By Simply Wall St
Publication Date: 2026-10-09 03:37:00
IBM’s launch of IBM Ready for SAP Solutions puts SAP (XTRA:SAP) back in focus for investors, as the partnership showcases how SAP Cloud ERP is being used to modernize operations and prepare for wider AI use.
Despite a flurry of AI and cloud ERP announcements from SAP, the share price is around €184.62, with a 90-day share price return of 34.19% but a year-to-date share price decline of 8.58%. The 1-year total shareholder return is down 21.04%, compared with a much stronger 3-year total shareholder return of 52.70% and 5-year total shareholder return of 60.44%. This suggests long-term holders have seen gains even as recent momentum has cooled.
Scan SAP’s peers that are also leaning into AI-driven ERP and data platforms by running the hand-picked 91 AI infrastructure stocks as the next step in your research.
Recent weakness after a strong 90 day climb has left SAP appearing caught between a business leaning harder into AI driven ERP and a market that is questioning how much of…
