Morgan Stanley says the setup for SAP’s fourth-quarter results appears more favorable than investor sentiment suggests, with new channel checks pointing to potential upside in cloud backlog growth.

SAP's share price performance has been quite disappointing, albeit not as dire as those of some of its peers. Cloud revenue growth remains robust, and margins are experiencing two concurrent tailwinds ...

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q3 2025 investor letter. A copy of the letter can be downloaded here. Global equity ...