SAP is in freefall because investors are reacting to weaker-than-expected cloud backlog growth and a softer 2026 cloud outlook, which raised fears that near-term growth is slowing. The selloff was also amplified by analyst downgrades/target cuts after SAP’s recent results. Is this doomsday for SAP?
Posts mentioning hashtag #guidancecut
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layoff strategy is easy money huh
$FFIV blames the recent breach for weak guidance, but the real story looks secular. Hyperscalers are commoditizing load balancing, and $NET / $AKAM are squeezing F5’s security edge. 1q rev growth turning negative, FY26 EPS down mid-singles. Stock -5% AH.