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SAP stock drops nearly 50%, seen as strong buy with growth in cloud and AI opportunities.

Analyst Insights
09 Jul 2026
Seeking Alpha
View Source
Bullish
pluang ai news

SAP's stock price has fallen nearly 50%, presenting an attractive buying opportunity. The company is accelerating its transformation with cloud revenue growing 27% and a rising backlog. SAP views AI disruption as a growth opportunity due to its sticky products and flexible billing models. Despite short-term volatility risks, the valuation multiple is expected to expand, supporting high double-digit total returns for investors.

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