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UBS has maintained its "Buy" rating for SAP, setting a price target of 283 euros, following strong 2024 figures and optimistic projections for 2025. Analyst Michael Briest noted significant order growth in the cloud business during Q4 and positive outlook statements, anticipating a favorable share price reaction.
UBS has maintained a 'Buy' rating for SAP, setting a price target of 283 euros, following strong order growth in the cloud sector and optimistic projections for 2025. Analyst Michael Briest anticipates a positive market reaction to these developments. As of January 28, 2025, SAP shares were trading around 260.45 euros, reflecting a slight decline of 0.36%.
UBS AG has maintained a "Buy" rating for SAP SE shares, setting a price target of €283, following strong order growth in the cloud business and positive future outlooks. Currently priced at €260, the shares have potential for an 11.1% increase since the start of 2025, with trading activity showing significant interest. The next earnings report is scheduled for January 28, 2025.
DAX faces uncertainty as fears of AI competition from DeepSeek dampen risk appetite, particularly impacting tech stocks. Key economic indicators, including US durable goods orders and Gfk consumer confidence, will be closely watched, alongside the Fed's interest rate decision and ECB's potential rate cut. The reporting season is set to provide further market impetus with major companies like SAP, Deutsche Bank, Meta, and Apple expected to announce results.
UBS strategists, led by Andrew Garthwaite, warn that a 5% yield on the US 10-year Treasury could signal a negative shift for equities, with a 35% chance of a stock market bubble emerging if bubble areas exceed 30% of global market cap and P/E ratios hit 45x or higher.Currently, the "Mag 6" tech stocks have a P/E ratio of 34x. UBS forecasts a decline in US bond yields to 4.25% by year-end, recommending a defensive investment strategy focused on undervalued sectors like utilities and real estate, while remaining underweight on non-financial cyclicals.
UBS analysts warn of a 35% chance of a stock market bubble due to rising bond yields, particularly affecting high-valuation sectors like technology. If bond yields hit 5.5%, high-valuation sectors could comprise 40% of the market with a P/E ratio of at least 45 times. UBS recommends low-leverage defensive stocks and suggests increasing exposure to financial stocks as a hedge against populism and inflation.
UBS strategists, led by Andrew Garthwaite, warn that a 5% yield on the US 10-year Treasury could negatively impact equities, with a 35% chance of a stock market bubble emerging. They recommend focusing on defensives with low financial leverage and suggest UK bond-sensitive sectors are currently undervalued. The team anticipates US bond yields will drop to 4.25% by year-end, while highlighting Japan as the best-performing region amid rising TIPS yields.
UBS strategists warn that a 5% yield on 10-year US government bonds could indicate a turning point for equities, with a 35% chance of an equity bubble forming. They recommend underweighting non-financial cyclical stocks and favor defensive stocks with low financial leverage, particularly in the UK, where they see opportunities in utilities and real estate.
UBS has rated SAP SE as a 'Buy', but this information is for informational purposes only and does not constitute a recommendation to buy or sell. Investing in securities carries risks, including the potential total loss of capital. Expert investment advice tailored to individual needs is recommended.
UBS has rated SAP a 'Buy', highlighting it as one of the top investment ideas for 2025. Analyst Michael Briest emphasizes the company's goal of achieving the "Rule of 40," which combines 40% growth with profitability. As of January 21, SAP's stock price is €256.65, reflecting a slight increase of 0.25%.
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
ubs maintains buy rating for sap with price target of 283 euros
08:38 28.01.2025
ubs maintains buy rating for sap with strong cloud growth outlook
08:38 28.01.2025
UBS maintains buy rating for SAP SE with price target of 283 euros
07:30 28.01.2025
DAX outlook focuses on Fed decisions and AI competition concerns
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ubs strategists warn of tech stock valuations and bond yield risks
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20:36 25.01.2025
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11:37 23.01.2025
ubs warns of equity market turning point at 5 percent bond yield
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11:33 23.01.2025
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