SAP SE (NYSE:SAP) Receives $288.00 Average Price Target from Brokerages

Shares of SAP SE (NYSE:SAP) have received a consensus recommendation of “Moderate Buy” from the twenty ratings firms that are covering the stock, Marketbeat.com reports. Seven equities research analysts have rated the stock with a hold rating, twelve have assigned a buy rating and one has given a strong buy rating to the company. The average 1 year target price among brokers that have updated their coverage on the stock in the last year is $283.40.

SAP has been the topic of a number of research analyst reports. Wall Street Zen lowered SAP from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. Weiss Ratings lowered shares of SAP from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, March 16th. Barclays increased their price objective on shares of SAP from $256.00 to $257.00 and gave the stock an “overweight” rating in a report on Monday, April 27th. Piper Sandler lowered shares of SAP from an “overweight” rating to a “neutral” rating in a report on Tuesday, April 14th. Finally, Santander raised shares of SAP from a “neutral” rating to an “outperform” rating in a report on Friday, April 24th.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Dara Capital US Inc. bought a new position in shares of SAP in the 4th quarter valued at about $3,342,000. Oppenheimer Asset Management Inc. boosted its stake in shares of SAP by 15.2% in the 3rd quarter. Oppenheimer Asset Management Inc. now owns 53,410 shares of the software maker’s stock valued at $14,272,000 after purchasing an additional 7,066 shares during the last quarter. Seaview Investment Managers LLC boosted its stake in shares of SAP by 191.4% in the 3rd quarter. Seaview Investment Managers LLC now owns 11,744 shares of the software maker’s stock valued at $3,138,000 after purchasing an additional 7,714 shares during the last quarter. CIBC Bancorp USA Inc. bought a new position in shares of SAP in the 3rd quarter valued at about $32,760,000. Finally, Dash Acquisitions Inc. boosted its position in shares of SAP by 8.7% in the 4th quarter. Dash Acquisitions Inc. now owns 78,880 shares of the software maker’s stock worth $19,161,000 after purchasing an additional 6,315 shares during the last quarter.

Key Headlines Impacting SAP

Here are the key news stories impacting SAP this week:

• Positive Sentiment: SAP and Deloitte launched an AI-led delivery center in Bengaluru that could add up to 500 AI specialists, reinforcing SAP’s push into enterprise AI and expanding its India talent base. Deloitte-SAP launch Bengaluru hub, to add up to 500 AI specialists
• Positive Sentiment: SAP is highlighting India as a major future AI market, with CEO Christian Klein saying the country could become a frontrunner in applying AI in industry, which supports the company’s long-term growth narrative there. SAP CEO Christian Klein says India a future AI frontrunner
• Positive Sentiment: SAP released patches for multiple critical vulnerabilities, which may help reduce security risk for customers and protect enterprise confidence in its software platform. Ivanti, Fortinet, and SAP Release Patches for Multiple Critical Vulnerabilities
• Neutral Sentiment: SAP’s presentation at the Bank of America Global Research C-Suite TMT Conference likely offered updates on strategy and operations, but no major new catalyst was evident from the transcript headline alone. SAP SE (SAP) Presents at Bank of America Global Research C-Suite TMT Conference Transcript
• Negative Sentiment: SAP shares weakened after Oracle unveiled aggressive AI investment plans, stoking concerns that a rival could spend heavily to compete more directly in enterprise software and AI. SAP shares retreat after Oracle unveils aggressive AI investment plans (SAP)
• Negative Sentiment: Goldman Sachs reportedly lowered its gross margin forecast for SAP, citing rising hardware costs, which could pressure profitability expectations. SAP falls as Goldman lowers gross margin forecast on rising hardware costs
• Negative Sentiment: Separately, SAP’s stock was also hit by the broader software-sector reaction to Oracle’s spending surge, with investors interpreting the higher AI capex environment as a potential threat to margins and competition. SAP stock tumbles 3%: why Oracle’s AI capex surge is hitting software shares

SAP Stock Down 3.9%

NYSE SAP opened at $163.59 on Friday. The firm has a market cap of $200.97 billion, a PE ratio of 22.11, a price-to-earnings-growth ratio of 1.90 and a beta of 1.12. SAP has a one year low of $158.58 and a one year high of $313.28. The stock’s 50 day simple moving average is $174.11 and its 200 day simple moving average is $202.83. The company has a debt-to-equity ratio of 0.11, a current ratio of 1.07 and a quick ratio of 1.07.

SAP (NYSE:SAP) last released its quarterly earnings results on Friday, February 27th. The software maker reported $1.99 EPS for the quarter. The business had revenue of $11.06 billion for the quarter. SAP had a return on equity of 17.31% and a net margin of 20.08%. As a group, sell-side analysts forecast that SAP will post 8.39 earnings per share for the current fiscal year.

SAP Increases Dividend

The business also recently disclosed an annual dividend, which was paid on Friday, May 15th. Shareholders of record on Tuesday, May 5th were issued a dividend of $2.9291 per share. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a yield of 170.0%. This is an increase from SAP’s previous annual dividend of $2.54. SAP’s payout ratio is currently 28.92%.

About SAP

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.