기업
AWS and SAP sign 5-year pact to expand Business AI to 7 new regions영어 원문
Deal brings SAP Business AI to more regions, expanding cloud AI reach
첫날 -2.0% · 5일 후 +0.6%
애널리스트
UBS: 투자의견 하향 → Neutral
첫날 -2.4% · 5일 후 -0.9%
이전 이벤트 6건›
애널리스트악재
UBS Downgrades SAP to Neutral on Slow AI Monetization영어 원문
UBS cites slow agentic AI rollout; SAP shares slump, worst among large-cap European stocks
첫날 -2.4% · 5일 후 -0.9%
제품
SAP Fioneer Launches Cloud Accounting Subledger for Multi-GAAP Compliance영어 원문
New cloud solution targets financial institutions to modernize finance ops and handle complex multi-GAAP requirements
첫날 +1.5% · 5일 후 +12.3%
실적
SAP Resets Valuation After 2026 Profit Guidance Cut; BMO Raises PT영어 원문
BMO raises PT to $177 from $175 with outperform; stock up 7% intraday
첫날 +9.3% · 5일 후 +14.8%
›전개 과정 5회
- 2026-07-24 Cloud backlog grew 26%, but adjusted EBIT missed; shares rallied on resilient cloud growth amid AI disruption fears
- 2026-07-25 Strong Q2 revenue, accelerating cloud backlog, AI boosts developer productivity 30%, but buyouts impact profit outlook
- 2026-07-28 BMO Capital Markets raised PT to $177, reiterating outperform; shares up 7% intraday.
- 2026-07-28 BMO raises PT to $177 from $175, reiterates outperform; stock up 7% intraday
- 2026-07-28 BMO raises PT to $177 from $175 with outperform; stock up 7% intraday
실적호재
SAP shares up 7% on BMO price target hike영어 원문
BMO raises PT to $177 from $175, maintains outperform; market digests Q2 results.
첫날 -1.6% · 5일 후 +0.6%
›전개 과정 6회
- 2026-07-17 Multiple independent sources confirm SAP on next week's earnings calendar
- 2026-07-20 Results to test if cloud growth, AI uptake and margins can offset slower tailwinds
- 2026-07-23 Multiple sources confirm earnings timing; cloud and AI performance in focus
- 2026-07-24 Cloud backlog up 27%, but adjusted EBIT misses; shares rally
- 2026-07-25 Multiple sources report Q2 beat, but profit outlook cut; shares jump
- 2026-07-28 BMO raises PT to $177 from $175, maintains outperform; market digests Q2 results.
기업
SAP execs stress knowledge graphs and governance for enterprise AI영어 원문
SAP reiterates AI progress at VB Transform 2026, extending its AI strategy discussion.
첫날 -1.6% · 5일 후 +23.6%
›전개 과정 2회
- 2026-07-23 Exec stresses AI must enter complex business processes, relying on clean data and cost control
- 2026-07-27 SAP reiterates AI progress at VB Transform 2026, extending its AI strategy discussion.
실적
실적 발표
첫날 -1.6% · 5일 후 +23.6%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
