SAP SE (SAP) – What Are Brokerages Saying About This Stock?

SAP SE (NYSE:SAP) has been assigned an average recommendation of “Moderate Buy” from the twenty-four ratings firms that are covering the company, MarketBeat Ratings reports. One research analyst has rated the stock with a sell rating, seven have issued a hold rating, fifteen have assigned a buy rating and one has given a strong buy rating to the company. The average twelve-month target price among analysts that have issued ratings on the stock in the last year is $258.38.

A number of brokerages recently weighed in on SAP. BMO Capital Markets lifted their target price on shares of SAP from $235.00 to $265.00 and gave the stock an “outperform” rating in a research note on Thursday, October 22nd. Weiss Ratings raised shares of SAP from a “hold (c)” rating to a “hold (c+)” rating in a research report on Monday. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of SAP in a report on Wednesday, October 21st. JPMorgan Chase & Co. upgraded SAP from a “neutral” rating to an “overweight” rating in a report on Monday. Finally, Argus set a $265.00 price objective on SAP in a research report on Thursday, September 10th.

Key Stories Impacting SAP

Here are the key news stories impacting SAP this week:

• Positive Sentiment: JPMorgan upgraded SAP from “Neutral” to “Overweight,” a favorable change in analyst sentiment. Separately, brokerages’ reported average price target of $258.83 is above the prevailing share price cited in the background. JPMorgan upgrade Brokerage average price target
• Positive Sentiment: Pluralsight’s learning integration is now available on the SAP Store, expanding the applications offered through SAP’s ecosystem and potentially supporting customer engagement. Pluralsight integration announcement
• Neutral Sentiment: Marketing case studies highlight SAP Engagement Cloud and an AI-avatar platform that reportedly cut video-production costs by more than half. These examples may support product positioning and efficiency, but the articles do not indicate a material financial impact. SAP Engagement Cloud case study AI-avatar case study
• Negative Sentiment: SAP’s Patch Day addressed multiple critical vulnerabilities, including four rated CVSS 10.0 and two that could allow remote code execution. The availability of fixes reduces ongoing exposure, but the severity of the flaws may raise concerns about security risks and customer confidence. Critical SAP vulnerabilities SAP vulnerability patches
• Negative Sentiment: A Seeking Alpha article recommended trimming SAP shares, citing euro-related uncertainty and the stock’s recent rebound. This is one contributor’s opinion rather than a company announcement, but it adds a cautious counterpoint to JPMorgan’s upgrade. Seeking Alpha analysis

SAP Stock Down 1.5%

SAP stock opened at $233.92 on Wednesday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.16 and a current ratio of 1.16. SAP has a 52-week low of $144.97 and a 52-week high of $255.90. The firm has a 50 day moving average price of $220.39 and a two-hundred day moving average price of $192.53. The firm has a market cap of $287.37 billion, a price-to-earnings ratio of 29.94, a PEG ratio of 2.86 and a beta of 1.11.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in SAP. Fisher Asset Management LLC grew its holdings in shares of SAP by 3.3% during the third quarter. Fisher Asset Management LLC now owns 15,426,416 shares of the software maker’s stock valued at $3,216,099,000 after buying an additional 494,956 shares during the last quarter. Bank of America Corp DE raised its holdings in shares of 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 worth $345,567,000 after acquiring an additional 276,263 shares during the last quarter. Tidal Investments LLC raised 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 worth $187,138,000 after acquiring an additional 189,591 shares during the last quarter. Arrowstreet Capital Limited Partnership bought a new position in SAP in the 1st quarter valued at about $150,701,000. Finally, Ruane Cunniff & Goldfarb L.P. lifted its position in SAP by 1,532.8% in 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 in the last quarter.

SAP Company Profile

SAP SE is a German enterprise software company headquartered in Walldorf. Founded in 1972, it develops software that helps organizations manage business operations and use data across their operations. Its products and services include enterprise resource planning (ERP) software, cloud applications, database and analytics tools, and solutions for areas such as finance, supply chain management, human resources, procurement, and customer experience. SAP serves businesses and public-sector organizations across the globe.