SAP SE (SAP) — What Changed

Material changes in the AI committee's view · 22 events tracked · Detected nightly

← Overview📈 Rating History💰 Earnings📰 Recent Events🔄 What Changed📖 Thesis Evolution🔍 Similar Stocks
2026-07-31 MATERIAL
▲ Agreement Shift

SAP's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-31 MINOR
▲ Score Change

SAP's Committee score moved from 53.41 to 53.77 (+0.36, 1 day(s) apart).

53.41 → 53.77 (+0.4)

2026-07-31 MATERIAL
— Conviction Change

SAP's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-30 MATERIAL
▲ Agreement Shift

SAP's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-30 MATERIAL
▼ Score Change

SAP's Committee score moved from 58.47 to 53.41 (-5.06, 1 day(s) apart).

58.47 → 53.41 (-5.1)

2026-07-30 MAJOR
— Rating Change

SAP moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-28 MATERIAL
▼ Agreement Shift

SAP's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-28 MINOR
▼ Score Change

SAP's Committee score moved from 62.16 to 58.47 (-3.69, 1 day(s) apart).

62.16 → 58.47 (-3.7)

2026-07-24 MATERIAL
▲ Agreement Shift

SAP's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-24 MATERIAL
▼ Score Change

SAP's Committee score moved from 63.28 to 57.98 (-5.30, 1 day(s) apart).

63.28 → 57.98 (-5.3)

2026-07-24 MATERIAL
— Conviction Change

SAP's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-18 MINOR
▼ Agreement Shift

SAP's Committee agreement moved from 60.00% to 57.10% (-2.90pp, 1 day(s) apart).

60.00 → 57.10 (-2.9)

2026-07-18 MINOR
▼ Score Change

SAP's Committee score moved from 65.34 to 64.19 (-1.15, 1 day(s) apart).

65.34 → 64.19 (-1.1)

2026-07-18 MATERIAL
— Conviction Change

SAP's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-17 MINOR
▲ Agreement Shift

SAP's Committee agreement moved from 57.10% to 60.00% (+2.90pp, 1 day(s) apart).

57.10 → 60.00 (+2.9)

2026-07-17 MINOR
▼ Score Change

SAP's Committee score moved from 65.83 to 65.34 (-0.49, 1 day(s) apart).

65.83 → 65.34 (-0.5)

2026-07-17 MATERIAL
— Conviction Change

SAP's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-15 MINOR
▲ Score Change

SAP's Committee score moved from 64.29 to 65.83 (+1.54, 1 day(s) apart).

64.29 → 65.83 (+1.5)

2026-07-14 MINOR
▼ Score Change

SAP's Committee score moved from 67.14 to 64.29 (-2.85, 1 day(s) apart).

67.14 → 64.29 (-2.9)

2026-07-13 MINOR
▼ Agreement Shift

SAP's Committee agreement moved from 60.00% to 57.10% (-2.90pp, 1 day(s) apart).

60.00 → 57.10 (-2.9)

2026-07-13 MINOR
▼ Score Change

SAP's Committee score moved from 68.25 to 67.14 (-1.11, 1 day(s) apart).

68.25 → 67.14 (-1.1)

2026-07-13 MATERIAL
— Conviction Change

SAP's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →