Últimas noticias sobre SAP (NYSE:SAP) Bolsa

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.

Bankinter eleva el precio objetivo de CAF y mantiene su recomendación de compra. El mercado respalda su Plan Estratégico 2026.

CAF gana atractivo bursátil tras mejora de precio objetivo por parte de Bankinter

Palantir,Technologies,Japan,Logo,,Tokyo,,Japan,2024,Sep.15

Equities

News

Markets

PLTR

La alianza entre Palantir y SAP unifica Ontology, Foundry y sistemas empresariales para potenciar el uso de datos en sectores clave.

Palantir (PLTR) y SAP integran sus plataformas para revolucionar el análisis empresarial

Analyst Color

Long Ideas

Market Summary

Broad U.S. Equity ETFs

Upgrades

Downgrades

Price Target

Technicals

Initiation

Reiteration

Analyst Ratings

Trading Ideas

ETFs

General

ADBE

INTU

Acciones de Palantir suben 395%, superan al S&amp;P 500. Conoce su valoración, análisis técnico y perspectivas en el mercado.

Palantir (PLTR) supera al S&amp;P 500: Análisis técnico y riesgos de valoración

Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) is positioning itself as the next Amazon.com Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Amazon Web Services, according to a senior executive who believes the data analytics company offers superior solutions for complex enterprise problems.
What Happened: Ted Mabrey, Global Head of Commercial at Palantir, said on X Tuesday that his company is &#8220;building the next AWS&#8221; and urged entrepreneurs to leverage Palantir&#8217;s platform rather than compete with it. &#8220;If you want to build the next Palantir, you should build it on Palantir,&#8221; Mabrey wrote.
The executive&#8217;s comments came in response to Brendan Falk, founder and CEO of a Stealth Startup, who announced his company was pivoting away from enterprise artificial intelligence transformations after struggling with implementation challenges. Falk cited lengthy sales cycles, complex system integrations, and high maintenance costs as primary obstacles.
Mabrey argued that Palantir has already solved these fundamental problems through years of specialized development. &#8220;All the lessons in the thread are definitely true and the problems that we have beaten our heads against a wall solving with very talented people in a very specialized environment for a very long time,&#8221; he stated.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">If you want to build the next Palantir, you should build it on Palantir. At Palantir we are building the next AWS, so of course we build on AWS. It is an obvious choice for us to maximize our technology leverage so we can get to the unsolved problems that are much more… <a href="https://t.co/Agt3aqFebA">https://t.co/Agt3aqFebA</a>
&mdash; Ted Mabrey (@MabreyTed) <a href="https://twitter.com/MabreyTed/status/1939876951449317714?ref_src=twsrc%5Etfw">July 1, 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/markets/tech/25/07/46188592/peter-thiel-says-elon-musk-vision-of-a-billion-humanoid-robots-in-ten-years-makes-all-the-hand-wringing-over-deficits-look-unthought-through">Peter Thiel Says Elon Musk&#8217;s Vision Of A Billion Humanoid Robots In Ten Years Makes All The Hand-Wringing Over Deficits Look &#8216;Unthought-Through&#8217;</a>
Why It Matters: When asked about specific unsolved problems more valuable than those AWS addressed, Mabrey responded with a single word: &#8220;Ontology.&#8221; In AI terminology, ontology refers to structured frameworks that help machines interpret and reason about data, mirroring human understanding.
Palantir has been aggressively expanding its commercial partnerships, recently announcing strategic alliances with SAP SE and Divergent Technologies. CEO Alex Karp highlighted the &#8220;extremely valuable&#8221; combination of Palantir&#8217;s Ontology and Foundry <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">platforms with enterprise data systems</a>.
The company&#8217;s stock has surged 426% over the past year, closing Tuesday at $136.32. However, <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">investors face valuation risks</a>, with price-to-sales ratios between 80-105x and forward P/E multiples exceeding 300x.
Mabrey emphasized that Palantir&#8217;s technological foundation enables startups to focus on higher-value problems rather than rebuilding basic infrastructure. &#8220;Really all of the value is in the problems we haven&#8217;t gotten to yet,&#8221; he concluded.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/crypto/25/07/46188290/james-chanos-shreds-michael-saylors-strategy-model-of-multiple-of-nav-valuation-famed-short-seller-says-it-is-absurd">James Chanos Shreds Michael Saylor&#8217;s Strategy Model Of &#8216;Multiple of NAV&#8217; Valuation — Famed Short Seller Says &#8216;It Is Absurd&#8217;</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: slyellow / Shutterstock.com

