Goldman Sachs SELL

GS EUROPEAN EXPRESS SAP DSV Farnborough Airshow Building Mats Repsol Macro Global Corporate Access

Jul 24, 2026

From the report报告摘录SAP EBIT Guidance Revision: FY26 EBIT trimmed to €11.8–12.2bn (vs €11.9–12.3bn) amid acquisitions; cloud backlog up 26% yoy, market weighs top-line vs profit pressure.

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