에 대한 최신 뉴스 SAP (NYSE:SAP) 주식

SAP SE-SPONSORED ADR

Founded in Germany in 1972 by former IBM employees, SAP is the world's largest provider of enterprise application software. Known as the leader in enterprise resource planning software, SAP's portfolio also includes software for supply chain management, procurement, travel and expense management, and customer relationship management, among others. The company operates in more than 180 countries and has more than 400,000 customers, approximately 80% of which are small to medium-size enterprises.

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트럼프 행정부는 여러 연방 기관으로부터 미국 시민의 개인정보를 수집하기 위해 팔란티어 테크놀로지스(NASDAQ:PLTR)와 은밀하게 협력하고 있는 것으로 알려졌다. 이는 개인정보 보호 및 개인데이터 오용 가능성에 대한 우려를 불러일으키고 있다.

트럼프 행정부, 개인정보 수집 위해 팔란티어와 은밀히 협력: NYT 보도

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데이터 분석 회사 팔란티어 테크놀로지스(NYSE:PLTR)는 화요일(27일) 경영 컨설팅 대기업인 베인앤드컴퍼니(Bain &amp; Company)와 전 세계 고객을 위한 기업용 인공지능(AI) 전환을 제공하기 위한 글로벌 파트너십을 체결했다고 발표하며 또 다른 전략적 확장을 알렸다. 

팔란티어, 베인앤드컴퍼니와 협력해 글로벌 기업 AI 채택 가속화

팔란티어 테크놀로지스(NYSE:PLTR)는 엔터프라이즈 소프트웨어 대기업 SAP SE(NYSE:SAP)과 전략적 파트너십을 체결하고 팔란티어의 데이터 플랫폼과 SAP의 엔터프라이즈 솔루션을 통합할 것이라고 &#39;SAP 사파이어 컨퍼런스&#39;에서 밝혔다.

팔란티어, SAP와 협력해 온톨로지, 파운드리 및 기업 데이터 통합

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<h3>Companies Reporting Before The Bell</h3>
• Hello Gr (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MOMO#NASDAQ">MOMO</a>) is expected to report earnings for its first quarter. 
• Toro (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TTC#NYSE">TTC</a>) is estimated to report quarterly earnings at $1.39 per share on revenue of $1.35 billion. 
• EuroDry (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EDRY#NASDAQ">EDRY</a>) is expected to report quarterly loss at $1.25 per share on revenue of $11.07 million. 
• Cracker Barrel Old (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CBRL#NASDAQ">CBRL</a>) is projected to report quarterly earnings at $0.21 per share on revenue of $822.43 million. 
• Victoria's Secret (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VSCO#NYSE">VSCO</a>) is expected to report quarterly earnings at $0.04 per share on revenue of $1.33 billion. 
• Brown Forman Inc Class B Common Stock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BF#NYSE">BF</a>) is expected to report quarterly earnings at $0.34 per share on revenue of $965.36 million. 
• Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) is estimated to report quarterly earnings at $0.52 per share on revenue of $1.09 billion. 
• Lands' End (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LE#NASDAQ">LE</a>) is expected to report quarterly loss at $0.19 per share on revenue of $272.60 million. 
• Duluth Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTH#NASDAQ">DLTH</a>) is estimated to report quarterly loss at $0.42 per share on revenue of $104.77 million. 
• Optical Cable (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OCC#NASDAQ">OCC</a>) is likely to report earnings for its second quarter. 
• BitFuFu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FUFU#NASDAQ">FUFU</a>) is estimated to report quarterly earnings at $0.06 per share on revenue of $114.03 million. 
• AstroNova (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALOT#NASDAQ">ALOT</a>) is projected to report earnings for its first quarter. 
• Waterdrop (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WDH#NYSE">WDH</a>) is estimated to report earnings for its first quarter. 
• Brown Forman Inc Class A Common Stock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BF#NYSE">BF</a>) is expected to report earnings for its fourth quarter. 
<h3>Companies Reporting After The Bell</h3>
• SAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) is estimated to report quarterly earnings at $0.34 per share on revenue of $4.74 billion. 
• Guess (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GES#NYSE">GES</a>) is projected to report quarterly loss at $0.69 per share on revenue of $631.36 million. 
• Quanex Building Prods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NX#NYSE">NX</a>) is estimated to report quarterly earnings at $0.47 per share on revenue of $439.30 million. 
• Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) is expected to report quarterly earnings at $1.57 per share on revenue of $14.97 billion. 
• Samsara (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IOT#NYSE">IOT</a>) is likely to report quarterly earnings at $0.06 per share on revenue of $351.44 million. 
• Concrete Pumping Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BBCP#NASDAQ">BBCP</a>) is estimated to report quarterly earnings at $0.04 per share on revenue of $99.02 million. 
• Torrid Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CURV#NYSE">CURV</a>) is estimated to report quarterly earnings at $0.05 per share on revenue of $270.20 million. 
• Zumiez (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZUMZ#NASDAQ">ZUMZ</a>) is likely to report quarterly loss at $0.77 per share on revenue of $182.54 million. 
• Mission Produce (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVO#NASDAQ">AVO</a>) is expected to report quarterly earnings at $0.05 per share on revenue of $296.15 million. 
• Lululemon Athletica (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) is likely to report quarterly earnings at $2.59 per share on revenue of $2.37 billion. 
• Docusign (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DOCU#NASDAQ">DOCU</a>) is estimated to report quarterly earnings at $0.81 per share on revenue of $748.92 million. 
• Vail Resorts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTN#NYSE">MTN</a>) is expected to report quarterly earnings at $10.06 per share on revenue of $1.30 billion. 
• ServiceTitan (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTAN#NASDAQ">TTAN</a>) is projected to report quarterly earnings at $0.12 per share on revenue of $208.69 million. 
• Rent the Runway (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RENT#NASDAQ">RENT</a>) is projected to report quarterly loss at $8.35 per share on revenue of $68.70 million. 
• Rubrik (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBRK#NYSE">RBRK</a>) is projected to report quarterly loss at $0.32 per share on revenue of $260.41 million. 
• Braze (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BRZE#NASDAQ">BRZE</a>) is likely to report quarterly earnings at $0.05 per share on revenue of $158.62 million. 
• IDT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IDT#NYSE">IDT</a>) is likely to report earnings for its third quarter. 
• Oil-Dri Corp of America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ODC#NYSE">ODC</a>) is projected to report earnings for its third quarter. 
• Petco Health and Wellness (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WOOF#NASDAQ">WOOF</a>) is expected to report quarterly loss at $0.01 per share on revenue of $1.50 billion. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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Earnings Scheduled For June 5, 2025

SAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) will release its quarterly earnings report on Tuesday, 2025-04-22. Here's a brief overview for investors ahead of the announcement.
Analysts anticipate SAP to report an earnings per share (EPS) of $1.44.
SAP bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
<h3>Performance in Previous Earnings</h3>
Last quarter the company missed EPS by $0.02, which was followed by a 1.11% increase in the share price the next day.
Here's a look at SAP's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.44</td>
<td>1.51</td>
<td>1.33</td>
<td>1.19</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.51</td>
<td>1.49</td>
<td>1.35</td>
<td>1.18</td>
</tr>
<tr>
<td>Price Change %</td>
<td>8.0%</td>
<td>1.0%</td>
<td>1.0%</td>
<td>7.000000000000001%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1749045672_0.png" alt="eps graph" />
<h3>Stock Performance</h3>
Shares of SAP were trading at $306.39 as of June 03. Over the last 52-week period, shares are up 59.1%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. 
<h3>Analysts' Perspectives on SAP</h3>
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on SAP.
Analysts have provided SAP with 4 ratings, resulting in a consensus rating of Outperform. The average one-year price target stands at $322.0, suggesting a potential 5.09% upside.
<h3>Analyzing Ratings Among Peers</h3>
The analysis below examines the analyst ratings and average 1-year price targets of Palantir Technologies, Salesforce and Intuit, three significant industry players, providing valuable insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Neutral trajectory for Palantir Technologies, with an average 1-year price target of $101.42, suggesting a potential 66.9% downside.</li>
<li>Analysts currently favor an Outperform trajectory for Salesforce, with an average 1-year price target of $324.38, suggesting a potential 5.87% upside.</li>
<li>Analysts currently favor an Outperform trajectory for Intuit, with an average 1-year price target of $788.48, suggesting a potential 157.35% upside.</li>
</ul>
<h3>Summary of Peers Analysis</h3>
Within the peer analysis summary, vital metrics for Palantir Technologies, Salesforce and Intuit are presented, shedding light on their respective standings within the industry and offering valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>SAP</td>
<td>Outperform</td>
<td>12.09%</td>
<td>$6.61B</td>
<td>3.91%</td>
</tr>
<tr>
<td>Palantir Technologies</td>
<td>Neutral</td>
<td>39.34%</td>
<td>$710.88M</td>
<td>4.11%</td>
</tr>
<tr>
<td>Salesforce</td>
<td>Outperform</td>
<td>7.62%</td>
<td>$7.56B</td>
<td>2.53%</td>
</tr>
<tr>
<td>Intuit</td>
<td>Outperform</td>
<td>15.10%</td>
<td>$6.56B</td>
<td>14.81%</td>
</tr>
</tbody>
</table>

Key Takeaway:
SAP ranks at the top for Gross Profit and Return on Equity among its peers. It is in the middle for Revenue Growth.
<h3>Get to Know SAP Better</h3>
Founded in Germany in 1972 by former IBM employees, SAP is the world's largest provider of enterprise application software. Known as the leader in enterprise resource planning software, SAP's portfolio also includes software for supply chain management, procurement, travel and expense management, and customer relationship management, among others. The company operates in more than 180 countries and has more than 400,000 customers, approximately 80% of which are small to medium-size enterprises.
<h3>A Deep Dive into SAP's Financials</h3>
Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.
Revenue Growth: SAP's remarkable performance in 3 months is evident. As of 31 March, 2025, the company achieved an impressive revenue growth rate of 12.09%. This signifies a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: SAP's net margin is impressive, surpassing industry averages. With a net margin of 19.75%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 3.91%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): SAP's ROA stands out, surpassing industry averages. With an impressive ROA of 2.38%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: SAP's debt-to-equity ratio is below the industry average at 0.22, reflecting a lower dependency on debt financing and a more conservative financial approach.
<a href="https://www.benzinga.com/quote/SAP/earnings">To track all earnings releases for SAP visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

SAP Earnings Preview

SAP's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) short percent of float has fallen 31.58% since its last report. The company recently reported that it has 1.46 million shares sold short, which is 0.13% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.08 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>SAP Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748887224_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for SAP has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing SAP's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, SAP's peer group average for short interest as a percentage of float is 3.18%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

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What's Driving the Market Sentiment Around SAP?

