Did Jim Cramer Nail All These 9 Stock Predictions?

8. SAP SE (NYSE:SAP)

Number of Hedge Fund Holders: 27

SAP SE (NYSE:SAP), the German software powerhouse known for its enterprise solutions, was highlighted after a strong earnings reaction in U.S.-listed shares. Cramer praised the company’s cloud growth and aggressive push into artificial intelligence during a segment that also featured an interview with the CEO. At the time, he viewed SAP as an underappreciated AI winner in the enterprise space. Here’s what he said:

“SAP reported a seemingly okay quarter but in the U.S. listed shares shot up 5%. Why? Because SAP’s cloud numbers were excellent. I think this company has a great story to tell about how they’ll be a big winner from artificial intelligence because they’ve infused AI into their whole product suite. […]

[Talking directly to the CEO]  You are working for your clients and you are saving your clients money, and you’re making them better, and you’re using artificial intelligence, and that’s how I’m going to position SAP because I think it’s the right way; that’s how a stock goes up real good.”

Cramer’s bullish call aged well, with the company’s shares up 45.45% since then.

Cramer’s most recent comments about SAP SE (NYSE:SAP) came in the context of how the Department of Government Efficiency would affect SaaS companies. Here’s what he said last month:

“[On how DOGE is impacting companies that provide government with services] Right, that’s the ServiceNow issue, that’s the ServiceNow issue, they have the most of the government. SAP issue. Oracle on Friday, absolutely.”