SAP

ShootsnLadders

I’m buying the hell out of $SAP lately.

Dealer_Existing

I was thinking of selling some puts on NOW and SAP, this helps the OTM case :)

2QuarterDollar

Look at SAP, HUB, CRM, Intuit, NOW, Crowdstrike and other software. All those gains going to memory today.

bbrk9845

Competent companies SAP and Oracle dominate the ERP market. But yes they'll have better success vibe coding it, if Microslop had any significant ERP marketshare

Working-Guard-7848

* From your list, these are the ones i like... and of these, so far, i'm only holding small positions in SAP and PATH (but I want a small position in all 4 of these) * Kratos (KTOS) -60% - yes, war machine, drones baby * Aerovironment (AVAV) -60% - more drones, cheaper drones * UIPATH Inc (PATH) -27% - profitable robotics for industry * SAP SE (SAP) -36% - yes, still the most widely used/imbedded ontology in use by fortune 500 companies. Adding AI enhancements that actually work and add value.

TurnUpThe4D3D3D3

None will for sure—stock predictions that precise are impossible. Small high-risk names like RR (robotics, ~$440M cap), ACHR/JOBY (eVTOLs), and RCAT have the only realistic 10x math if their tech scales massively. Bigger firms like INTU, CRM, ADBE or SAP almost never do in 5 years. Pure speculation with high failure odds. Do your own research, NFA. --- *^(This comment was generated by openrouter/grok-4.5)*

Phuffu

From this list I like: CRM, INTU, ADBE, SAP and maybeeee PATH

scramjetmode

The market may still be underpricing is the value of Europe’s strategic assets if the continent gradually becomes more self-reliant. SAP, Schneider Electric and Safran aren’t just quality compounders—they’re critical infrastructure for Europe’s digital, industrial and defense ambitions.

TheEagleDied

SAP

scramjetmode

European enterprises trusting a European AI stack with mission-critical data is a far more compelling thesis than the market seems to appreciate. After the recent shift in the geopolitical landscape, relying less on U.S. technology feels like prudent risk management. The SAP–Mistral partnership could be the catalyst.

Correct_Emotion8437

This seems like a bad idea. It will be interesting to see how it plays out. Starbucks can afford to create an internal enterprise software and infrastructure team but I don't know if it will be cheaper than 400 million. I'm sure their grand plan is bigger, but based on this headline, it's a total flop. Replacing an inventory app and a maintenance app is only going to be a small amount of that 400 million. They're using Azure, D365 Finance and probably a million other Microsoft tools. So maybe they replace D365 but unless they can replace Azure, they're still going to be paying a lot to Microsoft. And replacing D365, if that's what they are thinking, would cost a lot. I don't even know. Starbucks is a huge operation. I can't really guess the size of the team they'd need to build it, roll it out, maintain it, etc. Just for them to implement a new software - like go from MSFT to SAP would be tens of millions. If it goes really well or really poorly, it will definitely influence other companies. But it will probably just do what so many large software projects do - start out all happy/friendly until the first few budget over-runs and then get all ugly until it finally dies.

tlai89

depends if u think SAP is battle tested

Optimal_Image5192

Do you have any idea of the huge lineup of software companies that are dedicated specifically to helping enterprises integrate AI-native workflows?? There are dozens of serious players from Microsoft, Salesforce, ServiceNow, and SAP to specialized firms building production level tools for RAG, agents, orchestration, and secure enterprise deployment. This isn’t some random “vibe coding” a POS system from scratch. These companies are layering AI on top of decades of infrastructure with guardrails. The core transaction logic in something like a POS stays deterministic and AI is getting integrated in tasks that can be automated like inventory forecasting or fraud detection. I’m so tired of this constant attitude on Reddit attempting to dismiss the new tech, just to look like smartass. Just shows you’re not paying attention to what’s already running in production at scale.

