SAPa good start

HorseWithNoName 🐴 · 2026-01-27T15:29:09.128862Z

$SAP What do you think is currently a good start? Greetings Plossi 🐴

2D

I've been in since €212 and have added to it. In my opinion, SAP, Salesforce and ServiceNow are the big AI winners. Large companies want to have AI solutions smartly implemented in the software they already use. I think smaller software providers in particular will have a hard time. SAP, for example, will be able to integrate even more AI tools (personalized directly to the customer's wishes, of course) into the existing contracts, whether cloud or SaaS or other solutions, and thus build an even larger moat.

Of course, this is just my opinion and not investment advice :)

•

3

•

K@TechNav

2D

No way. P/E ratio 33 and ROIC only 17.66% that can still go -40%

•

1

•

HorseWithNoName 🐴@Plossi

2D

@TechNav You mean that low still? But that would be blatant, on what grounds?

••

K@TechNav

2D

@Plossi The reason is that they are not worth such a high P/E ratio with such a low profit margin and investment management. They are simply far too expensive with the current figures.

•

1

•

HorseWithNoName 🐴@Plossi

2D

@TechNav Thank you for your assessment

••

NoOneElse@NoOneElse

16H

@TechNav It's normal. SAP finds itself in a cloud & AI transition phase like many other SaaS companies.

••

K@TechNav

15H

@NoOneElse It can be normal. But I would never buy here at this price either

••

NoOneElse@NoOneElse

14H

@TechNav you don't have to ;)

••

Ichbinak63@Ichbinak63

22H

Clearly topped up

•

1

•

D.S.@Crash-Propheteus

2D

TOP 🚀

••

Cossi@Cossi

2D

Yes world class at 180€ again

••

Chris@IronEagle

2D

Tomorrow's figures will be decisive. If there is nothing positive for the future, the share price will fall again significantly. And unfortunately, the SAP Executive Board is not selling successes particularly well - if you compare this with Papenberger from Rheinmetall, for example.
SAP currently has 2 significant downgrades. But basically the company earns well - you can certainly do that.

••

SAP...a good start? 🤔