SAP SE (NYSE:SAP) Given Consensus Recommendation of "Moderate Buy" by Analysts

Key Points

• Analysts maintain a “Moderate Buy” consensus on SAP, with 12 buy ratings, eight holds and one strong buy among 21 covering firms. The average 12-month price target is $267, well above the reported opening price of $159.97.
• Recent institutional activity was generally positive, with several investment firms increasing their SAP holdings and others establishing new positions.
• SAP’s cloud and AI momentum support its long-term growth outlook, but AI-related acquisition costs lowered the 2026 operating-profit outlook and quarterly EPS reportedly fell short of consensus expectations.

SAP SE (NYSE:SAP - Get Free Report) has been given an average rating of "Moderate Buy" by the twenty-one research firms that are presently covering the stock, Marketbeat Ratings reports. Eight analysts have rated the stock with a hold rating, twelve have given a buy rating and one has given a strong buy rating to the company. The average 12 month target price among brokers that have issued ratings on the stock in the last year is $267.00.

A number of research firms have recently weighed in on SAP. Weiss Ratings downgraded shares of SAP from a "hold (c)" rating to a "hold (c-)" rating in a research note on Thursday, July 16th. TD Cowen restated a "buy" rating on shares of SAP in a research report on Friday. Santander raised shares of SAP from a "neutral" rating to an "outperform" rating in a research note on Friday, April 24th. Oppenheimer reiterated a "market perform" rating on shares of SAP in a report on Friday. Finally, The Goldman Sachs Group reiterated a "buy" rating and issued a $265.00 price target on shares of SAP in a research note on Wednesday, June 10th.

Institutional Trading of SAP

A number of hedge funds have recently made changes to their positions in SAP. Dara Capital US Inc. bought a new position in shares of SAP during the fourth quarter valued at $3,342,000. Dash Acquisitions Inc. increased its holdings in SAP by 8.7% in the fourth quarter. Dash Acquisitions Inc. now owns 78,880 shares of the software maker's stock valued at $19,161,000 after purchasing an additional 6,315 shares during the period. Sequoia Financial Advisors LLC raised its position in SAP by 59.7% during the 1st quarter. Sequoia Financial Advisors LLC now owns 18,091 shares of the software maker's stock worth $3,097,000 after purchasing an additional 6,763 shares during the last quarter. Rock Point Advisors LLC lifted its holdings in SAP by 66.5% during the 4th quarter. Rock Point Advisors LLC now owns 33,569 shares of the software maker's stock worth $8,154,000 after buying an additional 13,413 shares during the period. Finally, Sterling Investment Management LLC bought a new stake in shares of SAP in the 4th quarter valued at about $1,512,000.

Trending Headlines about SAP

Here are the key news stories impacting SAP this week:

• Positive Sentiment: SAP delivered solid Q2 results, with total revenue up about 9% year over year, cloud revenue up more than 20%, and current cloud backlog rising sharply, reinforcing confidence in the company’s long-term growth engine. SAP Quarterly Statement Q2 2026
• Positive Sentiment: Management said SAP’s AI strategy and cloud momentum are supporting demand, with analysts and media reports noting that strong backlog growth helped offset concerns that AI could disrupt enterprise software. SAP Q2 Earnings Up Y/Y on Cloud Demand, Buyouts Impact Profit Outlook
• Positive Sentiment: BMO Capital Markets raised its price target on SAP and kept an outperform rating, suggesting Wall Street still sees upside after the earnings release. Benzinga / The Fly report
• Neutral Sentiment: Several reports highlighted SAP’s message that AI must move beyond basic chatbots and into more complex enterprise workflows before it creates meaningful returns, underscoring both opportunity and execution risk. Reuters SAP CFO AI comments
• Negative Sentiment: SAP lowered its 2026 operating profit outlook because AI acquisitions and related spending are weighing on earnings, which may cap near-term margin expansion even as revenue trends improve. SAP Cuts 2026 Operating Profit Outlook
• Negative Sentiment: Investors are also weighing the earnings miss versus expectations, as SAP’s quarterly EPS came in below consensus despite the strong cloud performance. SAP quarterly earnings report

SAP Trading Down 0.0%

Shares of SAP opened at $159.97 on Monday. SAP has a 52-week low of $144.97 and a 52-week high of $299.48. The business's fifty day moving average is $165.59 and its 200-day moving average is $184.04. The company has a debt-to-equity ratio of 0.11, a quick ratio of 1.07 and a current ratio of 1.07. The firm has a market cap of $196.52 billion, a price-to-earnings ratio of 20.10, a PEG ratio of 1.84 and a beta of 1.14.

SAP (NYSE:SAP - Get Free Report) last announced its quarterly earnings data on Friday, February 27th. The software maker reported $1.99 earnings per share for the quarter. The business had revenue of $11.06 billion during the quarter. SAP had a return on equity of 17.16% and a net margin of 20.88%. Equities analysts anticipate that SAP will post 8.26 EPS for the current fiscal year.

SAP Company Profile

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.

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