Particular_Yard_2460

I work in tech. Small companies develop their own software. Medium sized companies buy off the shelf or indi software. Large corporations buy enterprise software. A.I doesn't change this, you can't vibe code MS Excel, or Slack or SAP or Salesforce or Service now or Workday to spontaneously exist at the level it's required to function from a.i generation. Everyone in tech knows this, especially the C-suite.

homogeneouscasserole

I can't wait until this turns into another Under Armor goes to SAP and it ate half a year of revenue stories.

her_majestys_dildo

Not just any software they are becoming the next SAP by vibe coding their own inventory management system

Gulliveig

Bagholding 50 RMS (Hermès). Quite unique company, was hit hard by Trump's war: turnout gave in quite noticeably, as ppl not flying du Dubai any longer to buy Jane Birkin's. Down 27.6% or €28.9k. Not selling, though, am sure this one will come back. Not too sure about my 250 SAP though. Down 15.7% or €6.1k. MSFT and NVDA were sold at a profit during my rebalancing. While rebalancing, realized some profits from bets on the future (Biotec, Robotics, Renewables, AI; all ETFs). Not sold all, just rebalanced a bit: [https://www.reddit.com/r/ETFs/comments/1ulki3x/rebalanced\_several\_londonbased\_etfs\_in\_my/](https://www.reddit.com/r/ETFs/comments/1ulki3x/rebalanced_several_londonbased_etfs_in_my/)

CMDR_Shepard96

Getting reamed by AEM, SHOP, & SAP today. So, just another Wednesday really.

ohgodthehorror95

Some companies I like right now. NOW, VEEV, SAP, TYL, TRI, HUBS, APP, and maybe ZETA. I also like DDOG and CRWD but their valuations are crazy stupid right now.

CMDR_Shepard96

Flat.. My calls are so far OTM after the last 30 days that a pump hardly even moves them. Also, SAP & SHOP closed red in the end. MU & AEM ate whatever upside I saw on the rest of my positions..

CMDR_Shepard96

SHOP opening at 120 just to dump all the way back to 114 while everything else pumps just really ruined my day. Same with SAP 158->154

EKEEFE41

Oracle's biggest customer is Microsoft, which relies on Oracle to build massive multi-cloud data centers inside Azure to satisfy enterprise demand for the Oracle Database. Other massive enterprise customers include UnitedHealth Group, Citi, and FedEx, alongside major tech firms and AI developers like Nvidia, OpenAI, and xAI. [1, 2, 3, 4, 5] Oracle powers a vast network of enterprise, database, and cloud (OCI) clients across different industries: [5, 6, 7] Key Customers by Sector • Technology & Cloud: Microsoft, OpenAI, Nvidia, xAI, AMD, ByteDance, and Meta. • Financial Services: Citi, Edward Jones, Deutsche Bank, and Bank of America. • Healthcare & Life Sciences: UnitedHealth Group, Johnson & Johnson. • Logistics & Retail: FedEx, DHL, and Costco. • Enterprise Giants: Accenture, Deloitte, Siemens, and SAP. [1, 2, 3, 5, 7, 8] Explore global business implementations and success stories by browsing the official Oracle Customers directory. AI responses may include mistakes. [1] https://cloudwars.com/cloud/larry-ellisons-masterpiece-microsoft-becomes-oracles-largest-customer-2/ [2] https://www.appsruntheworld.com/customers-database/products/view/oracle-database [3] https://www.linkedin.com/pulse/oracles-largest-customer-microsoft-jonathan-david-moore-frsa-hshsc [4] https://www.theglobeandmail.com/investing/article-oracle-shares-surge-on-cloud-revenue-potential/ [5] https://www.oracle.com/ [6] https://www.aventionmedia.com/technology-installed-base/oracle/ [7] https://technologychecker.io/technology/oracle-cloud [8] https://logichannel.com/oracle-customers-list/

YesYesNoNoWeeeee

What is this massive ERP then? In few weeks, you could build a trash fuck all replacement at best. There are things like ServiceNow, JIRA and maybe other sorts that can be replaced, but not those massive ERP systems like Oracle or SAP.

