Erste Group Bank Has Negative Outlook of SAP FY2026 Earnings

SAP SE (NYSE:SAP) – Equities researchers at Erste Group Bank cut their FY2026 EPS estimates for shares of SAP in a research note issued to investors on Tuesday, September 8th. Erste Group Bank analyst H. Engel now forecasts that the software maker will earn $8.24 per share for the year, down from their previous forecast of $8.26. The consensus estimate for SAP’s current full-year earnings is $8.17 per share. Erste Group Bank also issued estimates for SAP’s FY2027 earnings at $9.66 EPS.

A number of other equities analysts have also recently commented on SAP. Morgan Stanley reaffirmed an “overweight” rating on shares of SAP in a report on Friday, August 21st. Citigroup reissued a “buy” rating on shares of SAP in a report on Thursday, August 27th. Wells Fargo & Company restated an “overweight” rating on shares of SAP in a research report on Wednesday, August 12th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $265.00 price objective on shares of SAP in a research note on Wednesday, June 10th. Finally, Oppenheimer reaffirmed a “market perform” rating on shares of SAP in a research report on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, SAP has a consensus rating of “Moderate Buy” and a consensus price target of $255.67.

SAP Trading Down 1.1%

Shares of SAP stock opened at $215.82 on Monday. SAP has a 1 year low of $144.97 and a 1 year high of $281.36. The firm has a fifty day moving average price of $193.58 and a 200-day moving average price of $181.03. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.15 and a quick ratio of 1.15. The company has a market cap of $265.13 billion, a price-to-earnings ratio of 27.11, a PEG ratio of 2.60 and a beta of 1.14.

SAP (NYSE:SAP) last announced its 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 20.88% and a return on equity of 17.07%. The business had revenue of $11.27 billion for the quarter, compared to the consensus estimate of $11.30 billion. During the same quarter last year, the firm posted $1.50 earnings per share. The business’s quarterly revenue was up 9.4% compared to the same quarter last year.

Institutional Investors Weigh In On SAP

A number of institutional investors have recently bought and sold shares of the business. Bayban purchased a new stake in shares of SAP during the 4th quarter worth approximately $28,000. Annis Gardner Whiting Capital Advisors LLC grew its holdings in shares of SAP by 758.8% in the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 146 shares of the software maker’s stock valued at $35,000 after purchasing an additional 129 shares in the last quarter. Front Row Advisors LLC grew its holdings in shares of SAP by 362.5% in the first quarter. Front Row Advisors LLC now owns 185 shares of the software maker’s stock valued at $32,000 after purchasing an additional 145 shares in the last quarter. MidFirst Bank bought a new stake in SAP in the fourth quarter worth $46,000. Finally, SHP Wealth Management bought a new stake in SAP in the fourth quarter worth $47,000.

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.