260 euros to 175 new target. That is a huge reduction!!!! Why?
https://finance.yahoo.com/markets/stocks/articles/jpmorgan-cuts-sap-neutral-cloud-085540218.html
20 replies (most recent on top)
@m4 That is awsome!!! I am so happy that Teradata got compensation for what SAP did to them.
@kp
Teradata to Get $480M in Settlement with SAP
Feb. 23, 2026 5:27 pm EST
Teradata entered a settlement agreement in which SAP will pay it $480 million to resolve litigation.
Teradata, a database software company, had alleged starting in 2018 that SAP misappropriated trade secrets and used Teradata's database engine to illegally condition sales of SAP's business-management software.
The parties plan to request the court dismiss all claims and counterclaims.
Teradata expects the net cash benefit from the settlement to be $355 million to $362 million before taxes. It is currently evaluating how to use the proceeds and will provide an update on its first-quarter earnings call.
Write to Katherine Hamilton at katherine.hamilton@wsj.com
This originally appeared WSJ via Dow Jones Newswire
@kp just saw it first time today via my WSJ subscription. Surprise!!
@k9 This is from last month ?
Didn't hear about it before..
@k7 or Katharine Hamilton at the WSJ
https://www.wsj.com/articles/teradata-to-get-480m-in-settlement-with-sap-dbb2e939?st=CaGN3W&reflink=article_copyURL_share
@k5 try Bloomberg. Christina Kyriasoglou. Please subscribe, she doesn’t write for free.
What communication is everyone getting from management on the poor corporate performance? I dont hear any accountability.
Is it time to sell? How far can it realistically fall? So many people dumping right now.
@bq We seem to have 10B for share buy backs, that's a few decent startup AI agent purchases to put us in the right direction. The problem is your second statement, SAP tends to choke to death with bureaucracy any new purchase and bring them into the suite of so-so applications that can only survive together as they have long since stopped being competitive.
JP Morgan does not have a clue. SAP has a bright future ahead. The board will ensure that.
@ad SAP neither have the structure nor the organization to move rapidly and to change rapidly because of its size and the variety of software it offers.
The fastest way is to buy small innovative companies and give them some freedom to strive.
The issue is that SAP, currently, don't have enough cash so layoffs is probably the solution.
Hopefully they will do it fairly so people get fair severance.
Should fire half of HRBP, who are leading product development. bloody id--t!
Cloud migration is also a major culprit.
From a few days ago, 24+% miss equating to $2B hole in revenue.
https://www.tradingkey.com/news/Market-Movers/261704330-market-movers-sap-20260320
The top three things that can fix this
1) Stop the stupid stock buybacks and layoffs. Instead invest in teams to deliver long awaited S4 HANA features to customers.
2) Stop stupid Joule AI rhetoric. Build on features that actually add value for customers and don’t just force them to use AI because it’s cool.
3) Get rid of the CEO and failing board members instead of giving them millions in bonuses. Instead use this money to reward overachieving employees and retain good employees by improving benefits and salaries.
But of course the opposite will happen. CK and his useless board will continue layoffs so they can give themselves more bonuses and increase their net worth through stock buybacks. And instead of creating value for customers, they will continue to parrot Joule AI for the next two years till their contract ends.
The stock will likely touch €100 this year because of their incompetence.
@aa Market was a big restructure. SAP could layoff 50% and blame it on AI. Market will love that.
@OP from the WSJ:
0738 ET – German software group SAP will have to up investment in order to compete with rapidly evolving artificial-intelligence agents, analysts at J.P. Morgan say. The required outlay will likely tighten margins and weigh on the group’s earnings, they write in a note. “Change is fast approaching and incumbents, including SAP, will need to invest and evolve to give themselves the best chance of remaining relevant as the AI cycle unfolds.” Moreover, the analysts expect SAP’s revenue growth to slow as the company’s cloud backlog diminishes, a factor that will likely weigh on the share price. The market “now demands acceleration to counter prevailing software bear arguments.” SAP shares fall 3%. (josephmichael.stonor@wsj.com)
@a3 you are too negative! Positive vibes only. Klein and rest of board still getting massive bonuses! Also many execs will still be getting huge bonuses. There is alway a positive to see.
In the last year SAP lost more than 42% of its market capitalization, -35% only in the last 6 months.
It's clear that some big changes are expected in company's board and direction.
No one can turn his head in front of this débacle.
I have a very bad feeling about this. SAP has been using smoke and mirrors to wow the market. Now the market is expecting results and SAP is not delivering. S/4HANA rise migrations are way under target. SAP S/4HANA public is massively missing sales targets. SAP Joule AI Agents are not doing anything that was not possible before with process automation and chatbots.
Price in free fall. Ouch!!!!