SAP (SAP) Panoramica del titolo
SAP SE, insieme alle sue consociate, fornisce applicazioni aziendali e soluzioni di business in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 5/6 |
Premi
Analisi del rischio
Non sono stati rilevati rischi per SAP dai nostri controlli di rischio.
SAP Community Fair Values
Create NarrativeSee what 426 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Concorrenti di SAP SE
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | €136.78 |
| Massimo di 52 settimane | €267.10 |
| Minimo di 52 settimane | €130.62 |
| Beta | 0.74 |
| Variazione di 1 mese | -4.47% |
| Variazione a 3 mesi | -9.81% |
| Variazione di 1 anno | -47.38% |
| Variazione a 3 anni | 6.86% |
| Variazione a 5 anni | 15.47% |
| Variazione dall'IPO | 11,518.45% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Jul 01
SAP: Autonomous AI Suite Progress Will Support Future Upside
The analyst price target for SAP is revised from about €234 to about €214, reflecting a series of recent target cuts and mixed commentary from firms that see slower than expected AI adoption alongside ongoing efforts to close product gaps. Analyst Commentary Recent research on SAP highlights a split view, with some bullish analysts seeing room for upside tied to product execution and others taking a more cautious stance as they reassess growth and valuation assumptions.Articolo di analisi • Jun 18
SAP (XTRA:SAP) Stock Could Be 42.8% Undervalued After Its Cloud And AI Push
Recent news around SAP (XTRA:SAP) centers on its cloud and AI product push, including project44’s SAP endorsed logistics app and fresh security certifications. This gives investors new context for assessing the stock’s current pullback. See our latest analysis for SAP. Despite a steady stream of cloud, AI and security announcements in recent weeks, SAP’s share price has come under pressure, with the 7 day share price return down 5.69% and the year to date share price return down 30.09%. The 5...
Aggiornamento narrativa • Jun 17
SAP: Autonomous AI Execution In Core ERP Will Drive Future Repricing
The analyst price target for SAP stock has been revised lower by €20, as analysts factor in slower than expected AI adoption, along with company efforts to address gaps and accelerate AI-driven offerings. Analyst Commentary Recent research on SAP reflects a mixed backdrop, with several firms trimming price targets while still highlighting areas where the company could add value as AI offerings mature and execution around new products improves.Recent updates
Aggiornamento narrativa • Jul 01
SAP: Autonomous AI Suite Progress Will Support Future Upside
The analyst price target for SAP is revised from about €234 to about €214, reflecting a series of recent target cuts and mixed commentary from firms that see slower than expected AI adoption alongside ongoing efforts to close product gaps. Analyst Commentary Recent research on SAP highlights a split view, with some bullish analysts seeing room for upside tied to product execution and others taking a more cautious stance as they reassess growth and valuation assumptions.Articolo di analisi • Jun 18
SAP (XTRA:SAP) Stock Could Be 42.8% Undervalued After Its Cloud And AI Push
Recent news around SAP (XTRA:SAP) centers on its cloud and AI product push, including project44’s SAP endorsed logistics app and fresh security certifications. This gives investors new context for assessing the stock’s current pullback. See our latest analysis for SAP. Despite a steady stream of cloud, AI and security announcements in recent weeks, SAP’s share price has come under pressure, with the 7 day share price return down 5.69% and the year to date share price return down 30.09%. The 5...Aggiornamento narrativa • Jun 17
SAP: Autonomous AI Execution In Core ERP Will Drive Future Repricing
The analyst price target for SAP stock has been revised lower by €20, as analysts factor in slower than expected AI adoption, along with company efforts to address gaps and accelerate AI-driven offerings. Analyst Commentary Recent research on SAP reflects a mixed backdrop, with several firms trimming price targets while still highlighting areas where the company could add value as AI offerings mature and execution around new products improves.Aggiornamento narrativa • Jun 03
SAP: Autonomous AI Execution In Core ERP Will Unlock Future Upside
