Sentiment Trading

SAP SE’s Q4 2025 financial results show a revenue miss, but strong cloud growth and AI demand, as well as a $1 billion national security contract, have analysts optimistic about the company’s long-term prospects.

SAP SE, Europe’s largest software company, is navigating challenges and opportunities in 2025, driven by cloud growth and strategic acquisitions, but facing cautious customer spending and market fluctuations.

SAP SE’s stock price surged over 10% after strong Q1 earnings and cloud adoption, sparking hopes of a new bull market.