SAP (SAP) Hisse Özeti
SAP SE, iştirakleriyle birlikte dünya çapında kurumsal uygulama ve iş çözümleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 5/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 5/6 |
Ödüller
Risk Analizi
Risk kontrollerimizden SAP için herhangi bir risk tespit edilmedi.
SAP Community Fair Values
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Analyst Price Targets
Top Community Narratives
SAP SE Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | €150.00 |
| 52 Haftanın En Yüksek Seviyesi | €273.55 |
| 52 Haftanın En Düşük Seviyesi | €135.44 |
| Beta | 0.71 |
| 1 Aylık Değişim | 0.70% |
| 3 Aylık Değişim | -12.90% |
| 1 Yıllık Değişim | -43.03% |
| 3 Yıllık Değişim | 22.77% |
| 5 Yıllık Değişim | 31.44% |
| Halka arzdan bu yana değişim | 12,641.40% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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 ).Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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.Analiz Makalesi • 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.Yeni Anlatı • May 06
EU#1 - From German Startup to EU’s Biggest Company
R/2: Mainframe-based ERP
Yeni Anlatı • 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.Hissedar Getirileri
| SAP | DE Software | DE Pazar | |
|---|---|---|---|
| 7D | -2.2% | -3.2% | 2.8% |
| 1Y | -43.0% | -42.7% | 1.4% |
Getiri vs. Endüstri: SAP geçen yıl boyunca % -42.7 oranında getiri sağlayan German Software sektörüyle eşleşti.
Getiri vs Piyasa: SAP geçen yıl % 1.4 oranında getiri sağlayan German Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| 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% |
İstikrarlı Hisse Senedi Fiyatı: SAP son 3 ayda German piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: SAP 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1972 | 111,038 | Christian Klein | www.sap.com |
SAP SE, iştirakleri ile birlikte dünya çapında kurumsal uygulama ve iş çözümleri sunmaktadır. Finans, risk ve proje yönetimi, satın alma, üretim, tedarik zinciri ve varlık yönetimi ve araştırma ve geliştirme için yazılım yetenekleri sağlayan SAP S/4HANA; İK, zaman, bordro, yetenek ve çalışan deneyimi yönetimi ve analitik ve planlama dahil olmak üzere insan kaynakları için SAP SuccessFactors çözümleri ve doğrudan ve dolaylı harcama, seyahat ve gider ve dış işgücü yönetimini kapsayan harcama yönetimi çözümleri sunmaktadır. Şirket ayrıca SAP müşteri deneyimi çözümleri; müşterilerin ve iş ortaklarının uygulamalar oluşturmasını, entegre etmesini ve otomatikleştirmesini sağlayan SAP Business Technology platformu ve tedarik zinciri boyunca önemli iş süreçlerini dijitalleştirmeye yardımcı olan ve ticaret ortakları arasında iletişim sağlayan bir işletmeler arası işbirliği platformu olan SAP Business Network sunmaktadır.
SAP SE Temel Bilgiler Özeti
| SAP temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | €175.13b |
| Kazançlar(TTM) | €7.31b |
| Gelir(TTM) | €37.34b |
23.9x
F/K Oranı4.7x
P/S OranıSAP aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| SAP gelir tablosu (TTM) | |
|---|---|
| Gelir | €37.34b |
| Gelir Maliyeti | €9.81b |
| Brüt Kâr | €27.53b |
| Diğer Giderler | €20.22b |
| Kazançlar | €7.31b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Jul 23, 2026
| Hisse başına kazanç (EPS) | 6.26 |
| Brüt Marj | 73.72% |
| Net Kâr Marjı | 19.58% |
| Borç/Özkaynak Oranı | 17.3% |
SAP uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
1.7%
Mevcut Temettü Verimi40%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/27 01:07 |
| Gün Sonu Hisse Fiyatı | 2026/05/27 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
SAP SE 65 Bu analistlerden 21, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Knut Woller | Baader Helvea Equity Research |