SAP（SAP）株式概要
SAP SEはその子会社とともに、エンタープライズ・アプリケーションとビジネス・ソリューションを世界中に提供している。 詳細
報酬
リスク分析
リスクチェックの結果、SAP 、リスクは検出されなかった。
SAP Community Fair Values
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Analyst Price Targets
Top Community Narratives
SAP SE 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €151.46 |
| 52週高値 | €273.55 |
| 52週安値 | €135.44 |
| ベータ | 0.71 |
| 1ヶ月の変化 | 2.84% |
| 3ヶ月変化 | -9.19% |
| 1年変化 | -42.99% |
| 3年間の変化 | 24.07% |
| 5年間の変化 | 32.95% |
| IPOからの変化 | 12,765.41% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • Apr 23
SAP SE (SAP): The Cloud Transition and the Business AI Surge
SAP SE (SAP) , the cornerstone of European enterprise software and Germany’s most valuable technology company, enters Thursday, April 23, 2026 , following its Q1 2026 earnings release earlier this morning. The company delivered a resilient performance in its home currency, reporting total revenue of €9.56 billion , a 6% year-over-year increase (and 12% at constant currencies ).ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • Jul 07
Calculating The Intrinsic Value Of SAP SE (ETR:SAP)
Key Insights Using the 2 Stage Free Cash Flow to Equity, SAP fair value estimate is €279 With €256 share price, SAP...分析記事 • Jun 10
Weekly Picks: 📊 OXY's Diversification Strategy, AGX's Tailwinds, and SAP's Valuation Risks
This week's picks cover: Occidental’s 10 year vision to become an energy powerhouse, why Argan’s success will come from its tailwinds and management team, plus, why SAP’s price today may not be the best entry point.分析記事 • Jun 10
OXY's
This week's picks cover: Occidental’s 10 year vision to become an energy powerhouse, why Argan’s success will come from its tailwinds and management team, and why SAP’s price today may not be the best entry point.新しいナラティブ • May 06
EU#1 - From German Startup to EU’s Biggest Company
R/2: Mainframe-based ERP
新しいナラティブ • 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.株主還元
| SAP | DE Software | DE 市場 | |
|---|---|---|---|
| 7D | -3.4% | -3.2% | 2.8% |
| 1Y | -43.0% | -42.7% | 1.4% |
業界別リターン: SAP過去 1 年間で-42.7 % のリターンをもたらしたGerman Software業界と一致しました。
リターン対市場: SAPは、過去 1 年間で1.4 % のリターンを上げたGerman市場を下回りました。
価格変動
| SAP volatility | |
|---|---|
| SAP Average Weekly Movement | 5.6% |
| Software Industry Average Movement | 6.5% |
| Market Average Movement | 6.0% |
| 10% most volatile stocks in DE Market | 12.8% |
| 10% least volatile stocks in DE Market | 2.7% |
安定した株価: SAP 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SAPの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1972 | 111,038 | Christian Klein | www.sap.com |
SAP SEは、その子会社と共に、エンタープライズ・アプリケーションとビジネス・ソリューションを世界中に提供している。財務、リスク・プロジェクト管理、調達、製造、サプライチェーン・資産管理、研究開発などのソフトウェア機能を提供するSAP S/4HANA、人事、時間、給与、人材、従業員経験管理、分析・計画などの人事向けソリューションSAP SuccessFactors、直接・間接支出、出張・経費、外部労働力管理などの支出管理ソリューションを提供している。また、SAP Customer Experience ソリューション、顧客とパートナーによるアプリケーションの構築、統合、自動化を可能にする SAP Business Technology プラットフォーム、サプライチェーン全体の主要なビジネスプロセスのデジタル化を支援し、取引パートナー間のコミュニケーションを可能にする企業間コラボレーションプラットフォームである SAP Business Network も提供している。また、SAP Signavioは、顧客のビジネスプロセス業務の発見、分析、理解を支援し、Industry Solutionsは、顧客とパートナーに業界に特化したソリューションを提供し、SAP LeanIXは、現状のエンタープライズアーキテクチャを可視化し、相互依存関係とIT近代化の潜在的な影響を評価し、確立されたプラクティスと詳細なロードマップを使用して目標ランドスケープへの移行を管理する。さらに同社は、様々なアプリケーションのワークフローを実行するWalkMe、SAPワークフローに組み込まれたeラーニングコンテンツを提供するSAP Enable Now、企業が適切なキャッシュフロー戦略を策定・提供し、流動性の課題に合わせて柔軟に調整できるよう支援する運転資本管理のためのTauliaソリューション、持続可能性に関するソリューションとサービスを提供している。さらに、サービスやサポートソリューションも提供している。SAP SEは1972年に設立され、ドイツのヴァルドルフに本社を置いている。
SAP SE 基礎のまとめ
| SAP 基礎統計学 | |
|---|---|
| 時価総額 | €177.07b |
| 収益（TTM） | €7.31b |
| 売上高(TTM) | €37.34b |
24.2x
PER（株価収益率4.7x
P/SレシオSAP は割高か？
公正価値と評価分析を参照収益と収入
| SAP 損益計算書（TTM） | |
|---|---|
| 収益 | €37.34b |
| 売上原価 | €9.81b |
| 売上総利益 | €27.53b |
| その他の費用 | €20.22b |
| 収益 | €7.31b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 23, 2026
| 一株当たり利益（EPS） | 6.26 |
| グロス・マージン | 73.72% |
| 純利益率 | 19.58% |
| 有利子負債／自己資本比率 | 17.3% |
SAP の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.7%
現在の配当利回り40%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 21:38 |
| 終値 | 2026/05/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
SAP SE 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。65
| アナリスト | 機関 |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Knut Woller | Baader Helvea Equity Research |