Despite growing fears that AI will disrupt enterprise software, Wall Street believes two resilient software leaders stand out ...

Christian Klein, CEO of SAP predicts the end of the keyboard as we enter the era of Applied AI and voice commands.

SAP has to pivot with cloud growth set to slow ...

Q4 2025 Press Conference Call January 29, 2026 4:00 AM ESTCompany ParticipantsMonika Schaller - Chief Communications ...

SAP's cloud revenues are not growing as fast as expected – and the AI narrative isn't taking off either. The stock is losing ...

January 2026 was a wake-up month for enterprise security teams. In a single week, CERT-In released three high-severity ...

U.S. stocks hit a one-week low and continue to struggle around midday. Here's why.

A strong end to 2025 for SAP with total revenue of €36.80 billion, up 11% year-on-year, with net income of €7.492 billion.

Dassault Systèmes looks undervalued at a 15-year low P/E—strong subscription shift, PLM leadership, €35 PT. Read the full analysis here.

"There is no way they can be reliable." The post AI Agents Are Mathematically Incapable of Doing Functional Work, Paper Finds ...

According to Vembu, the pain in software stocks is overdue. “I don’t see why any mature software company should trade at 30-40 price-to-earnings multiples,” he wrote, adding that valuations of 10 to ...

SaaS stocks have plunged on AI fears.