How is SAP SE performing in 2025?

SAP SE's cloud revenue and AI-driven solutions are driving its growth, with the company's fourth-quarter and 2026 pipeline appearing strong and the potential for double-digit total revenue growth through 2027.

What is Prologis, Inc. doing to diversify its business?

Prologis is expanding into data centers to capitalize on growing demand, as it faces challenges from rising interest expenses and cautious customer decision-making.

How is The Bank of New York Mellon Corp. performing?

The Bank of New York Mellon Corp. has outperformed its industry, with its third-quarter results benefiting from higher net interest income. The company's global expansion and asset management business are expected to drive further growth, but its technology upgrades are increasing non-interest expenses.

Home / Business and Economy / SAP Rides Cloud Boom, Prologis Diversifies as BNY Mellon Outperforms

SAP Rides Cloud Boom, Prologis Diversifies as BNY Mellon Outperforms

15 Nov

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Summary

SAP's cloud revenue, AI-driven solutions drive growth amid macro volatility
Prologis expands into data centers, faces rising interest costs
BNY Mellon benefits from higher NII, but tech upgrades hike expenses

SAP Rides Cloud Boom, Prologis Diversifies as BNY Mellon Outperforms

As of November 15, 2025, the technology and financial sectors are seeing mixed performance, according to the latest research from Zacks.

SAP SE, a leading enterprise software provider, has gained 11% over the past year, outpacing its industry. The company's cloud revenue and AI-driven solutions are driving growth, despite a volatile macroeconomic backdrop. SAP's fourth-quarter and 2026 pipeline appear strong, with the potential for double-digit total revenue growth through 2027.

Meanwhile, Prologis, Inc., a major industrial real estate investment trust, has outperformed its peers by 13.4% over the past year. The company is expanding into data centers to capitalize on growing demand, but faces challenges from rising interest expenses and cautious customer decision-making.