What is Erste Group Bank's Estimate for SAP FY2026 Earnings?

Key Points

• Erste Group Bank lowered its FY2026 EPS estimate for SAP to $8.24 from $8.26, still above the $8.17 consensus estimate. The analyst projects FY2027 EPS of $9.66.
• SAP’s latest quarterly results missed expectations, with EPS of $1.82 versus the $2.00 consensus and revenue of $11.27 billion versus $11.30 billion, though revenue rose 9.4% year over year.
• Analyst sentiment remains broadly positive, with SAP holding a “Moderate Buy” consensus rating and an average price target of $255.67.

SAP SE (NYSE:SAP - Free Report) - Investment analysts at Erste Group Bank reduced their FY2026 earnings per share estimates for shares of SAP in a note issued to investors on Tuesday, September 8th. Erste Group Bank analyst H. Engel now anticipates that the software maker will post earnings of $8.24 per share for the year, down from their prior estimate of $8.26. The consensus estimate for SAP's current full-year earnings is $8.17 per share. Erste Group Bank also issued estimates for SAP's FY2027 earnings at $9.66 EPS.

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

Other analysts have also issued reports about the company. Citigroup reaffirmed a "buy" rating on shares of SAP in a report on Thursday, August 27th. The Goldman Sachs Group restated a "buy" rating and issued a $265.00 price objective on shares of SAP in a research report on Wednesday, June 10th. Jefferies Financial Group cut shares of SAP from a "strong-buy" rating to a "hold" rating in a research note on Friday, July 24th. BMO Capital Markets lifted their target price on shares of SAP from $175.00 to $177.00 and gave the company an "outperform" rating in a report on Friday, July 24th. Finally, Barclays decreased their target price on shares of SAP from $255.00 to $242.00 and set an "overweight" rating for the company in a research note on Monday, July 27th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $255.67.

SAP Stock Performance

Shares of SAP stock opened at $206.39 on Monday. The stock has a market cap of $253.55 billion, a PE ratio of 25.93, a price-to-earnings-growth ratio of 2.45 and a beta of 1.14. The business has a 50-day simple moving average of $191.36 and a 200-day simple moving average of $180.75. 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.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Windacre Partnership LLC grew its stake in shares of SAP by 130.9% in the 3rd quarter. Windacre Partnership LLC now owns 2,357,225 shares of the software maker's stock valued at $629,874,000 after buying an additional 1,336,325 shares during the period. Bank of America Corp DE lifted its holdings in SAP by 58.1% in the second quarter. Bank of America Corp DE now owns 2,650,418 shares of the software maker's stock valued at $805,992,000 after acquiring an additional 973,779 shares during the last quarter. Arrowstreet Capital Limited Partnership acquired a new position in SAP in the first quarter valued at approximately $150,701,000. Sustainable Growth Advisers LP grew its position in SAP by 1,126.3% in the third quarter. Sustainable Growth Advisers LP now owns 842,416 shares of the software maker's stock worth $225,102,000 after acquiring an additional 773,720 shares during the period. Finally, Ruane Cunniff & Goldfarb L.P. increased its stake in SAP by 1,532.8% during the first quarter. Ruane Cunniff & Goldfarb L.P. now owns 749,909 shares of the software maker's stock worth $128,392,000 after acquiring an additional 703,982 shares during the last quarter.

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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