Go Pro

FY2026 Earnings Estimate for SAP Issued By Erste Group Bank

SAP logo with Technology background
Image from MarketBeat Media, LLC.

Key Points

  • Erste Group Bank raised SAP’s FY2026 earnings estimate to $8.26 per share from $8.19, above the consensus forecast of $8.18; it projects FY2027 EPS of $9.68.
  • Analyst sentiment remains positive but mixed, with SAP holding a “Moderate Buy” consensus rating and an average price target of $264.83, despite several recent downgrades to Hold or Neutral.
  • SAP’s latest quarterly results fell short of expectations, with EPS of $1.82 versus the $2.00 consensus and revenue of $11.27 billion, although revenue increased 9.4% year over year.
  • Five stocks we like better than SAP.

SAP SE (NYSE:SAP - Free Report) - Erste Group Bank lifted their FY2026 earnings estimates for SAP in a report issued on Thursday, August 27th. Erste Group Bank analyst H. Engel now forecasts that the software maker will earn $8.26 per share for the year, up from their previous estimate of $8.19. The consensus estimate for SAP's current full-year earnings is $8.18 per share. Erste Group Bank also issued estimates for SAP's FY2027 earnings at $9.68 EPS.

A number of other analysts have also weighed in on the company. Jefferies Financial Group lowered SAP from a "strong-buy" rating to a "hold" rating in a research report on Friday, July 24th. Wall Street Zen lowered SAP from a "buy" rating to a "hold" rating in a report on Saturday, May 16th. UBS Group cut SAP from a "buy" rating to a "neutral" rating in a research note on Wednesday. Citigroup restated a "buy" rating on shares of SAP in a report on Thursday. Finally, Morgan Stanley reaffirmed an "overweight" rating on shares of SAP in a research report on Friday, August 21st. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $264.83.

Read Our Latest Research Report on SAP

SAP Price Performance

SAP stock opened at $221.81 on Monday. The company has a quick ratio of 1.15, a current ratio of 1.15 and a debt-to-equity ratio of 0.19. SAP has a 52-week low of $144.97 and a 52-week high of $281.36. The firm has a market cap of $272.49 billion, a PE ratio of 27.87, a price-to-earnings-growth ratio of 2.60 and a beta of 1.12. The company's 50 day moving average is $180.00 and its two-hundred day moving average is $180.13.

SAP (NYSE:SAP - Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The software maker reported $1.82 EPS for the quarter, missing the consensus estimate of $2.00 by ($0.18). SAP had a net margin of 20.88% and a return on equity of 17.07%. The business had revenue of $11.27 billion during the quarter, compared to analysts' expectations of $11.30 billion. During the same period in the previous year, the business posted $1.50 EPS. The company's revenue for the quarter was up 9.4% compared to the same quarter last year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the business. Brighton Jones LLC lifted its stake in SAP by 91.1% during the fourth quarter. Brighton Jones LLC now owns 2,633 shares of the software maker's stock worth $648,000 after purchasing an additional 1,255 shares during the last quarter. Baird Financial Group Inc. acquired a new stake in SAP during the first quarter worth approximately $242,000. AQR Capital Management LLC lifted its position in shares of SAP by 49.0% during the 1st quarter. AQR Capital Management LLC now owns 16,309 shares of the software maker's stock worth $4,378,000 after buying an additional 5,363 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC purchased a new stake in shares of SAP during the 1st quarter worth approximately $2,681,000. Finally, Sivia Capital Partners LLC boosted its holdings in shares of SAP by 2.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,050 shares of the software maker's stock valued at $928,000 after buying an additional 69 shares in the last quarter.

About SAP

(Get Free Report)

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.

Further Reading

Earnings History and Estimates for SAP (NYSE:SAP)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Should You Invest $1,000 in SAP Right Now?

Before you consider SAP, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and SAP wasn't on the list.

While SAP currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

7 Stocks That Could Lead the Next Market Boom Cover

Tesla, Nvidia, and Google helped shape the last era of market growth, but the next wave could come from a new group of companies. Inside this report, you’ll find 7 stocks that could play a major role in the next tech-driven market boom.

Get This Free Report
Like this article? Share it with a colleague.

Featured Articles and Offers

Recent Videos

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines