SAP Picks Up Two IDC MarketScape Nods as Buyback Passes 9.6 Million Shares
Published on 11/13/2026 at 15:41 | Editorial boerse-global.de
SAP has been named a leading vendor in two separate IDC MarketScape assessments for 2026, covering warehouse management systems for both manufacturing and retail. The recognition puts inventory and operational workflow software at the center of the company's latest disclosure — a week otherwise dominated by artificial intelligence rollouts and steady capital returns.
The buyback program, meanwhile, keeps ticking. In its 15th interim report on the 2026 repurchase scheme, SAP said it bought roughly 465,000 of its own shares between November 2 and November 6, all through Xetra. The aggregate volume of those transactions came to about EUR 95.4 million. By the end of that window, the group had acquired approximately 9.6 million shares under the current program.
A Concept Store That Runs Itself
SAP and VF Corporation opened S.Fashion on Wednesday at SAP's headquarters in Walldorf, a test site for connected commerce. The innovation space will trial AI-supported processes across inventory, order management, pricing, fulfillment and replenishment, with personalization and payment also part of the setup. At certain times, the store is designed to operate without any staff on site.
Should investors sell immediately? Or is it worth buying SAP?
A day earlier, SAP disclosed a deeper tie-up with AstraZeneca. The pharmaceutical group intends to move to SAP Cloud ERP Private via RISE with SAP, migrating one of the largest SAP system landscapes in the life sciences sector, and will also evaluate SAP Business AI, Joule and agent-based AI applications. According to SAP, the announcement builds on a 20-year relationship between the two companies.
JPMorgan Switches Sides
JPMorgan upgraded SAP from "Neutral" to "Overweight" on Monday and lifted its price target to EUR 275 from EUR 175. Analyst Toby Ogg tied the call to corporate AI shifting out of pilot projects and into production use within core enterprise systems, alongside progress on SAP's own AI offering. In his view, SAP's business data and integrated processes give customers an edge on context, control and cost.
The next hard data point lands on January 28, 2027, when SAP publishes preliminary fourth-quarter and full-year 2026 results. The release is scheduled for around 6:00 a.m. CET and will be followed by an analyst and investor call as well as a balance sheet press conference.
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