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SAP SE
SAP
NYSE·Technology·Software - Application·Mkt cap $185.4B
$162.88
▲ +2.34%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$148.06 - $313.28
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 46.6% 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
1 risk
- Low volatility (beta 0.7).
Growth
Moderate growth ahead
Cloud migration acceleration as enterprises transition from on-premise to cloud-based ERP systems
Value
Fairly valued vs Enterprise SaaS peers
Momentum
Weak
-7.3% over 3m
Quality
Excellent
Strong fundamentals
Dividend
Modest
1.77% 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: Jul 23, 2026
APR 23, 2026
Reported EPS of $2.01 vs $1.92 consensus (+4.7% surprise). Revenue of $11.2B vs $11.2B expected (-0.1%).
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+4.7%
Next: Jul 23, 2026
Revenue trend · last 8Q
—
—
+11%
+12%
+9%
+7%
+3%
+6%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$8.3B
$8.5B
$9.4B
$9.0B
$9.0B
$9.1B
$9.7B
$9.6B
Margins · last 8Q
Gross
73.0%
Operating
28.8%
Profit
20.2%
Wall Street consensus
4 analysts · 75% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
75%
Hold
25%
Sell
0%
Median Price Target
$256.00
▲ +57.2% vs $162.88
Latest: Goldman Sachs · Jun 10, 2026
2 analysts covering