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XETRA:SAP News 27 July 2025 - 7 February 2026

SAP stock price: Treasury stake tops 5% as buyback focus builds into next week

SAP stock price: Treasury stake tops 5% as buyback focus builds into next week

SAP SE closed at 171.22 euros on Xetra Friday, up 0.43%, after disclosing its treasury shares rose above 5% of capital, reaching 61,737,035 shares. The increase follows the launch of a buyback plan worth up to 2.6 billion euros through July 2026. SAP’s U.S. shares finished at $203.34. Investors await SAP’s Integrated Report on Feb. 26 and next results on April 23.
7 February 2026
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SAP stock bounces after cloud outlook miss — buyback and backlog now in the spotlight

SAP stock bounces after cloud outlook miss — buyback and backlog now in the spotlight

SAP shares rose 3.6% to 170.56 euros Friday, partially rebounding after a 16% plunge on Thursday. Trading volume dropped to 5.3 million shares from 15.8 million. The move followed SAP’s guidance warning of slower cloud backlog growth, despite a record €77 billion backlog and a new €10 billion buyback plan. Investors remain focused on cloud metrics ahead of SAP’s Integrated Report on Feb. 26.
1 February 2026
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SAP stock price rebounds after cloud outlook shock — what to know before Monday

SAP stock price rebounds after cloud outlook shock — what to know before Monday

SAP shares closed up 3.6% at 170.56 euros in Frankfurt Friday, recovering some ground after a 16.1% plunge Thursday triggered by warnings of slower cloud backlog growth in 2026. The company reported a record 77 billion euros in total cloud backlog for Q4 and announced a new share buyback of up to 10 billion euros starting in February. Berenberg cut its price target but kept a buy rating.
31 January 2026
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SAP stock dives 12% after cloud backlog jitters; €10 billion buyback doesn’t steady the shares

SAP stock dives 12% after cloud backlog jitters; €10 billion buyback doesn’t steady the shares

SAP shares fell about 12% in Frankfurt on Thursday, heading for their steepest daily drop since October 2020 after cloud backlog and 2026 revenue outlook missed expectations. The selloff erased roughly $150 billion from SAP’s value since its 2025 peak. Fourth-quarter revenue matched forecasts, but investors focused on weaker backlog conversion. SAP’s next updates are due February 26 and April 23.
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 fell 11% Thursday, their steepest drop since 2020, after a cloud backlog update missed expectations. Fourth-quarter revenue matched forecasts at 9.7 billion euros, with cloud revenue slightly above estimates. SAP announced a new two-year, 10 billion euro share buyback. The decline weighed on Germany’s DAX, which slipped 0.9% in early trading.
29 January 2026
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SAP stock drops 3% in Frankfurt as tariff jitters hit tech; Fresenius tie-up and earnings loom

SAP stock drops 3% in Frankfurt as tariff jitters hit tech; Fresenius tie-up and earnings loom

SAP shares fell 3.1% to 195.96 euros in Frankfurt on Monday, hit by a broad tech selloff after U.S. President Trump threatened tariffs on eight European nations. The company announced a digital healthcare partnership with Fresenius, planning a “mid three-digit million euro” investment. SAP’s earnings are due January 29. The STOXX 600 index dropped 1.2%, with tech stocks down 2.9%.
19 January 2026
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SAP stock jumps on Wells Fargo “top platform” call as Jan 29 earnings near

SAP stock jumps on Wells Fargo “top platform” call as Jan 29 earnings near

SAP shares rose 2.8% in Frankfurt on Friday, closing at €212.35 after a Wells Fargo note named the company its top software platform pick for 2026. The stock outperformed the German market amid optimism over cloud and AI spending. Investors await U.S. inflation data on Jan. 13 and SAP’s earnings on Jan. 29. SAP’s ADRs climbed 2.6% in U.S. trading, ending at $247.11.
10 January 2026
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Germany AI Stocks Today (Dec 15, 2025): SAP, Infineon, Siemens Energy and TecDAX Movers in Focus as AI Valuation Jitters Return

Germany AI Stocks Today (Dec 15, 2025): SAP, Infineon, Siemens Energy and TecDAX Movers in Focus as AI Valuation Jitters Return

