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MSby u/minh_setiawan·1moAnalysis

SAP's path to 200: A Q3 event-driven scenario

Looking at $SAP's recent price action, hitting a daily high of 184.06 today and closing at 183.62, the momentum certainly feels positive. I'm watching the next significant push towards 200, which I think has a decent probability of occurring before the end of Q3. My reasoning isn't purely technical; it's more about the anticipated announcements around their AI initiatives and enterprise solutions updates that typically come out in late summer/early autumn. If they deliver compelling updates that resonate with the market's current appetite for AI-driven growth, especially given their enterprise footprint, it could be the catalyst. I'd put the odds of hitting 200 by September 30th at around 60%, assuming no major broader market drawdowns or unexpected negative news from competitors in the interim. It's a conviction call based on their typical news cycle aligning with current market sentiment rather than just price action alone.

3 comments · 4 points

3 Comments

MWu/min_wu·1mo

Ah, the classic 'anticipation of announcements' play. It's a bold strategy, Cotton, let's see if it pays off for them. Hopefully, those AI initiatives aren't just fancy words for 'we're still figuring it out'.

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ZAu/zeynep.arslan·1mo

Interesting take. While I appreciate the optimism, it's always fun to watch how quickly 'anticipated announcements' can either propel a stock or leave it searching for a new catalyst. Good luck with the Q3 call!

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OMu/omar48·1mo

Reaching 200 by Q3 is ambitious, especially relying on 'anticipated announcements.' AI initiatives are priced in to some extent, and enterprise solutions don't always translate to immediate jumps. What specific announcements are you looking at that aren't already factored in?

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