Why SAP SE (SAP) Stock is a Compelling Investment Case
Polen Capital Management recently released its Q2 2020 Investor Letter, a copy of which you can download here. During the second quarter of 2020, the...
Posts Tagged ‘NYSE:SAP’
Is SAP SE (SAP) A Good Stock To Buy?
The financial regulations require hedge funds and wealthy investors that exceeded the $100 million equity holdings threshold to file a report that shows...
Were Hedge Funds Right About SAP SE (SAP)?
Coronavirus is probably the #1 concern in investors’ minds right now. It should be. On February 27th we published an article with the title Recession...
Hedge Funds Dumped SAP AG (SAP) Before Coronavirus
Coronavirus is probably the #1 concern in investors’ minds right now. It should be. On February 27th we published an article with the title Recession...
Hedge Funds Love SAP SE (SAP) Much Less Than These 3 Stocks
We at Insider Monkey have gone over 752 13F filings that hedge funds and prominent investors are required to file by the SEC The 13F filings show the...
Hedge Funds Have Never Been This Bullish On SAP SE (SAP)
Concerns over rising interest rates and expected further rate increases have hit several stocks hard during the fourth quarter of 2018. Trends reversed...
Were Hedge Funds Right About SAP SE (SAP)?
Investing in hedge funds can bring large profits, but it’s not for everybody, since hedge funds are available only for high-net-worth individuals. They...
Is SAP SE (SAP) A Good Stock To Buy?
At Insider Monkey we follow around 700 of the best-performing investors and even though many of them lost money in the last couple of months (70% of hedge...
7 Largest Cloud Providers By Revenue in 2017
What are the 7 largest cloud providers by revenue in 2017? The term “cloud” has become very popular lately, being used everywhere from offices...
Top 10 Cloud Service Providers in 2017
In our list of the top 10 cloud service providers in 2017, we highlight the best of the best in cloud computing, including those providing infrastructure...
10 Biggest Enterprise Software Companies In The World
No matter what job you have, chances are that the software you use in your work is made by at least one of the 10 biggest enterprise software companies...
Best Tech Companies To Invest In
There is no doubt that technology companies are some of the fastest growing on the S&P. However, they also tend to be the most expensive on a PE basis...
10 Biggest Cloud Computing Companies in the World
Which are the biggest Cloud computing companies in the world? Small and large businesses, Enterprises and normal computing consumers are swiftly shifting...
Why Did These Stocks Move Higher On Tuesday And Should You Follow The Crowd?
With the markets barely moving up on Tuesday as investors await the next round of earnings, a number of stocks stood out, increasing significantly in...
International Business Machines Corp. (IBM) And SAP SE (ADR) (SAP) Unite Forces To Withstand Competition
A relatively young branch of technology, cloud computing is gaining muscle as more and more companies find it to be a particularly useful tool in data...
SAP SE (ADR) (SAP), Tesla Motors Inc (TSLA) and Wal-Mart Stores Inc (WMT): Market Movers of The Day
CNBC’s Fast Money traders reported the market’s big movers, with several companies’ price swings creating particular controversy. Wal-Mart Stores...
BlackBerry Takeover: Who Will Be Targeted Next?
BlackBerry takeover: Takeover targets are some of the most widely discussed companies among investors and traders alike. In some cases, an acquisition...
Earnings Analysis Adobe – Still Turning Around?
Shares of Adobe Systems Incorporated (NASDAQ:ADBE) ended the week 9.5 % higher for the week and outperformed the market (NASDAQ rose 1.4% for the week...
Earnings Analysis for Oracle — Fading Growth?
Following its earnings call yesterday Oracle Corporation (NYSE:ORCL) stock is trading downward as of the writing of this post. However shares of its...
How Can Oxford Industries, Inc. (OXM) Earnings Keep Soaring?
Oxford Industries, Inc. (NYSE:OXM) will release its quarterly report on Tuesday, and investors have stayed optimistic about the apparel company’...
SAP AG (ADR) (SAP): Insiders Aren’t Crazy About It But Hedge Funds Love It
Is it smart to be bullish on SAP AG (ADR) (NYSE:SAP)? In the eyes of many traders, hedge funds are viewed as overrated, outdated investment tools of...
Microsoft Corporation (MSFT), SAP AG (ADR) (SAP): Do Investors Need salesforce.com, inc. (CRM) Earnings to Grow?
salesforce.com, inc. (NYSE:CRM) will release its quarterly report on Thursday, and despite continued strong revenue gains for the cloud-computing giant...
This Data Should Make Microsoft Corporation (MSFT) Very Happy
Microsoft Corporation (NASDAQ:MSFT) isn’t a battleground stock in the traditional sense, but it does have bulls and bears evenly divided. On one...
Why Now May Be The Time To Buy Oracle Corporation (ORCL)
Oracle Corporation (NASDAQ:ORCL) is down a little over 2% in 2013, and this has been a disappointment, no doubt. There is an indicator, however, that&#...
SAP AG (ADR) (SAP), The Men’s Wearhouse, Inc. (MW), Lender Processing Services, Inc. (LPS) – Shorts Are Piling Into These Stocks. Should You Be Worried?
The best thing about the stock market is that you can make money in either direction. Historically, stock indexes have tended to trend up over the long...
This Former Olympian Loves Comcast Corporation (CMCSA) & Microsoft Corporation (MSFT)
James Melcher is the founder of Balestra Capital. A former stockbroker at A.G. Becker, Melcher founded Balestra in 1979, and is also the founder of venture...
