Coldstream Capital Management Inc. Has $3.40 Million Stock Position in SAP SE $SAP

Coldstream Capital Management Inc. grew its holdings in SAP SE (NYSE:SAP) by 34.8% in the third quarter, HoldingsChannel reports. The fund owned 12,717 shares of the software maker’s stock after buying an additional 3,280 shares during the period. Coldstream Capital Management Inc.’s holdings in SAP were worth $3,398,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also modified their holdings of the company. Caitong International Asset Management Co. Ltd bought a new position in SAP during the third quarter worth about $147,000. Kozak & Associates Inc. acquired a new position in shares of SAP during the 3rd quarter worth approximately $37,000. Financial Engines Advisors L.L.C. grew its position in shares of SAP by 6.7% during the 3rd quarter. Financial Engines Advisors L.L.C. now owns 1,157 shares of the software maker’s stock worth $309,000 after purchasing an additional 73 shares in the last quarter. Abel Hall LLC increased its holdings in shares of SAP by 17.6% during the third quarter. Abel Hall LLC now owns 2,308 shares of the software maker’s stock worth $617,000 after purchasing an additional 345 shares during the period. Finally, Palisade Asset Management LLC acquired a new stake in shares of SAP in the third quarter valued at approximately $84,000.

Key Stories Impacting SAP

Here are the key news stories impacting SAP this week:

• Positive Sentiment: Optimum was chosen by brewer Asahi to run a multi‑year SAP S/4HANA training programme across several countries — a customer success that supports long‑term S/4HANA adoption and services revenue. Article Title
• Positive Sentiment: Foxconn and SAP announced a partnership to expand AI manufacturing solutions in APAC, which could broaden SAP’s industrial AI footprint and drive BTP & applications consumption in manufacturing customers. Article Title
• Positive Sentiment: SAP Concur added AI agents for expense automation and expanded its AmexGBT partnership — product enhancements that can improve retention and upsell in travel & expense management. Article Title
• Positive Sentiment: KNAPP integrated its AeroBot system into SAP via an app on SAP Business Technology Platform — another example of partners using SAP BTP to deliver operational solutions, supporting platform stickiness. Article Title
• Positive Sentiment: LatticeFlow partnered with SAP to help customers manage AI risk, governance and compliance — addresses a fast‑growing enterprise need and reduces a barrier to AI adoption on SAP platforms. Article Title
• Positive Sentiment: Nvidia’s new agent toolkit includes integrations for vendors like SAP, expanding SAP’s exposure within the accelerating enterprise AI agent ecosystem. Article Title
• Positive Sentiment: NTT DATA Business Solutions received five global 2026 SAP Partner Awards — partner momentum that reinforces SAP’s channel strength. Article Title
• Neutral Sentiment: SecurityBridge published a Cybersecurity Resilience Index for SAP to benchmark security maturity — helpful for customers but not directly revenue‑moving. Article Title
• Neutral Sentiment: An investor commentary questioned SAP’s large‑scale software model resilience and highlighted comparisons in performance — frames investor debate but doesn’t provide new operational data. Article Title
• Neutral Sentiment: Coverage linked SAP’s AI push to investor questions around Ariba procurement and Prismforce — signals investor scrutiny over AI monetization and integration complexity. Article Title

SAP Trading Down 3.3%

Shares of SAP stock opened at $183.92 on Thursday. The stock’s fifty day moving average price is $210.42 and its two-hundred day moving average price is $240.17. The company has a market cap of $225.95 billion, a PE ratio of 26.09, a P/E/G ratio of 2.12 and a beta of 1.18. SAP SE has a fifty-two week low of $183.69 and a fifty-two week high of $313.28. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.16 and a current ratio of 1.16.

SAP (NYSE:SAP) last posted its quarterly earnings results on Thursday, January 29th. The software maker reported $1.90 EPS for the quarter, topping analysts’ consensus estimates of $1.77 by $0.13. SAP had a return on equity of 16.54% and a net margin of 19.92%.The company had revenue of $11.36 billion during the quarter, compared to analysts’ expectations of $9.77 billion. During the same quarter in the previous year, the firm earned $1.40 EPS. SAP’s revenue was up 3.3% on a year-over-year basis. Equities analysts predict that SAP SE will post 6.55 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

SAP has been the subject of a number of analyst reports. Citigroup cut SAP from a “buy” rating to a “hold” rating in a research note on Friday, January 30th. Weiss Ratings lowered SAP from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday. Santander raised SAP to a “neutral” rating in a report on Tuesday, February 3rd. Piper Sandler started coverage on SAP in a report on Tuesday, February 3rd. They set an “overweight” rating on the stock. Finally, Zacks Research cut SAP from a “strong-buy” rating to a “hold” rating in a research report on Thursday, March 5th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $305.75.

SAP 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.