Short Sellers

Tech

AMZN

Palantir Is Building The Next AWS, Says Top Exec: Urges Startups To Build On PLTR To Tackle 'More Valuable' Problems Than Amazon Solved

French President Emmanuel Macron sharply criticized powerful nations using tariffs as &#8220;blackmail&#8221; instruments on Monday, delivering his strongest rebuke as the European Union scrambles to reach a deal with the United States before a looming July 9 deadline.
What Happened: Speaking at the International Conference on Financing for Development in Seville, Spain, Macron called trade wars an &#8220;aberration&#8221; without directly naming Trump or the United States. His comments came as EU Commission President Ursula von der Leyen warned that &#8220;all options remain on the table&#8221; in ongoing negotiations with Washington.
According to Reuters, Macron said, &#8220;we need to restore freedom and equity to international trade, much more than barriers and tariffs, which are devised by the strongest, and which are often used as instruments of blackmail, not at all as instruments of rebalancing&#8221;
Trump unveiled sweeping global tariffs in April, threatening duties ranging from 10% to 50% on imports before partially reversing course with 90-day extensions. The current EU tariff structure includes 10% on most goods, 25% on automobiles, and 50% on steel and aluminum. Without a deal by July 9, all EU products could face 50% tariffs.
SEE ALSO: <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/06/46180782/trumps-tariff-clock-ticks-but-taco-traders-arent-losing-their-cool">Trump&#8217;s Tariff Clock Ticks, But &#8216;TACO&#8217; Traders Aren&#8217;t Losing Their Cool</a>
White House Press Secretary Karoline Leavitt rejected Macron&#8217;s characterization, calling tariffs &#8220;an effective tool to rebuild U.S. manufacturing.&#8221; She said Trump &#8220;is going to do what&#8217;s right for our people and our country,&#8221; according to the report.
Why It Matters: The tariff dispute has already roiled European markets. In May, when <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45585283/trump-tariff-threat-hits-europe-stocks-sink-as-50-duties-loom">Trump threatened</a> 50% EU duties, the Euro STOXX 50 dropped 3%, with major exporters taking heavy losses. Deutsche Bank AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DB#NYSE">DB</a>) fell 6.1%, while luxury brands like LVMH Moët Hennessy Louis Vuitton SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/LVMUY#OTC">LVMUY</a>), which derives 25% of revenue from the U.S., faced significant pressure.
Technology ETFs with European exposure, including the iShares Europe ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IEV#NYSE">IEV</a>) and Vanguard FTSE Europe ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VGK#NYSE">VGK</a>), remain vulnerable to escalating trade tensions. German software giant SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) generates 40% of revenue from North America, while Dutch chipmaker ASML Holding NV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) earns 20-25% from U.S. sales.
The UN trade agency warned Trump&#8217;s tariffs could devastate developing nations, with countries like Cambodia, Laos, and Myanmar facing some of the highest levies. Macron specifically criticized imposing tariffs on nations &#8220;just beginning their economic takeoff.&#8221;
Internal EU divisions complicate negotiations. <a href="https://www.benzinga.com/markets/macro-economic-events/25/06/46134994/eu-ready-for-a-deal-with-us-but-all-options-remain-on-the-table-says-von-der-leyen">German Chancellor</a> Friedrich Merz favors a swift, simple deal, while Macron argues that accepting imbalanced terms would undermine Europe&#8217;s long-term competitiveness. The French president previously urged European companies to suspend U.S. investments until clarity emerges.
EU officials have prepared a $108 billion <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/05/45591555/trump-targets-eu-apple-with-tariff-threats-etfs-could-feel-the-heat">retaliatory package</a> targeting U.S. digital services and financial systems, echoing 2018 countermeasures that hit swing-state exports including bourbon and motorcycles. Major U.S. tech companies 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>) faces regulatory scrutiny that could intensify amid trade tensions.
With eight days remaining before the deadline, both sides signal readiness to negotiate while maintaining hardline positions, setting up a high-stakes diplomatic and <a href="https://www.benzinga.com/news/politics/25/06/46163327/trump-starmer-trade-deal-kicks-in-uk-luxury-cars-get-10-tariff-rolls-royce-engines-fly-duty-free-into-us">economic showdown</a>.
READ MORE: <a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/46107720/trump-family-backed-world-liberty-financial-plans-to-launch-a-new-app-that-will-make-it-easy-for-lay-investors-to-use-crypto">Trump Family-Backed World Liberty Financial Plans To Launch A New App That Will Make It Easy For Lay Investors To Use Crypto</a>
Photo Courtesy: Frederic Legrand &#8211; COMEO on Shutterstock.com
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Politics

