SAP (NYSE:SAP) Stock Rating Upgraded by Jefferies Financial Group

Key Points

• Jefferies upgraded SAP from “hold” to “strong buy,” joining a generally positive analyst view. SAP has an average “Moderate Buy” rating and a consensus price target of $256.29.
• SAP shares opened at $210.77, with a $258.93 billion market capitalization and a 12-month trading range of $144.97 to $281.36. The stock’s 50-day and 200-day moving averages were $200.04 and $181.55, respectively.
• Quarterly revenue rose 9.4% year over year to $11.27 billion, though adjusted earnings of $1.82 per share missed the $2.00 consensus estimate. Several institutional investors increased their SAP holdings during the second quarter.

SAP (NYSE:SAP - Get Free Report) was upgraded by equities researchers at Jefferies Financial Group from a "hold" rating to a "strong-buy" rating in a note issued to investors on Tuesday, Zacks reports.

Several other research analysts also recently weighed in on SAP. Weiss Ratings raised shares of SAP from a "hold (c-)" rating to a "hold (c)" rating in a research note on Thursday, July 30th. TD Cowen reiterated a "buy" rating on shares of SAP in a report on Friday, July 24th. The Goldman Sachs Group reissued a "buy" rating and issued a $265.00 price objective on shares of SAP in a research report on Wednesday, June 10th. Morgan Stanley reissued an "overweight" rating on shares of SAP in a research note on Friday, August 21st. Finally, BMO Capital Markets raised their target price on shares of SAP from $175.00 to $177.00 and gave the stock an "outperform" rating in a research report on Friday, July 24th. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have given a Hold rating to the company's stock. According to data from MarketBeat.com, SAP presently has an average rating of "Moderate Buy" and an average target price of $256.29.

SAP Stock Up 0.0%

SAP stock opened at $210.77 on Tuesday. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.15 and a quick ratio of 1.15. SAP has a 12 month low of $144.97 and a 12 month high of $281.36. The firm has a market capitalization of $258.93 billion, a PE ratio of 26.48, a P/E/G ratio of 2.48 and a beta of 1.14. The company's 50 day simple moving average is $200.04 and its 200-day simple moving average is $181.55.

SAP (NYSE:SAP - Get Free Report) last announced its earnings results on Wednesday, July 22nd. The software maker reported $1.82 EPS for the quarter, missing analysts' consensus estimates of $2.00 by ($0.18). SAP had a net margin of 20.88% and a return on equity of 17.07%. The company had revenue of $11.27 billion for the quarter, compared to analyst estimates of $11.30 billion. During the same quarter last year, the company posted $1.50 EPS. SAP's quarterly revenue was up 9.4% compared to the same quarter last year. Equities analysts expect that SAP will post 8.16 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. QRG Capital Management Inc. boosted its position in shares of SAP by 12.0% in the second quarter. QRG Capital Management Inc. now owns 68,368 shares of the software maker's stock worth $10,536,000 after acquiring an additional 7,315 shares during the last quarter. Envestnet Portfolio Solutions Inc. increased its position in SAP by 41.5% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 6,897 shares of the software maker's stock worth $1,063,000 after purchasing an additional 2,023 shares during the last quarter. Tidal Investments LLC raised its stake in SAP by 18.5% during the second quarter. Tidal Investments LLC now owns 1,214,315 shares of the software maker's stock worth $187,138,000 after purchasing an additional 189,591 shares during the period. BlueCrest Capital Management Ltd acquired a new position in shares of SAP in the 2nd quarter valued at $364,000. Finally, WINTON GROUP Ltd boosted its holdings in shares of SAP by 45.1% in the 2nd quarter. WINTON GROUP Ltd now owns 11,780 shares of the software maker's stock valued at $1,815,000 after purchasing an additional 3,660 shares during the last quarter.

SAP News Summary

Here are the key news stories impacting SAP this week:

• Positive Sentiment: SAP’s ecosystem and artificial-intelligence strategy received additional exposure through SAPinsider Copenhagen 2026, where customers will receive hands-on access to Joule Studio and SAP’s agent-building tools. The event could support adoption of SAP’s AI products, although it is primarily promotional. SAPinsider Copenhagen 2026 to Host SAP Agent Lab
• Positive Sentiment: SAP Labs India expanded its partnership with Gati Shakti Vishwavidyalaya to incorporate SAP learning into academic programs, helping build a future talent pipeline and strengthen the company’s presence in India. SAP Labs India and GSV Strengthen Alliance
• Positive Sentiment: SAP and ZEE Media honored Hyderabad business leaders, providing additional brand visibility in a key growth market. The announcement is unlikely to materially affect near-term earnings. SAP and ZEE Media Honor Hyderabad Business Leaders
• Neutral Sentiment: Articles discussing SAP’s “autonomous enterprise,” Judgment AI and next-generation ERP highlight the company’s strategic direction, but provide limited new financial information or immediate catalysts. SAP Judgment AI and Next-Generation ERP
• Negative Sentiment: The Delhi High Court ordered SAP India to restore critical software-support services to Nayara Energy, ruling that European Union sanctions do not override the contractual obligations in India. The decision may increase compliance, legal and operational uncertainty for SAP, though it preserves an ongoing customer relationship. SAP Must Restore Nayara Energy Services
• Negative Sentiment: Erste Group cut its fiscal 2026 EPS estimate for SAP to $8.10 from $8.24, below the approximately $8.16 consensus forecast. The reduction could weigh on sentiment by signaling somewhat lower expected earnings growth.

SAP Company Profile

SAP SE is a German enterprise software company headquartered in Walldorf, Germany. The company develops technology that helps organizations manage core business operations, including finance, procurement, supply chain, manufacturing, human resources, sales and customer relationships.

SAP's portfolio is centered on its cloud-based enterprise resource planning platform, SAP S/4HANA, along with the SAP Business Technology Platform. Its products and services also include SAP SuccessFactors for human resources, SAP Ariba for business-to-business procurement, SAP Concur for travel and expense management, and solutions for customer experience, data management, analytics and artificial intelligence.

SAP was founded in 1972 by five former IBM employees and has grown into a global provider of business software.

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