WhoLickedMyDumpling

SAP is likely safe too, i worked with SAP extensively in different companies, AI can assist with setting up SAP and calibrating reports, but it can't replace it, atleast not in any useful way. Oracle on the otherhand, they can go straight to hell

Responsible_Trash105

**Do you think SaaS stocks are going to pump eventually?** **At their current valuations, they’d be a gold mine if they do. Adobe, Microsoft, Wolters Kluwer, SAP…**

AgreeablePudding9925

Can someone tell the market so my losses can be erased on NOW, CRM and SAP?

Crackbot420-69

I agree with you on this. Though I may be wrong it feels like the market has priced everything ubiquitously, that is, that all software is equal. It’s definitely not - system criticality, how entrenched something is, how specialized it is to particular businesses needs (and I’m sure many more metrics) all contribute to how resistant it is to being ‘vibecoded’ out of existence. Even if we accept that AI will make software faster and cheaper, we still have to recognize that software is just a small part of the puzzle too. There are plenty of people today that could program a version of FB for a semester project and ERP systems at their core are built on pretty basic, standardized everyday actions taken by a business (eg create purchase order, receive order, create invoice, pay invoices, etc). I’m sure there have been open source versions of this stuff for decades too, but no one uses them. Businesses instead pay tons of money for SAP or Oracle (and never leave once their entire business is built around it), they pay ServiceNow for ticketing (instead of using of the million open source versions on Github), and the people who work there all log on to FB and Instagram at night, because everyone they know only uses that. I think that companies are exactly as likely now as next year and the year after to use most this off the shelf software, and that with a bit of patience and thought people should be able to pick some real bargains out.

gdpepe07

SAP, -33% as of today. I’m not even sure I’ll ever break even

Sensitive_nob

Veev up, Phreesia up, now up, SAP up, constellation brands up, msft up. Saas is back on the menu

Puzzled-Intern-7897

I still believe that many CEOs won't want to make that jump, as the economies of scale mean that it will be cheaper to keep a prefab software solution (like Excel or SAP) and then built your own thing on those foundations to the design of each department. Rebuilding tools that require entire companies today inhouse seems very inefficient from an economic point of view as it breaks down the economies of scale in their entirety.

Puzzled-Intern-7897

I personally believe that especially the senior engineers are the ones which are a) not present in a manufacturing company that needs ERP and b) are the least likely to want to put their name under a program which they did not write. ERP is not as important to tech as it is to companies with complicated and internationally integrated logistics. Take any gas turbine manufacturer, they procure parts from both inhouse and foreign suppliers, assemble them in house in NA or EU and then ship them world wide, yet their senior engineers won't be able to create anything close to SAP or SF

CMDR_Shepard96

My port has looked like a side profile of an Everest descent since June 1st.. AEM, CRM, GOOGL, INTU, SAP, SHOP..

According-Buyer6688

SAP as well

Verghaust

theres so many shit i should have sold few weeks back like SAP, BABA, Tencent

CMDR_Shepard96

SAP pls just have two green days in a row for once

trixy6196

Sales force, Worksay, SAP all are shut but must have amazing sales teams to get companies to use them

mzakieh

I have a start up that implements ERP and CRM tools for small companies. Here’s my take and ill try to keep it short (unlike your post😛). There are many small companies and there are many small ERP options. Those small companies can ask me to build them a makeshift ERP tool or a customized Odoo ERP to handle their operations, all in one platform. No big deal. It’s a small investment and they can use it at a relatively low maintenance cost. Then there are the large companies that need ERP (like SAP) to coordinate workflows between many departments, a CRM (like Salesforce) for their many sales employees and maybe APIs that connect both together and to a Microsoft ecosystem (Teams/ Outlook). Those companies wont move anywhere. They are a sustainable cash generator for Salesforce. The cost of moving to a different platform is proportional to the size of their operations. Those companies are the reason why software companies like Salesforce have a gross margin of 77%. So what will happen, for big companies, as those companies grow, they will keep adding users, more subscribers for ERP/CRM. Small companies that scale up, more subscribers for ERP/CRM. Smaller companies more likely to shop around ERP/CRMs and test other tools built by AI. But when they want a reliable platform that doesn’t hallucinate over their accounting books, they will go to a developer and ask for a reliable ERP.

