SAP Stocks Drop 3.2% as Joule Gets a Security Boundary
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SAP Stocks Drop 3.2% as Joule Gets a Security Boundary Khac Phu Nguyen Mon, September 28, 2026 at 3:17 PM EDT 1 min read SAP NVDA SAP This article first appeared on GuruFocus . SAP ( NYSE:SAP ), the enterprise-software and business-AI provider, featured in Nvidia's latest push to make autonomous agents safer. Its U.S. shares fell about 3.0% to $204.30 around 9:55 a.m. ET Monday. Nvidia's new safety platform puts a fresh spotlight on OpenShell, the software SAP is already building into its Joule Studio runtime. Warning! GuruFocus has detected 4 Warning Signs with IONQ. Is SAP fairly valued? Test your thesis with our free DCF calculator. SAP's work with Nvidia began months ago. OpenShell sets technical limits on what an agent can access or execute; SAP adds business roles, approvals and audit controls. That pairing matters when an AI agent moves beyond answering questions and starts acting inside a company's financial or procurement systems. The valuation picture is striking: GF Value puts the shares at $257.14, leaving the $204.30 price 20.55% below that estimate. The gap gives investors a reason to look closer, but the commercial test remains open. SAP has yet to put a price, customer count or incremental cloud-backlog figure on this OpenShell integration.
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