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Gregory Ramirez

Gregory Ramirez
Owner and CEO
GR20 Research

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Information Technology Equity Bottom-Up Thematic (Sector/Industry)
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bullishCapgemini
29 May 2026 01:06

Capgemini (CAP FP): Convincing Agentic AI Roadmap for 2030 and Beyond

​Capgemini unveils AI strategy for enterprise transformation, targeting long-term growth through modernization and partnerships, but investors...

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bullishSage Group
22 May 2026 17:08

Sage Group (SGE LN): AI Is a Marathon, Not a Sprint

​Sage posts solid H1 FY 2026 results, fueled by revenue growth, AI strategy, and competitive advantages, with valuation seen as attractive.

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bullishSAP
15 May 2026 00:05

SAP (SAP GR): Sapphire 2026 - Accelerating AI-Led Transformation

​SAP launches AI-driven Autonomous Suite and Business AI Platform, strengthens agentic AI ecosystem, and still expects over EUR 2bn in value by...

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bullishCapgemini
13 May 2026 17:32

Capgemini (CAP FP): The OpenAI Deployment Company Is a False Problem for IT Services Firms

​Capgemini's investment in OpenAI Deployment Company boosts enterprise AI adoption by combining AI models and consulting expertise for large-scale...

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bullishTemenos AG
08 May 2026 16:13

Temenos (TEMN SW): TCF 2026 - Focus on AI-Led Progressive Modernisation

​Temenos focuses on AI-enabled banking platform, highlighting embedded AI capabilities and competitive edge in SaaS and cloud momentum.

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