The Trump administration has reportedly been discreetly working with&nbsp;Palantir Technologies Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) to gather personal data of American citizens from various federal agencies, sparking concerns over privacy and potential misuse of personal data.
What Happened: President Trump&#8217;s March executive order for federal data sharing is being implemented through Palantir&#8217;s product, Foundry. Although Trump has not publicly discussed this initiative, this platform is already in use by several federal agencies, including the Department of Health and Human Services as well as the Social Security Administration, <a href="https://www.nytimes.com/2025/05/30/technology/trump-palantir-data-americans.html">reported</a> The New York Times on Friday.
Foundry&#8217;s capabilities in data organization and analysis could potentially enable the merging of information from various agencies, thereby creating detailed profiles of American citizens. The Trump administration has attempted to access extensive citizen data from government databases, including bank details, student debt, medical claims, and disability status.
Palantir did not immediately respond to <a href="http://pro.benzinga.com">Benzinga&#8217;s</a> request for comment.
Palantir&#8217;s selection as a primary vendor for this project was reportedly influenced by the Department of Government Efficiency (DOGE), which was being overseen by&nbsp;Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO, Elon Musk.&nbsp;
Critics, including Democratic lawmakers and privacy advocates, fear that such data could be exploited for political purposes, such as policing immigrants and targeting critics.
Some Palantir employees fear the company&#8217;s association with Trump&#8217;s agenda and potential data breaches, prompting 13 former staffers to sign a letter urging it to cut ties with the administration.
SEE ALSO:&nbsp;<a href="https://benzinga.com/cannabis/25/06/45713694/mypillow-guy-mike-lindell-reportedly-plans-to-testify-at-his-defamation-trial-i-have-nothing-to-hide-i-a" target="_blank" rel="noreferrer noopener">MyPillow Guy Mike Lindell Reportedly Plans To Testify At His Defamation Trial: &#8216;I Have Nothing To Hide. I Am A Former Crack Addict&#8217;</a>
Why It Matters: The Trump administration&#8217;s collaboration with Palantir comes on the heels of several significant developments for the company. In late May, the Department of Defense (DoD) awarded Palantir a $795 million <a href="https://www.benzinga.com/25/05/45572000/palantir-stock-is-trading-higher-thursday-whats-going-on">modification to a contract</a> for its Maven Smart System software licenses, which likely contributed to a surge in the company&#8217;s stock price.
Earlier that month, Palantir announced a <a href="https://www.benzinga.com/markets/equities/25/05/45536259/palantir-partners-with-sap-to-fuse-ontology-foundry-and-enterprise-dataceo-alex-karp-calls-it-extremely-valuable">strategic partnership</a> with enterprise software giant&nbsp;SAP SE&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>), integrating its data platforms with SAP&#8217;s enterprise solutions, a move that CEO&nbsp;Alex Karp&nbsp;described as &#8220;extremely valuable.&#8221;
Benzinga's Edge Rankings place Palantir in the 97th percentile for quality and the 3rd percentile for value, reflecting its mixed performance. Check the detailed report <a href="https://www.benzinga.com/quote/PLTR">here</a>.&nbsp;
The shares of Palantir climbed 7.73% to close at 131.78 on Friday. On a year-to-date basis, it surged 75.26%.
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<li>READ MORE:&nbsp;<a href="https://benzinga.com/cannabis/25/06/45714198/elon-musks-kekius-maximus-gameplay-sends-these-namesake-coins-surging" target="_blank" rel="noreferrer noopener">Elon Musk&#8217;s &#8216;Kekius Maximus&#8217; Gameplay Sends These Namesake Coins Surging</a></li>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Trump Administration Silently Employs Palantir To Gather Personal Data Of Each American, Raising Privacy, Data Misuse Concerns: Report

Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) announced Tuesday a global partnership with management consulting giant Bain &amp; Company to deliver enterprise artificial intelligence (AI) transformations for clients worldwide, marking another strategic expansion for the data analytics firm.
What Happened: The collaboration pairs Palantir&#8217;s AI Operating Systems with Bain&#8217;s industry expertise across sectors and business transformation capabilities. According to the companies, clients can expect &#8220;tangible impact in weeks&#8221; through enhanced speed and efficiency in AI-driven productivity gains.
&#8220;At Bain, we are helping clients lead in the era of AI — not just with strategy, but with implementation that drives measurable results,&#8221; said Chuck Whitten, partner and global head of Bain&#8217;s digital practices. &#8220;This partnership with Palantir brings together our deep industry expertise and transformation experience along with their cutting-edge platforms to unlock end-to-end AI impact.&#8221;
Sameer Kirtane, Head of Commercial Sales at Palantir, emphasized the transformative nature of their technology. &#8220;Organizations that adopt our AI Operating Systems fundamentally change their unit economics, often requiring organizing around our technologies,&#8221; Kirtane said. &#8220;We believe Bain can help our customers accelerate their pace of adoption and as a result, lead their respective industries.&#8221;
See Also: <a href="https://www.benzinga.com/25/05/45635479/wed-have-had-a-recession-kevin-hassett-says-gop-tax-bill-prevented-300-billion-revenue-hitaverted-major-economic-catastrophe">Trump Economic Advisor Kevin Hassett Says &#8216;We&#8217;d Have Had A Recession&#8217; But Passing Of &#8216;One Big Beautiful Bill&#8217; Helped Avoid The Downturn</a>
Why It Matters: Bain&#8217;s AI, Insights, and Solutions practice includes more than 1,500 specialists in AI, data analytics, architecture, and engineering. The multidisciplinary team combines algorithmic, technical, and business expertise for machine learning implementation, business insight delivery, and technology architecture solutions.
The partnership represents Palantir&#8217;s latest commercial sector expansion <a href="https://www.benzinga.com/markets/equities/25/05/45536259/palantir-partners-with-sap-to-fuse-ontology-foundry-and-enterprise-dataceo-alex-karp-calls-it-extremely-valuable">following recent collaborations </a>with SAP SE and Divergent Technologies. Palantir shares have surged 480% over the past year, though the stock carries premium valuation metrics with price-to-sales ratios between 80-105x and forward P/E multiples exceeding 300x.
The announcement comes as Palantir continues positioning itself in enterprise AI markets while maintaining its traditional government contracting business, including <a href="https://www.benzinga.com/general/space/25/05/45584539/donald-trumps-175-billion-golden-dome-could-trigger-a-new-space-arms-race-expert-warns-its-opening-a-pandoras-box">involvement in potential projects</a> related to the President Donald Trump administration&#8217;s Golden Dome missile defense initiative.
Price Action: Palantir Technologies Inc. closed at $123.38 on Monday, up 0.055%. In after-hours trading, it inched up to $123.40. Year to date, the stock has surged 64.09%.
Palantir stock shows strong momentum and growth according to Benzinga Edge Stock Rankings. However, the stock performs poorly on valuation metrics while experiencing a positive price trend across short- to long-term timeframes. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Here is the full stock breakdown</a>.
<figure class="wp-block-image aligncenter size-full is-resized"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28001654/Screenshot-2025-05-28-at-9.46.47%E2%80%AFAM.png" alt="" class="wp-image-929231" style="width:533px;height:auto" /></a></figure>
Read Next: 
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<li><a href="https://www.benzinga.com/25/05/45635104/cathie-wood-dumps-9-9m-tesla-despite-musks-24-7-pledge-loads-up-on-nvidia-before-earnings">Cathie Wood Dumps $9.9M Tesla Despite Musk&#8217;s &#8217;24/7&#8242; Pledge, Loads Up on Nvidia Before Earnings</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: slyellow / Shutterstock.com

Palantir Partners With Bain & Company To Accelerate Global Enterprise AI Adoption

