Is SAP Mispriced as AI Fears Overshadow Its Core ERP Strength? SAP's stock has caught the eye of Eagle Capital Management, a seasoned investment firm, due to concerns over AI driven disruption in the software industry.
In their recent investor letter, they highlighted SAP SE (NYSE:SAP) as a potential mispricing opportunity.
At first glance, it may seem counterintuitive that SAP's core ERP business would be immune to the AI revolution.