SAP : Analysis & Opinions

  1. Is This The Greatest Investment Discovery We've Ever Made?

    February 18, 2014
    In Friday's StreetAuthority Daily, we featured an interview with InvestingAnswer's newest analyst, Nancy Zambell.In ...
  2. Workday Surfing The SaaS Wave

    August 28, 2013
    Workday beats the Street's growth targets, but valuation is still crazy
  3. Red Hat And Other Software Stocks That May Beat Revenue Estimates ...

    August 22, 2013
    Analysts at Lazard believe software makers Citrix Systems (NASDAQ: RHT) are well positioned to benefit from strong government ...
  4. Workday Working Some Major Market Mojo

    August 20, 2013
    Workday may be about to radically change enterprise software, but the market has already gone crazy with valuation.
  5. The Big Play In Big Data

    August 6, 2013
    Given just how technology oriented our lives are becoming, the amount of data we are creating is staggering. But in that ...
  6. Taking The Contrarian Approach With European Equities

    July 2, 2013
    Investors continue to shun European equities due to the regions debt issues and economic problems. However, that’s a real ...
  7. Adobe to Acquire Neolane for $600M - Analyst Blog

    June 28, 2013
    Adobe Systems Inc. recently announced its decision to acquire digital-marketing company Neolane Inc. for $600 million in ...
  8. Paychex Still Muddling Through

    June 27, 2013
    Paychex's recovery potential is more than reflected in today's price.
  9. Is It Oracle, Or Is It The Market?

    June 21, 2013
    Another miss at Oracle, but the long-term value is still very interesting
  10. CenturyLink Acquires AppFog - Analyst Blog

    June 17, 2013
    CenturyLink announced plans to take over a Platform-as-a-Service provider - AppFog, Inc. - for an undisclosed figure.
  11. Marketo Jumps 67% in IPO Debut-Time To Sell?

    May 21, 2013
    Software startup Marketo went public May 17. Its stock closed up 64% in its first day of trading. Time to sell your shares ...
  12. Decent 3Q for Workday - Analyst Blog

    November 30, 2012
    Enterprise cloud applications provider for human resource and finance, Workday Inc. (WDAY) recently announced third quarter ...
  13. Salesforce.com Still Seeing Good Growth, Weak Margin Leverage

    November 22, 2012
    Salesforce.com met expectations, but the growth-versus-value debate goes on.
  14. 3 Famous Business-To-Business Lawsuits

    November 22, 2012
    These are some of the biggest business-to-business lawsuits over the last few years.
  15. Amazon Certified by SAP - Analyst Blog

    November 19, 2012
    The largest online retailer Amazon.com, Inc.'s (AMZN) Amazon Web Services ("AWS") has been certified by SAP AG (SAP) to run ...
  16. For Oracle, Mixed Progress Is Still Progress

    September 24, 2012
    Oracle has to prove it's still a growth story.
  17. NetSuite's Valuation Leaves No Room For Error

    September 20, 2012
    NetSuite's valuation seems to already reward tomorrow's success.
  18. Oracle Brings The Good News A Little Early

    June 22, 2012
    Despite some noise and turbulence, Oracle still seems undervalued.
  19. Will Salesforce.com Shareholders Get The Growth They're Paying ...

    May 23, 2012
    Salesforce.com may not be growing as strongly as investors believe.
  20. TIBCO Building Its Big Data Niche

    April 5, 2012
    TIBCO is building a very attractive middleware business. On the assumption of nearly 13% in compound free cash flow growth ...
  21. Teradata On A Tear

    March 28, 2012
    Teradata is delivering torrid growth. But it's going to have to grow its free cash flow at an average clip of 15% or better ...
  22. 4 ETFs On Fire Right Now

    February 29, 2012
    These four ETFs are on fire right now, but it would not take much to cool them off in a hurry.
  23. Germany Could Be A Value Play In 2012

    January 17, 2012
    Analysts predict that Germany's exports and internal consumption will allow the nation to sustain economic growth and escape ...
  24. 2011 In Review - Software Stagnates

