SAP Executive to Participate in Morgan Stanley Conference
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 hours ago
0mins
Should l Buy SAP?
Source: Newsfilter
- Event Participation: SAP SE announced that its executive Muhammad Alam will hold a Fireside Chat at the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026, from 4:00 PM to 4:35 PM CET.
- Webcast Availability: The event will be webcast live, and a replay will be made available shortly after the event on the SAP Investor Relations website, ensuring that investors who cannot attend in real-time can still access the information.
- Company Overview: As a global leader in enterprise applications and business AI, SAP has been dedicated to helping organizations integrate critical business operations across finance, procurement, HR, supply chain, and customer experience for over 50 years.
- Investor Relations Focus: SAP emphasizes its communication with the financial community, providing contact information for several representatives to facilitate investor inquiries regarding financial matters.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy SAP?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on SAP
Wall Street analysts forecast SAP stock price to rise
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 203.740
Low
30.28
Averages
297.01
High
401.93
Current: 203.740
Low
30.28
Averages
297.01
High
401.93
About SAP
SAP SE (SAP) is a Germany-based company. The Company provides business application software. It operates through three segments: Applications, Technology and Services, which engages in the sale of software licenses, subscriptions to its cloud-based applications and related services, primarily support services and various professional services, and support services, as well as implementation services for its software products and educational services on the use of its products; the SAP Business Network segment, which includes its cloud-based collaborative business networks and services related to the SAP Business Network, including cloud applications, professional services and educational services, as well as the Company markets and sells cloud offerings developed by SAP Ariba, SAP Fieldglass and Concur; and the Customer Experience segment, which comprises on-premise and cloud-based products that execute front office functions across the entire customer experience.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SAP Executive to Participate in Morgan Stanley Conference
- Event Announcement: SAP SE has announced that its executive Muhammad Alam will participate in a Fireside Chat at the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026, from 4:00 PM to 4:35 PM CET, which is expected to draw investor interest.
- Webcast Availability: The event will be webcast live, and a replay will be made available shortly after the event on the SAP Investor Relations website, ensuring that investors who cannot attend in real-time can still access the information.
- Company Background: As a global leader in enterprise applications and business AI, SAP has been dedicated to helping organizations integrate critical business operations across finance, procurement, HR, supply chain, and customer experience for over 50 years, highlighting its significant role in the industry.
- Future Outlook: SAP notes that its document contains forward-looking statements, emphasizing the risks and uncertainties that may affect future outcomes, urging investors to review the risk factors section in its 2024 Annual Report for a better understanding of the company's future direction.
See More
SAP Executive to Participate in Morgan Stanley Conference
- Event Participation: SAP SE announced that its executive Muhammad Alam will hold a Fireside Chat at the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026, from 4:00 PM to 4:35 PM CET.
- Webcast Availability: The event will be webcast live, and a replay will be made available shortly after the event on the SAP Investor Relations website, ensuring that investors who cannot attend in real-time can still access the information.
- Company Overview: As a global leader in enterprise applications and business AI, SAP has been dedicated to helping organizations integrate critical business operations across finance, procurement, HR, supply chain, and customer experience for over 50 years.
- Investor Relations Focus: SAP emphasizes its communication with the financial community, providing contact information for several representatives to facilitate investor inquiries regarding financial matters.
See More
Global IT Spending to Reach $6.15 Trillion by 2026
- IT Spending Surge: Gartner projects that global IT spending will reach $6.15 trillion by 2026, with data center expenditures exceeding $650 billion, indicating a significant acceleration in AI infrastructure investments by hyperscalers that will drive overall industry growth.
- Cybersecurity Trends: Gartner identifies six major cybersecurity trends for 2026, including the migration to post-quantum cryptography and agentic AI oversight, which will reshape enterprise security architecture and compel companies to strategically adjust their security technologies.
- Government Cloud Spending: Sovereign cloud IaaS spending is expected to reach $80 billion in 2026, a 35.6% increase, highlighting how geopolitical tensions are pushing governments toward domestically operated infrastructure to enhance data security and control.
- Educational Webinar: QSE Corp. is hosting a webinar on February 17, 2026, focusing on post-quantum security, aimed at helping organizations understand the impact of quantum computing on traditional encryption methods, reflecting growing awareness of post-quantum risks among enterprises.
