Core Viewpoint - SAP SE has experienced significant stock declines due to concerns over the impact of AI advancements on the software-as-a-service (SaaS) sector, despite reporting strong earnings performance for the year and fourth quarter of 2025 [1][3]. Group 1: Stock Performance - SAP SE fell to a new 52-week low, with intra-day trading reaching $195.14 before closing at $200.21, marking a 15.20 percent decrease from the previous session [2]. - The stock's decline is attributed to a cautious outlook from JPMorgan regarding the SaaS sector, highlighting potential challenges from AI developments [3]. Group 2: Financial Performance - For the full year 2025, SAP SE reported a net income after tax of 7.49 billion euros, a 138 percent increase from 3.15 billion euros in 2024, while revenues rose by 8 percent to 36.8 billion euros from 34.18 billion euros [4]. - In the fourth quarter, net income grew by 17 percent to 1.9 billion euros from 1.6 billion euros year-on-year, with total revenues increasing by 3 percent to 9.68 billion euros from 9.4 billion euros [5].

Core Viewpoint - SAP's stock experienced a significant decline of 15% following the release of its fourth-quarter earnings, indicating challenges in maintaining competitive cloud revenue growth despite better-than-expected overall earnings [1]. Group 1: Earnings Performance - SAP reported fourth-quarter revenue that was softer than anticipated, primarily due to cloud revenue growth that did not meet market expectations [1]. - The company's earnings were better than expected, but the disappointing cloud revenue growth overshadowed this positive aspect [1]. Group 2: Market Reaction - The stock was on track for its largest loss in over five years, reflecting investor concerns about SAP's ability to compete effectively in the cloud market [1].

Core Insights - SAP experienced its largest one-day share price drop since 2020, with shares falling over 16% to their lowest level in almost two years due to concerns about its cloud computing business [1][3]. Group 1: Cloud Business Performance - The decline in SAP's share price was triggered by the company's announcement that the growth of its cloud backlog would "slightly decelerate" from the 25% growth rate achieved in 2025, indicating slower-than-expected growth in large contracts [2]. - SAP projected cloud revenue growth of 23% to 25% for the year, which aligns with analysts' expectations but is a decrease from last year's 26% [3]. Group 2: CEO's Response and Strategic Focus - CEO Christian Klein emphasized the need for SAP to focus on executing its long-term strategy rather than reacting to short-term share price fluctuations, suggesting that software-as-a-service companies are currently under scrutiny due to the rise of AI [4]. - Klein argued that SAP is well-positioned to leverage AI in business processes, stating that AI agents must understand business data to deliver value, and highlighted the company's recent advancements in AI applications for enterprises [4]. Group 3: AI Integration and Retail Solutions - SAP has introduced new AI enhancements aimed at retailers, including the Retail Intelligence solution within SAP Business Data Cloud, which is designed to integrate planning, execution, and engagement [5][6]. - The company positions itself as providing a comprehensive AI-enhanced retail operating system that focuses on speed, personalization, and growth across various channels and segments [6].

  Vancouver, British Columbia / January 29, 2026 ‑ TheNewswire - Harvest Gold Corporation (TSXV: HVG) (“Harvest Gold” or the “Company”) is pleased to announce the results of a detailed review of current and historical drilling data conducted in light of the Company’s 2025 drilling program.  This work has identified several significant near-surface Au-Ag-Cu halos in the northern portion of the Mosseau Property, its flagship property in the Urban Barry Belt in Quebec’s Abitibi region. Rick Mark, President and ...

European stocks closed on a somewhat mixed note on Thursday with investors mostly reacting to corporate earnings updates, and assessing trade news and geopolitical developments, in addition to digesting the Federal Reserve's monetary policy announcement.The pan European Stoxx 600 ended down by 0.23%. The U.K.'s FTSE 100 and France's CAC 40 closed up by 0.17% and 0.06%, respectively, while Germany's DAX tumbled 2.07%. Switzerland's SMI climbed up 0.95%.Among other in Europe, Austria, Belgium, Czech Republic ...

