SAP SE (US) (SAP)
NYSE:SAP
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SAP Stock Chart & Stats
$181.22
$2.29(0.92%)
At close: 4:00 PM EST
$181.22
$2.29(0.92%)
Day’s Range― - ―
52-Week Range$158.58 - $313.28
Previous CloseN/A
Volume402.75K
Average Volume (3M)3.53M
Market Cap
$189.56B
Enterprise Value$171.63B
Total Cash (Recent Filing)$10.04B
Total Debt (Recent Filing)$0.00
Price to Earnings (P/E)21.8
Beta0.94
Next Earnings
Jul 23, 2026EPS Estimate
2.07Next Dividend Ex-DateN/A
Dividend Yield1.07%
Share Statistics
EPS (TTM)6.41
Shares Outstanding1,228,504,300
10 Day Avg. Volume3,727,567
30 Day Avg. Volume3,526,500
Financial Highlights & Ratios
PEG Ratio0.27
Price to Book (P/B)5.39
Price to Sales (P/S)6.55
P/FCF Ratio30.37
Enterprise Value/Market Cap0.91
Enterprise Value/Revenue4.60
Enterprise Value/Gross Profit6.31
Enterprise Value/Ebitda13.92
Forecast
1Y Price Target
$250.32Price Target Upside38.13% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering7
EPS Forecast (FY)8.45
Revenue Forecast (FY)$46.99B
Bulls Say, Bears Say
Bulls Say
Cloud Backlog And Recurring RevenueA large, growing cloud backlog provides durable forward revenue visibility and underpins recurring subscription cash flows. EUR 21.9bn of backlog and double-digit cloud growth support predictable SaaS revenue conversion, smoothing cyclicality from one‑time license sales.
High Margins And Improving Operating ProfitabilitySustained ~75% cloud gross margins and a 30% operating margin indicate scalable unit economics for cloud ERP and AI services. Strong margin structure supports reinvestment into product and AI, funds efficiency targets, and preserves free cash flow even as the company transitions revenue mix.
Conservative Balance Sheet And Solid Cash GenerationA very conservative balance sheet with negligible reported debt gives SAP financial flexibility to fund M&A, R&D and buybacks without stressing liquidity. Combined with historically strong free cash flow, this supports sustainable investment in cloud, AI and shareholder returns over the medium term.
Bears Say
Geopolitical Risk ExposureDependence on global enterprise spending makes SAP vulnerable to prolonged geopolitical disruption. Management explicitly tied the outlook to near‑term de‑escalation; supply‑chain shocks or regional instability could reduce bookings, delay large implementations and compress near‑term growth visibility.
Sharp Decline In Software License RevenueA 33% drop in perpetual license sales reflects the structural shift to cloud but creates near‑term revenue and cash‑timing headwinds. The migration reduces one‑time inflows and requires successful upsell to subscriptions; execution gaps or slower conversion can depress aggregate revenue and serviceable margin profiles.
Services Pressure And Cash Conversion VariabilityServices revenue softness from migration tooling and deliberate adoption investments, combined with sub‑par cash conversion and recent negative TTM FCF growth, signal variability in cash generation. That can constrain reinvestment, increase sensitivity to efficiency targets and elevate reliance on M&A to sustain growth.
SAP FAQ
What was SAP SE (US)’s price range in the past 12 months?
SAP SE (US) lowest stock price was $158.58 and its highest was $313.28 in the past 12 months.
What is SAP SE (US)’s market cap?
SAP SE (US)’s market cap is $189.56B.
When is SAP SE (US)’s upcoming earnings report date?
SAP SE (US)’s upcoming earnings report date is Jul 23, 2026 which is in 39 days.
How were SAP SE (US)’s earnings last quarter?
SAP SE (US) released its earnings results on Apr 23, 2026. The company reported $2.013 earnings per share for the quarter, beating the consensus estimate of $1.932 by $0.081.
Is SAP SE (US) overvalued?
According to Wall Street analysts SAP SE (US)’s price is currently Undervalued.
Does SAP SE (US) pay dividends?
SAP SE (US) pays a Annually dividend of $2.941 which represents an annual dividend yield of 1.07%. See more information on SAP SE (US) dividends here
What is SAP SE (US)’s EPS estimate?
SAP SE (US)’s EPS estimate is 2.07.
How many shares outstanding does SAP SE (US) have?
SAP SE (US) has 1,228,504,300 shares outstanding.
What happened to SAP SE (US)’s price movement after its last earnings report?
SAP SE (US) reported an EPS of $2.013 in its last earnings report, beating expectations of $1.932. Following the earnings report the stock price went up 7.357%.
Which hedge fund is a major shareholder of SAP SE (US)?
Currently, no hedge funds are holding shares in SAP
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
SAP SE Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
$250.32 (38.13% Upside)
$250.32 (38.13% Upside)
Blogger Sentiment
Bullish
SAP Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 4.1M Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Positive
Last 7 Days ▲ 0.2%
Last 30 Days ▲ 3.6%
Last 30 Days ▲ 3.6%
News Sentiment
Bearish
Bullish news 39%
Bearish news 67%
Bearish news 67%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-44.90%
12-Months-Change
Fundamentals
Return on Equity
17.25%
Trailing 12-Months
Asset Growth
3.61%
Trailing 12-Months
Company Description
SAP SE (US)
SAP SE, founded in Walldorf, Germany, in 1972, is a global provider of diverse software applications, technology, and services. The company's core enterprise resource planning (ERP) platform, SAP S/4HANA, offers robust functionalities for finance, risk management, project execution, procurement, manufacturing, supply chain optimization, asset management, and research and development. For human resources, SAP delivers SuccessFactors solutions, which encompass HR and payroll, talent and employee experience management, and comprehensive people and workforce analytics. Additionally, SAP provides spend management tools designed to handle direct and indirect expenditures, travel and expense reporting, and external workforce administration. SAP further extends its portfolio with customer experience solutions and the SAP Business Technology Platform, empowering both clients and partners to develop, integrate, and automate applications. Its SAP Business Network serves as a crucial business-to-business collaboration platform, digitizing key supply chain processes and facilitating seamless communication among trading partners. The company also offers SAP Signavio for discovering, analyzing, and enhancing business process operations, alongside modular industry-specific cloud solutions. Through Taulia, SAP provides working capital management solutions, helping customers improve liquidity visibility and mitigate the effects of inflation. Completing its extensive offerings, SAP also provides a range of sustainability solutions and services.
SAP Company Deck
SAP Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented multiple strong operational and financial achievements: double-digit total revenue growth (+12% to EUR 9.6B), robust cloud momentum (+27% cloud revenue, +25% cloud backlog), material profitability gains (non-IFRS operating profit +24%, 30% operating margin), strong customer wins and demonstrable AI-driven customer and internal productivity gains. These positives are tempered by macro and geopolitical uncertainty (Middle East conflict, potential Strait of Hormuz disruption), a planned modest deceleration in cloud growth, a sharp decline in software licenses (-33%), and near-term services revenue pressure. Management reiterated full-year guidance but noted it is contingent on a near-term stabilization and on contributions from the Reltio acquisition. Overall, the operational and financial strengths outweigh the risks discussed, though meaningful uncertainty remains.View all SAP earnings summariesSAP Stock 12 Month Forecast
Average Price Target
$250.32
▲(38.13% Upside)
Technical Analysis
Ownership Overview
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Insiders
0.65% Mutual Funds
3.57% Other Institutional Investors
95.52% Public Companies and Individual Investors