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BMO Capital on Software: 'Cybersecurity & Observability Remain Resilient'

Fri, 12 Jun 2026 09:02:13 -0400

BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.

The analyst commented: "This week, we attended user group and analyst events for DDOG, ZS, and RBRK, and we offer our thoughts herein. In cybersecurity, one speaker suggested that breaches will get worse in the coming months, which we believe will trigger more security spending. More broadly, we believe that both cybersecurity and observability have durable, AI-enhanced growth trends, which can help support valuation multiples. We are not changing our estimates or ratings at this juncture. We are raising our target price on

BMO Capital on Software: 'Cybersecurity & Observability Remain Resilient'

Fri, 12 Jun 2026 09:02:13 -0400

BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.

BMO Capital on Software: 'Cybersecurity & Observability Remain Resilient'

Fri, 12 Jun 2026 09:02:13 -0400

BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.

BMO Capital on Software: 'Cybersecurity & Observability Remain Resilient'

Fri, 12 Jun 2026 09:02:13 -0400

BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.

BMO Capital on Software: 'Cybersecurity & Observability Remain Resilient'

Fri, 12 Jun 2026 09:02:13 -0400

BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.

BMO Capital on Software: 'Cybersecurity & Observability Remain Resilient'

Fri, 12 Jun 2026 09:02:13 -0400

BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.

BMO Capital on Software: 'Cybersecurity & Observability Remain Resilient'

Fri, 12 Jun 2026 09:02:13 -0400

BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.

BMO Capital on Software: 'Cybersecurity & Observability Remain Resilient'

Fri, 12 Jun 2026 09:02:13 -0400

BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.

BMO Capital on Software: 'Cybersecurity & Observability Remain Resilient'

Fri, 12 Jun 2026 09:02:13 -0400

BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.

BMO Capital on Software: 'Cybersecurity & Observability Remain Resilient'

Fri, 12 Jun 2026 09:02:13 -0400

BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.

BMO Capital on Software: 'Cybersecurity & Observability Remain Resilient'

Fri, 12 Jun 2026 09:02:13 -0400

BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.

BMO Capital on Software: 'Cybersecurity & Observability Remain Resilient'

Fri, 12 Jun 2026 09:02:13 -0400

BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.

BMO Capital on Software: 'Cybersecurity & Observability Remain Resilient'

Fri, 12 Jun 2026 09:02:13 -0400

BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.

BMO Capital on Software: 'Cybersecurity & Observability Remain Resilient'

Fri, 12 Jun 2026 09:02:13 -0400

BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.

SAP stock dips after Oracle's massive AI spending plans

Thu, 11 Jun 2026 06:04:41 -0400

Investing.com -- Shares in SAP (NYSE:SAP) (ETR:SAPG) dropped more than 4% after rival Oracle (NYSE:ORCL) unveiled capital spending plans for fiscal 2027 that came in well above Wall Street expectations.

Oracle’s stock fell more than 10% in premarket trading Thursday after the company said it expects capital expenditures of up to $95 billion in fiscal 2027, though it anticipates recovering up to $25 billion of that from customer repayments. Analysts had been expecting capital spending of around $67.7 billion, according to LSEG data.

Oracle also said it plans to raise nearly $40 billion through a mix of debt and equity financing in

SAP stock dips after Oracle's massive AI spending plans

Thu, 11 Jun 2026 06:04:41 -0400

Oracle also said it plans to raise nearly $40 billion through a mix of debt and equity financing in

SAP stock dips after Oracle's massive AI spending plans

Thu, 11 Jun 2026 06:04:41 -0400

Oracle also said it plans to raise nearly $40 billion through a mix of debt and equity financing in

Form 11-K SAP SE For: Dec 31

Wed, 10 Jun 2026 16:28:00 -0400

si-local-file:///var/storage/secattach/20260610/26630266.html

Form 11-K SAP SE For: Dec 31

Wed, 10 Jun 2026 16:28:00 -0400

si-local-file:///var/storage/secattach/20260610/26630266.html

Form 11-K SAP SE For: Dec 31

Wed, 10 Jun 2026 16:28:00 -0400

si-local-file:///var/storage/secattach/20260610/26630266.html

SAP falls as Goldman lowers gross margin forecast on rising hardware costs

Wed, 10 Jun 2026 06:51:32 -0400

Investing.com -- Shares of SAP (ETR:SAPG) (NYSE:SAP) dipped about 4% on Wednesday after Goldman Sachs trimmed its margin forecasts for the German software giant ahead of second-quarter results, pointing to higher hardware costs in the back half of the year.

The bank kept its Buy rating on the stock, saying the company’s AI-driven product cycle story remains intact.

Goldman lowered its second-half 2026 (2H26) gross margin estimate to 72.8% from 73.3%, reflecting elevated hardware costs. The revision also pushed the bank’s full-year EBIT growth forecast toward the lower half of SAP’s own guidance range, at around 15% year-on-year excluding currency effects, down

SAP falls as Goldman lowers gross margin forecast on rising hardware costs

Wed, 10 Jun 2026 06:51:32 -0400

The bank kept its Buy rating on the stock, saying the company’s AI-driven product cycle story remains intact.

SAP falls as Goldman lowers gross margin forecast on rising hardware costs

Wed, 10 Jun 2026 06:51:32 -0400

The bank kept its Buy rating on the stock, saying the company’s AI-driven product cycle story remains intact.

SAP falls as Goldman lowers gross margin forecast on rising hardware costs

Wed, 10 Jun 2026 06:51:32 -0400

The bank kept its Buy rating on the stock, saying the company’s AI-driven product cycle story remains intact.

SAP AG (SAP) PT Lowered to $265 at Goldman Sachs

Wed, 10 Jun 2026 06:02:05 -0400

Goldman Sachs analyst Mohammed Moawalla lowered the price target on SAP AG (NYSE: SAP) to $265.00 (from $271.00) while maintaining a Buy rating.

The analyst commented: "SAP is scheduled to report 2Q26 results on July 23rd, where we expect a broadly similar macro environment to the end of 1Q given the geopolitical uncertainty (noting three weeks still to go until quarter-end). Looking ahead through FY26, based on our conversations at SAPPHIRE, SAP’s annual user conference (our takeaways from Day 1 and Day 2), we noted encouraging signs of improvement within SAP’s pipeline, albeit the conversion rates remain the key variable. We