SAP SE (NYSE:SAP) Receives $322.00 Average Target Price from Brokerages

SAP SE (NYSE:SAP) has received a consensus recommendation of “Moderate Buy” from the twenty-one ratings firms that are currently covering the company, Marketbeat.com reports. Five equities research analysts have rated the stock with a hold recommendation, thirteen have issued a buy recommendation and three have given a strong buy recommendation to the company. The average twelve-month target price among analysts that have issued a report on the stock in the last year is $305.75.

SAP has been the topic of a number of recent research reports. Citigroup downgraded shares of SAP from a “buy” rating to a “hold” rating in a report on Friday, January 30th. Morgan Stanley restated an “overweight” rating on shares of SAP in a report on Friday, October 31st. Arete Research raised SAP to a “strong-buy” rating in a research report on Thursday, December 11th. Barclays set a $283.00 price objective on SAP in a report on Monday. Finally, Argus restated a “buy” rating and issued a $320.00 target price on shares of SAP in a report on Friday, October 24th.

SAP News Roundup

Here are the key news stories impacting SAP this week:

• Positive Sentiment: Zacks upgraded SAP to a “strong-buy” and added the stock to its Zacks Rank #1 list, boosting buy-side attention and momentum. New Strong Buy Stocks for February 5th
• Positive Sentiment: Piper Sandler initiated coverage on SAP, bringing additional analyst focus and potential flow from institutional investors that follow the firm’s research. Piper Sandler Initiates Coverage on SAP
• Positive Sentiment: SAP announced a multi-season partnership with N4XT Experiences to power digital and retail infrastructure for New York Fashion Week — a commercial reference win that highlights SAP’s retail and experiential commerce strategy. N4XT Experiences and SAP Announce Partnership
• Positive Sentiment: Coverage of SAP’s Joule for Consultants highlights ongoing AI product innovation aimed at improving project delivery and competitive differentiation in transformation services. AI for transformation: How SAP’s Joule for Consultants reimagines project delivery
• Neutral Sentiment: A comparative piece contrasts SAP with smaller peers (SofTech), offering context for investors assessing relative valuation and market positioning but not introducing new company-specific catalysts. Comparing SAP & SofTech
• Negative Sentiment: Research reported by media finds most SAP migrations exceed budgets and timelines, a reminder that implementation complexity can create customer churn, delay revenue recognition and pressure services margins. Most SAP migrations bust budgets and project timelines

SAP Stock Performance

Shares of SAP stock opened at $203.41 on Monday. SAP has a 12 month low of $189.22 and a 12 month high of $313.28. The company has a quick ratio of 1.10, a current ratio of 1.17 and a debt-to-equity ratio of 0.13. The stock has a market cap of $249.89 billion, a PE ratio of 28.85, a price-to-earnings-growth ratio of 2.17 and a beta of 1.17. The business has a fifty day simple moving average of $235.57 and a 200-day simple moving average of $256.60.

SAP (NYSE:SAP) last announced its quarterly earnings data on Thursday, January 29th. The software maker reported $1.90 EPS for the quarter, beating analysts’ consensus estimates of $1.77 by $0.13. The firm had revenue of $11.36 billion for the quarter, compared to the consensus estimate of $9.77 billion. SAP had a net margin of 19.92% and a return on equity of 16.52%. The firm’s revenue was up 3.3% on a year-over-year basis. During the same period in the previous year, the firm posted $1.40 earnings per share. On average, sell-side analysts anticipate that SAP will post 6.55 EPS for the current fiscal year.

Institutional Investors Weigh In On SAP

Several hedge funds and other institutional investors have recently modified their holdings of SAP. Brighton Jones LLC raised its position in shares of SAP by 91.1% during the fourth quarter. Brighton Jones LLC now owns 2,633 shares of the software maker’s stock valued at $648,000 after buying an additional 1,255 shares during the last quarter. Baird Financial Group Inc. bought a new position in SAP during the first quarter valued at about $242,000. AQR Capital Management LLC increased its stake in SAP by 49.0% during the first quarter. AQR Capital Management LLC now owns 16,309 shares of the software maker’s stock valued at $4,378,000 after acquiring an additional 5,363 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC acquired a new position in SAP in the 1st quarter valued at approximately $2,681,000. Finally, Sivia Capital Partners LLC lifted its position in shares of SAP by 2.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,050 shares of the software maker’s stock worth $928,000 after acquiring an additional 69 shares during the period.

SAP Company Profile

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.