SAP SE（SAP）资讯与事件SAPSAP SE

Nasdaq Composite Rises Over 1%, Tesla Falls 3.3%

All the major averages were up, though the outsized bounce in technology stocks helped Nasdaq Composite to post an outsized increase of over 1%.  AI-exposed Industrials and Technology were also the top two performing sectors in the S&P 500, where Semiconductors as well as Enterprise Software marched in step to the upside.   Software iShares ETF (IGV) was up for the second consecutive day, rising 1.8%, while iShares Semiconductorsrallied over 2%.  In turn, rising Treasury yields punished the rate-sensitive sectors - REITs was among the worst performing areas of the market.The afterhours earnings session saw mixed results for high-profile Tech and AI-driven names: Lam Research and IBM were down, though Meta Platforms and Texas Instruments were modestly higher.  Tesla initially rallied on earnings, but the stock retreated during the earnings call as the company cut its capex view for this year to $20B from $25B.  Subsequently, in the opening hours of the evening session, the Nasdaq 100 contract is down by 0.7% while S&P e-Minis are down by 0.5%.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Liberty Energyup 8.8%CSXup 3.7%Knight-Swift Transportationup 3.3%Meta Platformsup 2.5%SAP SEup 2.3%Kinder Morganup 2.0%Texas Instrumentsup 1.2%United Rentalsup 0.6%DOWN AFTER EARNINGS -Lam Researchdown 6.8%IBMdown 4.4%Tesladown 3.3%Las Vegas Sandsdown 2.7%

SAP Updates 2026 Cloud Revenue Outlook, Cloud Backlog at €24.1 Billion

Current cloud backlog of EUR 24.1 billion, up 28% and up 26% at constant currencies; Cloud revenue up 26% and up 25% at constant currencies; Cloud ERP Suite revenue up 29% and up 28% at constant currencies; Total revenue up 13% and up 12% at constant currencies; IFRS operating profit up 18%, non-IFRS operating profit up 18%, both at nominal and constant currencies; SAP updates its 2026 cloud revenue and cloud and software revenue outlook.

SAP Expects 10.6% Total Revenue Growth in 2026

SAP further expects: Constant currencies total revenue growth in 2026 to remain at similar levels as in 2025 (10.6%) and to accelerate in 2027. Total operating expenses (non-IFRS) to grow at 80% to 90% of total revenue growth in 2027. Constant currencies software support revenue decline rate to accelerate in the coming years as a consequence of an acceleration of customers transforming to the cloud.