FY2026 Earnings Forecast for SAP Issued By Erste Group Bank

SAP SE (NYSE:SAP) – Equities researchers at Erste Group Bank lifted their FY2026 EPS estimates for SAP in a note issued to investors on Wednesday, July 15th. Erste Group Bank analyst H. Engel now forecasts that the software maker will post earnings per share of $8.24 for the year, up from their previous estimate of $8.20. The consensus estimate for SAP’s current full-year earnings is $8.30 per share. Erste Group Bank also issued estimates for SAP’s FY2027 earnings at $9.61 EPS.

SAP (NYSE:SAP) last posted its earnings results on Friday, February 27th. The software maker reported $1.99 earnings per share (EPS) for the quarter. The firm had revenue of $11.06 billion during the quarter. SAP had a net margin of 20.08% and a return on equity of 17.31%.

Several other equities research analysts have also issued reports on the stock. Wall Street Zen lowered shares of SAP from a “buy” rating to a “hold” rating in a research note on Saturday, May 16th. BMO Capital Markets lowered their target price on shares of SAP from $210.00 to $200.00 and set an “outperform” rating on the stock in a research report on Friday, April 24th. The Goldman Sachs Group restated a “buy” rating and set a $265.00 target price on shares of SAP in a report on Wednesday, June 10th. TD Cowen reduced their price target on SAP from $230.00 to $210.00 and set a “buy” rating for the company in a research report on Friday. Finally, Barclays upped their price target on SAP from $256.00 to $257.00 and gave the stock an “overweight” rating in a research note on Monday, April 27th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $271.17.

SAP Stock Performance

Shares of SAP opened at $159.09 on Monday. The firm has a market cap of $195.44 billion, a price-to-earnings ratio of 21.50, a price-to-earnings-growth ratio of 1.82 and a beta of 1.14. The company’s fifty day moving average is $166.86 and its 200-day moving average is $187.14. The company has a quick ratio of 1.07, a current ratio of 1.07 and a debt-to-equity ratio of 0.11. SAP has a 12 month low of $148.06 and a 12 month high of $309.73.

Institutional Trading of SAP

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Sound Income Strategies LLC grew its stake in shares of SAP by 109.4% in the fourth quarter. Sound Income Strategies LLC now owns 111 shares of the software maker’s stock worth $26,000 after acquiring an additional 58 shares during the last quarter. Bayban bought a new stake in SAP in the 4th quarter valued at $28,000. Front Row Advisors LLC boosted its holdings in SAP by 362.5% in the 1st quarter. Front Row Advisors LLC now owns 185 shares of the software maker’s stock valued at $32,000 after purchasing an additional 145 shares during the period. Annis Gardner Whiting Capital Advisors LLC grew its position in SAP by 758.8% in the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 146 shares of the software maker’s stock worth $35,000 after purchasing an additional 129 shares during the last quarter. Finally, American National Bank & Trust increased its holdings in shares of SAP by 641.7% during the 4th quarter. American National Bank & Trust now owns 178 shares of the software maker’s stock worth $43,000 after purchasing an additional 154 shares during the period.

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.