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NYSE:SAP 3 July 2025 - 31 January 2026

Salesforce stock dives as software selloff deepens on AI disruption fears — what investors watch next

Salesforce stock dives as software selloff deepens on AI disruption fears — what investors watch next

New York, Jan 29, 2026, 12:42 EST — Regular session Salesforce shares dropped $14.84, or 6.5%, to $213.12 in midday trading Thursday, caught up in a broad selloff in software stocks following disappointing results from SAP and ServiceNow. The S&P 500 Software and Services index plunged 8.7%, hitting its lowest level in nine months. J.P. Morgan analysts said sentiment around software remains weak, despite lofty investor expectations. “The market is pricing a worst-case scenario that software is dead,” said Adam Turnquist, chief technical strategist at LPL Financial.
29 January 2026
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SAP earnings: shares sink on cloud backlog doubts despite €10 billion buyback

SAP earnings: shares sink on cloud backlog doubts despite €10 billion buyback

SAP shares were poised for their biggest one-day drop since October 2020 on Thursday, plunging 11% by 0852 GMT. Investors zeroed in on a cloud backlog update that missed expectations. Citi analyst Balajee Tirupati said SAP “needed an all-round acceleration” and flagged the update’s “puts and takes,” warning the stock might trail. Walldorf-based SAP reported fourth-quarter revenue of 9.7 billion euros, matching the company’s consensus estimates. Cloud revenue reached 5.6 billion euros, slightly above the 5.5 billion euros forecast. The company also announced a fresh two-year share buyback program valued at up to 10 billion euros. Looking ahead, SAP projects cloud revenue between 25.8 billion and 26.2 billion euros in 2026, signaling growth of 23% to 25%.
29 January 2026
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2025 Gartner Magic Quadrant for Financial Planning Software: Workday, OneStream and Board Front an AI Arms Race in FP&A

2025 Gartner Magic Quadrant for Financial Planning Software: Workday, OneStream and Board Front an AI Arms Race in FP&A

The financial planning and analysis software market just hit a major checkpoint. Gartner has published its 2025 Magic Quadrant for Financial Planning Software, and within hours a wave of vendors — including Workday, OneStream and Board — announced fresh leadership positions, all leaning heavily into AI, agents and unified enterprise planning. PR Newswire+2PR Newswire+2 For CFOs and FP&A leaders, these announcements on and around December 4–5, 2025, are more than marketing. They provide a snapshot of who Gartner sees as shaping the next era of planning, forecasting and performance management across 14 evaluated vendors. Anaplan Inc
5 December 2025
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SAP SE Stock on 1 December 2025: EU AI Cloud, Lawsuits and Valuation After a 26% Pullback

SAP SE Stock on 1 December 2025: EU AI Cloud, Lawsuits and Valuation After a 26% Pullback

As of the Xetra session on 1 December 2025, SAP SE is trading back around €208 per share, putting Europe’s largest software company roughly 26% below its 52‑week high near €283.50 reached earlier in the year.StockAnalysis+2MarketWatch+2 Yet the picture under the bonnet looks very different from the share price: cloud revenue is growing above 20%, margins are expanding, SAP has just launched a flagship EU AI Cloud for sovereign European workloads, and analysts still see material upside — even as fresh lawsuits over alleged trade‑secret theft and competition issues make investors more nervous.Reuters+3SAP News Center+3Barchart.com+3
1 December 2025
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SAP SE Stock Today (27 November 2025): EU AI Cloud Launch, Lawsuit Headlines and Analyst Calls Under the Spotlight

SAP SE Stock Today (27 November 2025): EU AI Cloud Launch, Lawsuit Headlines and Analyst Calls Under the Spotlight

Disclaimer: This article is for information and news purposes only and does not constitute investment advice or a recommendation to buy, hold or sell any security. SAP SE is trading modestly higher in Frankfurt today, while the U.S. ADR remains well below its 2025 highs after a sharp multi‑month correction.
27 November 2025
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SAP Stock Skyrockets on Cloud Boom – Analysts Eye New Highs?

SAP Stock Soars on Cloud Surge — Can the Rally Continue?

*Source: Stockanalysis.comstockanalysis.com. Bottom Line: SAP remains a market heavyweight riding a powerful transition to cloud and AI. Its Q3 results showed solid gains, but management warned of a near-term slowdown in cloud growth. Analysts say the long-term story is positive – backlog is large and costs are in check – but with the stock near cycle highs, “the rally” may need new catalysts to keep climbing. Investors will be watching upcoming earnings and how well SAP turns its AI/cloud investments into sales.
30 October 2025
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Salesforce Stock Soars After Dreamforce AI Bombshell – What Investors Need to Know (Oct. 21, 2025)

Salesforce Stock Soars After Dreamforce AI Bombshell – What Investors Need to Know (Oct. 21, 2025)

Salesforce stock rallied on Oct. 21, 2025 after a late-week bounce driven by bullish Dreamforce announcements. By Oct. 20 CRM shares were trading in the mid-$240sts2.tech. Investors had already bid the stock up ~7% on Oct. 16 in reaction to Salesforce’s long-term outlook, before it settled back to about $243 on Oct. 17ts2.tech. On Tuesday, Oct. 21, CRM opened at ~$254.31marketbeat.com and traded up toward the mid-$260s by late morning, roughly a +4–5% gain on the day. This continued a modest rebound from the multi-month low near $235 on Oct. 1, and still leaves CRM down roughly 27–29% year-to-datets2.techts2.tech. The late-October move was fueled by news unveiled at Salesforce’s annual Dreamforce conference and other strategic updates. CEO Marc Benioff used the event to raise the bar on growth goals, forecasting more than $60 billion in revenue by FY2030ts2.techreuters.com. This exceeds the Street’s consensus and implies sustaining ≈10% annual growth through 2030. Salesforce also introduced a “50 by FY30” Profitable Growth framework, aiming for combined growth and margin targets of 50% by 2030nasdaq.com. In tandem, Salesforce highlighted the rapid rollout of its new AI agent platform, Agentforce 360. According to the company and press reports, Data & AI revenue reached ~$1.2
21 October 2025
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Smart Pucks, AI Refs and VR Fans: All the Cutting-Edge Tech Powering the NHL in 2025

