SAP SE

Report azionario XTRA:SAP

Capitalizzazione di mercato: €160.0b

SAP Gestione

Criteri Gestione verificati 3/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Christian Klein

Amministratore delegato

€16.2m

Compenso totale

Percentuale dello stipendio del CEO7.39%
Mandato del CEO8.5yrs
Proprietà del CEOn/a
Durata media del management2.9yrs
Durata media del Consiglio di amministrazione3.2yrs

Aggiornamenti recenti sulla gestione

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...
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Nuova narrativa • May 06

EU#1 - From German Startup to EU’s Biggest Company

R/2: Mainframe-based ERP
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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.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Christian Klein rispetto agli utili di SAP?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

€7b

Dec 31 2025€16m€1m

€7b

Sep 30 2025n/an/a

€7b

Jun 30 2025n/an/a

€7b

Mar 31 2025n/an/a

€6b

Dec 31 2024€19m€1m

€3b

Sep 30 2024n/an/a

€3b

Jun 30 2024n/an/a

€3b

Mar 31 2024n/an/a

€3b

Dec 31 2023€7m€1m

€4b

Sep 30 2023n/an/a

€3b

Jun 30 2023n/an/a

€3b

Mar 31 2023n/an/a

€3b

Dec 31 2022€9m€1m

€4b

Sep 30 2022n/an/a

€4b

Jun 30 2022n/an/a

€5b

Mar 31 2022n/an/a

€5b

Dec 31 2021€9m€1m

€7b

Sep 30 2021n/an/a

€6b

Jun 30 2021n/an/a

€6b

Mar 31 2021n/an/a

€5b

Dec 31 2020€10m€1m

€5b

Sep 30 2020n/an/a

€5b

Jun 30 2020n/an/a

€5b

Mar 31 2020n/an/a

€4b

Dec 31 2019€8m€790k

€3b

Compensazione vs Mercato: La retribuzione totale di Christian ($USD 18.56M ) è superiore alla media delle aziende di dimensioni simili nel mercato German ($USD 5.85M ).

Compensazione vs guadagni: La retribuzione di Christian è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Christian Klein (46 yo)

8.5yrs
Mandato
€16,245,000
Compensazione

Mr. Christian Klein has been the Chief Executive Officer of SAP SE since April 20, 2020 and its Member of Executive Board since January 1, 2018. Mr. Klein serves as Member of Supervisory Board at adidas AG...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Christian Klein
CEO & Member of Executive Board8.5yrs€16.25mNessun dato
Lars Lamade
Head of Global Sponsorships & Deputy Chairperson of the Supervisory Board9.4yrs€290.00kNessun dato
Dominik Asam
CFO & Member of Executive Board3.3yrs€2.53mNessun dato
Thomas Saueressig
Member of Executive Board6.7yrs€7.05mNessun dato
Sebastian Steinhaeuser
Chief Strategy Officer & COO and Member of Executive Board2.5yrs€2.13mNessun dato
Gina Vargiu-Breuer
Chief People Officer2.4yrs€2.53mNessun dato
Muhammad Alam
Lead Product Engineering & Member of Executive Board2.3yrs€2.25mNessun dato
Andreas Hahn
Chairperson of Works Council Europe & Works Council Europe Rep Member of Supervisory Boardno data€235.00kNessun dato
Jakub Cerny
Demand Manager & Works Council Europe Representative Member of Supervisory Boardno data€235.00kNessun dato
Pascal Demat
Solution Advisor HCM & Works Council Europe Representative Member of Supervisory Boardno data€235.00kNessun dato
Nina Strabner
Head of People Transformation Management & Works Council Europe Rep Member of Supervisory Board1.4yrs€285.00kNessun dato
Hasso Plattner
Co-Founderno data€179.20kNessun dato
2.9yrs
Durata media
49yo
Età media

Gestione esperta: Il team dirigenziale di SAP è considerato esperto (durata media dell'incarico 2.9 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Lars Lamade
Head of Global Sponsorships & Deputy Chairperson of the Supervisory Board24.3yrs€290.00kNessun dato
Andreas Hahn
Chairperson of Works Council Europe & Works Council Europe Rep Member of Supervisory Board2.3yrs€235.00kNessun dato
Jakub Cerny
Demand Manager & Works Council Europe Representative Member of Supervisory Board2.3yrs€235.00kNessun dato
Pascal Demat
Solution Advisor HCM & Works Council Europe Representative Member of Supervisory Board2.3yrs€235.00kNessun dato
Nina Strabner
Head of People Transformation Management & Works Council Europe Rep Member of Supervisory Board2.3yrs€285.00kNessun dato
Marielle Ehrmann
SVP, Chief Securityless than a yearNessun datoNessun dato
Pekka Ala-Pietilae
Independent Chair of Supervisory Board2.2yrs€600.00kNessun dato
Gerhard Oswald
Independent Supervisory Board Member7.5yrs€285.00kNessun dato
Xin-Zhe Li
Independent Member of Supervisory Board4.2yrs€295.00kNessun dato
Rouven Westphal
Independent Member of Supervisory Board5.2yrs€285.00kNessun dato
Friederike Rotsch
Independent Member of Supervisory Board8.2yrs€385.00kNessun dato
Aicha Evans
Independent Member of Supervisory Board9yrs€285.00kNessun dato
3.2yrs
Durata media
55yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SAP sono considerati esperti (durata media dell'incarico 3.2 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/14 11:54
Prezzo dell'azione a fine giornata2026/07/14 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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.

AnalistaIstituzione
Adam ShepherdArete Research Services LLP
Joseph BonnerArgus Research Company
Knut WollerBaader Helvea Equity Research