XTRA:SAP
XTRA:SAPSoftware

SAP (XTRA:SAP) Valuation Check as New AI Cloud Moves and Energy Deals Take Center Stage

SAP (XTRA:SAP) is back in focus after a flurry of AI centric cloud moves, from launching its EU AI Cloud to securing RISE with SAP deals in energy, all while U.S. regulators scrutinize EU digital tax policy. See our latest analysis for SAP. Those AI centric cloud wins and new partnerships come against a tricky backdrop, with the share price down meaningfully on a year to date basis, but a strong three year total shareholder return suggesting long term momentum is still intact. If SAP’s moves...
NYSE:TYL
NYSE:TYLSoftware

Tyler Technologies (TYL): Evaluating Valuation After Edu.Link and CloudGavel Acquisitions Expand Public Sector Footprint

Tyler Technologies (TYL) just doubled down on its public sector footprint by announcing deals to buy Edu.Link and CloudGavel, moves that quietly reshape its K 12 HR and digital public safety offerings. See our latest analysis for Tyler Technologies. Despite the drumbeat of product expansion, Tyler's share price has been under pressure, with a year to date share price return of negative 21.68 percent and a 1 year total shareholder return of negative 25.96 percent. However, the 3 year total...
NYSE:BAH
NYSE:BAHProfessional Services

Assessing Booz Allen Hamilton’s (BAH) Valuation After a Year of Share Price Weakness

Booz Allen Hamilton Holding (BAH) has been drifting lower this year, with the stock down about 32% year to date and roughly 34% over the past year, despite modest revenue growth. See our latest analysis for Booz Allen Hamilton Holding. That slide has left Booz Allen with a 1 year total shareholder return of about negative 34%, and a negative 3 year total shareholder return, even though the 1 month share price return has turned positive. This suggests sentiment may be stabilising rather than...
SEHK:2883
SEHK:2883Energy Services

Did SSE 180 Removal Just Shift China Oilfield Services' (SEHK:2883) Investment Narrative?

On 12 December 2025, China Oilfield Services Limited was removed from the SSE 180 Index, ending its inclusion in one of Shanghai’s core equity benchmarks. This index exit can prompt mechanical selling by index-tracking funds and may influence how investors view the company’s role in China’s oilfield services sector. We’ll now examine how China Oilfield Services’ removal from the SSE 180 Index could reshape its investment narrative and future positioning. Trump's oil boom is here - pipelines...