SAP SE ADS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>), Capgemini, and Mistral AI partnered on Monday <a href="https://www.benzinga.com/tech" target="_blank" rel="noreferrer noopener">to deliver secure and scalable</a> generative <a href="https://www.capgemini.com/us-en/news/press-releases/capgemini-mistral-ai-and-sap-combine-forces-to-offer-secure-scalable-gen-ai-powered-solutions-for-regulated-industries/" target="_blank" rel="noreferrer noopener">AI</a> (gen AI) solutions for regulated industries.
This collaboration enables the deployment of tailored AI solutions within SAP systems in a secure, trusted environment, which is ideal for sectors with stringent data regulations such as financial services, public sector, aerospace &amp; defense, and energy &amp; utilities.
By combining Mistral AI's cutting-edge generative AI models with the SAP Business Technology Platform (BTP), Capgemini plans to develop a wide range of accessible business AI use cases designed for operational efficiency and a reduced carbon footprint.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/25/05/45591961/sap-shares-fall-as-trump-tariff-threat-spurs-fears-for-transatlantic-tech-trade" rel="noreferrer noopener">SAP Shares Fall As Trump Tariff Threat Spurs Fears For Transatlantic Tech Trade</a>
This combination allows companies to boost agility by modeling various scenarios, developing crisis response strategies, and adapting swiftly to evolving market dynamics.
With the collaboration, Capgemini will offer a library of 50+ pre-built, industry-specific AI use cases, many validated by SAP and powered by Mistral AI models.
Marjorie Janiewicz, Mistral AI Executive Board member and Global Head of Revenue said, "By combining our frontier, multilingual and highly customizable&nbsp;AI models with Capgemini's expertise in delivering real world industry-specific generative AI solutions, and the assurance of SAP's robust technology platform, we are making the effective integration of AI more accessible for all organizations, including those in highly regulated industries."
Thomas Saueressig, Member of the Executive Board of SAP SE, Customer Services &amp; Delivery added, "With SAP Business Technology Platform as a secure and scalable foundation, we're enabling organizations, especially those in regulated industries, to adopt AI with confidence, trust, and speed in a way that delivers real business value."
Investors can gain exposure to the stock via Precidian ETFs Trust SAP SE ADRhedged (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAPH#NYSE">SAPH</a>) and The 2023 ETF Series Trust II GMO International Quality ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QLTI#NYSE">QLTI</a>).
Price Action: SAP shares are trading higher by 1.63% to $299.68&nbsp;premarket at last check Tuesday.
Read Next:
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<li><a href="https://www.benzinga.com/trading-ideas/movers/25/05/45527622/accenture-sap-launch-advance-to-boost-cloud-adoption-for-mid-sized-firms" target="_blank" rel="noreferrer noopener">Accenture, SAP Launch ADVANCE To Boost Cloud Adoption For Mid-Sized Firms</a></li>
</ul>
Image via Shutterstock

Large Cap

Eurozone

Movers

QLTI

SAPH

SAP, Capgemini, Mistral AI Partner To Offer AI Solutions For Regulated Industries

SAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) has been analyzed by 4 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $322.0, a high estimate of $330.00, and a low estimate of $308.00. Witnessing a positive shift, the current average has risen by 2.55% from the previous average price target of $314.00.
<img src="https://www.benzinga.com/files/images/story/2025/1748023215_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The analysis of recent analyst actions sheds light on the perception of SAP by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Keith Bachman</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$330.00</td>
<td>$320.00</td>
</tr>
<tr>
<td>Patrick Walravens</td>
<td>JMP Securities</td>
<td>Maintains</td>
<td>Market Outperform</td>
<td>$330.00</td>
<td>$330.00</td>
</tr>
<tr>
<td>Joseph Bonner</td>
<td>Argus Research</td>
<td>Maintains</td>
<td>Buy</td>
<td>$320.00</td>
<td>$320.00</td>
</tr>
<tr>
<td>Raimo Lenschow</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$308.00</td>
<td>$286.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to SAP. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of SAP compared to the broader market.</li>
<li>Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of SAP's stock. This examination reveals shifts in analysts' expectations over time.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into SAP's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/SAP/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on SAP analyst ratings.</a>
<h2>Delving into SAP's Background</h2>
Founded in Germany in 1972 by former IBM employees, SAP is the world's largest provider of enterprise application software. Known as the leader in enterprise resource planning software, SAP's portfolio also includes software for supply chain management, procurement, travel and expense management, and customer relationship management, among others. The company operates in more than 180 countries and has more than 400,000 customers, approximately 80% of which are small to medium-size enterprises.
<h3>SAP: A Financial Overview</h3>
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Revenue Growth: SAP displayed positive results in 3M. As of 31 March, 2025, the company achieved a solid revenue growth rate of approximately 12.09%. This indicates a notable increase in the company's top-line earnings. When compared to others in the Information Technology sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: SAP's net margin is impressive, surpassing industry averages. With a net margin of 19.75%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): SAP's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of 3.91%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): SAP's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 2.38% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: SAP's debt-to-equity ratio is below the industry average at 0.22, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>What Are Analyst Ratings?</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Beyond The Numbers: 4 Analysts Discuss SAP Stock

SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) stock fell 1.71% to $294.73 Friday morning, part of a broader market selloff triggered by President Donald Trump's threat to <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45585283/trump-tariff-threat-hits-europe-stocks-sink-as-50-duties-loom">impose</a> a sweeping 50% tariff on all European Union imports starting June 1. The potential trade barrier reignited fears of a renewed transatlantic trade war, sending European equities tumbling.
What To Know: Investors punished export-sensitive stocks, particularly those with major U.S. exposure. SAP, a German enterprise software giant, derives approximately 40% of its revenue from North America. 
The company's cloud-based business model and extensive client base in U.S. industries such as finance, healthcare, and manufacturing make it especially vulnerable to U.S.-EU trade disruptions.
The proposed tariffs would <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45585283/trump-tariff-threat-hits-europe-stocks-sink-as-50-duties-loom">exclude</a> U.S.-manufactured goods, putting EU-based firms like SAP at a competitive disadvantage. Analysts warned that retaliatory EU measures could further dent demand or complicate pricing for SAP's cloud services and software solutions.
SAP's drop aligns with losses across Germany's DAX index, down 2.3%, and tech-exposed firms like Infineon and ASML, reflecting the market's swift repricing of risk amid geopolitical uncertainty.
Read Also: <a href="https://www.benzinga.com/25/05/45584696/trump-threatens-tim-cook-to-manufacture-iphones-in-the-us-or-face-at-least-25-tariffs">Trump Threatens Tim Cook To Manufacture iPhones In US Or Face &#8216;At Least 25%&#8217; Tariffs</a>
<h2 class="wp-block-heading">How To Buy SAP Stock</h2>
By now you're likely curious about how to participate in the market for SAP &#8211; be it to purchase shares, or even attempt to bet against the company.
Buying shares is typically done through a brokerage account. You can find a list of <a href="https://www.benzinga.com/money/best-stock-trading-platforms">possible trading platforms here.</a> Many will allow you to buy &#8220;fractional shares,&#8221; which allows you to own portions of stock without buying an entire share.
In the case of SAP, which is trading at $294.73 as of publishing time, $100 would buy you 0.34 shares of stock.
If you're looking to bet against a company, the process is more complex. You'll need access to an options trading platform, or a broker who will allow you to &#8220;go short&#8221; a share of stock by lending you the shares to sell. The process of shorting a <a href="https://www.benzinga.com/money/how-to-short-a-stock">stock can be found at this resource.</a> Otherwise, if your broker allows you to trade options, you can either buy a put option, or sell a call option at a strike price above where shares are currently trading &#8211; either way it allows you to profit off of the share price decline.
According to data from&nbsp;<a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, SAP has a 52-week high of $303.40 and a 52-week low of $179.43.

SAP Shares Fall As Trump Tariff Threat Spurs Fears For Transatlantic Tech Trade

BMO Capital analyst Keith Bachman maintains SAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) with a Outperform and raises the price target from $320 to $330.

Price Target

BMO Capital Maintains Outperform on SAP, Raises Price Target to $330

JMP Securities analyst Patrick Walravens reiterates SAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) with a Market Outperform and maintains $330 price target.

Reiteration

JMP Securities Reiterates Market Outperform on SAP, Maintains $330 Price Target

President Donald Trump&#8217;s threat to impose a sweeping 50% tariff on all European Union imports starting June 1 sparked a broad selloff across European markets Friday, triggering fears of a transatlantic trade war just as global <a href="https://www.benzinga.com/topic/tariffs">growth faces renewed pressure.</a>
In a post on Truth Social, Trump said the EU&#8217;s "powerful Trade Barriers, VAT Taxes, ridiculous Corporate Penalties, Non-Monetary Trade Barriers, Monetary Manipulations, unfair and unjustified lawsuits against American Companies" were to blame for an annual trade deficit exceeding $250 billion, which he called "totally unacceptable."
The proposed tariff would exempt goods manufactured in the United States, potentially creating sharp distortions for EU-based exporters and global supply chains.
<h3 class="wp-block-heading">European Benchmarks Tumble</h3>
The fallout was immediate in markets. The Euro STOXX 50 index – as closely tracked by the iShares MSCI Eurozone ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EZU#NYSE">EZU</a>) – dropped 3%, Italy's FTSE MIB sank 2.9%, France's CAC 40 lost 2.6% and Spain's IBEX 35 fell 2.2%. 
Germany's DAX, as tracked by the iShares MSCI Germany Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWG#NYSE">EWG</a>), which is home to many export-heavy firms, slid 2.3%.
Financial stocks bore the brunt of the decline, with Deutsche Bank AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DB#NYSE">DB</a>) falling 6.1%, Société Générale SA (OTCPK: SCGLY) down 5.3% and Banco Bilbao Vizcaya Argentaria SA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBVA#NYSE">BBVA</a>) sliding 5%.
 Industrial and luxury exporters also came under heavy pressure, including Bayerische Motoren Werke AG (OTCPK: BMWYY), or BMW (−4.5%), UniCredit SpA (OTCPK: UNCRY) (−4.5%) and EssilorLuxottica SA (OTCPK: ESLOY) (−4.2%).
<h3 class="wp-block-heading">Export Exposure To US Trade Is Key</h3>
The tariff threat has placed a spotlight on European companies heavily reliant on U.S. revenues.
In Germany, Adidas AG (OTCPK: ADDYY) derives roughly a third of its revenue from the United States, while SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) generates about 40% of its turnover from North America. 
Chipmaker Infineon Technologies AG (OTCPK: IFNNY) is also significantly exposed due to its automotive and electronics customers.
French luxury and tech firms are equally at risk. LVMH Moët Hennessy Louis Vuitton SE (OTCPK: LVMUY) earns close to 25% of its revenue in the U.S., while Dassault Systèmes SE (OTCPK: DASTY) has a strong footprint in North American enterprise software. Hermès International SA (OTCPK: HESAY) pulls about 20-25% of its sales from the American market.
Italian brands like Ferrari NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RACE#NYSE">RACE</a>), with over 30% of sales from the U.S., and EssilorLuxottica SA (OTCPK: ESLOY), which owns Oakley and Ray-Ban, are also vulnerable. 
In the Netherlands, tech heavyweight ASML Holding NV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) earns about 20-25% of revenue from the U.S., and Koninklijke Philips NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHG#NYSE">PHG</a>) maintains a major healthcare business across North America.
<h3 class="wp-block-heading">EU Retaliation Risk Grows For US Stocks</h3>
For U.S. corporations with heavy exposure to Europe—particularly in tech, autos, agriculture and aviation—the economic consequences could be significant if the European Union responds in kind.
The 2018 EU countermeasures to Trump&#8217;s steel tariffs included duties on motorcycles, bourbon and orange juice—strategic hits on U.S. swing-state exports.
EU officials may also revisit tech taxation disputes, where U.S. firms like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) and Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) are already under regulatory scrutiny.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45584696/trump-threatens-tim-cook-to-manufacture-iphones-in-the-us-or-face-at-least-25-tariffs">Trump Threatens Tim Cook To Manufacture iPhones In US Or Face &#8216;At Least 25%&#8217; Tariffs: AAPL Stock Slides Over 3% In Premarket </a></li>
</ul>
Photo Courtesy: Joshua Sukoff On Shutterstock.com