AAPL

ASML

GOOGL

LVMUY

MSFT

Emmanuel Macron Calls Tariffs 'Blackmail,'  White House Shoots Back Saying Trump Is 'Doing What's Right For Our People'

Stocks in the United States have struggled to regain their February all-time highs amid the <a href="https://www.benzinga.com/news/politics/25/05/45691310/trump-tariff-uncertainty-enters-courts-experts-say-investors-should-expect-elevated-turbulence-amid-the-bullish-gridlock">tariff uncertainty</a>. In fact, the S&amp;P 500 remains one of the worst-performing major stock indices in the developed world in 2025.
One of the fundamental shifts we've seen this year is the end of the ‘There Is No Alternative' (TINA) status of U.S. stocks, which have dominated global equities since the end of the Great Financial Crisis. This shift began when markets were emerging from the prolonged 2022 bear market.
The most notable example of this trend is Germany's DAX index, which comprises the 40 largest publicly listed companies on the Frankfurt Stock Exchange. Since the end of the bear market in October 2022, the DAX has returned more than 95% compared to a 42% return for the S&amp;P 500.
All signs point to this outperformance continuing.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcAyWeL98PD4PErirpnL5o3pUyfXvGEw5QKM4nIhsKySkT3XLaUGR_q-8LmJE0OsmIhoeg3Q5tjSFp2evioFp3ZBC023_xVYOnHejQq506Jp47f1GcoCYguB6cFMahiYOvhNlDIAw?key=8ofR2zLIrjVQy99jKqOxKA" alt="" /></figure>
A gain of more than 40% in less than three years is something investors across history would gladly accept, but the outperformance of European equities compared to the U.S. is stark. There is also reason to believe that European stocks will continue challenging their American counterparts for market supremacy as the U.S. continues to engage in isolationist policies, while European central banks are slashing rates and governments commit to accommodative fiscal policies. 
U.S. stocks should never be counted out, especially with consumer sentiment picking up in Q2. However, European stocks currently have more tailwinds, and Germany appears poised to prime its markets with an influx of capital. Today, we'll examine five German companies listed on U.S. stock exchanges (or at least accessible to American investors) that possess fundamental and technical strength, hinting at more upside ahead in the second half of 2025.
<h2 class="wp-block-heading">Historic Summer Setup: 3 ‘Power Patterns' Triggering In The Next 75 Days</h2>
These market patterns come around just once a year – one with an astonishing 90% historical win- rate. Get the exact dates and tickers live on June 18th during the ‘Power Pattern Profits' LIVE event. Reserve Your Spot For Free <a href="https://events2.benzinga.com/power-pattern-profits-live/?utm_campaign=power-pattern-registration&amp;utm_adType=sponsorad&amp;utm_ad=RD061725&amp;he={{email}}&amp;adt_ei={{email}}&amp;utm_medium=newsletter&amp;el=ResearchDaily">HERE</a>
<h2 class="wp-block-heading">SAP SE ADR</h2>
SAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) has surged to become one of the largest enterprise software providers in the world, boasting a $341 billion market cap and annual sales revenue of more than $35 billion. The stock has already been up more than 50% in the last year but has traded flat over the previous month on heavy selling volume. However, the uptrend remains in place, and a new entry point could be about to materialize.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdBKy6nVMRW3p8ABP-iWO7RaGiQl63sHD6u5bIjWpVs165lKDheoYtqzwjYVKxYPB3xnG7DMy0wFPduNp2XvaSorX4J6bMMQPjIflqHWUvCxFwDOQd5YtrMAQzc6nntfIqruwCjfQ?key=8ofR2zLIrjVQy99jKqOxKA" alt="" /></figure>
Before President Trump&#8217;s so-called Liberation Day tariffs sent global markets into a tailspin, SAP shares had been steadily reaching new highs and riding the 50-day moving average for support. Now that those tariffs have been placed on indefinite hold, SAP has rebounded above the 50-day MA, which could once again serve as the stock's support level. With the Relative Strength Index (RSI) nearing Oversold and strong Benzinga Edge scores (97.45 for Growth, 90.23 for Momentum), keep an eye on this chart and see if support holds at the 50-day MA.
<h2 class="wp-block-heading">Fresenius Medical Care AG ADR </h2>
Fresenius (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMS#NYSE">FMS</a>) is the world's primary provider of dialysis services and equipment for patients suffering from kidney diseases. The company generates approximately $19.5 billion in annual sales and employs over 123,000 full-time staff members. FMS shares have been a significant winner in 2025, with gains exceeding 26%. Its Benzinga Edge Growth Score of 89.82 suggests a strong foundation for further growth.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfW1GZP1W4lL3UrUfvpXaDBUTah8sj02TT55878TOVCDLO2t5jQXw0va6YVm_m2dKoweUBZDRr_tjOvQgYAbDF1qktp40nUUrv-0iyAYJFwLh0T0e-UpIk1bSMsqPvpISGpn3UDtw?key=8ofR2zLIrjVQy99jKqOxKA" alt="" /></figure>
