UBS downgrades SAP to Neutral on AI monetization concerns; shares decline

1. 1UBS downgraded SAP from Buy to Neutral, and the stock fell
2. 2Only 17 ready-to-use AI agents have launched with 15 more in the pipeline, making the year-end target of 200 difficult to achieve
3. 3H2 cloud backlog growth slowed to ~23%, and shares are expected to come under pressure if there is no AI progress

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