Analysts have edged down their average SAP price targets by roughly €20 to €50, reflecting slower than hoped AI adoption and lower published targets from several banks, even as some research still highlights the company as relatively resilient to AI disruption risk. Analyst Commentary Recent Street research on SAP clusters around cautious revisions to valuation targets alongside pockets of confidence in the company’s ability to execute on its AI roadmap and maintain relevance in core enterprise software.Aggiornamento narrativa • May 19
SAP: AI Adoption And Cloud Execution Will Drive Upside From Cautious Sentiment
Analysts have trimmed SAP's implied fair value to about €280 from roughly €281, reflecting a mix of modestly higher revenue growth and P/E assumptions, slightly lower profit margin expectations, and a series of recent price target cuts on the stock. Analyst Commentary Recent Street research on SAP has featured a mix of price target cuts, modest upward adjustments, and several rating changes, reflecting differing views on how the company is executing against its AI and cloud ambitions.Aggiornamento narrativa • May 04
SAP: Cloud And AI Execution Will Shape Recovery From Mixed Street Sentiment
Analyst price targets for SAP have been adjusted to €280.93 from €290.00, reflecting mixed recent Street research in which several firms trimmed targets while others raised or upgraded them based on differing views around growth, margins and appropriate P/E levels. Analyst Commentary Recent Street research on SAP presents a split view, with several firms trimming price targets or downgrading ratings while others highlight reasons to stay constructive.Aggiornamento narrativa • Apr 19
SAP: Cloud Execution And AI Resilience May Support Trough-Level Rebound
The analyst price target for SAP has been revised from about €314 to €290, as analysts lower valuation multiples such as the future P/E to €32.49 and adjust discount rate assumptions, while still reflecting slightly higher revenue growth and profit margin expectations in their models. Analyst Commentary Recent Street research on SAP shows a mix of lower price targets and rating changes, but the tone is not uniformly negative.Aggiornamento narrativa • Apr 05
SAP: Cloud Execution And AI Resilience Will Support Future Upside
The analyst price target for SAP has been reduced in line with recent Street moves that lowered targets into the €225 to €290 range, as analysts factor in updated fair value assumptions, a revised future P/E of about 29.5x, and ongoing debates around growth and AI disruption risk. Analyst Commentary Recent Street research on SAP reflects a mix of optimism and caution, with several firms adjusting price targets and, in a few cases, ratings.
Aggiornamento narrativa • Mar 21
SAP: Cloud Transition Execution And AI Resilience Will Drive Future Returns
The analyst fair value estimate for SAP has been reset from €222.94 to €178.44 as analysts trim price targets and assume a lower future P/E and revenue growth, while still highlighting resilience to AI disruption and steady margin expectations. Analyst Commentary Recent Street research on SAP shows a cluster of reduced price targets alongside a few more positive rating actions, which together feed into a more restrained view of upside.Aggiornamento narrativa • Mar 07
SAP: Cloud Conversion And AI Execution Will Drive Future Upside
The updated analyst price target for SAP moves lower to about €250 from roughly €282, as analysts factor in more moderate revenue growth assumptions, a slightly higher discount rate and a lower future P/E multiple, even as margin expectations edge higher and several firms trim price targets despite generally constructive ratings. Analyst Commentary Recent Street research on SAP shows a mix of optimism and caution, with several firms adjusting ratings and price targets while keeping a generally constructive stance on the equity story.Aggiornamento narrativa • Feb 20
SAP: AI And Cloud Progress May Support Trough-Level Rebound Ahead
Our updated analyst price target for SAP edges slightly lower by about €1 to €314. This reflects recent recalibrations from banks that cut their targets in Europe and the US while still highlighting solid long term fundamentals in revenue growth, profitability and P/E assumptions.
