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
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
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.
The Bank of New York Mellon Corp. has also outperformed its industry, with a 44.9% gain over the past year. The company's third-quarter results benefited from higher net interest income, and its global expansion and asset management business are expected to drive further growth. However, the bank's technology upgrades are increasing non-interest expenses.