Analyst Color

Macro Economic Events

Sector ETFs

Econ #s

Economics

ETFs

AAPL

ADDYY

ASML

BBVA

BMWYY

DASTY

ESLOY

GOOGL

HESAY

IFNNY

LVMUY

MSFT

RACE

SCGLY

UNCRY

Trump Tariff Threat Hits Europe: Stocks Sink As 50% Duties Loom

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/23/25</td>
<td>$200.00</td>
<td>$45.5K</td>
<td>16.2K</td>
<td>31.7K</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$140.00</td>
<td>$81.5K</td>
<td>67.4K</td>
<td>15.0K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/23/25</td>
<td>$435.00</td>
<td>$95.5K</td>
<td>16.5K</td>
<td>13.8K</td>
</tr>
<tr>
<td>NVTS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$5.00</td>
<td>$37.5K</td>
<td>615</td>
<td>13.0K</td>
</tr>
<tr>
<td>IONQ</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$44.00</td>
<td>$94.6K</td>
<td>0</td>
<td>4.6K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$500.00</td>
<td>$66.0K</td>
<td>7.1K</td>
<td>4.4K</td>
</tr>
<tr>
<td>WOLF</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$1.00</td>
<td>$62.8K</td>
<td>1.7K</td>
<td>3.3K</td>
</tr>
<tr>
<td>TXN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$195.00</td>
<td>$395.0K</td>
<td>2.4K</td>
<td>1.7K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$21.50</td>
<td>$114.0K</td>
<td>5.4K</td>
<td>1.5K</td>
</tr>
<tr>
<td>SAP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$300.00</td>
<td>$45.7K</td>
<td>1.9K</td>
<td>857</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a put option sweep that happens to be bearish, expiring in 1 day(s) on May 23, 2025. This event was a transfer of 500 contract(s) at a $200.00 strike. This particular put needed to be split into 47 different trades to become filled. The total cost received by the writing party (or parties) was $45.5K, with a price of $91.0 per contract. There were 16210 open contracts at this strike prior to today, and today 31741 contract(s) were bought and sold. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, expiring in 8 day(s) on May 30, 2025. This event was a transfer of 284 contract(s) at a $140.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $81.5K, with a price of $287.0 per contract. There were 67491 open contracts at this strike prior to today, and today 15032 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bearish, expiring in 1 day(s) on May 23, 2025. This event was a transfer of 985 contract(s) at a $435.00 strike. This particular call needed to be split into 21 different trades to become filled. The total cost received by the writing party (or parties) was $95.5K, with a price of $97.0 per contract. There were 16561 open contracts at this strike prior to today, and today 13812 contract(s) were bought and sold. 
• Regarding NVTS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVTS#NASDAQ">NVTS</a>), we observe a call option sweep with bearish sentiment. It expires in 29 day(s) on June 20, 2025. Parties traded 500 contract(s) at a $5.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $37.5K, with a price of $75.0 per contract. There were 615 open contracts at this strike prior to today, and today 13000 contract(s) were bought and sold. 
• Regarding IONQ (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IONQ#NYSE">IONQ</a>), we observe a put option sweep with bearish sentiment. It expires in 29 day(s) on June 20, 2025. Parties traded 161 contract(s) at a $44.00 strike. This particular put needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $94.6K, with a price of $580.0 per contract. There were 0 open contracts at this strike prior to today, and today 4604 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option sweep that happens to be bullish, expiring in 85 day(s) on August 15, 2025. This event was a transfer of 112 contract(s) at a $500.00 strike. This particular call needed to be split into 24 different trades to become filled. The total cost received by the writing party (or parties) was $66.0K, with a price of $590.0 per contract. There were 7114 open contracts at this strike prior to today, and today 4434 contract(s) were bought and sold. 
• Regarding WOLF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>), we observe a put option trade with bearish sentiment. It expires in 302 day(s) on March 20, 2026. Parties traded 806 contract(s) at a $1.00 strike. The total cost received by the writing party (or parties) was $62.8K, with a price of $78.0 per contract. There were 1701 open contracts at this strike prior to today, and today 3386 contract(s) were bought and sold. 
• Regarding TXN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), we observe a call option trade with bullish sentiment. It expires in 57 day(s) on July 18, 2025. Parties traded 1000 contract(s) at a $195.00 strike. The total cost received by the writing party (or parties) was $395.0K, with a price of $395.0 per contract. There were 2484 open contracts at this strike prior to today, and today 1720 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a call option trade with bullish sentiment. It expires in 29 day(s) on June 20, 2025. Parties traded 1500 contract(s) at a $21.50 strike. The total cost received by the writing party (or parties) was $114.0K, with a price of $76.0 per contract. There were 5468 open contracts at this strike prior to today, and today 1582 contract(s) were bought and sold. 
• For SAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>), we notice a call option sweep that happens to be bullish, expiring in 29 day(s) on June 20, 2025. This event was a transfer of 52 contract(s) at a $300.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $45.7K, with a price of $880.0 per contract. There were 1919 open contracts at this strike prior to today, and today 857 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

INTC

IONQ

MSTR

NVDA

NVTS

WOLF

10 Information Technology Stocks Whale Activity In Today's Session

Accenture plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>) disclosed on Tuesday that it is offering an <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45532971/accenture-collaborates-with-dell-technologies-and-nvidia-to-accelerate-enterprise-ai-transformatio" rel="noreferrer noopener">artificial intelligence solution</a> in partnership with Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) and NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
This partnership expands the Accenture AI Refinery platform, enabling one-click deployment of agentic AI capabilities on Dell&#8217;s high-performance, NVIDIA-accelerated infrastructure.
This will help companies, particularly those within regulated industries or those with substantial investments in on-premises infrastructure, to accelerate value realization and reduce the total cost of ownership.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/05/45484071/wall-streets-sugar-rush-bill-gates-on-tariffs-and-a-600-billion-saudi-deal-top-economics-updates-this-week" rel="noreferrer noopener">Wall Street&#8217;s &#8216;Sugar Rush,&#8217; Bill Gates On Tariffs And A $600 Billion Saudi Deal: Top Economics Updates</a>
Furthermore, Accenture will support AI implementation using the NVIDIA Enterprise AI Factory validated design, a framework for organizations to build on-premise AI factories utilizing NVIDIA Blackwell and a broad network of AI partners.
The company delivers on key needs: data sovereignty and compliance, resilience and high availability, robust security for isolated networks, ultra-low latency for real-time uses, and edge/offline capabilities for remote environments.
&#8220;Through this collaboration with Dell Technologies and NVIDIA, Accenture is bringing the power of AI Refinery to on-premises infrastructure, providing an open, interoperable, scalable, and secure solution that paves the way for widespread AI adoption,&#8221; said Lan Guan, chief AI officer, Accenture.
Ihab Tarazi, Chief Technical Officer and Senior Vice President of Dell Technologies, added, &#8220;This solution allows customers to tailor their strategies and engineered architectures to meet diverse needs, ensuring data integrity and protection to accelerate digital transformation.&#8221;
&#8220;Regulated industries face the unique challenge of harnessing AI to drive innovation and efficiency while rigorously adhering to complex compliance, data privacy, and governance standards,&#8221; said Justin Boitano, vice president of Enterprise AI Products, NVIDIA. &#8220;Together, NVIDIA, Accenture, and Dell deliver a turnkey AI platform for enterprises to accelerate transformation, unlock new value from data, and confidently scale AI in alignment with operational requirements.&#8221;
In a separate release, Accenture and&nbsp;SAP SE ADS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) disclosed the launch of ADVANCE, a joint initiative aimed at accelerating cloud adoption and business transformation for&nbsp;companies with annual <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/05/45527622/accenture-sap-launch-advance-to-boost-cloud-adoption-for-mid-sized-firms" rel="noreferrer noopener">revenue of up to $5 billion</a>.
Investors can gain exposure to ACN stock via Trust for Professional Managers Jensen Quality Growth ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JGRW#NYSE">JGRW</a>) and SMI 3Fourteen Full-Cycle Trend ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FCTE#NASDAQ">FCTE</a>).
Price Action: Shares of Accenture, Dell, and NVIDIA were all trading lower in premarket at last check Wednesday, with ACN down 0.46% at $318.70, DELL down 1.22% at $112.84, and NVDA down 1.15% at $132.84.
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DELL