Aggiornamento narrativa • Feb 06
SAP: When Expectations Collide with Transformation
SAP: When Expectations Collide with Transformation Over the past days, SAP’s share price fell sharply—roughly 14% within a single week. At first glance, such a move suggests something has fundamentally gone wrong.Aggiornamento narrativa • Feb 06
SAP: AI And Cloud Execution May Support Trough-Level Rebound Potential
Our analyst fair value estimate for SAP has been adjusted from €330.00 to €315.00 as analysts update their assumptions around growth, margins and discount rates, reflecting a wave of recent target cuts and mixed rating changes across major banks and brokers. Analyst Commentary Street research around SAP has been mixed, with several price target cuts sitting alongside fresh upgrades and more constructive valuation comments.Aggiornamento narrativa • Jan 23
SAP: AI Partnerships And BlackLine Option May Support Future Upside
SAP's analyst fair value estimate has shifted from €345.00 to €330.00, as analysts adjust their targets in line with recent Street research that includes a lower Morgan Stanley price target, a higher JPMorgan target, and commentary suggesting a potential valuation trough. Analyst Commentary Recent Street research around SAP highlights a mix of caution and optimism, with more positive analysts pointing to potential upside in the shares despite adjustments to individual price targets.Aggiornamento narrativa • Jan 08
SAP: Cloud Conversion And EU AI Cloud Will Drive Future Upside
SAP's updated fair value estimate edges down to about $282.05 from $286.75, even as analysts raise price targets into a €310 to $348 range. This reflects mixed views that balance more cautious revenue assumptions with confidence in the company's cloud pipeline and long term positioning.Articolo di analisi • Dec 30
A Look At The Intrinsic Value Of SAP SE (ETR:SAP)
Key Insights SAP's estimated fair value is €252 based on 2 Stage Free Cash Flow to Equity Current share price of €208...Aggiornamento narrativa • Dec 21
SAP Cloud Transition And Legal Overhangs Are Expected To Shape Returns
Analysts have modestly lifted their price target for SAP, raising fair value to approximately $223 from about $217, as they factor in stronger expected revenue growth and higher future earnings multiples despite slightly lower margin assumptions. This view is supported by a series of recent Overweight and Outperform ratings along with upward target revisions.Aggiornamento narrativa • Dec 07
SAP: Cloud Conversion And BlackLine M&A Optionality Will Drive Future Upside
The analyst price target for SAP has inched lower by approximately $1 to about $287 per share, as analysts balance slightly higher discount rates and modestly trimmed valuation multiples against still constructive views on the company’s cloud driven growth trajectory and resilient long term positioning highlighted in recent research. Analyst Commentary Recent Street research reflects a predominantly constructive stance on SAP, with several upward price target revisions offset by a modest reduction from one firm.Aggiornamento narrativa • Nov 23
SAP: Ongoing Cloud Momentum And M&A Activity Will Drive Future Outperformance
Analysts have slightly adjusted SAP's price target downward to $287.58, reflecting marginal changes in financial forecasts. Recent research highlights ongoing resilience in the cloud business and a positive outlook despite conservative guidance.Aggiornamento narrativa • Nov 09
SAP: Cloud Transition And New Deal Activity Will Drive Durable Long-Term Gains
SAP's fair value price target was raised slightly from €288.14 to €288.67. Analysts point to resilient earnings visibility and ongoing cloud growth potential, despite mixed revenue guidance.Aggiornamento narrativa • Oct 26
Cloud Conversion And AI Integration Will Drive Market Confidence Amid Regulatory Risks
The analyst price target for SAP has been increased slightly from $287.60 to $288.14. Analysts cite improved revenue growth expectations and resilience in the company's cloud business, despite some caution around near-term guidance.Aggiornamento narrativa • Oct 12
AI Integration And Cloud Migration Will Unlock Future Opportunity
SAP's analyst price target has edged down from €291.91 to €287.60, as analysts cite a combination of modestly reduced revenue growth expectations and sustained profit margins. This comes amid a resilient but cautious outlook for the business.Aggiornamento narrativa • Aug 27
AI Integration And Cloud Migration Will Unlock Future Opportunity
Analysts raised SAP’s price target slightly to €290.95, citing robust Q2 results and confidence in its cloud transition, though concerns persist over macroeconomic risks and valuation. Analyst Commentary Bullish analysts highlight robust Q2 results with 12% revenue growth and a 34% increase in operating profit as key drivers for raising price targets.Articolo di analisi • Aug 07
Should You Investigate SAP SE (ETR:SAP) At €249?
