In a report released today, Frederic Boulan from Bank of America Securities maintained a Buy rating on SAP SE, with a price target of €258.00.
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Frederic Boulan has given his Buy rating due to a combination of factors, notably SAP’s strong strategic position in the evolving AI and agentic ecosystem and its robust financial outlook. He sees SAP’s rich business data, semantic context, and compliance‑focused architecture as key competitive strengths that allow the company to support sophisticated AI agents in a secure, trusted environment despite intensifying competition from platforms such as Microsoft’s Copilot and Fabric.
At the same time, Boulan expects macro headwinds to temporarily pressure near‑term bookings but views SAP’s medium‑term fundamentals as compelling, with revenue growth projected to accelerate into the mid‑teens by 2026–2027 and to translate into an attractive multi‑year EPS compound growth profile. This combination of structural AI advantages, differentiated data infrastructure via Business Data Cloud, and accelerating earnings growth underpins his €258 price objective and supports his recommendation to Buy the shares.
According to TipRanks, Boulan is ranked #3152 out of 12068 analysts.
In another report released today, TipRanks – PerPlexity also reiterated a Buy rating on the stock with a €163.00 price target.