FCTE

Trust for Professional Managers Jensen Quality Growth ETF

JGRW

Accenture, Dell, NVIDIA Deliver On-Premise AI Solution For Regulated Industries

Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) announced a strategic partnership with enterprise software giant SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) that will integrate Palantir&#8217;s data platforms with SAP&#8217;s enterprise solutions, the companies revealed at the SAP Sapphire conference.
What Happened: The collaboration brings together Palantir&#8217;s Ontology and Foundry platforms with SAP&#8217;s enterprise data systems, creating what Palantir described as &#8220;ultimate value creation&#8221; for partners.
&#8220;At Palantir, we are manically focused for our partners. We use Ontology to manage large language models and Foundry to reconcile data,&#8221; CEO Alex Karp said during the announcement. &#8220;The combination of those products and your products will be extremely valuable for everyone and we are very much looking forward to scaling this partnership.&#8221;
This deal represents Palantir&#8217;s latest move to expand its <a href="https://www.benzinga.com/news/insider-trades/25/05/45525975/after-palantirs-meteoric-480-rise-investors-weigh-7-critical-risks">enterprise reach following significant stock growth</a>, with shares up 480% over the past year. The data analytics firm has been aggressively pursuing commercial sector expansion alongside its traditional government contracting business.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The Ontology + Foundry + <a href="https://twitter.com/SAP?ref_src=twsrc%5Etfw">@SAP</a> = ultimate value creation for our partners. Hear Palantir CEO Alex Karp announce our partnership at <a href="https://twitter.com/hashtag/SAPSapphire?src=hash&amp;ref_src=twsrc%5Etfw">#SAPSapphire</a>. <a href="https://t.co/N0DOHPpk04">pic.twitter.com/N0DOHPpk04</a>
&mdash; Palantir (@PalantirTech) <a href="https://twitter.com/PalantirTech/status/1924893851124162793?ref_src=twsrc%5Etfw">May 20, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/25/05/45534527/china-warns-of-legal-retaliation-against-us-chip-sanctions-threatens-lawsuits-for-aiding-discriminatory-tech-crackdown">China Warns Of Legal Retaliation Against US Chip Sanctions, Threatens Lawsuits For Aiding &#8216;Discriminatory&#8217; Tech Crackdown</a>
Why It Matters: The partnership comes just days after Palantir announced another strategic alliance with Divergent Technologies, integrating Divergent&#8217;s AI-driven manufacturing capabilities with Palantir&#8217;s Warp Speed and Foundry platforms to transform manufacturing workflows for <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45521497/whats-going-on-with-palantir-technologies-stock-on-tuesday">defense and commercial clients</a>.
Despite its remarkable growth trajectory, investors should note that <a href="https://www.benzinga.com/news/insider-trades/25/05/45525975/after-palantirs-meteoric-480-rise-investors-weigh-7-critical-risks">Palantir carries significant risks</a>, including premium valuation metrics with price-to-sales ratios between 80-105x and forward P/E multiples exceeding 300x. The stock has demonstrated high volatility with 10-24% price swings following earnings reports.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: slyellow / Shutterstock.com

Palantir Partners With SAP To Fuse Ontology, Foundry And Enterprise Data: CEO Alex Karp Calls It 'Extremely Valuable'

Accenture plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>) and SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) on Tuesday announced the launch of ADVANCE, a joint initiative aimed at accelerating cloud adoption and business transformation for<a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45516120/accenture-and-sap-join-forces-to-help-companies-enable-connected-intelligence-across-the-enterpris" rel="noreferrer noopener"> companies with annual revenue of up to $5 billion.</a>
The collaboration offers mid-sized, high-growth organizations a streamlined path to become more agile and data-driven.
The ADVANCE platform integrates SAP&#8217;s business applications and artificial intelligence tools with Accenture&#8217;s industry-specific insights and implementation expertise.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/44785962" rel="noreferrer noopener">Accenture Partners With GoUpscale To Scale Relationship Management In Asia&#8217;s Digital Wealth Boom</a>
ADVANCE is designed to help businesses scale efficiently by offering modular, preconfigured service packages across critical functions like finance, procurement, supply chain, and workforce operations.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, ACN stock has gained over 4% in the past year, while SAP has jumped over 52%.
&#8220;This expansion of our longstanding partnership with SAP will tailor leading technologies, industry insights, and innovation to meet the specific demands of high-growth companies to help them reinvent, thrive, and grow,&#8221; said Julie Sweet, Chair and CEO of Accenture.
Christian Klein, CEO of SAP, added, &#8220;ADVANCE brings the full strength of SAP Business Suite with Accenture&#8217;s business transformation services to a new generation of businesses, helping them grow quickly and respond with agility to new opportunities and challenges.&#8221;
To further assist this market segment, Accenture will deploy a specialized team of certified SaaS professionals and go-to-market experts who will work directly with SAP specialists.
The goal is to accelerate transformation and deliver continuous innovation using industry accelerators and AI-driven decision-making.
Investors can gain exposure to ACN stock via&nbsp;Trust for Professional Managers Jensen Quality Growth ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JGRW#NYSE">JGRW</a>) and SAP stock via Precidian ETFs Trust SAP SE ADRhedged (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAPH#NYSE">SAPH</a>).
Price Action: SAP shares are trading lower by 0.09% to $298.47 at last check Tuesday, while ACN shares are down by 0.29% to $318.47.
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General

Accenture, SAP Launch ADVANCE To Boost Cloud Adoption For Mid-Sized Firms

AI Innovations Aim to Boost Business Productivity by up to 30 Percent; Partnerships with Perplexity and Palantir Bring out Customers' Best
ORLANDO - At its annual SAP Sapphire conference, SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) unveiled innovations and partnerships that put the power of Business AI in every user's hands, revolutionizing the way work gets done.
Newly unveiled innovations and partnerships revolutionize the way work gets done
Read the innovation guide
From a virtually omnipresent Joule assistant to an expanded network of Joule Agents that work across systems and lines of business, SAP heralds a new era that democratizes access to Business AI and can drive productivity gains of up to 30 percent.
"SAP combines the world's most powerful suite of business applications with uniquely rich data and the latest AI innovations to create a flywheel of customer value," said SAP CEO Christian Klein. "With the expansion of Joule, our partnerships with leading AI pioneers, and advancements in SAP Business Data Cloud, we're delivering on the promise of Business AI as we drive digital transformations that help customers thrive in an increasingly unpredictable world."
<h4>AI that boosts productivity</h4>
SAP's generative AI assistant Joule can be everywhere you work, delivering personalized answers on everything you need to be more productive.
Joule can accompany business users throughout their day, in and out of the SAP application universe, to find data, surface real-time insights and streamline workflows. Joule's new ubiquity includes an action bar powered by WalkMe that studies user behavior across applications, turning the assistant into an always-available, proactive AI that can anticipate users' needs before they arise - always adhering to SAP's strict ethical AI guidelines.
A collaboration with Perplexity, an AI-powered answer engine company, enhances Joule's ability to draw on structured and unstructured data to solve complex business problems. Powered by Perplexity and the SAP Knowledge Graph, Joule now instantly answers questions with structured, visual answers - such as charts and graphs - grounded in real-time business data within SAP workflows. For example, a user could ask the tool how recent external events might impact their business and get a forecast based on both current events and the company's own business data.
SAP also unveiled an expanded library of Joule Agents that reimagine business processes and workflows from the ground up. Fueled by the world's most powerful real-time business data and orchestrated by Joule, these AI agents work across systems and lines of business to anticipate, adapt and act autonomously so organizations can stay agile in a rapidly changing world. Partnering with industry leaders, SAP offers an ecosystem of interoperable agents that can execute end-to-end processes. The new agents span customer experience, supply chain management, spend management, finance, and human capital management.
Finally, SAP introduced an operating system for AI development that transforms how enterprises build, deploy and scale AI solutions. AI Foundation gives developers a single entry point for building, extending and running custom AI solutions at scale, making it the first real operating system for Business AI. A new prompt optimizer, designed collaboratively with the frontier AI lab Not Diamond, also helps developers create more effective AI prompts quickly, reducing work on complex use cases from days to minutes.
<h4>Data that drives smarter decisions</h4>
SAP also introduced new intelligent applications in SAP Business Data Cloud, each built for a specific line of business. These applications can continuously learn, simulate outcomes and guide actions using business-critical data, detecting changes to optimize processes, anticipate needs, and collaborate with both human and artificial thinkers to drive meaningful impact. The People Intelligence application, for instance, optimizes team performance by transforming people and skills data into workforce insights and AI-driven recommendations.
Additionally, SAP and Palantir are partnering to facilitate joint customers' cloud migration journey and modernization programs. Seamless connectivity between Palantir and SAP Business Data Cloud will enable customers to build a harmonized data foundation across their enterprise landscape. Together the companies will responsibly deliver essential outcomes and support customers, including the U.S. government, to quickly adapt to changes and disruptions.
<h4>Applications that accelerate cloud adoption</h4>
The company also announced SAP Business Suite packages, which are designed for customers to simplify the adoption of SAP cloud solutions that address their specific business challenges. SAP Build is embedded in these packages, so organizations can customize applications to meet their unique needs.
Finally, SAP unveiled a new solution that helps customers transition to the cloud faster. With Joule as the entry point and drawing on insights from SAP solutions including SAP Signavio and SAP LeanIX, the solution delivers personalized guidance and actionable recommendations tailored to an organization's transformation objectives and can help deliver up to 35 percent faster time to value.

