Shares of SAP SE (NYSE:SAP – Get Free Report) have been assigned a consensus rating of “Moderate Buy” from the twenty-one ratings firms that are covering the firm, Marketbeat reports. Eight investment analysts have rated the stock with a hold rating, twelve have given a buy rating and one has assigned a strong buy rating to the company. The average twelve-month price objective among brokers that have covered the stock in the last year is $267.00.
SAP has been the topic of a number of research analyst reports. Weiss Ratings cut shares of SAP from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, July 16th. Barclays lowered their price objective on SAP from $257.00 to $255.00 and set an “overweight” rating for the company in a research report on Tuesday, July 21st. Santander raised SAP from a “neutral” rating to an “outperform” rating in a research note on Friday, April 24th. Piper Sandler lowered SAP from an “overweight” rating to a “neutral” rating in a research report on Tuesday, April 14th. Finally, Wall Street Zen downgraded SAP from a “buy” rating to a “hold” rating in a report on Saturday, May 16th.
Check Out Our Latest Stock Report on SAP
Key Headlines Impacting SAP
- Positive Sentiment: SAP delivered solid Q2 results, with total revenue up about 9% year over year, cloud revenue up more than 20%, and current cloud backlog rising sharply, reinforcing confidence in the company’s long-term growth engine. SAP Quarterly Statement Q2 2026
- Positive Sentiment: Management said SAP’s AI strategy and cloud momentum are supporting demand, with analysts and media reports noting that strong backlog growth helped offset concerns that AI could disrupt enterprise software. SAP Q2 Earnings Up Y/Y on Cloud Demand, Buyouts Impact Profit Outlook
- Positive Sentiment: BMO Capital Markets raised its price target on SAP and kept an outperform rating, suggesting Wall Street still sees upside after the earnings release. Benzinga / The Fly report
- Neutral Sentiment: Several reports highlighted SAP’s message that AI must move beyond basic chatbots and into more complex enterprise workflows before it creates meaningful returns, underscoring both opportunity and execution risk. Reuters SAP CFO AI comments
- Negative Sentiment: SAP lowered its 2026 operating profit outlook because AI acquisitions and related spending are weighing on earnings, which may cap near-term margin expansion even as revenue trends improve. SAP Cuts 2026 Operating Profit Outlook
- Negative Sentiment: Investors are also weighing the earnings miss versus expectations, as SAP’s quarterly EPS came in below consensus despite the strong cloud performance. SAP quarterly earnings report
SAP Trading Down 0.0%
NYSE:SAP opened at $159.97 on Monday. The firm’s fifty day moving average is $165.59 and its 200-day moving average is $184.04. The company has a debt-to-equity ratio of 0.11, a quick ratio of 1.07 and a current ratio of 1.07. SAP has a 52 week low of $144.97 and a 52 week high of $299.48. The firm has a market cap of $196.52 billion, a P/E ratio of 20.10, a P/E/G ratio of 1.84 and a beta of 1.14.
SAP (NYSE:SAP – Get Free Report) last posted its quarterly earnings data on Friday, February 27th. The software maker reported $1.99 earnings per share for the quarter. SAP had a net margin of 20.88% and a return on equity of 17.16%. The company had revenue of $11.06 billion during the quarter. Equities analysts expect that SAP will post 8.26 earnings per share for the current year.
Institutional Trading of SAP
Several hedge funds have recently modified their holdings of SAP. Fisher Asset Management LLC lifted its position in shares of SAP by 1.2% during the 4th quarter. Fisher Asset Management LLC now owns 14,728,881 shares of the software maker’s stock valued at $3,577,793,000 after acquiring an additional 179,550 shares during the period. Bank of America Corp DE grew its holdings in SAP by 58.1% in the second quarter. Bank of America Corp DE now owns 2,650,418 shares of the software maker’s stock worth $805,992,000 after purchasing an additional 973,779 shares during the period. Windacre Partnership LLC increased its stake in SAP by 130.9% in the third quarter. Windacre Partnership LLC now owns 2,357,225 shares of the software maker’s stock valued at $629,874,000 after purchasing an additional 1,336,325 shares in the last quarter. Northern Trust Corp increased its stake in SAP by 3.2% in the third quarter. Northern Trust Corp now owns 1,560,994 shares of the software maker’s stock valued at $417,113,000 after purchasing an additional 49,111 shares in the last quarter. Finally, JPMorgan Chase & Co. raised its holdings in shares of SAP by 7.5% during the fourth quarter. JPMorgan Chase & Co. now owns 1,200,024 shares of the software maker’s stock valued at $291,498,000 after purchasing an additional 83,349 shares during the period.
About SAP
SAP SE is a global enterprise software company headquartered in Walldorf, Germany. Founded in 1972 by five former IBM engineers, the company’s name is an acronym for Systeme, Anwendungen und Produkte in der Datenverarbeitung (Systems, Applications & Products in Data Processing). SAP develops and sells software and services that help organizations manage business processes across finance, human resources, procurement, manufacturing, supply chain and customer relationships.
SAP’s product portfolio spans on‑premises and cloud offerings, anchored by its enterprise resource planning (ERP) solutions such as SAP S/4HANA and the SAP HANA in‑memory database and platform.
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