Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its ...

SAP is a global ERP leader, transitioning to cloud-based solutions and integrating AI to drive future growth and efficiency. Financials are robust, with double-digit revenue growth, strong margins, ...

SAP SE SAP stock has proven resilient in the past six months with a gain of 32%, outperforming Computer-Software industry, Zacks Computer and Technology sector and the S&P 500 composite’s growth of ...

SAP SE SAP stock has proven resilient with a year-to-date (“YTD”) gain of 21.2%, outperforming the Computer-Software industry and the S&P 500 composite’s growth of 6.4% and 0.3%, respectively. Pivot ...

SAP's Q4 2024 results reinforce my buy rating, driven by strong cloud revenue growth, AI integration, and improving margins, despite short-term cash flow impacts. Cloud revenue grew 27% y/y, with ...