SAP And Palantir Are Partnering To Facilitate Joint Customers' Cloud Migration Journey And Modernization Programs

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Cantor Fitzgerald analyst Derek Soderberg initiated coverage on SES AI Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SES#NYSE">SES</a>) with an Overweight rating and announced a price target of $2. SES AI shares closed at $0.8541 on Monday. <a href="https://www.benzinga.com/quote/ses/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Ladenburg Thalmann analyst Jeff Cohen initiated coverage on QT Imaging Holdings, Inc. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/QTIH#OTC">QTIH</a>) with a Buy rating and announced a price target of $3.4. QT Imaging shares closed at $0.9500 on Monday. <a href="https://www.benzinga.com/quote/qtih/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>William Blair analyst Jake Roberge initiated coverage on OneStream, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OS#NASDAQ">OS</a>) with an Outperform rating. OneStream shares closed at $28.19 on Monday. <a href="https://www.benzinga.com/quote/os/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo analyst Michael Turrin initiated coverage on SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) with an Overweight rating. SAP shares closed at $298.74 on Monday. <a href="https://www.benzinga.com/quote/sap/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying SAP stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="585" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20083830/image-247-1024x585.png" alt="" class="wp-image-921199" style="width:644px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20083830/image-247-1024x585.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20083830/image-247-300x171.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20083830/image-247-768x439.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20083830/image-247.png 1105w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Initiation

Pre-Market Outlook

QTIH

This SAP Analyst Begins Coverage On A Bullish Note; Here Are Top 4 Initiations For Tuesday

<ul>
<li>SAP Business Suite enables industry-leading enterprise functions and connected intelligence with AI-driven insights</li>
<li>Packaged service offerings from Accenture are right sized for speed and ease to help customers quickly grow and secure their businesses</li>
</ul>
Through a strategic expansion of their longstanding partnership, <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.accenture.com%2F&amp;esheet=54257283&amp;newsitemid=20250520005142&amp;lan=en-US&amp;anchor=Accenture&amp;index=1&amp;md5=69b0f2f97e6868c1992db48147da0953">Accenture</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>) and <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.sap.com%2F&amp;esheet=54257283&amp;newsitemid=20250520005142&amp;lan=en-US&amp;anchor=SAP+SE&amp;index=2&amp;md5=7c20a4cb532964b00a2d1bb4f51b6804">SAP SE</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) have launched ADVANCE. For the first time, the two companies have worked together to create a pathway to the cloud for organizations pursuing high growth with annual revenue of up to US$5 billion to help create more connected, intelligent and responsive enterprises.

Accenture And SAP Expand Partnership With The Launch Of ADVANCE, Enabling High-Growth Firms With Up To $5B Annual Revenue To Accelerate Cloud Adoption

Wells Fargo analyst Michael Turrin initiates coverage on SAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) with a Overweight rating.

Wells Fargo Initiates Coverage On SAP with Overweight Rating

SAP's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) short percent of float has fallen 9.52% since its last report. The company recently reported that it has 2.13 million shares sold short, which is 0.19% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.15 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>SAP Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747332025_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for SAP has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing SAP's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, SAP's peer group average for short interest as a percentage of float is 3.14%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Is the Market Bullish or Bearish on SAP?