Suspicious_Ad7492

SAP gonna sky rocket!

Ceyenne18

Yeap. MSFT, NOW, SAP, CRM ... all up at least 1-2%.

CMDR_Shepard96

SAP is a good portion of my bags

CMDR_Shepard96

Hey look, it's SAP

CMDR_Shepard96

It's tough to watch ngl.. they're March '27 calls, but they were only like 10% OTM on June 1st. Now they're wayyyy OTM after the last few weeks CRM/INTU/SAP & SHOP https://preview.redd.it/kiqxko9brz8h1.jpeg?width=2160&format=pjpg&auto=webp&s=155e8f63927c6fcbce42782768a32152ee7550d0

Puzzled-Intern-7897

SAP has already reached 20, and I think the floor will be around 15. I won't sell my position in SAP, as I think it's a good company, even though my position is under water. These ERP companies are safe bets, as they have steady cashflows and basically hold their costumers hostage, as transition costs are super high. Imagine a firm like GE or Siemens having to migrate from their SAP solution to something that was internally created via Claude Code

Puzzled-Intern-7897

I believe that is right, as any semi competent intern can toss together a decent KPI tracker in excel or html with Claude. This type of SaaS is going to go under. Deeply embedded processes, that need to be stable and secure and handle gigantic amounts of data, will still be able to sell. That's why I think ERP such as SAP will not go under, instead it will be a steady money maker, as utility companies are today.

Puzzled-Intern-7897

Yes, but that goes for software that's basically a fancy excel wrapper. ERP systems like SF or SAP are so deeply embedded in logistics, sales, and accounting that any replication via vibe code needs to be done across departments. I just don't see a large company trusting vibe code from an intern in accounting to handle information channels that need to be secure.

bannedbutunforgotten

SLS is a truly unique case, you're unlikely going to find something like this again in your life. You will find a lot of tickers with a lot of lengthy "DD" posts but nothing as verifiable as SLS and its investors have demonstrated. \- Drug targeting extremely wide range of cancers (currently trialing for AML but WT1 over expressed in 20 different cancers). \- A particularly deadly cancer with zero treatment options. Patient timelines to death are very well understood. \- Known patient enrolment dates (in batches). \- Updated event (death counts) forming constraints on what is biologically implausible, if not impossible. \- Primary end point of overall survival and median overall survival. These things are all very cut and dry facts, especially the OS end point. A placebo is not saving you from death. This is not a "oh the tumour size decreased 15% in the Phase 2 study" sort of thing. This is strictly "are patients staying alive?" to which the answer is yes. Even without the incredible DD on Reddit from multiple data scientists and analysts - all coming to the same conclusions, all openly discussing with 100% transparency their methods and calculations, you can just take a step back and look at the bigger picture. \- Best Available Therapy documented a median of 6-8 months. This means that half the BAT cohort will be dead in that time frame. \- Phase 2 data demonstrated 5.4 median OS IIRC vs 21.6 for GPS (the drug under trial) with a P-Value of 0.02 (2% chance the data is bad). \- Enrolment started 2022 and completed April 2024. Even if we assume that all patients enrolled in April 2024, we are 26 months from that date and yet the trial is still going. The trial was estimated to have been over 1 year ago in June 2025 yet in December 2026 only 72 deaths happened. So you have to ask, what is keeping these patients alive? These patients that are given 6-8 months to live? Is BAT suddenly keeping patients alive at 3-4x the well documented rate, against all literature and even the key opinion leaders who as recently as October 2025 said there have been no improvements in BAT outcomes in the last 5 years? The BAT that recently failed 3 trials for CR1 and CR2 as recently has August 2025? Or Is it the drug that the doctors who are running the trial begged Sellas to get the SAP updated to allow for ad infinitum dosing approved? The same doctors who on record have said are "totally convinced" the prolonged survivals are due to the GPS effect? The REGAL trial is also wonderfully designed, stratifying patients based on mutations and stripping out all other variables like transplant eligibility. You will notice any time a "bear case" comes up it specifically uses unfalsifiable reasoning (many "what ifs"), attacks the company history or CEO history, and never ever proposes a mathematical or scientific scenario that can explain patient durability in this trial - especially not one that can justify why the trial was not halted for futility by now or even at the 60th even interim update. SLS is truly a once in a lifetime opportunity. I have never seen such deep, mathematically and scientifically verifiable diligence on any company on Reddit as we have seen with SLS. I do not expect to see something like this, the setup, the clear cut data, the level of diligence, nothing like it ever again ever and have invested accordingly.

