Ticker brief
SAP SAP SE-SPONSORED ADR
Technology · Software
last close
$221.54
1 day
+0.2%
14 days
+6.5%
mkt cap
$191.7B
signals 14d
12
authors 14d
12
crowd 14d
-0.7σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 42% mid · 77 pctile own 1y | IV/HV 0.96× (as of 2026-08-06) |
| Skew — 25Δ RR 30d | -0.004 86 pctile own 1y | calls bid vs puts (call skew rich) |
| 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, 2026-08-25 → 2026-08-28 · now +0.50 (−1 bearish … +1 bullish)
Who spoke12
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @dividendology | C | +3.00 | 1 | +0.55 |
| @EmmanuelInvest | C | -1.11 | 1 | +0.00 |
| @FroehlichThors1 | A | +1.07 | 1 | -0.30 |
| @optionscjp | C | -1.28 | 1 | -0.40 |
| @beikoku05 | C | -0.05 | 1 | -0.40 |
| @Sam_Badawi | C | -1.46 | 1 | +0.20 |
| @TheValueist | B | -0.53 | 1 | +0.50 |
| @CapstackCapital | B | -0.06 | 1 | +0.00 |
| @commonsenseplay | C | -0.19 | 1 | +0.60 |
| @EdgeCGroup | B | +0.80 | 1 | -0.20 |
| @scetrader | C | +1.59 | 1 | +0.45 |
| @TalkMarkets | C | · | 1 | +0.55 |
Recent signals12of 12 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @TalkMarkets | +0.55 | Reports a 76% rise with only two down days for the referenced CRM/SAP comparison. | — | tweet ↗ |
| 2026-08-28 | @scetrader | +0.45 | Cites Benioff dismissing the SaaS-collapse thesis and frames beaten-down software stocks as potential winners. | — | tweet ↗ |
| 2026-08-27 | @EdgeCGroup | -0.20 | Reports an unnamed downgrade while noting three senior executives bought shares in contrast. | +0.2% | tweet ↗ |
| 2026-08-27 | @commonsenseplay | +0.60 | The author argues AI will create a major SaaS growth cycle, citing sharp gains and operating leverage. | +0.2% | tweet ↗ |
| 2026-08-27 | @CapstackCapital | +0.00 | Argues BL is deeply undervalued and an attractive potential LBO target. | +0.2% | tweet ↗ |
| 2026-08-27 | @TheValueist | +0.50 | Detailed enterprise-AI framework favoring systems of record while identifying point-solution disruption risks. | +0.2% | tweet ↗ |
| 2026-08-27 | @Sam_Badawi | +0.20 | Highlights Oracle's leading Gartner SCM ranking, with SAP and Microsoft also named leaders. | +0.2% | tweet ↗ |
| 2026-08-26 | @beikoku05 | -0.40 | Premarket roundup reports weak guidance, earnings reactions and an SAP downgrade. | +4.7% | tweet ↗ |
| 2026-08-26 | @optionscjp | -0.40 | Premarket roundup includes UBS upgrades and downgrades plus earnings and guidance reactions | +4.7% | tweet ↗ |
| 2026-08-26 | @FroehlichThors1 | -0.30 | Links software weakness, semiconductor momentum and unusual gamma behavior ahead of Nvidia earnings. | +4.7% | tweet ↗ |
| 2026-08-26 | @EmmanuelInvest | +0.00 | European stock leaders and laggards are listed with current percentage moves. | +4.7% | tweet ↗ |
| 2026-08-25 | @dividendology | +0.55 | Frames perceived AI victims as a contrarian basket bought by prominent investors before large rebounds. | +2.1% | 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.