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SAP AG

트럼프 행정부는 여러 연방 기관으로부터 미국 시민의 개인정보를 수집하기 위해 팔란티어 테크놀로지스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)와 은밀하게 협력하고 있는 것으로 알려졌다. 이는 개인정보 보호 및 개인데이터 오용 가능성에 대한 우려를 불러일으키고 있다.
무슨 일 있었나: 트럼프 대통령의 3월 연방 데이터 공유에 대한 행정명령이 팔란티어의 제품인 파운드리(Foundry)를 통해 시행되고 있다. 트럼프 대통령이 이러한 이니셔티브에 대해 공개적으로 언급하지는 않았지만, 이 플랫폼은 이미 보건복지부와 사회보장국을 비롯한 여러 연방 기관에서 사용되고 있다고 뉴욕타임스가 금요일에 <a href="https://www.nytimes.com/2025/05/30/technology/trump-palantir-data-americans.html" target="_blank" rel="noopener">보도했다</a>.
파운드리의 데이터 정리 및 분석 역량을 활용하면 다양한 기관의 정보를 통합하여 미국 시민의 상세한 프로필을 만들 수 있을 것으로 보인다. 트럼프 행정부는 은행 정보, 학자금 부채, 의료비 청구, 장애 상태 등 정부 데이터베이스에서 광범위한 시민 데이터에 접근하려고 시도해 왔다.
팔란티어는 <a href="http://pro.benzinga.com/" target="_blank" rel="noopener">벤징가</a>의 논평 요청에 즉시 응답하지 않았다. 
팔란티어가 이 프로젝트의 주 공급업체로 선정된 데는 테슬라의 일론 머스크 CEO가 감독하는 정부효율부(DOGE)의 영향이 컸던 것으로 알려졌다.
민주당 의원과 프라이버시 옹호자를 포함한 비평가들은 이러한 데이터가 이민자 단속이나 비판자 표적화 등 정치적 목적으로 악용될 수 있다고 우려하고 있다.
일부 팔란티어 직원들은 회사가 트럼프의 의제 및 잠재적인 데이터 유출과 연관되어 있는 것을 우려하여 13명의 전직 직원이 행정부와의 관계를 끊을 것을 촉구하는 서한에 서명했다.
왜 중요한가: 트럼프 행정부와 팔란티어의 협력은 팔란티어에게 몇 가지 중요한 발전이 있은 후 이루어졌다. 지난 5월 말, 미 국방부(DoD)는 팔란티어와 7억 9,500만 달러 규모의 메이븐(Maven) 스마트 시스템 소프트웨어 라이선스 <a href="https://www.benzinga.com/25/05/45572000/palantir-stock-is-trading-higher-thursday-whats-going-on" target="_blank" rel="noopener">계약을 수정</a>했으며, 이는 회사 주가 급등에 기여했을 가능성이 높다.
5월 초, 팔란티어는 엔터프라이즈 소프트웨어 대기업 SAP(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>)과 <a href="https://www.benzinga.com/markets/equities/25/05/45536259/palantir-partners-with-sap-to-fuse-ontology-foundry-and-enterprise-dataceo-alex-karp-calls-it-extremely-valuable" target="_blank" rel="noopener">전략적 파트너십</a>을 체결하여 자사의 데이터 플랫폼을 SAP의 엔터프라이즈 솔루션과 통합한다고 발표했는데, 알렉스 카프 CEO는 이를 "매우 가치 있는 조치"라고 설명했다.
주가 움직임: 팔란티어 주가는 금요일(30일)에 7.73% 상승하여 131.78달러로 마감했다. 전년 대비로는 75.26% 급등했다.
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데이터 분석 회사 팔란티어 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>)는 화요일(27일) 경영 컨설팅 대기업인 베인앤드컴퍼니(Bain &amp; Company)와 전 세계 고객을 위한 기업용 인공지능(AI) 전환을 제공하기 위한 글로벌 파트너십을 체결했다고 발표하며 또 다른 전략적 확장을 알렸다.
무슨 일 있었나: 이번 협력은 팔란티어의 AI 운영 체제와 베인의 다양한 산업에 걸친 전문 지식 및 비즈니스 전환 역량을 결합한 것이다. 두 회사에 따르면, 고객은 AI 기반의 생산성 향상으로 속도와 효율성이 개선되어 "몇 주 만에 가시적인 효과"를 기대할 수 있다고 한다.
베인의 파트너이자 디지털 업무 부문 글로벌 책임자인 척 휘튼은 이렇게 말했다. "베인은 전략뿐만 아니라 측정 가능한 결과를 이끌어내는 실행을 통해 고객이 AI 시대를 선도할 수 있도록 지원하고 있다. 팔란티어와의 파트너십을 통해 당사의 심층적인 산업 전문 지식과 혁신 경험, 그리고 팔란티어의 최첨단 플랫폼이 결합되어 엔드투엔드 AI의 효과를 극대화할 수 있게 되었다.&#8221;
팔란티어의 상업 영업 책임자인 새미어 커테인은 자사 기술의 혁신적인 특성을 강조했다. "우리 AI 운영 체제를 채택한 조직은 단위 경제를 근본적으로 변화시키며, 이를 위해 우리 기술을 중심으로 조직을 재구성해야 하는 경우가 많다. 베인은 우리 고객들이 AI 채택 속도를 가속화하고, 그 결과 각자의 산업을 선도할 수 있도록 도울 수 있다고 믿는다.&#8221;
왜 중요한가: 베인의 AI, 인사이트 및 솔루션 업무에는 AI, 데이터 분석, 아키텍처 및 엔지니어링 분야의 1,500명 이상의 전문가가 참여하고 있다. 다분야 팀은 알고리즘, 기술 및 비즈니스 전문 지식을 결합하여 기계 학습 구현, 비즈니스 인사이트 제공 및 기술 아키텍처 솔루션을 제공한다.
이러한 파트너십은 SAP 및 다이버전트 테크놀로지스(Divergent Technologies)와 <a href="https://www.benzinga.com/markets/equities/25/05/45536259/palantir-partners-with-sap-to-fuse-ontology-foundry-and-enterprise-dataceo-alex-karp-calls-it-extremely-valuable" target="_blank" rel="noopener">최근 협력</a>에 이어 팔란티어의 최신 상업 부문 확장을 의미한다. 팔란티어의 주가는 지난 1년간 480% 급등했지만, 주가수익비율(P/S)이 80~105배, 미래 주가수익비율(P/E)이 300배를 넘는 등 프리미엄 평가 지표를 보이고 있다.
이번 발표는 팔란티어가 기업 AI 시장에서 입지를 계속 다지는 한편, 도널드 트럼프 대통령 행정부의 골든돔 미사일 방어 계획과 관련된 <a href="https://www.benzinga.com/general/space/25/05/45584539/donald-trumps-175-billion-golden-dome-could-trigger-a-new-space-arms-race-expert-warns-its-opening-a-pandoras-box" target="_blank" rel="noopener">잠재적 프로젝트에 참여</a>하는 등 전통적인 정부 계약 사업을 유지하고 있는 가운데 나왔다.
주가 움직임: 팔란티어 테크놀로지스 화요일 주가는 0.065% 상승한 123.39달러로 마감했으며, 올해 들어 64.10% 상승했다.
면책 조항: 이 콘텐츠는 부분적으로 AI 도구의 도움을 받아 생성되었으며, Benzinga 편집자가 검토하고 게시했습니다.
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팔란티어 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>)는 엔터프라이즈 소프트웨어 대기업 SAP SE(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>)과 전략적 파트너십을 체결하고 팔란티어의 데이터 플랫폼과 SAP의 엔터프라이즈 솔루션을 통합할 것이라고 &#8216;SAP 사파이어 컨퍼런스&#8217;에서 밝혔다.
무슨 일 있었나: 이번 협력을 통해 팔란티어의 온톨로지 및 파운드리 플랫폼과 SAP의 엔터프라이즈 데이터 시스템을 결합하여 파트너를 위한 "궁극적인 가치 창출"을 실현할 수 있을 것으로 기대된다.
알렉스 카프 팔란티어 CEO는 이렇게 말했다. "팔란티어는 파트너를 위해 최선을 다하고 있다. 우리는 대규모 언어 모델을 관리하기 위해 온톨로지를 사용하고, 데이터를 조정하기 위해 파운드리를 사용한다. 이러한 제품과 여러분의 제품의 결합은 모두에게 매우 가치 있는 일이 될 것이며, 우리는 이 파트너십의 확장을 매우 기대하고 있다.&#8221;
이번 계약은 지난 한 해 동안 주가가 480% 상승하는 등 <a href="https://www.benzinga.com/news/insider-trades/25/05/45525975/after-palantirs-meteoric-480-rise-investors-weigh-7-critical-risks" target="_blank" rel="noopener">상당한 주가 상승세</a>를 보인 팔란티어가 최근 기업 범위를 확장하려는 움직임의 일환이다. 데이터 분석 회사 팔란티어는 전통적인 정부 계약 사업과 함께 상업 부문 확장을 공격적으로 추진하고 있다.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
The Ontology + Foundry + <a href="https://twitter.com/SAP?ref_src=twsrc%5Etfw">@SAP</a> = ultimate value creation for our partners.
Hear Palantir CEO Alex Karp announce our partnership at <a href="https://twitter.com/hashtag/SAPSapphire?src=hash&amp;ref_src=twsrc%5Etfw">#SAPSapphire</a>. <a href="https://t.co/N0DOHPpk04">pic.twitter.com/N0DOHPpk04</a>
&mdash; Palantir (@PalantirTech) <a href="https://twitter.com/PalantirTech/status/1924893851124162793?ref_src=twsrc%5Etfw">May 20, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
왜 중요한가: 이번 파트너십은 <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45521497/whats-going-on-with-palantir-technologies-stock-on-tuesday" target="_blank" rel="noopener">국방 및 상업 고객</a>을 위한 제조 워크플로우를 혁신하기 위해 다이버전트 테크놀로지스(Divergent Technologies)와 전략적 제휴를 발표하고 다이버전트의 AI 기반 제조 역량을 팔란티어의 워프 스피드(Warp Speed) 및 파운드리 플랫폼과 통합한 지 불과 며칠 만에 이루어졌다.
놀라운 성장 궤적에도 불구하고 투자자들은 팔란티어가 80~105배의 주가매출비율과 300배를 초과하는 주가수익배수 등 프리미엄 밸류에이션 메트릭스를 포함한 <a href="https://www.benzinga.com/news/insider-trades/25/05/45525975/after-palantirs-meteoric-480-rise-investors-weigh-7-critical-risks" target="_blank" rel="noopener">상당한 위험을 수반</a>하고 있다는 점에 유의해야 한다. 실적 발표 후 10~24%의 가격 변동성을 보이며 높은 변동성을 보여 왔다.
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면책 조항: 이 콘텐츠는 부분적으로 AI 도구의 도움을 받아 생성되었으며, Benzinga 편집자가 검토하고 게시했습니다.
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전 팔란티어 테크놀로지스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) 직원이 팔란티어의 제품, 가격, 향후 몇 년 동안의 전망, 특히 국방 및 AI 분야에 대한 간략한 입문서를 제공한다.
무슨 일 있었나: 월요일(28일) 애널리스트와 연구원이 업계 전문가와 연결될 수 있도록 지원하는 시장 정보 플랫폼인 알파센스(AlphaSense)는 한 애널리스트와 전 팔란티어 직원 간의 대화 내용을 공유했다.
익명을 요구한 이 전문가는 거의 한 시간 동안 진행된 대화에서 플랫폼의 이탈률과 유지율을 시작으로 몇 가지 주요 인사이트를 제공했다.
팔란티어 고객 이탈의 가장 큰 원인은 고객 측의 리더십 변화이며, 새로운 리더십이 새로운 방향으로 나아가고자 한다면 "팔란티어의 가장 큰 경쟁자는 언제나 내부 개발"이라고 말한다.
이 전문가에 따르면 팔란티어의 파운드리 플랫폼은 SAP(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>)만큼 "고착화"되거나 깊게 자리 잡지는 않았지만 세일즈포스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>)보다는 낫다고 한다. 이는 동일한 기본 데이터 구조로 작업하는 재무 및 엔지니어링 부서와 같은 조직 전반의 수평적 및 수직적 통합 덕분이다.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
Interview with a former <a href="https://twitter.com/search?q=%24PLTR&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$PLTR</a> employee on <a href="https://twitter.com/search?q=%24PLTR&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$PLTR</a>&#39;s strength and future potential:
&#8211; The expert explains that while <a href="https://twitter.com/search?q=%24PLTR&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$PLTR</a>&#39;s Foundry platform is sticky, it is not as deeply entrenched as <a href="https://twitter.com/search?q=%24SAP&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$SAP</a>, but much more so than solutions like <a href="https://twitter.com/search?q=%24CRM&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$CRM</a>. Foundry creates both horizontal and vertical… <a href="https://t.co/AJJ28ula49">pic.twitter.com/AJJ28ula49</a>
&mdash; AlphaSense (@AlphaSenseInc) <a href="https://twitter.com/AlphaSenseInc/status/1916848180555141438?ref_src=twsrc%5Etfw">April 28, 2025</a></blockquote>
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그는 파운드리가 조직이 의지만 있다면 대체할 수 있지만 "느리고 비용이 많이 들며 복잡한 프로세스"가 될 것이라고 경고했다.
경쟁의 역학 관계에 관해서는 "일반적인 경우"에 회사가 "사내에서 서로 다른 툴을 조합하여" 정면으로 맞서게 된다고 덧붙였다. 여기에는 스노우플레이크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>), 데이터브릭스(DataBricks Inc.), 그리고 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)의 파워 BI(Power BI) 솔루션 등이 포함된다.
그는 현재 파운드리와 유사한 엔드투엔드 플랫폼을 제공하려는 회사는 마이크로소프트가 유일하며, 따라서 팔란티어가 맞서고 있는 유일한 레거시 플레이어라고 말했다.
가격 책정과 관련해서는 팔란티어가 제품과 서비스에 대한 투명한 가격 정보를 제공하지 않고 맞춤형 접근 방식을 제공한다고 말했다. "항상 협상이 이루어진다&#8221;며 높은 구현 비용을 고려할 때 소비 기반 가격 모델은 적합하지 않다고 덧붙였다.
이어서 국방 분야에서 팔란티어가 성장하고 있는 해자를 강조하며 "복제하기 매우 어렵다"고 말하는 FedRAMP 앱 스토어를 강조했다. 즉, 다른 클라우드 서비스 제공업체들도 팔란티어의 우산 아래에서 미국 정부에 판매할 수 있다는 뜻이다.
이 전문가에 따르면 플랫폼을 통해 진행해야 하는 기밀 작업 흐름은 회사에 상당한 이익을 안겨주며, 따라서 주요 해자가 된다.
팔란티어가 이 부문에서 기능 격차와 선도적 위치를 유지할 수 있느냐는 질문에 전문가는 지금 혁신을 멈추면 더 저렴하고 유능한 대안으로 대체될 위험이 있다고 답했다.
왜 중요한가: 최근 팔란티어는 <a href="https://www.benzinga.com/25/04/45031959/cathie-wood-backs-palantir-to-dominate-enterprise-ai-with-microsofts-excel-on-the-back-foot" target="_blank" rel="noopener">엔터프라이즈 AI</a>를 장악하여 마이크로소프트의 선두를 무너뜨릴 것이라고 믿는 아크 인베스트 CEO 캐시 우드의 지지를 받았다. 하지만 캐시 우드는 월요일에 <a href="https://www.benzinga.com/25/04/45057303/cathie-wood-chops-palantir-ark-invest-dumps-9-1-million-worth-of-stock-also-sells-meta-and-robinhood-shares" target="_blank" rel="noopener">910만 달러 상당의 팔란티어 주식을 매각</a>했다.
팔란티어 주가는 최근 몇 주 동안 급등세를 보였는데, 주요 계약업체와 <a href="https://www.benzinga.com/news/25/04/45019174/palantir-stock-soars-on-defense-deals-whats-going-on" target="_blank" rel="noopener">일련의 방위 계약을 체결</a>해 다음 달 분기 실적을 앞두고 단순한 데이터 분석 회사가 아닌 방위 기술 리더로 자리매김한 이후였다.
전장 역시 <a href="https://benzinga.com/trading-ideas/technicals/25/04/44947382/palantir-rolls-out-tanks-microsoft-builds-clouds-whos-winning-ais-next-frontier" target="_blank" rel="noopener">AI 기반 전투 차량</a>을 출시할 계획인 팔란티어에게 유리하게 기울고 있는 반면, 마이크로소프트는 &#8216;클라우드의 성&#8217; 전략을 앞세워 방어에 주력하고 있다.
주가 움직임: 팔란티어 주가는 월요일에 1.71% 상승했고, 애프터마켓에서는 0.22% 하락했다. 주가는 광범위한 시장에서의 매도에도 불구하고 연초 대비 52.5% 상승했다.
사진 제공: 스파이로 더 드래곤(Spyro the Dragon) &#8211; Shutterstock.com
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SNOW

요새와 같은 팔란티어, 가격 책정 어려움과 경쟁 속에서 AI 방어선 구축한 방법은?

