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SAP Got The Recovery I Expected (Rating Downgrade)
Source: seekingalpha.com
Corporate EarningsAnalyst EstimatesTechnology & InnovationCompany FundamentalsCorporate Guidance & Outlook
SAP was downgraded from Strong Buy to Hold after a 36% stock rally in two months, despite fundamentals improving. Cloud revenue rose 24% with backlog up 27%, supported by AI- and cloud-led deal momentum, while cloud gross margin stayed strong at 74.6% and free cash flow remained solid. Overall, the downgrade appears driven more by valuation/positioning than deteriorating operating performance.
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