FMS had been riding the 50-day MA for support but broke out to new highs in May following a blowout earnings report. The stock has since been consolidating in a bullish wedge pattern characterized by higher lows and lower highs. This pattern often precedes another upside move, and indicators like the 50- and 200-day MAs and the RSI confirm that the uptrend is still in place. A breakout above the wedge pattern would be the entry point signal in this scenario.
<h2 class="wp-block-heading">BioNTech SE ADR</h2>
BioNTech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BNTX#NASDAQ">BNTX</a>), along with Pfizer, pioneered the mRNA COVID-19 vaccine, and its shareholders were rewarded with parabolic gains in 2021. The stock briefly topped $350 per share but failed to maintain that momentum as COVID-19 faded and mRNA vaccines have struggled to make breakthroughs in other areas, such as cancer research. However, BioNTech is ready to boost its prospects by acquiring CureVac N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CVAC#NASDAQ">CVAC</a>) in a $1.25 billion cash deal. The acquisition will enhance BioNTech's mRNA pipeline and provide new avenues for important oncology research.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdUf2fFpQq_Q6-pnsslWAkRjbRK2L_p_cxK5OJjxDqijeDsVvIDOxX9nfQrZ66ygT-lZz3abN1yC3m96e6CgoCc01017WYaTGMkbLDX8q6gRHQJ5OPz-jAIxSLc2M5viQB3wkxVAQ?key=8ofR2zLIrjVQy99jKqOxKA" alt="" /></figure>
Purchasing a promising contemporary like CureVac helps cement the momentum swing from the April lows. The stock has been volatile, but a support level has been forming; it recently broke an eight-day losing streak on the Friday following the acquisition announcement. The next upswing could finally take the stock back over $120 for the first time since January.
<h2 class="wp-block-heading">Rheinmetall AG</h2>
Since we last checked in on Rheinmetall (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RNMBY#OTC">RNMBY</a>) in the wake of the White House shouting match between President Trump and Ukraine President Zelenskyy, the German-based defense manufacturer has posted its first-ever $10 billion (USD equivalent) quarter. In Q1 2025, Rheinmetall generated $10.48 billion in revenue and $755 million in profits, both records for the company. Profit margins remained strong at 7.2%, marking the eighth instance in the last 10 quarters where profit margins have exceeded 7%.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdmxVbbcdOXWWRhIzh8dl6LRvh0DBSKQmU-pe5qSO8fFSsFmgHeNLaV7-Dvth7Xb8uJZUUHG-QwfwEUfruwMy4pVa6i2mY4f85dbiv2mlbLKJWtFhIuvgN3JVnhJK3JzJh_AHKw_g?key=8ofR2zLIrjVQy99jKqOxKA" alt="" /></figure>
Germany's government is prepared to increase national defense spending, with fundamental and technical indicators pointing toward further gains. The 50-day MA has been a strong support level, and the RSI has dipped to its lowest point in weeks. A big selloff last week took shares down to the 50-day MA once again before immediately bouncing higher; this could be an ideal entry point for new investors with long-term timeframes.
<h2 class="wp-block-heading">Siemens AG&nbsp;</h2>
If you're looking for German companies focusing on robotics, automation, and healthcare, Siemens (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SMAWF#OTC">SMAWF</a>) is worth a glance. The company generates 75% of its revenue from Germany, China, and the U.S. and its profit margins have increased from under 5% in 2022 to over 12% in 2025. Margin growth isn't the only thing driving the stock up over 25% this year either.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfz3M6iXDbHBXgxC_VTxubSaxMqlwNi08W04cWfDFrTgbEOVI-_G98vf8C6tPg4rPl-P6z3I_FDdLpTRKpwsfdor5IuRPy79fQ5tBJmShnF01tVHDUO6TqFJeJuKgy9YxyToYqN?key=8ofR2zLIrjVQy99jKqOxKA" alt="" /></figure>
The stock formed a Golden Cross when the 50-day MA rose above the 200-day MA in October, sending shares from $185 to $260 in under six months. After the tariff pullback in April, the stock quickly broke back above the 50-day MA but failed to reach new all-time highs, unlike some of its German counterparts. The RSI is fading, which could signal weakening momentum; however, the 50-day MA is also a potential support level, as the overall trend still points upward.
Editorial content from our expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.
Photo: Shutterstock