SAP(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>)는 화요일(22일) 장 마감 후 1분기 실적을 발표했다. 보고서의 <a href="https://www.benzinga.com/pressreleases/25/04/n44936302/sap-quarterly-statement-q1-2025" target="_blank" rel="noopener">주요 수치는 다음과 같다.</a>
세부 내용: 벤징가 프로에 따르면 SAP는 분기 매출이 90억 1,000만 유로(94억 8,000만 달러)로 애널리스트 예상치를 상회했다고 발표했다. 주당 순이익도 1.44유로(1.54달러)로 예상치를 상회했다.
1분기 동안 SAP는 다음과 같은 성과를 냈다.
<ul>
<li>현재 클라우드 수주잔고는 182억 유로로 28% 증가했으며, 불변 통화 기준으로는 29% 증가했다.</li>
<li>클라우드 매출은 27% 증가, 상수 통화 기준으로는 26% 증가했다.</li>
<li>클라우드 ERP 스위트 매출은 34% 증가, 불변 통화 기준 33% 증가했다.</li>
<li>총 매출은 12% 증가, 상수 통화 기준으로는 11% 증가했다.</li>
<li>IFRS 영업 이익 23억 유로, 비IFRS 영업 이익 25억 유로(60% 증가, 상수 통화 기준 58% 증가)를 기록했다.</li>
</ul>
크리스티안 클라인 SAP CEO는 이렇게 말했다. &#8220;1분기는 다시 한 번 우리의 성공 공식을 강조한다. 현재 클라우드 수주잔고는 상수 통화 기준으로 29% 증가했으며 총 매출액은 두 자릿수 퍼센트의 증가를 보였다. 예측 가능한 매출 비율이 86%인 SAP의 비즈니스 모델은 불확실한 시기에 탄력성을 유지하고 있다.&#8221;
&#8220;우리의 AI 기반 포트폴리오는 130개국 이상에서 기업들이 공급망 중단을 극복하고 민첩성과 속도로 효율성을 끌어낼 수 있도록 지원한다.&#8221;
SAP 주가 움직임: SAP 주가는 화요일 시간외 거래에서 9.69% 상승한 276.86달러에 거래되고 있다.
사진: Shutterstock
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After-Hours Center

SAP, 1분기 실적 예상치 상회하며 시간외 주가 10%↑

월요일(21일) 밤 미국 지수 선물은 연준의 독립성에 대한 우려가 커지고 도널드 트럼프 대통령이 금리 인하를 하지 않은 제롬 파월 연준 의장을 <a href="https://benzinga.com/markets/equities/25/04/44902537/selling-on-threat-to-powell-dollar-stocks-and-bonds-fall-gold-and-yen-rise" target="_blank" rel="noopener">거듭 공격</a>하면서 미국 증시가 월요일을 하락세로 마감했음에도 불구하고 상승했다.
S&amp;P 500 선물은 0.47% 상승한 5,209포인트, 나스닥 선물은 0.51% 상승한 18,010포인트, 다우존스 선물은 0.45% 상승한 38,500포인트를 기록하고 있다. 이러한 상승세는 월요일 오전 정규장 동안의 급격한 매도세 이후 나온 것이다.
일본의 벤치마크 지수인 닛케이 225 지수는 또다시 불안한 출발을 보였다. 닛케이 225는 0.50% 하락 출발 이후 회복세를 보이다가 다시 하락세로 돌아서 현재 109포인트(0.32%) 하락한 상태로 거래되고 있다.
<a href="https://tradingeconomics.com/japan/stock-market" target="_blank" rel="noopener">트레이딩이코노믹스 데이터</a>에 따르면 이는 월요일 미국 달러 대비 7개월 만에 최고치를 기록한 엔화 강세가 일본의 수출 의존도가 높은 산업에 부담을 주고 있기 때문으로 분석된다.
미국 달러 지수(DXY)는 월요일에 3년 만에 최저치인 97.923을 기록했는데, 이는 2022년 이후 최저치다. 그러나 장 후반에 회복세를 보이며 현재 98선을 회복했으며 현재 0.16% 상승한 98.47에 거래되고 있다.
투자자들은 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), SAP(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>), 노바티스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>), 버라이즌 커뮤니케이션스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>), 록히드 마틴(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) 등오늘 실적 발표를 예정하고 있는 여러 대형주에 주목하고 있다.
사진 제공: tadamichi on Shutterstock.com
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트럼프의 파월 비판으로 美 증시 하락 후 S&P 500 및 나스닥 선물 상승···日 증시는 엔화 강세 속 불안한 출발

니덤 애널리스트인 마이크 시코스(Mike Cikos)는 <a href="https://www.benzinga.com/topic/software" target="_blank" rel="noopener">인프라 소프트웨어</a>의 경우 미국이 소프트웨어 분야에서 지배적인 위치를 차지하고 있고 소프트웨어가 광범위하고 저렴하게 유통되기 때문에 다른 분야에 비해 관세 노출이 더 잘 차단되어 있다고 했다.
시코스는 잠재적으로 경쟁 관계에 있는 다른 국가의 관세나 &#8216;자국산 구매&#8217; 프로그램이 미치는 영향은 제한적이라고 지적했다. 하지만 기업들이 전 세계적으로 이니셔티브의 우선순위를 재조정함에 따라 간접적인 영향이 있을 것으로 예상했다.
배치된 리소스가 공급망 탄력성 또는 이중 소싱을 보장하기 때문에 클라우드, 생성형 AI, 디지털 혁신과 같은 세속적 수요 동인은 그대로 유지되지만 본질적으로 다른 이니셔티브와 차별화된다.
이러한 환경에서 시코스는 뉴타닉스(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/ntnx" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for NTNX" data-google-interstitial="false">NTNX</a>), 퓨어 스토리지(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/pstg" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for PSTG" data-google-interstitial="false">PSTG</a>), 컨플루언트(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/cflt" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for CFLT">CFLT</a>)는 순서대로 잠재 고객에게 패러다임 전환을 요구하고 있기 때문에 더 어려운 상황에 직면할 가능성이 높다.
뉴타닉스는 하이퍼컨버지드 인프라 제품을 판매하는데, 이 경우 고객은 뉴타닉스의 소프트웨어를 배포하기 전에 기본 하드웨어를 확보해야 한다. 시코스는 퓨어스토리지와 컨플루언트의 가장 큰 과제는 하드 디스크 드라이브를 계속 구매하거나 배치 프로세싱을 활용하는 현 상황에 맞서 싸우는 것이라고 지적했다.
관세를 부과하거나 자국산 제품을 구매하려는 각국의 시도는 효과가 제한적일 것이다. 소프트웨어에 대한 &#8216;국산 구매&#8217; 접근 방식은 유럽에 상대적으로 강력한 공급업체(예:<a href="https://www.benzinga.com/quote/sap">SAP</a>)가 거의 없기 때문에 상당한 어려움에 직면할 것이다.
또한, 소프트웨어 공급업체가 국제 관세에 직면할 경우 가격 인상을 통해 이러한 역풍을 상쇄할 수 있다고 지적했다. 그 결과, 시코스는 자신의 커버리지가 직접적으로 노출되는 범위가 제한적이라고 언급했다.
그러나 시코스는 최고 경영진과 경영진이 전 세계적으로 듀얼 소싱 또는 공급망 재구축과 같은 이니셔티브에 우선순위를 두면서 인프라 소프트웨어 커버리지에 간접적인 영향을 미칠 것으로 예상했다.
클라우드, 생성형 AI, 디지털 트랜스포메이션과 같은 세속적 동인의 지속적인 수요에도 불구하고 소매업체가 셔츠를 배송해야 하는 경우, 조달 최적화는 TCO 개선을 위한 새로운 데이터베이스 구축보다 미션 크리티컬 이니셔티브로 부상하고 있다.
기업은 이니셔티브의 균형을 재조정하고 우선순위를 재조정함으로써 예산을 동결하고 판매 주기를 연장할 수 있다.
시코스는 소프트웨어 공급업체가 신규 고객을 확보하는 것보다 기존 고객을 확보하고 교차 판매하는 것이 더 쉬울 것이라고 말했다. 하지만 이는 이미 2~3년 전부터 많은 기업이 기존 고객으로부터 매출 증가의 대부분을 소싱하고 있는 상황이다.
이미지 출처: Shutterstock
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