u/Puzzleheaded_Pay4751

1 thesis · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+0.6%+0.6%
3d1100%-1.6%-1.6%
1w1100%-1.6%-1.6%
1m000
3m000
6m000
1y000

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$SAPDiscussionbullish
u/Puzzleheaded_Pay4751 · 22d agono track record yet
Long SAP

SAP is up nearly 10% in 5 days. Is this finally the rebound?

SAP has rebounded from a 52-week low of $158 to $175, driven by Sapphire 2026 conference announcements, AI agent adoption, strategic acquisitions, and Deutsche Bank's Buy rating with $200 target. The stock trades 31% below fair value with a solid 6.9/10 health score, offering a value opportunity as AI monetization and S/4HANA migration continue through 2026-2027.

At post $178.80Now $170.30-4.8% since postedas of Jun 10, 4:59 PM ET
1d+0.6%
3d-1.6%
1w-1.6%
1m
3m
6m
1y
original post →

End of results.