SAP (NYSE:SAP – Get Free Report) was upgraded by stock analysts at Jefferies Financial Group from a “hold” rating to a “strong-buy” rating in a research note issued on Tuesday, Zacks reports.
Other equities analysts have also recently issued research reports about the company. Citigroup restated a “buy” rating on shares of SAP in a report on Tuesday. BMO Capital Markets lifted their price objective on shares of SAP from $175.00 to $177.00 and gave the company an “outperform” rating in a research note on Friday, July 24th. UBS Group cut shares of SAP from a “buy” rating to a “neutral” rating in a research report on Wednesday, August 26th. Morgan Stanley restated an “overweight” rating on shares of SAP in a research note on Friday, August 21st. Finally, Barclays lowered their price target on shares of SAP from $255.00 to $242.00 and set an “overweight” rating for the company in a report on Monday, July 27th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $256.29.
View Our Latest Stock Analysis on SAP
SAP Stock Up 0.0%
SAP (NYSE:SAP – Get Free Report) last issued its earnings results on Wednesday, July 22nd. The software maker reported $1.82 earnings per share for the quarter, missing the consensus estimate of $2.00 by ($0.18). SAP had a return on equity of 17.07% and a net margin of 20.88%.The company had revenue of $11.27 billion during the quarter, compared to analysts’ expectations of $11.30 billion. During the same period in the previous year, the company earned $1.50 EPS. SAP’s quarterly revenue was up 9.4% on a year-over-year basis. Research analysts anticipate that SAP will post 8.16 EPS for the current fiscal year.
Hedge Funds Weigh In On SAP
Several institutional investors and hedge funds have recently made changes to their positions in SAP. Arrowstreet Capital Limited Partnership bought a new stake in shares of SAP in the first quarter worth $150,701,000. Ruane Cunniff & Goldfarb L.P. lifted its position in shares of SAP by 1,532.8% during the first quarter. Ruane Cunniff & Goldfarb L.P. now owns 749,909 shares of the software maker’s stock worth $128,392,000 after purchasing an additional 703,982 shares during the last quarter. Norges Bank bought a new position in SAP during the 4th quarter worth approximately $81,784,000. Bank of America Corp DE boosted its holdings in SAP by 15.9% in the first quarter. Bank of America Corp DE now owns 2,018,383 shares of the software maker’s stock worth $345,567,000 after purchasing an additional 276,263 shares during the period. Finally, Tidal Investments LLC boosted its holdings in shares of SAP by 18.5% in the 2nd quarter. Tidal Investments LLC now owns 1,214,315 shares of the software maker’s stock valued at $187,138,000 after buying an additional 189,591 shares during the period.
Key SAP News
Here are the key news stories impacting SAP this week:
- Positive Sentiment: SAP’s ecosystem and artificial-intelligence strategy received additional exposure through SAPinsider Copenhagen 2026, where customers will receive hands-on access to Joule Studio and SAP’s agent-building tools. The event could support adoption of SAP’s AI products, although it is primarily promotional. SAPinsider Copenhagen 2026 to Host SAP Agent Lab
- Positive Sentiment: SAP Labs India expanded its partnership with Gati Shakti Vishwavidyalaya to incorporate SAP learning into academic programs, helping build a future talent pipeline and strengthen the company’s presence in India. SAP Labs India and GSV Strengthen Alliance
- Positive Sentiment: SAP and ZEE Media honored Hyderabad business leaders, providing additional brand visibility in a key growth market. The announcement is unlikely to materially affect near-term earnings. SAP and ZEE Media Honor Hyderabad Business Leaders
- Neutral Sentiment: Articles discussing SAP’s “autonomous enterprise,” Judgment AI and next-generation ERP highlight the company’s strategic direction, but provide limited new financial information or immediate catalysts. SAP Judgment AI and Next-Generation ERP
- Negative Sentiment: The Delhi High Court ordered SAP India to restore critical software-support services to Nayara Energy, ruling that European Union sanctions do not override the contractual obligations in India. The decision may increase compliance, legal and operational uncertainty for SAP, though it preserves an ongoing customer relationship. SAP Must Restore Nayara Energy Services
- Negative Sentiment: Erste Group cut its fiscal 2026 EPS estimate for SAP to $8.10 from $8.24, below the approximately $8.16 consensus forecast. The reduction could weigh on sentiment by signaling somewhat lower expected earnings growth.
About SAP
SAP SE is a German enterprise software company headquartered in Walldorf, Germany. The company develops technology that helps organizations manage core business operations, including finance, procurement, supply chain, manufacturing, human resources, sales and customer relationships.
SAP’s portfolio is centered on its cloud-based enterprise resource planning platform, SAP S/4HANA, along with the SAP Business Technology Platform. Its products and services also include SAP SuccessFactors for human resources, SAP Ariba for business-to-business procurement, SAP Concur for travel and expense management, and solutions for customer experience, data management, analytics and artificial intelligence.
SAP was founded in 1972 by five former IBM employees and has grown into a global provider of business software.
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