Is SAP SE (SAP) Positioned to Benefit from AI?

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q1 2026 investor letter for the "Growth Equity Strategy." A copy of the letter can be downloaded here. The first quarter proved challenging for investors. AI fears negatively impacted software and intermediary stocks. Later, geopolitical conflicts shifted focus toward energy and defense sectors. The strategy yielded a return of -9.2% gross and -9.4% net for the quarter. Semiconductor equipment holdings performed best, whereas software stocks were a significant drag. The letter also provided strategic insights into the impact of Artificial Intelligence on the software sector. Please review the Strategy's top five holdings to gain insights into their key selections for 2026.

In its first-quarter 2026 investor letter, Emerald Wealth Partners Growth Equity Strategy highlighted SAP SE (NYSE:SAP). Headquartered in Walldorf, Germany, SAP SE (NYSE:SAP) is a leading enterprise application and business solutions provider. On June 30, 2026, SAP SE (NYSE:SAP) closed at $154.11 per share. One-month return of SAP SE (NYSE:SAP) was -14.70%, and its shares lost 48.31% over the past 52 weeks. SAP

Fuente original: Yahoo Finance (https://finance.yahoo.com/markets/stocks/articles/sap-se-sap-positioned-benefit-135848576.html)