Q: In August, you rated SAP as a Hold but in the past 3 weeks, the SP has performed very well as a result of Q2 Fiscal 2026 earnings which have been well received by the market. Do you now have a more favourable opinion of the company?
5i Research Answer:
Yes, in addition to the results, the stock has seen a nice positive momentum boost, and is getting brokerage upgrades. One quarter does not make a trend, but certainly the shift is positive here and we like it more with recent events.