F5 Networks, Inc. (FFIV), Netflix, Inc. (NFLX): This Company Is In The Sweet Spot Of 2 Huge Internet Trends
A big part of my job as managing editor of StreetAuthority involves talking with our premium newsletter experts to get a sense of what they like in the...
Oracle Corporation (ORCL): This Software Behemoth Is Priced for a Meltdown
The best investment opportunity is one in which a great business is selling for a low price. That opportunity currently exists in the form of Oracle...
Buy Oracle Corporation (ORCL)?
To many, Oracle Corporation (NYSE:ORCL) is a bitter rival to salesforce.com, inc. (NYSE:CRM). For investors, Oracle has numerous growth drivers in addition...
Demandware Inc (DWRE): This E-Commerce Stock Is Overvalued
Sometimes, a stock suddenly gathers momentum and appreciates rapidly. This has been the case with Demandware Inc (NYSE:DWRE), which has gained 58% since...
salesforce.com, inc. (CRM): How to Wipe Out Your Liquidity in a Single Transaction
Last month’s announcement by salesforce.com, inc. (NYSE:CRM) of its pending acquisition of ExactTarget Inc (NYSE:ET) introduced a new set of worries...
Oracle Corporation (ORCL) and SaaS – What’s Going On There?
It’s always a smart move to pay close attention to corporate actions such as mergers and acquisitions (M&A). That’s because giant tech...
Oracle Corporation (ORCL): Does Its Recent Entry in Cloud Computing Makes this Tech Giant a Good Buy?
With the advent of cloud technology, more and more IT customers are shifting from in-house solutions to cloud based and open platforms. All the major...
Oracle Corporation (ORCL): What This IT Bellwether’s Results Mean to the Market?
The last thing the tech market needed right now was a disappointing set of earnings from Oracle Corporation (NASDAQ:ORCL), but unfortunately that is...
Oracle Corporation (ORCL), SAP AG (ADR) (SAP): Kicking the Competition’s SaaS
Oracle Corporation (NASDAQ:ORCL) appears to be presenting investors with quite the buying opportunity, being down over 11% over the past month. The reason...
Cognizant Technology Solutions Corp (CTSH), International Business Machines Corp. (IBM): Is This Sympathy Sell-Off a Buying Opportunity?
So What Is a Sympathy Sell-Off? A sympathy sell-off occurs when investors in one company react to another company’s bad news. If two companies manufacture...
SAP AG (SAP) Puts Active As Shares Stumble
SAP AG (NYSE:SAP) – Put options on SAP AG (NYSE:SAP) are active on Friday, with shares in the software company down more than 4.0% in the early going...
Can Oracle Corporation (ORCL) Make Its Own Luck?
Shares of Oracle Corporation (NASDAQ:ORCL) fell nearly 9% after earnings as total revenue grew a meagre 1% year-over-year amid concerns about its hardware...
Oracle Corporation (ORCL): Better Late Than Never
In my last article on tech behemoth Oracle Corporation (NASDAQ:ORCL), I had stated that merely blaming the company’s sales staff for its poor third...
Oracle Corporation (ORCL): A Software Powerhouse with Upside Potential
Oracle Corporation (NASDAQ:ORCL) is an American-based computer technology corporation that manufactures and markets computer hardware systems and enterprise...
salesforce.com, inc. (CRM), ExactTarget Inc (ET): Acquisition Raises Eyebrows But May Offer Profit Potential for You
According to a recently inked merger agreement, salesforce.com, inc. (NYSE:CRM) appears poised to purchase Indianapolis based ExactTarget Inc (NYSE:...
International Business Machines Corp. (IBM) Makes a Bold Move Into the Cloud with Softlayer Acquisition
International Business Machines Corp. (NYSE:IBM) recently announced that it would purchase privately held Softlayer, the world’s largest private...
International Business Machines Corp. (IBM), salesforce.com, inc. (CRM): Is the Cloud the New Way to Go?
“Cloud computing” refers to delivering hosted services over the Internet. Data and software packages are stored on servers, allowing employees...
Workday Inc (WDAY): An Intriguing Move by This Company Would Not Help the Stock
In my recent article about Workday Inc (NYSE:WDAY), I pointed out that the company has a huge number of shares that are authorized for issue. The company...
Would SAP AG (ADR) (SAP) Steal Database Market Share From Oracle Corporation (ORCL)?
Back in 2011, SAP AG (ADR) (NYSE:SAP) told the market it planned to be the second largest database vendor by 2015. These words were received with skepticism...
salesforce.com, inc. (CRM): Is This SaaS Company Just Too Expensive?
salesforce.com, inc. (NYSE:CRM) has further flexed its muscle as the leading customer relationship management software with its $2.5 billion acquisition...
Pegasystems Inc. (PEGA), SAP AG (ADR) (SAP): This Tech Stock Is Finding Its Way Through the Woods
The field of business process management (BPM) is getting crowded. Both established and new companies are engaged in a battle for customers. Products&#...
AsiaInfo-Linkage, Inc. (ASIA): Controversy Haunts the $890 Million Acquisition
AsiaInfo-Linkage, Inc. (NASDAQ:ASIA)’s performance over the past twelve months presents a mixed picture. Its stock value fluctuated moderately with...
Should You Avoid SAP AG (ADR) (SAP)?
SAP AG (ADR) (NYSE:SAP) investors should be aware of a decrease in hedge fund sentiment of late. In the 21st century investor’s toolkit, there are a...
salesforce.com, inc. (CRM) Makes a Doubtful Purchase
Not long ago I wrote salesforce.com, inc. (NYSE:CRM) is overvalued. salesforce.com, inc. (NYSE:CRM) has now told the world it is acquiring marketing...
