Businesses weigh the cost of moving supply chains out of China as Trump's new tariff takes effect
The Trump administration's tariffs on goods imported from China have left businesses wondering if they should move their ...
SAP Raises 2024 Dividend
SAP raised its full-year dividend for 2024 to 2.35 euros ($2.45) a share from 2.20 euros a share the year before. The European multinational software company said Thursday that the distributed amount ...
After a Fresh Look, We Upgrade SAP’s Moat to Wide and Lift Fair Value to EUR 265 From EUR 150
Our SAP fair value estimate is $278 per share, implying a fiscal 2025 enterprise value/EBITDA multiple of 28 times and a P/E ratio of 42 times. We expect low to midteens revenue growth in the near and ...
SAP SE (SAP) Launches Business Data Cloud to Boost AI Adoption, Partners with Databricks
According to the Goldman Sachs team’s projections, the US will begin to see productivity gains from generative AI technology in 2027, with the impact peaking in the early 2030s. According to these ...
Users await the fine print on SAP Business Suite reboot
German-speaking user group DSAG – which represents SAP customers in Germany, Austria, and Switzerland – welcomed the move to relaunch Business Suite but called for transparent discount scales based on ...