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Get what investors say about SAP next
Follow SAP free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what SAP did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about SAP
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2024-09-20 | Paige HendersonSenior portfolio manager, Allspring Global Investments | Bullish | Bloomberg Surveillance | SAP's shift to cloud subscription creates a durable recurring revenue stream while its mission-critical role… |
| 2024-09-20 | Paige HendersonSenior portfolio manager, Allspring Global Investments | Bullish | Bloomberg Surveillance | SAP's shift to subscription and cloud creates predictable, recurring revenue; its software is deeply embedded… |
Notable options days
Sessions in the last 120 where SAP’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-21 | ||||||
| 2026-08-06 | ||||||
| 2026-07-23 | ||||||
| 2026-07-22 | ||||||
| 2026-07-08 | ||||||
| 2026-06-25 | ||||||
| 2026-06-01 |
SAP on the Wheel
SAP did not pass our 1-month put test (V1, V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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