PathSeeker101

Imma buy SAP

tactman

using AI for the same thing that Salesforce or SAP or Oracle does? Running business operations on AI? What major company is doing that? Probably none. Revenues have been growing up for these companies. Expectation that AI is replacing their income does not match reality.

kuteguy

This is just not true. Before Salesforce the CRM leader was Siebel. People said there's no way Salesforce could replace Siebel. Just look into how easily Siebel got replaced by Salesforce in about 5 years. It could happen to any enterprise software. Except SAP maybe

ReporterCalm6238

Sorry but the collapse of SaaS is totally justified. I work in sales, the amount of leads that tell us "managements is replacing every single SaaS in our company with vibecoded local alternatives" is simply astonishing. Vibecoding is changing EVERYTHING in software. The old paradigms don't hold anymore. And doesn't matter how many pivots Benioff does or to how many AI Leadership conferences does he go, SaaS is gonna die eventually. Making software has become too cheap and easy, open-source model are now approaching private models in capabilities which means it's about to become even cheaper. I only invest in global ETFs but if I were pick single stocks I'd NEVER put my money on Salesforce, Adobe, SAP or wathever. They might be sticky with their vendor lock0ins but their moat is disappearing by the hour.

EpicOfBrave

Absolutely agree. The revenues and profits of Microsoft, Adobe, Service Now, SAP, Salesforce, Palantir and almost every single software company continue to grow YoY, because no governments, banks or large software customers are buying cheap, buggy, vulnerable vibe coded software.

IWantToSayThisToo

Salesforce, Oracle, SAP, Adobe. All these companies with bloated software that companies buy then spend millions customizing. They're about to get a dose of reality when a small team can put something together with Cursor that can rival what their whole products do but ultra customized for the company. And I can't wait for them to all go down. 

Puzzled-Intern-7897

Yea, sure. But for e-mails and small coding or data science tasks. Not to rebuild an ERP system from scratch. I don't think a single enterprise on this blue earth will replace SF or SAP with a vibe coded alternative or a full AI pipeline any time soon, as the tracking of responsibilities is the main feature and that cannot be replaced via AI.

Puzzled-Intern-7897

SAP is the exact same, those two are basically utility companies that have locked in their costumer base. The swapping costs are to high, take to long, and the amount to ripping out your spinal cord. Utilities should trade at around a P/E of 12, so I wouldn't be suprised if they starting paying out higher dividends soon

jvrodrigues

I know more than a couple replacing SNOW and SAP, I’m supporting a team replacing atlassian on a 35 billion Euro manufacturing company. I recently also supported a medium sized organization build their own CRM. People don’t understand the dimension of the revolution we are currently on.

