SAP SE (NYSE:SAP – Free Report) – Erste Group Bank upped their FY2026 EPS estimates for SAP in a report issued on Wednesday, October 21st. Erste Group Bank analyst H. Engel now expects that the software maker will post earnings of $7.94 per share for the year, up from their previous forecast of $7.92. The consensus estimate for SAP’s current full-year earnings is $7.97 per share. Erste Group Bank also issued estimates for SAP’s FY2027 earnings at $9.36 EPS.
Several other equities analysts also recently commented on the stock. Barclays upped their price objective on shares of SAP from $243.00 to $288.00 and gave the company an “overweight” rating in a research note on Friday. Argus set a $265.00 price target on SAP in a report on Thursday, September 10th. Oppenheimer reiterated a “market perform” rating on shares of SAP in a report on Friday, July 24th. UBS Group downgraded shares of SAP from a “buy” rating to a “neutral” rating in a research note on Wednesday, August 26th. Finally, BMO Capital Markets raised their price objective on SAP from $235.00 to $265.00 and gave the company an “outperform” rating in a research report on Thursday, October 22nd. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, SAP currently has an average rating of “Moderate Buy” and a consensus target price of $258.83.
Get Our Latest Analysis on SAP
SAP Stock Down 1.1%
Shares of SAP opened at $236.04 on Wednesday. The stock has a market capitalization of $289.98 billion, a P/E ratio of 28.82 and a beta of 1.13. SAP has a twelve month low of $144.97 and a twelve month high of $273.40. The firm has a fifty day simple moving average of $216.68 and a two-hundred day simple moving average of $192.60.
Institutional Investors Weigh In On SAP
Several institutional investors and hedge funds have recently made changes to their positions in the company. Bank of America Corp DE lifted its position in SAP by 15.9% in the 1st quarter. Bank of America Corp DE now owns 2,018,383 shares of the software maker’s stock valued at $345,567,000 after acquiring an additional 276,263 shares in the last quarter. Tidal Investments LLC lifted its stake in SAP by 18.5% during the 2nd quarter. Tidal Investments LLC now owns 1,214,315 shares of the software maker’s stock valued at $187,138,000 after acquiring an additional 189,591 shares during the period. Arrowstreet Capital Limited Partnership bought a new position in SAP during the 1st quarter valued at about $150,701,000. Ruane Cunniff & Goldfarb L.P. boosted its holdings in shares of SAP by 1,532.8% during the 1st quarter. Ruane Cunniff & Goldfarb L.P. now owns 749,909 shares of the software maker’s stock valued at $128,392,000 after acquiring an additional 703,982 shares during the last quarter. Finally, Principal Financial Group Inc. boosted its holdings in shares of SAP by 48.2% during the 1st quarter. Principal Financial Group Inc. now owns 550,531 shares of the software maker’s stock valued at $94,257,000 after acquiring an additional 179,040 shares during the last quarter.
Trending Headlines about SAP
Here are the key news stories impacting SAP this week:
- Positive Sentiment: Higher earnings forecasts: Erste Group Bank raised its SAP FY2026 earnings estimate to $7.94 per share from $7.92 and increased its FY2027 forecast to $9.36 from $9.32. The modest upward revisions reinforce expectations for continued earnings growth, with the FY2027 estimate also above the current-year consensus of $7.97. MarketBeat SAP analyst estimates
- Positive Sentiment: AI product expansion at TechEd 2026: SAP unveiled enhancements to Joule Studio, Joule Work and the SAP Business AI Platform, including a tabular foundation model, richer business-data context and stronger governance controls. The initiatives are intended to help customers build AI agents that can execute workflows autonomously, supporting SAP’s long-term cloud and recurring-revenue strategy. SAP AI developer announcements
- Positive Sentiment: Broader AI ecosystem momentum: Coverage highlighted SAP’s effort to make Joule run business workflows rather than merely answer questions. New or expanded solution extensions from Redwood Software and Parloa, along with partner activity involving Definity and Semos Cloud, could increase adoption of SAP’s AI and data-integration offerings. SAP Joule workflow strategy
- Neutral Sentiment: Training and demonstrations: SAP India plans to train two million people in AI skills by 2030, while an Intel-SAP robotics demonstration in China showcased potential industrial applications. These developments strengthen ecosystem visibility but are longer-term opportunities rather than immediate revenue catalysts. SAP India AI training initiative
SAP Company Profile
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.
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