Here's How SAP Is Reinventing Itself

|
About: SAP SE (SAP), Includes: ADBE, CRM, MSFT, ORCL
by: Joseph Mwangi
This article is exclusive for subscribers.
Joseph Mwangi
Long/short equity, value, growth at reasonable price, contrarian
Summary

Shares of leading ERP company, SAP, have lagged the market.

It seems like investors are focusing more on the weakness in the company's on-prem license business rather than on its ongoing success transitioning to the cloud.

If SAP can maintain its current cloud trajectory (and bigger focus on CRM), it's likely to be a good long-term investment.

Last month, the open source community welcomed yet another project to its ever-expanding cache of open source initiatives. Microsoft Inc. (MSFT), in partnership with SAP SE (SAP) and Adobe Systems