See More
Global IT Spending to Reach $6.15 Trillion
- IT Spending Forecast: Gartner projects that global IT spending will reach $6.15 trillion in 2026, with data center expenditures exceeding $650 billion, indicating a significant acceleration in enterprise investments in AI infrastructure that is reshaping the industry landscape.
- Cybersecurity Trends: Gartner identifies six major cybersecurity trends for 2026, including the migration to post-quantum cryptography and agentic AI oversight, highlighting a critical shift in enterprise security architecture that companies must adapt to in order to address emerging threats.
- Webinar Announcement: QSE Corp. is set to host a webinar on February 17, 2026, focused on post-quantum security, aimed at helping organizations understand the implications of quantum computing on traditional encryption methods and enhancing data security strategies, reflecting a growing awareness of post-quantum risks.
- International Expansion: QSE has renewed its agreement with The Muthoot Group in India, covering approximately 14,000 user licenses, and has entered South America with a three-year security agreement supporting three Brazilian government clients, marking a rapid expansion of its global commercial footprint.
See More
Salesforce Employees Urge CEO to Condemn ICE Actions
- Employee Advocacy: Salesforce employees are urging CEO Marc Benioff to publicly condemn the actions of U.S. Immigration and Customs Enforcement (ICE) while calling for a ban on the use of Salesforce software by immigration agents, highlighting a growing concern for the company's ethical responsibilities.
- Critique of ICE: The letter emphasizes Benioff's unique influence in Washington, urging him to leverage this to issue a public statement condemning ICE's conduct and to establish clear prohibitions against the use of Salesforce's cloud and AI products for state violence, reflecting a strong stance on ethical product usage.
- Workforce Reductions: In September 2025, Salesforce cut 4,000 customer support roles, reducing its support workforce from 9,000 to 5,000 employees, indicating a strategic shift towards AI integration and a reallocation of human resources in response to technological advancements.
- Stock Performance: Salesforce's stock has declined by 40.37% over the past year, although it saw a slight increase of 0.30% to close at $193.45 on Tuesday, indicating ongoing market concerns regarding the company's future performance and stability.
See More
SAP Expands Partnership with Cohere to Launch Global AI Solutions
- Partnership Expansion: SAP's partnership with Cohere is expanding to launch sovereign AI solutions globally, particularly targeting the Canadian market, which will enhance SAP's offerings in the public sector and regulated industries, thereby improving its competitive position.
- Technology Integration: This collaboration integrates Cohere's AI models into SAP's EU AI Cloud, providing secure and scalable AI solutions that help enterprises innovate while ensuring data security, addressing the market's demand for sovereign data management.
- Market Performance: Despite SAP's stock currently trading below its 20-day and 50-day simple moving averages, indicating a bearish trend in the short term, investor sentiment remains relatively positive as the overall market rises, with SAP shares up 1.05% to $212.61.
- Financial Outlook: SAP is set to release its financial update on April 21, 2026, with an expected EPS of $1.92 and revenue of $11.27 billion, indicating potential year-over-year growth, and analysts maintain a positive outlook with target prices generally above $291.
See More
SAP Executive to Participate in Morgan Stanley Conference
- Event Announcement: SAP SE has announced that its executive Muhammad Alam will participate in a Fireside Chat at the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026, from 4:00 PM to 4:35 PM CET, which is expected to draw investor interest.
- Webcast Availability: The event will be webcast live, and a replay will be made available shortly after the event on the SAP Investor Relations website, ensuring that investors who cannot attend in real-time can still access the information.
- Company Background: As a global leader in enterprise applications and business AI, SAP has been dedicated to helping organizations integrate critical business operations across finance, procurement, HR, supply chain, and customer experience for over 50 years, highlighting its significant role in the industry.
- Future Outlook: SAP notes that its document contains forward-looking statements, emphasizing the risks and uncertainties that may affect future outcomes, urging investors to review the risk factors section in its 2024 Annual Report for a better understanding of the company's future direction.
See More
SAP Executive to Participate in Morgan Stanley Conference
- Event Participation: SAP SE announced that its executive Muhammad Alam will hold a Fireside Chat at the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026, from 4:00 PM to 4:35 PM CET.
- Webcast Availability: The event will be webcast live, and a replay will be made available shortly after the event on the SAP Investor Relations website, ensuring that investors who cannot attend in real-time can still access the information.