Eurozone

Opinion

BNTX

CVAC

RNMBY

SMAWF

5 Stocks To Ride The German Market Rally

Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) announced Thursday that it will advance subcutaneous and oral amycretin into phase 3 development <a href="https://www.benzinga.com/topic/weight-loss" target="_blank" rel="noreferrer noopener">in weight management</a>.
Amycretin is developed for subcutaneous and oral administration.
The decision to advance subcutaneous and oral amycretin into phase 3 is based on feedback received from regulatory authorities following end-of-phase 2 interactions for subcutaneous and oral amycretin in weight management.
Novo Nordisk <a target="_blank" href="https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.html?id=916348" rel="noreferrer noopener">plans</a> to initiate a phase 3 development program with amycretin for adults with overweight or obesity during the first quarter of 2026.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/health-care/25/06/45885869/novo-nordisk-deep-apple-launch-drug-discovery-alliance-for-weight-loss-oral-therapies" rel="noreferrer noopener">Novo Nordisk, Deep Apple Launch Drug Discovery Alliance For Weight Loss Oral Therapies</a>
Oral Amycretin Phase 1 trial evaluated the single-ascending dose and multiple-ascending doses for oral amycretin, up to 2 times 50 mg, in people with overweight or obesity, with a total treatment duration of up to 12 weeks.
The Subcutaneous Amycretin Phase 1b/2a trial investigated the safety, tolerability, pharmacokinetics, and proof-of-concept of once-weekly subcutaneous amycretin in overweight or obese people.
The trial was a combined single ascending dose, multiple ascending dose, and dose-response trial investigating three different maintenance doses with a total treatment duration of up to 36 weeks.
When evaluating the effects of treatment if all people adhered to treatment&nbsp;from a mean baseline body weight of 92.7 kg, people treated with amycretin achieved an estimated body weight loss of 9.7% on 1.25mg (20 weeks), 16.2% on 5mg (28 weeks) and 22.0% <a target="_blank" href="https://www.benzinga.com/general/biotech/25/01/43187095/novo-nordisks-weekly-amycretin-delivers-up-to-22-weight-loss-in-study-stock-soars" rel="noreferrer noopener">on 20mg (36 weeks)</a>.
People treated with a placebo experienced an estimated 1.9%, 2.3%, and 2.0% body weight gain, respectively.
After the update, Novo Nordisk again became the largest European company by market capitalization.
According <a target="_blank" href="https://www.benzinga.com/pro/feature/newsfeed" rel="noreferrer noopener">to Benzinga Pro</a>, Novo Nordisk&#8217;s market capitalization was $360.14 billion, compared with $351.9 billion for SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>).
Since reaching a record high in June 2024, Novo has suffered a series of setbacks, including <a target="_blank" href="https://www.benzinga.com/24/12/42613036/novo-nordisks-hybrid-weight-loss-drug-falls-short-on-expectations-stock-plunges" rel="noreferrer noopener">disappointing clinical trial results</a> for its experimental obesity treatments and mounting competition from its U.S. rival, Eli Lilly And Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>).
In May, the drugmaker <a href="https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.html?id=916008" target="_blank" rel="noreferrer noopener">decided</a> to replace chief executive officer Lars Fruergaard Jorgensen. A search for a new CEO is ongoing.
Year to date, Novo Nordisk stock has fallen around 5.5%. In the past year, the stock has plunged approximately 43%.
Price Action: NVO stock is down 0.57% at $80.59&nbsp;at the last check on Friday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/large-cap/25/06/45910197/nvidia-just-partnered-with-a-weight-loss-giant-but-its-not-about-pills" target="_blank" rel="noreferrer noopener">Nvidia Just Partnered With A Weight-Loss Giant, But It&#8217;s Not About Pills</a></li>
</ul>
Photo: Shutterstock

