SAP's recent share drop is a buying opportunity, as AI fears are overblown for this wide-moat, mission-critical software leader. SAP's cloud transition has reached a tipping point, driving strong ...

Cloud and Cloud ERP Suite revenue growth continues, with a strong backlog, which suggests that SAP is not saturated yet. SAP has a wide moat with huge stickiness and high switching costs, which leads ...

U.S. District Judge Vince Chhabria ruled that parts of an antitrust case filed against software giant SAP America Inc. by its competitor, Celonis Inc., may move forward in California federal court.

There’s something of a trend around legacy software firms and their soaring valuations: Companies founded in dinosaur times are on a tear, evidenced this week with SAP‘s shares topping $200 for the ...