- Company Overview: As a global leader in enterprise applications and business AI, SAP has been dedicated to helping organizations integrate critical business operations across finance, procurement, HR, supply chain, and customer experience for over 50 years.
- Investor Relations Focus: SAP emphasizes its communication with the financial community, providing contact information for several representatives to facilitate investor inquiries regarding financial matters.
See More
Global IT Spending to Reach $6.15 Trillion by 2026
- IT Spending Surge: Gartner projects that global IT spending will reach $6.15 trillion by 2026, with data center expenditures exceeding $650 billion, indicating a significant acceleration in AI infrastructure investments by hyperscalers that will drive overall industry growth.
- Cybersecurity Trends: Gartner identifies six major cybersecurity trends for 2026, including the migration to post-quantum cryptography and agentic AI oversight, which will reshape enterprise security architecture and compel companies to strategically adjust their security technologies.
- Government Cloud Spending: Sovereign cloud IaaS spending is expected to reach $80 billion in 2026, a 35.6% increase, highlighting how geopolitical tensions are pushing governments toward domestically operated infrastructure to enhance data security and control.
- Educational Webinar: QSE Corp. is hosting a webinar on February 17, 2026, focusing on post-quantum security, aimed at helping organizations understand the impact of quantum computing on traditional encryption methods, reflecting growing awareness of post-quantum risks among enterprises.
See More
Global IT Spending to Reach $6.15 Trillion
- IT Spending Forecast: Gartner projects that global IT spending will reach $6.15 trillion in 2026, with data center expenditures exceeding $650 billion, indicating a significant acceleration in enterprise investments in AI infrastructure that is reshaping the industry landscape.
- Cybersecurity Trends: Gartner identifies six major cybersecurity trends for 2026, including the migration to post-quantum cryptography and agentic AI oversight, highlighting a critical shift in enterprise security architecture that companies must adapt to in order to address emerging threats.
- Webinar Announcement: QSE Corp. is set to host a webinar on February 17, 2026, focused on post-quantum security, aimed at helping organizations understand the implications of quantum computing on traditional encryption methods and enhancing data security strategies, reflecting a growing awareness of post-quantum risks.
- International Expansion: QSE has renewed its agreement with The Muthoot Group in India, covering approximately 14,000 user licenses, and has entered South America with a three-year security agreement supporting three Brazilian government clients, marking a rapid expansion of its global commercial footprint.
See More
Salesforce Employees Urge CEO to Condemn ICE Actions
- Employee Advocacy: Salesforce employees are urging CEO Marc Benioff to publicly condemn the actions of U.S. Immigration and Customs Enforcement (ICE) while calling for a ban on the use of Salesforce software by immigration agents, highlighting a growing concern for the company's ethical responsibilities.
- Critique of ICE: The letter emphasizes Benioff's unique influence in Washington, urging him to leverage this to issue a public statement condemning ICE's conduct and to establish clear prohibitions against the use of Salesforce's cloud and AI products for state violence, reflecting a strong stance on ethical product usage.
- Workforce Reductions: In September 2025, Salesforce cut 4,000 customer support roles, reducing its support workforce from 9,000 to 5,000 employees, indicating a strategic shift towards AI integration and a reallocation of human resources in response to technological advancements.
- Stock Performance: Salesforce's stock has declined by 40.37% over the past year, although it saw a slight increase of 0.30% to close at $193.45 on Tuesday, indicating ongoing market concerns regarding the company's future performance and stability.
See More
SAP Expands Partnership with Cohere to Launch Global AI Solutions
- Partnership Expansion: SAP's partnership with Cohere is expanding to launch sovereign AI solutions globally, particularly targeting the Canadian market, which will enhance SAP's offerings in the public sector and regulated industries, thereby improving its competitive position.
- Technology Integration: This collaboration integrates Cohere's AI models into SAP's EU AI Cloud, providing secure and scalable AI solutions that help enterprises innovate while ensuring data security, addressing the market's demand for sovereign data management.
- Market Performance: Despite SAP's stock currently trading below its 20-day and 50-day simple moving averages, indicating a bearish trend in the short term, investor sentiment remains relatively positive as the overall market rises, with SAP shares up 1.05% to $212.61.
- Financial Outlook: SAP is set to release its financial update on April 21, 2026, with an expected EPS of $1.92 and revenue of $11.27 billion, indicating potential year-over-year growth, and analysts maintain a positive outlook with target prices generally above $291.
See More
