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SAP SE (SAP) Falls to 52-Week Low on AI Threats

We recently published 10 Stock Titans With Massive Losses. SAP SE (NYSE:SAP) was one of the worst performers on Thursday.

SAP SE fell to a new 52-week low on Thursday, as investors took path from an investment firm’s cautious outlook for the broader software-as-a-service (SaaS) sector amid the potential threats of the rapidly growing AI.

At intra-day trading, the stock dropped to its lowest price of $195.14 before gaining strength towards the close to finish the day at $200.21, or down by 15.20 percent from the previous trading session.

SAP SE (NYSE:SAP) declined alongside its counterparts after JPMorgan raised concerns that advances in AI capabilities could challenge SaaS companies selling subscription-based products, which is currently the listed software provider’s largest revenue contributor.

JPMorgan added that the malaise in software sentiment persists, coupled with a seemingly paradoxical and vicious cycle of depressed valuations, with maintained, if not rising, investor expectations.

Meanwhile, SAP SE (NYSE:SAP) reported strong earnings performance in the full year and fourth quarter of 2025.

From January to December, net income after tax soared by 138 percent to 7.49 billion euros from 3.15 billion euros in 2024, while revenues inched up by 8 percent to 36.8 billion euros from 34.18 billion euros.

In the fourth quarter alone, SAP SE (NYSE:SAP) said that net income grew by 17 percent to 1.9 billion euros from 1.6 billion euros in the same period a year earlier. Total revenues inched up by 3 percent to 9.68 billion euros from 9.4 billion year-on-year.

While we acknowledge the risk and potential of SAP as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SAP and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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