SAP Unveils New AI Strategy Focused on Role-Based Assistants and Deep Integration
SAP is rolling out a new AI strategy, focusing on role-based AI assistants and deep integration into its existing suite. The company is also introducing a new supply chain management solution and AI-supported risk detection. Meanwhile, investors await tangible results from SAP's AI news, with mixed market reactions and varied analyst opinions on the company's stock.
SAP is transforming its AI approach, moving towards specialized AI partners tailored to specific business functions. This new strategy aims to integrate AI more deeply into the existing SAP Business Suite. The company is also launching a new solution for supply chain management and AI-supported early risk detection.
SAP's AI assistant, Joule, is evolving into a network of expert assistants for specific business areas. This shift reflects SAP's commitment to providing AI support tailored to different roles within an organization.
Market reaction to SAP's AI offensive has been cautious. On October 8, 2025, SAP shares rose by a modest one percent to 237.60 euros. Analysts expect earnings per share of 6.04 euros for the full year, with SAP's share price still around 15 percent below its annual high of 283.50 euros.
Investors are eagerly awaiting SAP's Q3 figures, due on October 22, to see if the company's AI news are already paying off. While the general analyst recommendation for SAP stock is positive, with an average rating of 'buy,' investors remain skeptical about SAP's AI strategy being a revolutionary breakthrough. The stock is currently valued at €230.45, with an expected target price around €292.64 for the next 12 months. However, technical chart signals are mixed, showing a recent long signal from a 4-week high but persistent sideways movement overall.
SAP's new AI strategy, focusing on role-based AI assistants and deep integration, is set to transform its business suite. As investors await tangible results, SAP's Q3 figures will be a crucial test of the success of its AI news. Despite cautious market reaction and mixed technical signals, analysts maintain a generally positive outlook on SAP's stock.
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