Siemens became Germany’s largest company by market value, overtaking SAP after the software firm’s shares plunged following a disappointing sales outlook https://t.co/ZWGRPwVJFk ...

SAP Stock Dives Amid Mixed Results As Key Cloud Metric Disappoints | Investor's Business DailyBREAKING: [Rare Earths Stocks Skid On Policy Shift]---SAP (SAP) stock plunged after the business software maker reported fourth quarter profit that topped estimates while revenue slightly missed. A key cloud- computing-related metric for SAP stock came in below expectations. "Current Cloud Backlog growth of 25% in constant currency was below target of 26%, driving shares lower," said TD Cowen analyst Derrick Wood i ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Core Insights - SAP SE reported a fourth-quarter 2025 non-IFRS earnings per share (EPS) of €1.62, reflecting a 16% increase year-over-year [1][9] - The company experienced strong cloud bookings and profitability, with total revenues on a non-IFRS basis reaching €9.68 billion, a 3% increase year-over-year (9% at constant currency) [2][3] - Despite positive revenue growth, SAP's shares fell 18% in pre-market trading due to cloud backlog and 2026 revenue guidance not meeting investor expectations [3][9] Financial Performance - For 2025, total revenue was €36.8 billion, up 8% (11% at constant currency), with predictable revenue increasing to 86% [3] - The cloud backlog surged 16% (25% at constant currency) to €21.05 billion, indicating strong market demand [4] - Non-IFRS gross profit was €7.2 billion, a 3% increase year-over-year, while non-IFRS cloud gross profit rose 21% to €4.18 billion [11] Cloud Business Highlights - Cloud revenues reached €5.61 billion, up 19% year-over-year (26% at constant currency), driven by a 23% growth in Cloud ERP Suite revenues [5] - SAP Business AI played a significant role, being included in two-thirds of cloud order entries, highlighting its importance in deal conversion [2][9] - The company secured significant customer wins across various sectors, including notable clients like Bank of Italy and Deutsche Bundesbank [8] Client Adoption and Solutions - The "Rise with SAP" solution was adopted by numerous clients, including major brands like adidas and H&M Group [6] - SAP's "GROW with SAP" initiative aimed at smaller businesses was implemented by several organizations, enhancing cloud ERP adoption [7] Future Outlook - For 2026, SAP projects cloud revenue between €25.8 billion and €26.2 billion, indicating a growth of 23% to 25% from 2025 [15] - Non-IFRS operating profit is expected to be between €11.9 billion and €12.3 billion, representing a growth of 14% to 18% [16] - The company anticipates a moderation in current cloud backlog growth in 2026 compared to 2025 [16]

1月29日，挪威央行投资管理（Norges Bank Investment Management）正式发布 2025 年年度投资报告。 数据显示，全球最大主权财富基金之一的挪威政府全球养老基金（Government Pension Fund Global，GPFG）在2025年实现15.1%的整体回报率，基金规模 于2025年12月31日达到21.268万亿挪威克朗（约合15.47万亿人民币）。 从基金规模变动细节来看，2025年基金会计收益达2.362万亿克朗（约1.72万亿人民币），但受挪威克朗对多国主要货币升值影响，汇率因素导致基金价值 缩水。同时，扣除管理费用后的资金净流入为319亿克朗，多重因素共同作用下，基金全年规模净增1.526万亿克朗。 从资产类别表现来看，权益类投资成为基金收益的核心驱动力。2025年，基金股票投资回报率高达19.3%，显著跑赢其他资产类别。其中，科技、金融及 基础材料板块表现尤为突出，贡献了权益投资的主要收益。挪威央行投资管理首席执行官尼古拉・丹根（Nicolai Tangen）在声明中强调："2025年基金交 出了极具说服力的成绩单，科技、金融与基础材料领域的优质股票持续 ...