Can SAP Business Data Cloud Become Its Next Major Growth Engine?

SAP's Business Data Cloud is becoming a key AI pillar as strong deal adoption, cloud growth and data integration support its push toward the autonomous enterprise.

Zacks Investment Research • Aug 21, 2026

SAP strengthens its cloud infrastructure in Germany with BSI-approved Layer 1 encryption from Adva Network Security

WALLDORF, Germany--(BUSINESS WIRE)--Adva Network Security, an Adtran company, today announced that SAP is harnessing its Layer 1 encryption technology to secure connectivity between its data centers in Walldorf and St. Leon-Rot, Germany. The solution secures data directly at the optical transmission layer and is approved by the Federal Office for Information Security (BSI) for information classified up to “Verschlusssache – Nur für den Dienstgebrauch” (VS-NfD) – “For Official Use Only.” By stre.

Business Wire • Aug 19, 2026

SCM Champs Becomes the Implementation Partner for SAP Logistics Management (LGM)

WILMINGTON, Del.--(BUSINESS WIRE)--SCM Champs expands its SAP Digital Supply Chain services as an implementation partner for SAP Logistics Management (LGM). As part of its continued commitment to help organisations manage end-to- end supply chain operations, SCM Champs now enables businesses to implement a cloud- based digital solution that integrates warehouse, transportation, and carrier collaboration in a single digital platform. Businesses that manage small- to medium-sized warehouses, sate.

Business Wire • Aug 5, 2026

Brown Advisory Flexible Equity Strategy Q2 2026 Portfolio Activity

Taiwan Semiconductor Manufacturing traded higher during the quarter after reporting strong results and guidance ahead of consensus expectations. Intuit declined after reporting lower-than-consensus-expected growth in its DIY tax franchise, driven primarily by top-of-funnel and price-sensitive consumers. We saw a favorable risk-reward opportunity to initiate a position in Capital One Financial in a high-quality financial franchise with meaningful long-term growth potential.

Seeking Alpha • Aug 5, 2026

How SAP Is Riding the Enterprise Shift Toward Agentic AI & Cloud ERP

SAP is scaling agentic AI and usage-based cloud growth, but profit dilution, rising costs and long sales cycles keep execution risk in focus.

Zacks Investment Research • Jul 28, 2026

Is SAP Stock a Buy After the 2026 Selloff and Profit Outlook Cut?

SAP's valuation has reset after a steep selloff, but lower 2026 profit guidance and modest upside cloud the recovery case.

Zacks Investment Research • Jul 28, 2026

How SAP's AI and Cloud Strategy Is Reshaping Its Growth Outlook Now

SAP is linking cloud ERP, trusted data and embedded AI to autonomous workflows, but legacy declines and execution risks keep investors cautious.

Zacks Investment Research • Jul 28, 2026

Why SAP says enterprise AI agents need knowledge graphs and governance

Presented by SAP At VB Transform 2026, Max McPhee, senior solution advisor at SAP, spoke with Rob Stretchay, lead analyst at VentureBeat Research, about what it takes for enterprises to move beyond chatbots to autonomous AI agents that can execute real business processes. He argued that the difference comes down to grounding those agents in a company's own context rather than general knowledge.

VentureBeat • Jul 27, 2026

SAP Stock Is Surging Monday: What's Driving the Action?

SAP SE (NYSE:SAP) shares are trading higher Monday afternoon as investors looked past last week's second-quarter earnings miss.

Benzinga • Jul 27, 2026

5 Takeover Targets for the AI Revolution

Tom Yeung here with your Sunday Digest . In the 2010s, getting acquired was the ultimate startup status symbol.

InvestorPlace • Jul 26, 2026