Accidental_Aeon

I am still up 12% year on year. Is this a joke I am too SAP 500-pilled too understand?

naked_rider

Those are all point solutions. Not true Enterprise software. Figma, Adobe, Word - all single use point solutions. Microsoft Dynamics, Oracle eBiz, SAP R3 or whatever they call it now. Those are embedded, entrenched, integrated and not going to be replaced by some vibe coded BS.

naked_rider

Adobe ain’t Oracle or SAP or Microsoft or Salesforce. You’ve got a sample size of one!

naked_rider

Have you ever implanted a five year long Oracle or SAP ERP system with 100’s of integrations points costing upwards of $50m? The simple stuff will be replaced, these deeply imbedded enterprise systems are not going anywhere anytime soon. And this is the bread and butter of these large companies. And trust me, they understand what’s going on - I may not like them, but they are run by highly intelligent people who are constantly innovating.

Greedyanda

Building a piece of software is easy. Maintaining it is hard. Companies like SAP don't just give you software, they office service level agreements that guarantee a level of performance and are liable to a certain degree if your business gets disrupted because of issues with the software. They also take responsibility for 200+ different legal, taxation, and accounting requirements systems. If you want to replace such software, you don't just need the countless engineers that maintain it but also the right lawyers and accounting experts.

theb0tman

Agree, it’s a bad time to be a point solution SaaS company. CRM NOW SAP all posting continued solid financials but the market doesn’t care.

ohgodthehorror95

I think part of the issue is that all software gets lumped together. Are there some companies who might be boned? Sure. WIX and MNDY come to mind. And some companies have been on the decline prior to the SaaS-pocalypse. ADBE has had 10 straight quarters of decelerating growth. But companies like NOW, SAP, PANW aren't going anywhere. The cybersecurity selloff 3 months ago was regarded. And buying PANW in the low $140s was the 2nd most obvious trade I've made all year

naked_rider

Ok - so Adobe gets disrupted. What about all the core Enterprise software stalwarts ( Microsoft, SAP, etc). They are highly entrenched and not getting replaced anytime soon.

CMDR_Shepard96

I picked up some CRM, INTU, SAP & SHOP long dated calls, and holy shit they're all just getting decimated

theb0tman

If you run some small niche service yes you are fucked but huge complex integrated systems like CRM and SAP are much more difficult to replace, even if people hate them

Smooth-Leadership128

SAP lokks interesting now with green light from Pentagon and promising ZEW forecast

TwoTrick_Pony

SAP is going to run and it's going to be epic but when?

Vast-Palpitation-426

ASML, Airbus, Framatome, SAP, CERN...

Kakariko_crackhouse

SAP breaks down constantly, what are you talking about

Kakariko_crackhouse

SAP is shitting itself. S4/hana is absolute garbage and consistently fails exchanging information with Ariba, which I see no excuse for. Now SAP is talking AI. They can’t even get business object reports to pull consistently, and the piece of shit times out every couple of hours. SAP is big because they already had a lot of customers, but they fucking suck and are ripe for losing market share to a real modern competitor

NoobOnTour

NOW, SAP and Veeva for me 😭

Sean_VasDeferens

I don't get the hate for SAP at the moment. They were beaten for not spending like a drunken sailor on AI, then they got really beaten up because their competitor (ORCL) did spend like a drunken sailor.

rzonk2

Corporations won’t rip out SAP overnight, but they pretty much can use it less and less over time, and even if they just wont increase their dependency, it will affect SAP margins and the dinosaur will eventually collapse under its own weight. Thats what the market tells you.

dcgradc

They're only releasing about 4% of shares . Many people will have this in their portfolio weather they like it or not bc it will be in the SAP

dgellow

No, SAP going to the gutter fml :(

CMDR_Shepard96

SAP/CRM/INTU/SHOP dumping 20% in the last like 10 days definitely wasn't on my bingo card, after they'd already dumped huge so far this year. Thought I was buying the bottom.

CMDR_Shepard96

The SAP Daily chart with "Outside RTH" set to off is hilarious. "Three green days in a row!!" https://preview.redd.it/awkw0z0fun6h1.jpeg?width=1377&format=pjpg&auto=webp&s=1193cafe021ace2aa54c23ffe80c0861bc6d6d0c

CMDR_Shepard96

Can you guys resuscitate my SAP calls pls. Book me out a defib

CMDR_Shepard96

SAP & GOOGL have just nuked my port. Jfc

ShootsnLadders

$SAP est. forward PE for FY 2027 is now around 16.6.

