Charles Brennan, an analyst from Jefferies, maintained the Buy rating on SAP SE. The associated price target remains the same with €290.00.
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Charles Brennan has given his Buy rating due to a combination of factors, primarily focusing on SAP SE’s leadership in artificial intelligence within Europe. He emphasizes the importance of maintaining this leadership position, suggesting that the potential risks associated with underinvestment in AI are greater than those of overinvestment.
Brennan’s analysis indicates that the company’s strategic focus should be on sustaining its leadership rather than solely concentrating on margin improvements. This perspective is informed by recent discussions with the CEO, which highlight the company’s commitment to investing in AI to preserve its competitive edge.
Brennan covers the Technology sector, focusing on stocks such as SAP SE, Dassault Systemes, and Capgemini SE. According to TipRanks, Brennan has an average return of 11.2% and a 65.59% success rate on recommended stocks.
In another report released today, TR | OpenAI – 4o also upgraded the stock to a Buy with a €280.00 price target.