SAP Missed Earnings, But Cloud Backlog Surged 26%
SAP stock analysis: 26% cloud backlog growth reveals huge upside — buy or sell
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In this deep dive, we break down SAP SE (SAP) and its structural cloud transformation powered by accelerating backlog growth and strategic enterprise AI acquisitions. With cloud subscriptions surging 24% YoY and predictable recurring revenue reaching 86%, the key question for investors is whether its 26x forward earnings…
The skinny
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