, Europe started to think about the dependency on US companies. As an example, can SAP do the Cloud Job of MSFT etc. I‘m Not that Deep into it yet that I can Share any Expertise here about it but it is just on my mind for Long Term.

Verghaust

I have keen senses to time the market. I'm down bigly on each of TIGR, NVO and SAP. Now i'm bagholding. Also my tencent holding are about to go red.

dreadpiratewombat

Analysts have never done a major enterprise CRM or ERP transformation.  Moving to or from oracle, Salesforce or SAP is a major multi-year project involving hundreds of millions of dollars.  AI isn’t substituting that out any faster than cloud is killing mainframe computing.

KekRico

Trash product and company. Going bankrupt. NOW, CRM SAP and Constellation are wayyy better plays

KrankyKoot

All software won't be affected the same. Large scale business, operating, support / maintenance systems have been adding AI functionality for some time which should increase their attractiveness / sales. Smaller less capitalized companies may be affected but AI is not going to replace SAP, Oracle or Microsoft any time soon. Search on the other hand will be and is evidenced by the spend that Google is making. I for one like the idea that these companies are using the cash piles to enhance their products and increasing their value instead of buying back stock which may be a reason the stocks are getting hammered.

robertlt

Yes, i understand you saw a reddit post and took it as fact but it is still not factually correct. ASML paid 2.336 billion in taxes in 2025, SAP SE 2.98 billion. Public figures. Real figures. It is very funny you want me to apologize based on a reddit post you once saw lol. "They are more interested in producing a mass surveillance nanny state and social credit score than bringing innovation." This is just a figment of your imagination or did you see another reddit post saying so?

ThreadfallRider78

SAP is discounted too. Another I’m keeping my eye on: NFLX (if the WBD buy goes thru, it’ll go to the moon)

kss2023

SAP

Zikari82

Why not SAP?

ThreadfallRider78

Lost $30,000 on some stupid and uninformed day trading plays in about 1 week. Switched to buying the dip on the "AI going to disrupt the software industry"-scare. Heavily invested in NOWL atm. Nothing but upside. I could also invest in a combo of CRM, WDAY, INTU, SAP, SHOP, WIX, CRWD, PANW I think CRM, WDAY, INTU, SAP, CRWD, PANW do have a pretty huge moat.

TernTheNumbers

The European hyperscaler SAP will recover.

TernTheNumbers

It's happening, people. The world is turning away from American big tech, and SAP (Near 52 week low) is a major beneficiary. https://investingnews.com/sap-and-cohere-expand-partnership-to-launch-sovereign-ai-solutions-globally-beginning-in-canada/ https://www.newswire.ca/news-releases/bell-ai-fabric-and-sap-canada-partner-to-strengthen-canada-s-digital-sovereignty-with-cloud-and-ai-infrastructure-884074316.html

bobbybeansss

SAP and Constellation Software for my software buys on this recent dip

Bagholder71

Microsoft, Salesforce, SAP...etc. They are pricing in doomsday 

Mr_Riccetto

Where do you find information about the status of the SAP 4 Hana services? I could not find any info online on this

jthompwompwomp

Yeah SAP, glad I’m just purely inverse of your opinion.

paksway

Don’t forget about SAP

HeyYoChill

You know...before you post stupid questions like this, you can attempt to answer it yourself by going to Finviz or some other screener tool. Here's a list, sorted by market cap, of companies -20% (there's no option to select -25% without a subscription) over the last year, within the tech sector only: https://finviz.com/screener.ashx?v=141&f=sec_technology,ta_perf_52w20u&ft=4&o=-marketcap For those too lazy to click the link: SAP, CRM, ACN, QCOM, ARM, INTU, ADBE, NOW, ADP, INFY, MRVL....it goes on for 18 pages x 20 tickers each page.

Substantial_Pea4888

Def a grt strategy . My wife does SAP Ecery company has it and there is no way in help chatgpt etc replacing . Get etf igv

Amazing-Jury-6886

If you really believe vibe coding will replace all SWEs then short every software stock. But it's really not realistic. AI is still very primitive. It struggles with real world data sets. As always , the demos are amazing, but the reality is buggy. I have sold software for SAP, we used to make sure the demo are amazing to get the sale. But the implementation with real data could take years. AI isn't any different... the demos are designed to work with limited scope. Try something outside those parameters and it starts " hallucinating "

HellaReyna

No I disagree. As a Canadian I have a USD and CAD portfolio. My leveraged TSX portfolio hasn’t moved much the last few days, or it’s gone up. In my USD ports? My SCHD hasn’t moved but I realize it’s tracking the DJ Dividend100. I got a substantial position in NVDA and QQQ though, saw those crash. But overall I’m fine. All the loss porn on wsb and etc look like people buying leveraged ETFs, HUT, MSTR, BTC, etc. if so yes you got ran over by a truck. I’m gonna buy some SAP today though

-SineNomine-

Built a position in SAP

gringo-tacos

Im an experienced PM, I agree. The only place where I see AI replacing jobs is the Data Analyst/Data Scientists roles. You dont need an FTE making graphics on Tableau or writing queries to grab data from SAP.

DisjointedHuntsville

\*\*functionality\*\* is served within an SAP module, dude.

alderson710

you can’t be serious. If you can build an SAP in a day, you should go ahead because you are literally billionaire already.

DisjointedHuntsville

Hmm, i think i kinda do. lets leave it at that :) Migrations \*\*and\*\* replacement of functionality within the ERP layer. The whole complexity with SAP being this overly embedded CRUD app with functionality so tightly coupled within the enterprise that only a handful of people know what's going on . . that is completely done. You can go from idea to getting the functionality you want with tests in a day.

alderson710

You clearly have no idea how huge is SAP as an ERP. There is no way in hell you can replace its functions without investing a damn decade (at the very least). I don’t care what Palantir is saying because it is just a sales pitch.

alderson710

Wait what? What does Palantir has to do with SAP? Liking it doesn’t matter. It is a robust, widely used for decades for the most critical operations within any big enterprise. You simply cannot switch it off and move to something else.

VanguardDeezNuts

GOOGL not doing an SAP or MSFT counts as a win.

alderson710

SAP is not going anywhere though. Literally a monopoly and zero competition.