Brokerages Set SAP SE (NYSE:SAP) PT at $264.83

SAP SE (NYSE:SAP) has received an average rating of “Moderate Buy” from the twenty-two research firms that are currently covering the company, MarketBeat Ratings reports. Eight analysts have rated the stock with a hold recommendation, thirteen have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average 12-month price objective among brokers that have covered the stock in the last year is $264.8333.

A number of equities analysts have issued reports on the company. Oppenheimer reiterated a “market perform” rating on shares of SAP in a report on Friday, July 24th. Citigroup reaffirmed a “buy” rating on shares of SAP in a research report on Thursday. Morgan Stanley reaffirmed an “overweight” rating on shares of SAP in a research report on Friday, August 21st. BMO Capital Markets lifted their target price on shares of SAP from $175.00 to $177.00 and gave the stock an “outperform” rating in a report on Friday, July 24th. Finally, Weiss Ratings raised SAP from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, July 30th.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Bayban bought a new position in shares of SAP in the 4th quarter valued at $28,000. Continuum Advisory LLC bought a new stake in SAP in the second quarter valued at approximately $31,000. Front Row Advisors LLC increased its position in shares of SAP by 362.5% during the first quarter. Front Row Advisors LLC now owns 185 shares of the software maker’s stock worth $32,000 after buying an additional 145 shares during the period. Annis Gardner Whiting Capital Advisors LLC grew its holdings in SAP by 758.8% during the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 146 shares of the software maker’s stock worth $35,000 after acquiring an additional 129 shares during the period. Finally, Markowski Investments bought a new stake in SAP in the second quarter worth approximately $41,000.

Trending Headlines about SAP

Here are the key news stories impacting SAP this week:

• Positive Sentiment: Analyst commentary argues SAP’s rebound has further room to run, citing strong cloud revenue and backlog growth, a proposed €10 billion share-buyback program through 2027, and recent AI and data acquisitions that could support long-term earnings and strategic positioning. SAP’s Rebound Has Further To Run Despite AI Execution Risks
• Positive Sentiment: SK AX and SAP strengthened their AI alliance to redesign enterprise workflows, reinforcing SAP’s role in embedding AI into core business processes and potentially improving future product adoption. SK AX, SAP strengthen AI alliance to redesign enterprise workflows
• Positive Sentiment: UTA Pay by United TranzActions received certification for integration with SAP cloud solutions, supporting SAP’s ecosystem and offering customers streamlined payment processing with reduced PCI-compliance exposure. UTA Pay Is Certified as Integrated with SAP Cloud Solutions
• Positive Sentiment: Analysts cited in a separate report set an average SAP price target of $264.83, indicating potential upside from recent trading levels. Analysts Set SAP SE Price Target at $264.83
• Neutral Sentiment: Guidance on migrating from SAP Transportation Management 9.5/9.6 to SAP S/4HANA Transportation Management highlights ongoing modernization of customers’ SAP environments, but does not represent a material new financial catalyst by itself. SAP Transportation Management Migration Guide
• Negative Sentiment: UBS downgraded SAP from Buy to Neutral, warning that customers are adopting agentic AI tools more slowly than expected and that SAP’s “out-of-the-box” AI agent rollout is lagging. The report also points to pressure on margins because cloud services carry lower margins than legacy support revenue. SAP Shares Fall as UBS Downgrades on AI Monetization Concerns
• Negative Sentiment: The downgrade added to broader software-sector weakness, as investors questioned whether enterprise software companies can translate heavy AI investment into near-term revenue growth. SAP Stock Downgrade Adds to Software Pain

SAP Price Performance

Shares of SAP stock opened at $221.37 on Friday. SAP has a 12-month low of $144.97 and a 12-month high of $281.36. The company has a quick ratio of 1.15, a current ratio of 1.15 and a debt-to-equity ratio of 0.19. The firm has a market capitalization of $271.96 billion, a price-to-earnings ratio of 27.81, a price-to-earnings-growth ratio of 2.49 and a beta of 1.12. The firm has a fifty day moving average of $178.67 and a 200-day moving average of $180.05.

SAP (NYSE:SAP) last released its quarterly earnings data 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). The business had revenue of $11.27 billion for the quarter, compared to the consensus estimate of $11.30 billion. SAP had a net margin of 20.88% and a return on equity of 17.07%. The company’s revenue for the quarter was up 9.4% on a year-over-year basis. During the same quarter last year, the firm earned $1.50 EPS. On average, equities research analysts forecast that SAP will post 8.15 earnings per share for the current year.

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.