SAP SE SAP

SAP SE (SAP) es una empresa con sede en Alemania que ofrece software de aplicaciones empresariales. La Compañía opera a través de tres segmentos: el segmento de Aplicaciones, Tecnología y Servicios, que se dedica a la venta de licencias de software, suscripciones a sus aplicaciones en la nube y servicios relacionados, principalmente servicios de soporte y varios servicios profesionales, así como servicios de implementación de sus productos de software y servicios de educación sobre el uso de sus productos; el segmento de SAP Business Network, que incluye sus redes empresariales colaborativas basadas en la nube y servicios relacionados con la SAP Business Network, incluidas aplicaciones en la nube, servicios profesionales y servicios de educación, así como la comercialización y venta de las ofertas en la nube desarrolladas por SAP Ariba, SAP Fieldglass y Concur, y el segmento de Experiencia del Cliente, que comprende productos en las instalaciones y basados en la nube que ejecutan funciones de oficina frontal en toda la experiencia del cliente.

Con 5 acciones de SAP (USD 1.037,50) habrías recibido USD 14,70 en dividendos en los últimos 12 meses.

• GlobeNewswire Inc. 29 sept

  Application Integration Market Report 2026: Capitalize on the $60.73 Billion Market by 2030 as iPaaS, Multi-Cloud and Cybersecurity Disrupt Enterprise IT—Benchmark Microsoft, IBM, Oracle, SAP and Salesforce to Secure Share at 21.1% CAGR

  The global application integration market is projected to grow from $23.36 billion in 2025 to $60.73 billion by 2030 at a 21.1% CAGR, driven by iPaaS adoption, multi-cloud strategies, cybersecurity demands, and API standardization. Key growth factors include enterprise digital transformation, real-time analytics, and the need for integrated security monitoring across complex IT environments.

  

• The Motley Fool 26 sept

  Intuit vs. Oracle: Which Technology Stock Is a Better Buy in 2026?

  The article compares Intuit and Oracle as investment options in 2026. Intuit dominates personal tax and small business accounting with $21.4B in revenue and strong profitability (21.3% net margin), but faces AI disruption risks and seasonal business challenges. Oracle is pivoting to cloud infrastructure with faster growth (17.4% revenue increase) and a $600B+ backlog, but carries higher debt (3.7x debt-to-equity) and negative free cash flow due to aggressive data center spending. The author recommends Oracle for patient long-term investors despite higher risks, citing stronger AI infrastructure upside potential.

  

• GlobeNewswire Inc. 18 sept

  Quality Management System (QMS) Software Market Surges to $20.43 billion at a CAGR 11.7% by 2031 | Report by MarketsandMarkets™

  The global Quality Management System (QMS) Software Market is projected to grow from USD 11.73 billion in 2026 to USD 20.43 billion by 2031, with a CAGR of 11.7%. Growth is driven by digital transformation, regulatory scrutiny, and adoption of cloud-native platforms offering real-time quality visibility. Asia Pacific is the fastest-growing region, while North America leads overall market share.

  

• GlobeNewswire Inc. 11 sept

  Smart Metering in Latin America and the Caribbean - 3rd Edition Market Analysis and Forecasts to 2030

  Smart metering in Latin America and the Caribbean is experiencing significant growth, with the installed base of smart electricity meters forecast to increase from 17.3 million units in 2024 to 61.3 million units by 2030, representing a 23.5% compound annual growth rate. Brazil and Mexico are leading the market, accounting for over 65% of annual meter demand. Key drivers include grid modernization efforts, electricity theft reduction, and supportive government policies. Major utilities like Cemig, COPEL, Enel, and CPFL are expanding investments in advanced metering infrastructure.

  

• Zacks Investment Research 8 sept

  Salesforce Stock Gains 34% in a Month: Time to Hold or Book Profits?

  Salesforce shares surged 34% in one month following strong Q2 FY2027 results showing stabilized double-digit revenue growth of 10.8% YoY and accelerating cRPO growth of 14%. Agentforce ARR exceeded $1.5 billion with 240% YoY growth, positioning the company as an AI and enterprise data platform beyond traditional CRM. Despite the sharp rally, the stock trades at a reasonable 16.30x forward P/E, below sector averages and major competitors, suggesting room for upside. However, risks include potential pressure on per-user subscription models from AI agents and slower enterprise IT spending amid economic uncertainty.