Verghaust

I am absolutely destroyed by my great value plays - SAP, Baba, tencent, novo nordisk

CMDR_Shepard96

I don't care what anthropic come up with, you aren't dislodging SAP out of mega-corporations 😆 it's wedged in like an annoying tick

CMDR_Shepard96

Will SaaS stocks ever catch a break, holy shit.. Fkn SAP, INTU, & CRM are crushing me.

Garnatxa

SAP is just a no brainer

coveredinyolk

I do work for SAP and they have been spending like crazy lately.

SensitiveAd6131

I totally agree with you and TBH I wouldn’t trust the info that goes into SAP into any new AI slop app. Specially considering the volume and the criticality of it. I’ve bought 7 shares, and i’m thinking on doing DCA for a couple of thousands € more next months

SEJ46

Yeah I hate Salesforce and SAP. But they aren't going anywhere.

NotUrRealDad

I think it’s a great long term buy and hold. SAP is integrating AI into their workflows and adding a lot of value to their products through that. They are also slowly continuing to buy and integrate other products to add to their ecosystem. They are going to keep extracting money from their existing companies. And as those giant customers grow, SAP is going to keep charging them more and more while switching to a competitor becomes harder and harder.  SAP is a sticky dinosaur and it’s not going anywhere. AI isnt a threat when the biggest reason to use SAP products is because switching to literally anything else would be too painful. 

SensitiveAd6131

I’d argue SF, but SAP? I don’t think so

AsheDigital

Because people think SAAS is dead because of AI. Yet they don't account for AI development still takes time and money, which may or may not compete with pricing. Especially if there is any sort of compliance involved, then I just don't see why SAAS companies would lose out, they'd also benefit from AI anyways. Imo a lot of SAAS companies are undervalued because of what ifs, that don't seem super likely and where the math never really adds up. Except palantir, but hey, having a DBMS with AI integration that mostly government buys, apparently makes you twice as valuable as SAP, even though you're revenue is 8 times smaller and you have way more competition with a much smaller customer base.

Hot-Network2212

One big part of the valuation is the fact that Snowflake has under 10k employees while SAP has over 110k.

Educational-Hair-779

SAP is like that old reliable car that never breaks down but nobody wants to buy because its not shiny - problem is market keeps chasing the AI hype instead of looking at actual sticky revenue

jakl277

I have SAP leaps because I think it’s undervalued. Havent seen much from it yet as it’s been downgraded a couple of times Here’s to hoping

CMDR_Shepard96

INTU, SAP, & SHOP are just fucken killing me

CMDR_Shepard96

My port is still -10% in premarket - SAP & GOOGL murdering me

aspenextreme03

I have a bit of NOW at 94 avg. might pickup some SAP soon as my other Saas pickup to hold in my LT portfolio. Need to get some KMB as well

ShootsnLadders

I been buying SAP on every drop and selling on every pop. Got no problem holding SAP forever I think it’s the easiest hold of all the SaaS chaos.

CMDR_Shepard96

If he ends this fuckery in Iran, things ought to improve.. My AEM 230/290 spreads are cooked. My CRM/INTU/SAP/SHOP calls are on their way to being cooked as well. I thought I'd bought the bottom the other week after they started to climb, but now we've dumped back to 52wk lows again. Meanwhile all those companies are scheduled to continue making more $$ than they've ever made before - make it make sense.

NoobOnTour

SAP PEG ratio almost hitting 1 which is extremely cheap. The software selloff is completely overdone.

CMDR_Shepard96

I went long (March '27) on CRM, INTU, SAP & SHOP. About 12kUSD all up.. now down to 7.8k. It's almost impressive how that just do -3%~-5% every day pretty much without fail.