SAP SE
SAP
NYSE·Technology·Software - Application·Mkt cap $246.5B
$221.32
▲ +4.55%
P/E
31.01
Mkt Cap
$246.5B
52-Wk Range
$144.97–$281.37
52-Week Range
$144.97 - $281.37
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 23.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
7 reasons
- Market-leading ERP platform with deep enterprise penetration and high switching costs
- Comprehensive integrated suite reducing need for multiple vendors and simplifying IT infrastructure
- Decades of industry expertise and domain knowledge embedded in solutions
- Massive installed base generating recurring revenue and cross-selling opportunities
- Strong ecosystem of partners, developers, and integrators creating network effects
- Advanced technology stack including AI, cloud, and analytics capabilities
- Global scale with localized solutions for industry-specific and regional requirements
Bear Case
2 risks
- Low volatility (beta 0.8).
- Premium valuation to Enterprise SaaS peers
Growth
Moderate growth ahead
Cloud migration acceleration as enterprises transition from on-premise to cloud-based ERP systems
Value
Premium valuation to Enterprise SaaS peers
Momentum
Hot
+21.5% over 3m
Quality
Excellent
Strong fundamentals
Dividend
Modest
1.39% yield
Smart-money signal
Who's buying SAP right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 21, 2026
JUL 23, 2026
Reported EPS of $1.85 vs $2.00 consensus (-7.5% surprise). Revenue of $11.2B vs $11.3B expected (-0.6%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-7.5%
Revenue trend · last 8Q
—
+11%
+12%
+9%
+7%
+3%
+6%
+9%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$8.5B
$9.4B
$9.0B
$9.0B
$9.1B
$9.7B
$9.6B
$11.5B
Margins · last 8Q
Gross
—
Operating
—
Profit
22.1%
Wall Street consensus
9 analysts · 67% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
67%
Hold
33%
Sell
0%
Median Price Target
—
Latest: Citi · Aug 27, 2026
vs Industry
How SAP stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
Related