Ticker brief
SAP SAP SE-SPONSORED ADR
Technology · Software
last close
$238.14
1 day
-1.0%
14 days
+10.9%
mkt cap
$191.7B
signals 14d
26
authors 14d
19
crowd 14d
-0.5σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 34% mid · 40 pctile own 1y | IV/HV 1.10× |
| Skew — 25Δ RR 30d | -0.009 75 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | -0.03 normal | 5-session Δ +0.04 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-06-26 (z=3.8) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-06 → 2026-10-16 · now -0.14 (−1 bearish … +1 bullish)
Who spoke19
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @jdmarkman | C | +0.29 | 4 | +0.10 |
| @CHItrader | B | -0.22 | 3 | +0.13 |
| @harry03994688 | A | -0.16 | 3 | +0.17 |
| @tenet_research | C | -1.23 | 1 | -0.10 |
| @CrweWorld | C | · | 1 | -0.10 |
| @AccesswireNews | C | · | 1 | +0.00 |
| @financespotnews | C | +0.40 | 1 | -0.10 |
| @StockSavvyShay | B | -1.05 | 1 | +0.30 |
| @QuasarMarkets | C | +3.67 | 1 | -0.10 |
| @robertojirusta | C | -0.38 | 1 | +0.30 |
| @scetrader | C | -2.00 | 1 | +0.50 |
| @dewmboom | C | +0.21 | 1 | +0.10 |
| @ClaudioCaparroz | C | -2.45 | 1 | +0.25 |
| @convequity | A | -0.53 | 1 | +0.00 |
| @Capitol_Forum | A | -0.51 | 1 | -0.35 |
| @Venu_7_ | B | -2.67 | 1 | +0.65 |
| @Globalmess65 | C | +1.68 | 1 | -0.20 |
| @USAnt_IDEA | C | -0.64 | 1 | -0.45 |
| @TalkMarkets | C | · | 1 | +0.40 |
Recent signals26of 26 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @TalkMarkets | +0.40 | Expresses a constructive view on the software sector and four named software stocks. | +6.2% | tweet ↗ |
| 2026-10-16 | @USAnt_IDEA | -0.45 | Argues AI-generated software favors infrastructure platforms while threatening SaaS vendors. | +6.2% | tweet ↗ |
| 2026-10-16 | @jdmarkman | -0.30 | Notes SAP filled a price gap and warns traders to be careful. | +6.2% | tweet ↗ |
| 2026-10-16 | @Globalmess65 | -0.20 | Compares the lag from a bearish report to software-stock bottoms and warns of rough capex-driven conditions. | +6.2% | tweet ↗ |
| 2026-10-15 | @Venu_7_ | +0.65 | Presents four software names as relative-strength leaders emerging from large bases or Stage 2 trends. | +5.8% | tweet ↗ |
| 2026-10-13 | @harry03994688 | +0.45 | Quantifies enterprise AI-agent productivity and migration benefits | +8.4% | tweet ↗ |
| 2026-10-13 | @harry03994688 | +0.55 | Argues enterprise application vendors capture more AI value than model providers | +8.4% | tweet ↗ |
| 2026-10-13 | @Capitol_Forum | -0.35 | Sources say EU officials doubt behavioral remedies can resolve merger concerns. | +8.4% | tweet ↗ |
| 2026-10-12 | @convequity | +0.00 | Argues Nvidia's possible Reflection AI deal would benefit Palantir more than harm it. | +9.3% | tweet ↗ |
| 2026-10-12 | @jdmarkman | +0.35 | Brief enthusiastic reaction to SAP with chart media. | +9.3% | tweet ↗ |
| 2026-10-12 | @harry03994688 | -0.50 | Long-form thesis says AI pressures conventional software and some biotech while favoring RNA/DNA drug companies. | +9.3% | tweet ↗ |
| 2026-10-09 | @jdmarkman | +0.00 | Draws attention to an SAP chart without stating direction. | +10.9% | tweet ↗ |
| 2026-10-08 | @ClaudioCaparroz | +0.25 | Visa's stablecoin settlement capability was integrated into SAP Pay and processes about $20B annually. | +12.1% | tweet ↗ |
| 2026-10-07 | @dewmboom | +0.10 | Reports CRCL integration with SAP Pay and explicitly calls the development bullish. | +13.3% | tweet ↗ |
| 2026-10-07 | @scetrader | +0.50 | Views Workday negatively in a SaaS downturn while favoring Oracle and SAP for agentic AI. | +13.3% | tweet ↗ |
| 2026-10-07 | @robertojirusta | +0.30 | IBM and SAP formed a partnership to help enterprises prepare for artificial intelligence. | +13.3% | tweet ↗ |
| 2026-10-07 | @CHItrader | +0.25 | IBM and SAP are partnering to modernize ERP operations and improve enterprise AI readiness. | +13.3% | tweet ↗ |
| 2026-10-07 | @CHItrader | +0.25 | IBM teamed with SAP to modernize business operations and advance AI readiness. | +13.3% | tweet ↗ |
| 2026-10-06 | @QuasarMarkets | -0.10 | Reports SAP's acquisition of workforce-data specialist TechWolf. | +13.2% | tweet ↗ |
| 2026-10-06 | @StockSavvyShay | +0.30 | Enterprise systems of record are framed as essential back ends for AI agents. | +13.2% | tweet ↗ |
| 2026-10-06 | @financespotnews | -0.10 | Reports SAP agreed to acquire skills-intelligence software firm TechWolf. | +13.2% | tweet ↗ |
| 2026-10-06 | @jdmarkman | +0.35 | Rhetorical reference to the SaaS collapse narrative implies SAP has recovered or defied it. | +13.2% | tweet ↗ |
| 2026-10-06 | @AccesswireNews | +0.00 | Headline links AI's future with sustainability but provides no directional detail. | +13.2% | tweet ↗ |
| 2026-10-06 | @CrweWorld | -0.10 | SAP announced an acquisition of TechWolf. | +13.2% | tweet ↗ |
| 2026-10-06 | @tenet_research | -0.10 | SAP announced an agreement to acquire TechWolf. | +13.2% | tweet ↗ |
| 2026-10-06 | @CHItrader | -0.10 | SAP agreed to acquire TechWolf; financial terms were not disclosed. | +13.2% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.