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 that highlight SAP SE’s strong performance and potential for growth. The company’s second-quarter results for 2025 exceeded expectations, particularly in terms of cloud revenue growth, which accelerated significantly compared to the previous quarter. This growth was achieved despite facing foreign exchange challenges, indicating robust underlying business strength.
Moreover, SAP’s cloud and software revenue growth outpaced market consensus, supported by a smaller-than-expected decline in license sales. The company’s effective cost management also contributed to a notable improvement in EBIT and free cash flow, underscoring its operational efficiency. These positive financial indicators suggest a favorable outlook for SAP, justifying the Buy rating.
In another report released on July 18, Kepler Capital also maintained a Buy rating on the stock with a €285.00 price target.