Biotech

Large Cap

Health Care

Novo Nordisk Moves Amycretin Into Phase 3 Trials For Weight Management, Becomes Europe's Largest Company

Top executives from major multinational corporations are arriving at Capitol Hill this week to lobby against the implementation of a key tax proposal in President Donald Trump's <a href="https://www.benzinga.com/news/politics/25/06/45764422/white-house-says-trump-is-sticking-to-the-big-beautiful-bill-despite-elon-musks-sharp-criticism-it-doesnt-change-the-presidents-opinion">"big, beautiful bill."</a>
What Happened: Section 899 of the proposed tax package, targeted to raise $116 billion over the next decade, would authorize the U.S. to levy higher taxes on investors and companies from nations deemed to impose unfair tax burdens on American businesses, <a href="https://www.ft.com/content/e2525100-e432-4987-8b7d-e6fdb325145e">the</a> Financial Times reports.
Representatives from nearly 70 companies, including Shell PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHELL#NYSE">SHELL</a>), SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>), Toyota Motor Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>) and LVMH Moët Hennessy Louis Vuitton (OTC:<a class="ticker" href="https://www.benzinga.com/stock/LVMHF#OTC">LVMHF</a>), are set to meet with lawmakers to advocate for the removal or revision of the provision.
Jonathan Samford, president of the Global Business Alliance, said Section 899 is "a central topic," adding, "I think there is growing momentum to get rid of this provision in the Senate."
The Institute of International Bankers (IIB) is also arranging visits with Treasury officials and Senate Republicans. Beth Zorc, IIB CEO, said, "As passed by the US House of Representatives, Section 899 will stifle foreign direct investment, risk financial market disruptions, and endanger American jobs in states and communities across the country."
See Also: <a href="https://www.benzinga.com/markets/macro-economic-events/25/06/45831613/collapse-in-immigration-poses-a-bigger-economic-threat-than-trumps-tariffs-warns-deutsche-bank-negative-supply-shock-is-not-good-news-for-a-currency">&#8216;Collapse In Immigration&#8217; Poses A Bigger Economic Threat Than Trump&#8217;s Tariffs, Warns Deutsche Bank: &#8216;Negative Supply Shock Is Not Good News For A Currency&#8217;</a>
Why It Matters: <a href="https://www.benzinga.com/news/politics/25/05/45693471/trumps-big-beautiful-bill-could-allow-him-to-hit-back-with-retaliatory-taxes-on-countries-targeting-us-tech-giants">Section 899</a> would increase taxes by 5% annually over four years on dividends and interest paid to <a href="https://www.benzinga.com/markets/macro-economic-events/25/06/45830313/foreign-investors-pull-37-billion-from-us-stocks-in-may-largest-monthly-exit-in-a-year-exodus-amid-market-recovery-90-day-tariff-pause">foreign investors</a>, and for the first time would tax portfolio holdings of sovereign wealth funds. The policy would impact countries like the UK, Canada, Australia, and EU member states.
According to the IIB, foreign banks lent more than $1.3 trillion to U.S. businesses in 2023. Their support backed $5.4 trillion in direct investment from foreign companies and generated $270 billion in revenue. A change in tax policy may lead this capital to dry up or move elsewhere.
Jason Smith, chair of the House Ways and Means Committee, said in defense of the policy: "This is a way to help put them in check so that they understand that if they do that to US businesses, there will be consequences for their actions. Hopefully it'll never take effect."
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/06/45830646/trump-musk-feud-moment-expected-by-generations-of-economics-students-vicious-fights-can-break-out-among-friends-over-budget-says-justin-wolfers">Trump-Musk Feud Moment &#8216;Expected&#8217; By Generations Of Economics Students: &#8216;Vicious Fights Can Break Out&#8217; Among Friends Over Budget, Says Justin Wolfers</a></li>
</ul>
Photo courtesy: Rawpixel.com / Shutterstock.com