    December 30, 2011
    Software had a down year, but many stocks outperformed.
  25. The Home Run In HR Software

    December 20, 2011
    Cloud applications for human resources are a natural extension of the movement. For investors, adding exposure to the tech ...
  26. IBM Shows Its Demand For Analytics

    December 12, 2011
    IBM makes a logical tuck-in acquisition.
  27. Oracle's Impressive Organic Growth

    September 28, 2011
    Strong growth, impressive cash flow generation and a reasonable valuation make Oracle stand out from rivals.
  28. Brown Shoe Needs More Execution, Less Excuses

    August 30, 2011
    Brown Shoe's poor earnings are made all the worse by weak management excuses.
  29. Canada's New Dividend Growth Stars

    June 30, 2011
    Fewer companies make the Canadian A-list, but Rob Carrick, reporter and columnist for The Globe and Mail, does a checkup ...
  30. TIBCO May Be At A Tipping Point

    June 27, 2011
    TIBCO may close to a point where it can thrive on its own.
  31. Clouds Good And Bad For Red Hat

    June 24, 2011
    Red Hat continues to sign up new subs, but the marketing spend is a worry.
  32. Adobe's Growth Prospects Improving

    June 23, 2011
    Adobe's growth trends going forward should accelerate on a number of product upgrades and the inability of rivals to eat ...
  33. Salesforce.com - High-Octane Growth With A Price To Match

    February 28, 2011
    Salesforce.com continues to make its valuation moot with excellent growth.
  34. Adobe Still Fending Off Its Rivals

    January 4, 2011
    Adobe should continue to grow sales and profits at a very healthy clip.
  35. Is Salesforce.com's P/E Ratio Justified?

    December 16, 2010
    Salesforce.com is a leader in its field - but is the company really worth what the numbers would have you believe?
  36. Novell's Weird Public Journey Ends

    November 23, 2010
    Novell's run as a public company comes to an inglorious end.
  37. Bets For A Strong Germany

    August 18, 2010
    As one of the top exporters of capital and industrial goods, Germany should be on investors' radars. Here's how to play it. ...
  38. 3 Righteous Stocks In A Wrong-Way Market

    May 28, 2010
    Even a down market can produce great individual stocks.
  39. What SAP Is Actually Getting For $5.8 Billion

    May 17, 2010
    We look at whether SAP's $5.8 billion purchase of Sybase is a ripoff or a bargain.
  40. 4 Reasons To Avoid Taleo

    October 29, 2009
    Taleo was named one of Deloitte LLP's 500 fastest growing technology companies in North America. Here's why you shouldn't ...
  41. Accenture's Future Remains Bright

    October 5, 2009
    Accenture’s business model remains fully intact and will benefit during the next uptick in global activity.
  42. Cognos Surviving In A Cutthroat Game (COGN)

    October 11, 2007
    Cognos slipped from the shadows to beat EPS estimates by a penny - are more surprises on the way?
  43. Oracle's Vision Paying Off (ORCL)

    September 28, 2007
    Oracle's earnings provide a positive omen for the company and the technology industry as a whole.
  44. Stay Smart With Business Intelligence (SPSS, BOBJ, COGN)

    August 7, 2007
    To stay competitive, organizations must know what their competitors are doing - a look at three firms helping companies stay ...
  45. A Lucrative Enterprise (ORCL, SAP, ADBE)

    June 4, 2007
    The enterprise software market is exploding, and competition is fierce. A look at three firms in the battle.
  46. Business Intelligence for Dummies

    April 10, 2007
    An overview of the Business Intelligence industry and what opportunities it presents for investors.
  47. Winners and Losers - Feb. 26th to March 2nd (HYSL, SPY, DIA, ...

    March 2, 2007
    A look at some of the market's big winners and losers for the week of February 26th.
  48. Corporate Computer Security Steps Up (VDSI)

    January 24, 2007
    Security firm VDSI looks to be well-positioned to lead its market niche to further growth and its shareholders to strong ...
  49. Surveying the Business Intelligence Space

    November 9, 2005
    Decision makers always want real-time information to make better decisions but often can't get it - can these firms make ...
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