SAP Will Need to Invest to Counter Agentic AI Competition -- Market Talk

Dow Jones03-24

1138 GMT - German software group SAP will have to up investment in order to compete with rapidly evolving artificial-intelligence agents, analysts at J.P. Morgan say. The required outlay will likely tighten margins and weigh on the group's earnings, they write in a note. "Change is fast approaching and incumbents, including SAP, will need to invest and evolve to give themselves the best chance of remaining relevant as the AI cycle unfolds." Moreover, the analysts expect SAP's revenue growth to slow as the company's cloud backlog diminishes, a factor that will likely weigh on the share price. The market "now demands acceleration to counter prevailing software bear arguments." SAP shares fall 3%. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

March 24, 2026 07:38 ET (11:38 GMT)

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The required outlay will likely tighten margins and weigh on the group's earnings, they write in a note. \"Change is fast approaching and incumbents, including SAP, will need to invest and evolve to give themselves the best chance of remaining relevant as the AI cycle unfolds.\" Moreover, the analysts expect SAP's revenue growth to slow as the company's cloud backlog diminishes, a factor that will likely weigh on the share price. The market \"now demands acceleration to counter prevailing software bear arguments.\" SAP shares fall 3%. 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Morgan say. The required outlay will likely tighten margins and weigh on the group's earnings, they write in a note. \"Change is fast approaching and incumbents, including SAP, will need to invest and evolve to give themselves the best chance of remaining relevant as the AI cycle unfolds.\" Moreover, the analysts expect SAP's revenue growth to slow as the company's cloud backlog diminishes, a factor that will likely weigh on the share price. The market \"now demands acceleration to counter prevailing software bear arguments.\" SAP shares fall 3%. 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