Smart Pucks, AI Refs and VR Fans: All the Cutting-Edge Tech Powering the NHL in 2025

Not long ago, hockey’s real-time stats were limited to what a human could scribble down. In 2025, every movement of the puck and players is digitally tracked and recorded. The NHL’s EDGE Puck and Player Tracking system uses a combination of sensor and camera technologies to capture the game in unprecedented detail. Each game puck is embedded with a microchip, and players wear radio-frequency tags tucked into their shoulder pads – these emit signals that antennas around the arena pick up 100 times per second aws.amazon.com. Meanwhile, an array of 14–20 high-speed cameras mounted in the rafters constantly triangulate player positions nhl.com. The result is a firehose of data: about 12 million data points per game, tracking everything from puck speed to players’ exact coordinates aws.amazon.com. What does this enable? For one, broadcasters can enrich telecasts with instant analytics. Viewers now see graphics showing that a player skated 20 mph on a breakaway or that a goalie faced a shot that peaked at 98 mph. During the 2023–24 season, the NHL debuted on-screen face-off win probability visuals – a product of machine learning crunching live tracking data and historical tendencies nhl.com. When two centers line up for a draw, fans
15 September 2025
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Billion-Dollar Deals, AI Shakeups & Record Highs – Global Business News Roundup (Aug 15–16, 2025)

Billion-Dollar Deals, AI Shakeups & Record Highs – Global Business News Roundup (Aug 15–16, 2025)

Stocks Near Peaks: Global markets hovered around record highs. On Wall Street, the Dow Jones Industrial Average hit an intra-day record before inching up 0.08% by Friday’s close reuters.com. The S&P 500 and Nasdaq Composite, however, dipped 0.3% and 0.4% respectively as tech and financial shares pulled back reuters.com. Still, one strategist noted the rally’s resilience: “This market continues to move higher and the story is just earnings and margins”, with strong U.S. corporate profits buoying sentiment reuters.com. U.S. retail sales data showed consumers remain resilient even after a hotter-than-expected producer price spike, which briefly rekindled inflation worries reuters.com. In Europe, the pan-European STOXX 600 index touched a five-month high before ending flat on the week, supported by a “largely positive earnings season” across the continent reuters.com. The MSCI All-Country World Index also held near record territory reuters.com. Central Bank Signals: Bond markets hinted at shifting monetary tides. U.S. Treasury yields climbed as traders hedged for Federal Reserve rate cuts later this year reuters.com. In a late-Friday interview, San Francisco Fed President Mary Daly affirmed that “two [rate cuts]… sometime this year” could be appropriate given cooling labor markets and above-target inflation reuters.com. Traders still largely expect the Fed’s first
16 August 2025
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Global HCM Software Market Update (June–July 2025) – Key Trends, News & Forecasts

Global HCM Software Market Update (June–July 2025) – Key Trends, News & Forecasts

The Human Capital Management software market continued to expand robustly through mid-2025, driven by cloud adoption, AI innovation, and rising demand from businesses of all sizes. A recent industry report projected the global HR/HCM and payroll software market to grow from about $35.3 billion in 2024 to $57.8 billion in 2029, reaching $91.7 billion by 2034. This implies a healthy ~10% annual growth, with North America currently the largest region and Asia-Pacific leading in growth. Notably, small and mid-size businesses are a fast-growing segment – the SME segment is expected to expand ~13% annually through 2029, outpacing large-enterprise growth. This reflects how cloud-based HCM solutions are increasingly accessible to mid-market and SMB customers worldwide. Indeed, new vendors targeting SMBs have quickly captured market share. Despite consolidation by some large providers, the HCM software landscape remains highly fragmented: the top 10 vendors accounted for only about 10% of global market revenue in 2023. The leading players by revenue share include Oracle, SAP, ADP, Sage, Paychex, UKG, Paycom, and others – each holding only ~1–2% of the total market. This fragmentation highlights the continued opportunity for both major and emerging HCM vendors across all regions. Vendors are differentiating through advanced technologies, deeper
10 July 2025
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The Global AI Surge: Disruption, Opportunity, and the New World Order / Updated: 2025, July 3rd, 12:00 CET

The Global AI Surge: Disruption, Opportunity, and the New World Order / Updated: 2025, July 3rd, 12:00 CET

In 2025, Chinese AI models like DeepSeek and Alibaba’s language models gained global traction, with DeepSeek reportedly priced at 1/17th the cost of leading US models and adopted by HSBC, Standard Chartered, and Saudi Aramco. US tech giants increased AI infrastructure spending in 2025, with Microsoft committing $80 billion and Meta $68 billion to data centers, chips, and cloud capacity. OpenAI agreed to lease 4.5 GW of data-center power from Oracle as part of the $500 billion Stargate AI infrastructure project. Ford CEO Jim Farley predicted that AI will literally replace half of all white-collar jobs in the US. A
3 July 2025
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