Germany’s AI-linked stocks began the new week caught between two powerful cross-currents: renewed hopes for a year-end rally in European equities and a fresh wave of investor unease over the profitability of massive global spending on artificial intelligence. Early Monday, Frankfurt trading opened with a moderate gain in the DAX and a slightly softer TecDAX, while market commentary repeatedly returned to the same question: is the market paying too much, too early, for AI growth? MarketScreener Deutschland+1 Below is a detailed round-up of the key AI-stock narratives in Germany on 15.12.2025, including the most relevant market moves, company-specific catalysts, and
15 December 2025
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MSCI Europe vs World Indices: Performance, Forecasts and Key Drivers (5–7 December 2025)

MSCI Europe vs World Indices: Performance, Forecasts and Key Drivers (5–7 December 2025)

LONDON, Dec. 7, 2025 — The MSCI Europe Index slipped modestly at the end of the week but remains one of 2025’s equity standouts, still ahead of broad global benchmarks such as the MSCI World and MSCI ACWI. European stocks are pausing after a powerful rally, even as fresh forecasts from major banks signal further upside into 2026 and technical indicators continue to lean constructive. MSCI Europe Index: Latest Performance Snapshot At Friday’s close on 5 December 2025, the MSCI Europe Index (MIEU00000PUS) finished at 2,564.76, down 0.25% on the day after three sessions of gains. Investing.com Despite that small
7 December 2025
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SAP SE Stock on December 2, 2025: Business ByDesign Exit, EU AI Cloud and Legal Risks – What Investors Need to Know

SAP SE Stock on December 2, 2025: Business ByDesign Exit, EU AI Cloud and Legal Risks – What Investors Need to Know

FRANKFURT/WALLDORF, Germany – December 2, 2025 SAP SE’s German-listed shares are edging higher today, but the backdrop for the DAX heavyweight is anything but quiet. A strategic retreat from its long-running midmarket product Business ByDesign, aggressive moves into sovereign AI cloud, and a growing stack of antitrust and trade‑secret cases are all converging just as analysts still project double‑digit earnings growth and meaningful upside for SAP stock. Below is a structured look at the latest news, forecasts and analyses relevant to SAP SE stock as of December 2, 2025. 1. How SAP SE Is Trading Today On Xetra, SAP SE
2 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 (ticker: SAP, SAP.DE) 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 Below is
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 share price on 27 November 2025 SAP SE (ETR: SAP, NYSE: SAP) is trading modestly higher in Frankfurt today, while the U.S. ADR remains well below its 2025 highs after a sharp multi‑month correction. On Wall Street, the U.S. ADR of SAP recently changed hands around $240, up close to 0.9% on the latest session, based on consolidated quote data.Angel One German financial press notes that SAP shares are down almost 30% from
27 November 2025
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ConvaTec Share Price Falls as Novo Holdings Dumps 7.8% Stake While LTIMindtree Wins SAP Deal – 18 November 2025

ConvaTec Share Price Falls as Novo Holdings Dumps 7.8% Stake While LTIMindtree Wins SAP Deal – 18 November 2025

London, 18 November 2025 — ConvaTec Group Plc (LON: CTEC) finished Tuesday lower after long‑time shareholder Novo Holdings A/S priced a £351 million secondary share offering that removes its entire stake in the FTSE 100 healthcare group. At the same time, IT services firm LTIMindtree disclosed a new SAP S/4HANA transformation contract with ConvaTec, underscoring the medtech company’s ongoing operational modernisation despite near‑term share price pressure.  Reuters Novo Holdings exits ConvaTec with £351m block sale Novo Holdings — the investment arm of the Novo Nordisk Foundation and former largest shareholder in ConvaTec — has sold its entire holding in the company via an accelerated bookbuild to institutional investors.  LSE Key
18 November 2025
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The 2025 Google Cloud AI Revolution: New Services, Strengths, and Surprising Developments

The 2025 Google Cloud AI Revolution: New Services, Strengths, and Surprising Developments

Vertex AI is Google’s unified platform for developing, training, and deploying machine learning models at scale, integrating data preparation, pipelines, MLOps, and model monitoring with AutoML. Gemini is Google’s multimodal foundation family for text, code, and images, with Gemini 2.5 “Flash” announced in 2025 as a smaller, cost-efficient variant, plus Lyria for music and Imagen for images and Veo for video. Vertex AI Model Garden lets customers deploy Google’s own models or popular open-source models on Google Cloud. Google Cloud’s AI hardware includes Cloud TPU v5e for training and the upcoming 7th‑generation TPU named “Ironwood” for inference, with TPU v5e
27 July 2025
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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