SAP (NYSE:SAP – Free Report) had its price target lifted by BMO Capital Markets from $235.00 to $265.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage currently has an outperform rating on the software maker’s stock.
A number of other research analysts have also weighed in on SAP. UBS Group lowered shares of SAP from a “buy” rating to a “neutral” rating in a research note on Wednesday, August 26th. Weiss Ratings raised shares of SAP from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, October 8th. Argus set a $265.00 target price on shares of SAP in a research report on Thursday, September 10th. Barclays upped their target price on shares of SAP from $242.00 to $243.00 and gave the stock an “overweight” rating in a report on Tuesday, October 13th. Finally, Morgan Stanley reaffirmed an “overweight” rating on shares of SAP in a research report on Friday, August 21st. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, SAP presently has an average rating of “Moderate Buy” and an average price target of $258.83.
Get Our Latest Stock Analysis on SAP
SAP Price Performance
Shares of SAP opened at $238.63 on Thursday. SAP has a 12-month low of $144.97 and a 12-month high of $276.54. The business’s fifty day moving average is $215.63 and its 200 day moving average is $187.25. The company has a quick ratio of 1.15, a current ratio of 1.15 and a debt-to-equity ratio of 0.19. The stock has a market cap of $293.16 billion, a P/E ratio of 29.14, a P/E/G ratio of 2.84 and a beta of 1.13.
SAP (NYSE:SAP – Get Free Report) last posted its quarterly earnings results on Wednesday, July 22nd. The software maker reported $1.82 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.00 by ($0.18). SAP had a net margin of 20.87% and a return on equity of 17.59%. The business had revenue of $11.27 billion during the quarter, compared to analyst estimates of $11.30 billion. During the same period in the previous year, the business posted $1.50 EPS. The business’s revenue for the quarter was up 9.4% compared to the same quarter last year. Sell-side analysts anticipate that SAP will post 8.14 earnings per share for the current fiscal year.
Institutional Investors Weigh In On SAP
A number of institutional investors and hedge funds have recently bought and sold shares of SAP. Allworth Financial LP boosted its holdings in SAP by 1.5% during the 2nd quarter. Allworth Financial LP now owns 3,304 shares of the software maker’s stock worth $509,000 after acquiring an additional 48 shares during the last quarter. Checchi Capital Advisers LLC raised its holdings in shares of SAP by 1.0% in the first quarter. Checchi Capital Advisers LLC now owns 6,059 shares of the software maker’s stock valued at $1,037,000 after purchasing an additional 59 shares during the last quarter. Physician Wealth Advisors Inc. raised its holdings in shares of SAP by 38.0% in the third quarter. Physician Wealth Advisors Inc. now owns 236 shares of the software maker’s stock valued at $49,000 after purchasing an additional 65 shares during the last quarter. Confluence Investment Management LLC raised its holdings in shares of SAP by 1.3% in the third quarter. Confluence Investment Management LLC now owns 5,491 shares of the software maker’s stock valued at $1,145,000 after purchasing an additional 69 shares during the last quarter. Finally, Key Financial Inc lifted its position in shares of SAP by 36.2% during the first quarter. Key Financial Inc now owns 312 shares of the software maker’s stock valued at $53,000 after purchasing an additional 83 shares in the last quarter.
SAP News Roundup
Here are the key news stories impacting SAP this week:
- Positive Sentiment: Strong Q3 results and cloud momentum: Quarterly revenue rose 13% to €10.27 billion, while current cloud backlog increased 28% to €24.1 billion, reinforcing the durability of SAP’s cloud-transition strategy. Management expects full-year 2026 cloud and cloud-and-software revenue to reach the upper end of its existing ranges. SAP points to upper end of cloud revenue outlook after quarterly growth
- Positive Sentiment: FY 2026 revenue guidance exceeds expectations: SAP issued revenue guidance of approximately $48.6 billion, above the $45.8 billion consensus estimate. The outlook upgrade gives investors greater confidence in demand for its cloud, enterprise software and AI-related offerings.
- Positive Sentiment: Analyst support increased: BMO Capital Markets raised its price target from $235 to $265 and maintained an “outperform” rating, reflecting confidence that SAP’s backlog and cloud growth can sustain earnings momentum.
- Positive Sentiment: AI strategy gaining investor attention: Coverage characterized SAP as an AI beneficiary as its “autonomous enterprise” strategy develops. The company is also considering a new metric to quantify AI’s contribution, which could improve visibility into future growth. SAP Weighs New Metric to Showcase AI Impact on Business
- Neutral Sentiment: Industry ecosystem activity: Cognizant’s planned acquisition of SAP partner DyFlex Solutions highlights continued demand for SAP transformation and AI services in Australia and New Zealand, but does not directly change SAP’s financial results. Cognizant to acquire DyFlex Solutions
- Negative Sentiment: AI governance concerns persist: SAP customers are increasingly questioning the origin, data handling and regulatory implications of AI models. These concerns could slow adoption or increase compliance costs, though they have not outweighed the positive earnings and guidance signals. SAP clients increasingly worry about AI models’ origin
About SAP
SAP SE is a global enterprise software company headquartered in Walldorf, Germany. Founded in 1972 by five former IBM employees, SAP originally developed software to help businesses integrate accounting and operational data. The company has since become a major provider of cloud-based business applications and enterprise technology.
SAP’s portfolio includes enterprise resource planning software, including SAP S/4HANA Cloud, along with solutions for finance, procurement, supply chain management, human resources, customer experience and business analytics.
Further Reading
- Five stocks we like better than SAP
- Bloom Energy Just Reported—Its Biggest Order Is Still Waiting on a Pipeline
- Why Western Digital’s AI Storage Boom Defies the Chip Sell-Off
- Grand Canyon Education Strengthens Its Outlook, But Wall Street Remains Divided
- Amex Stock Slides on Job Cuts, But the Real Story Is Macro
Receive News & Ratings for SAP Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for SAP and related companies with MarketBeat.com's FREE daily email newsletter.
