Back to today’s briefing

Story perspectives

SAP Shares Drop 5.6% Amid IBM Miss, AI Forecast, Acquisitions

7/17/2026

37 6 Full Breakdown

Summary

Story summary

SAP shares fell 5.6% to €136.38 on July 15 after IBM posted $17.2 billion revenue, missing the $17.86 billion forecast.
SAP’s Oxford Economics study projects AI ROI of 21% and $17.6 million per firm in two years, with only 3% of firms ready.
SAP completed the Dremio acquisition on July 6, plans to buy Reltio, and will finish a €2.6 billion buyback by July 27 after the EU closed its antitrust case.

1 of 1

Story summary

SAP shares fell 5.6% to €136.38 on July 15 after IBM posted $17.2 billion revenue, missing the $17.86 billion forecast.
SAP’s Oxford Economics study projects AI ROI of 21% and $17.6 million per firm in two years, with only 3% of firms ready.
SAP completed the Dremio acquisition on July 6, plans to buy Reltio, and will finish a €2.6 billion buyback by July 27 after the EU closed its antitrust case.