LVMHF

SHELL

Trump's 'Big, Beautiful Bill' Triggers Corporate Lobbying Blitz In Washington As 70 Firms Push To Kill Section 899: Report

<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.

Earnings

ALOT

AVGO

BBCP

BRZE

CBRL

CIEN

CURV

DLTH

DOCU

EDRY

FUFU

LULU

MOMO

RBRK

RENT

TTAN

VSCO

WOOF

ZUMZ

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.

Short Ideas

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%.
<ul class="wp-block-list">
<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>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

TSLA

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: 
<ul class="wp-block-list">
<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:
<ul class="wp-block-list">
<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

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.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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.

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.

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

Macro Economic Events

Sector ETFs

Econ #s

Economics

ADDYY

BBVA

BMWYY

DASTY

ESLOY

HESAY

IFNNY

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.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/general/space/25/05/45430526/as-elon-musk-secures-saudi-starlink-deal-elizabeth-warren-and-senate-democrats-demand-probe-into-possible-ethics-violations-and-accuse-trump-administration-of-helping-spacex-secure-foreign-deals" target="_blank" rel="noreferrer noopener">As Elon Musk Secures Saudi Starlink Deal, Elizabeth Warren And Senate Democrats Demand Probe Into Possible Ethics Violations And Accuse Trump Administration Of Helping SpaceX Secure Foreign Deals</a></li>
</ul>
Image by AKOBCHUK V via Shutterstock

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"> 
<div class="wp-block-embed__wrapper">
<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.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45529030/elon-musk-confirms-tesla-robotaxi-launch-is-on-track-for-next-month-these-things-happen-slowly-but-then-all-at-once" target="_blank" rel="noreferrer noopener">Elon Musk Expects Tesla Robotaxi Launch For June: ‘These Things Happen Slowly, Then All At Once'</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 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.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45526658/palo-alto-networks-is-a-top-ai-driven-cybersecurity-play-analyst" target="_blank" rel="noreferrer noopener">Palo Alto Networks Is A Top AI-Driven Cybersecurity Play: Analyst</a></li>
</ul>
Image via Shutterstock

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

Press Releases

PortSwigger Announced Partnership with SAP to Enhance Web Application Security Across the Global Enterprise Landscape

SAP Releases Integrated Report 2024 and Files Annual Report 2024 on Form 20-F with the U.S. Securities and Exchange Commission

SAP Canada Sovereign Cloud to Strengthen Digital Security and Compliance for Canadian Businesses

First HR AI Success Metrics Beyond "Saving Time" Emerge from Josh Bersin Company Analysis

SAP Quarterly Statement Q1 2025

Nearly $2 million for HEC Montréal's ERPsim Lab in partnership with SAP Canada, UQAM and Université de Sherbrooke

Accenture and SAP Join Forces to Help Companies Enable Connected Intelligence Across the Enterprise to Drive Speed and Agility in the AI Era

SAP Reimagines How Enterprises Run With Business AI

Fintech

SAP Executives to Participate in Upcoming Investor Events

Management

SAP positioned as the Leader in the 2025 SPARK Matrix: Digital Twin of an Organization Solution by QKS Group

Comments

SAP

Noticias

Últimas noticias sobre SAP (NYSE:SAP) Bolsa

Noticias

SOCIO/CONTRIBUIDOR

BENZINGA GLOBAL