XTRA:SAP 1 Year Share Price vs Fair Value Explore SAP's Fair Values from the Community and select yours Today we're...Articolo di analisi • Jul 25
SAP SE Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Last week, you might have seen that SAP SE ( ETR:SAP ) released its quarterly result to the market. The early response...Nuova narrativa • May 06
EU#1 - From German Startup to EU’s Biggest Company
R/2: Mainframe-based ERP
Nuova narrativa • Nov 07
Cloud Innovations And AI Drive Growth Amid Market Challenges For The Company
SAP's cloud and AI initiatives drive substantial revenue growth by enhancing services, customer engagement, and operational efficiency.Rendimenti per gli azionisti
| SAP | DE Software | DE Mercato | |
|---|---|---|---|
| 7D | -0.9% | -4.8% | -1.2% |
| 1Y | -47.4% | -47.2% | 0.5% |
Ritorno vs Industria: SAP ha trovato corrispondenza nel German Software che ha restituito -47.2 % nell'ultimo anno.
Rendimento vs Mercato: SAP ha avuto una performance inferiore al mercato German che ha registrato un rendimento 0.5 % nell'ultimo anno.
Volatilità dei prezzi
| SAP volatility | |
|---|---|
| SAP Average Weekly Movement | 6.5% |
| Software Industry Average Movement | 6.5% |
| Market Average Movement | 5.4% |
| 10% most volatile stocks in DE Market | 12.8% |
| 10% least volatile stocks in DE Market | 2.8% |
Prezzo delle azioni stabile: SAP non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato German.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di SAP è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1972 | 111,038 | Christian Klein | www.sap.com |
SAP SE, insieme alle sue consociate, fornisce applicazioni aziendali e soluzioni di business in tutto il mondo. Offre SAP S/4HANA, che fornisce funzionalità software per la finanza, la gestione dei rischi e dei progetti, gli acquisti, la produzione, la supply chain e la gestione degli asset, nonché la ricerca e lo sviluppo; le soluzioni SAP SuccessFactors per le risorse umane, che comprendono la gestione delle risorse umane, degli orari, delle buste paga, dei talenti e dell'esperienza dei dipendenti, nonché l'analisi e la pianificazione; e le soluzioni di gestione delle spese, che coprono le spese dirette e indirette, i viaggi e le spese e la gestione della forza lavoro esterna. L'azienda fornisce anche soluzioni SAP per la customer experience; la piattaforma SAP Business Technology, che consente a clienti e partner di creare, integrare e automatizzare applicazioni; e SAP Business Network, una piattaforma di collaborazione business-to-business che aiuta a digitalizzare i processi aziendali chiave lungo la supply chain e consente la comunicazione tra partner commerciali.
SAP SE Riepilogo dei fondamenti
| SAP statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | €159.63b |
| Utili (TTM) | €7.31b |
| Ricavi(TTM) | €37.34b |
21.8x
Rapporto P/E4.3x
Rapporto P/SSAP è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SAP Conto economico (TTM) | |
|---|---|
| Ricavi | €37.34b |
| Costo del fatturato | €9.81b |
| Profitto lordo | €27.53b |
| Altre spese | €20.22b |
| Utili | €7.31b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Jul 23, 2026
| Utile per azione (EPS) | 6.26 |
| Margine lordo | 73.72% |
| Margine di profitto netto | 19.58% |
| Rapporto debito/patrimonio netto | 17.3% |
Come si è comportato SAP nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.8%
Rendimento attuale del dividendo40%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/15 20:15 |
| Prezzo dell'azione a fine giornata | 2026/07/15 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
SAP SE è coperta da 63 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Knut Woller | Baader Helvea Equity Research |