SAPSAP
SAP
About: Founded in Germany in 1972 by former IBM employees, SAP is the world's largest provider of enterprise application software. Known as the leader in enterprise resource planning software, SAP's portfolio also includes software for supply chain management, procurement, travel and expense management, and customer relationship management, among others. The company operates in more than 180 countries and has more than 400,000 customers, approximately 80% of which are small to medium-size enterprises.
Employees: 108,133
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
67% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 75
25% more funds holding in top 10
Funds holding in top 10: 12 [Q4 2024] → 15 (+3) [Q1 2025]
12% more capital invested
Capital invested by funds: $17.6B [Q4 2024] → $19.7B (+$2.06B) [Q1 2025]
3% more funds holding
Funds holding: 844 [Q4 2024] → 871 (+27) [Q1 2025]
0.21% more ownership
Funds ownership: 5.73% [Q4 2024] → 5.94% (+0.21%) [Q1 2025]
15% less repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 335
31% less call options, than puts
Call options by funds: $242M | Put options by funds: $349M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$308
5%
upside
Avg. target
$322
10%
upside
High target
$330
12%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
BMO Capital Keith Bachman | 12%upside $330 | Outperform Maintained | 23 May 2025 |
JMP Securities Patrick Walravens | 12%upside $330 | Market Outperform Reiterated | 23 May 2025 |
Argus Research Joseph Bonner | 9%upside $320 | Buy Reiterated | 29 Apr 2025 |
Barclays Raimo Lenschow | 5%upside $308 | Overweight Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 24 articles about SAP published over the past 30 days
Positive
Seeking Alpha
3 days ago
SAP: Forget The 'F' Valuation, This Is A 'Buy'
SAP SE has reinvented itself with aggressive cloud investments, driving double-digit revenue growth and a 60% surge in operating profit. The new Business Data Cloud and AI partnership with Mistral and Capgemini position SAP for long-term growth, especially in regulated industries. SAP's premium valuation is justified by its growth, profitability, and momentum compared to peers like Microsoft, Oracle, and Salesforce.
Neutral
Business Wire
3 days ago
Outreach Partners with SAP to Accelerate Enterprise Revenue Workflows
SEATTLE--(BUSINESS WIRE)--Outreach, the AI Revenue Workflow Platform, today announced its participation in the SAP PartnerEdge program, along with a new integration with SAP Sales Cloud. Through this integration, SAP Sales Cloud users can now access Outreach's full platform directly within the SAP environment. Sellers can execute Outreach tasks, manage prospecting activities, and operate within their existing SAP workflows, eliminating the need to toggle between platforms and increasing efficie.
Neutral
GlobeNewsWire
4 days ago
Lucasys Income Tax Suite Launches on SAP® Store
ATLANTA, June 10, 2025 (GLOBE NEWSWIRE) -- Lucasys, a leading cloud software and service provider for rate-regulated utilities, today announced that its suite of tax applications – including Lucasys Tax Depreciation, Deferred Tax, TBBS, and Copilot – is now available on the SAP® Store, the digital marketplace for SAP and partner offerings. This milestone follows Lucasys' recent partnership within the SAP® PartnerEdge® Open Ecosystem.
Neutral
Business Wire
1 week ago
Phenom Announces Expanded Partnership with SAP; Phenom Intelligent Talent Experience is Now an SAP Endorsed App on the SAP Store
PHILADELPHIA--(BUSINESS WIRE)-- #HRTech--Phenom Announces Expanded Partnership with SAP; Phenom Intelligent Talent Experience is Now an SAP Endorsed App on the SAP Store.
Negative
Reuters
1 week ago
Russian billionaire says replacement of SAP software is costly but essential
Russian steel billionaire Alexey Mordashov said that developing a homegrown alternative to the widely-used business software made by Germany's SAP will require more time and money than anticipated but is a matter of survival.
Neutral
Seeking Alpha
1 week ago
SAP SE (SAP) Presents at BNP Paribas Exane 27th CEO Conference Call Transcript
SAP SE (NYSE:SAP ) BNP Paribas Exane 27th CEO Conference Call June 3, 2025 5:45 AM ET Company Participants Christian Klein - Chief Executive Officer Conference Call Participants Unidentified Analyst - BNP Paribas Exane Unidentified Analyst Okay. In the interest of time, we'll get started just while the last few seats are filled.
Neutral
GlobeNewsWire
1 week ago
SAP positioned as the Leader in the 2025 SPARK Matrix: Digital Twin of an Organization Solution by QKS Group
Middleton, Massachusetts, June 02, 2025 (GLOBE NEWSWIRE) -- QKS Group announced that it has named SAP as a Leader in the analysis of the global SPARK Matrix™: Digital Twin of an Organization Solution, 2025.
Neutral
Seeking Alpha
2 weeks ago
Taysha: TSHA-102 Presses On With IND Part B Protocol And SAP Amendments
Taysha Gene Therapies, Inc. achieved positive updated data from Part A of the phase 1/2 REVEAL study using TSHA-102 to treat patients with Rett Syndrome. Alignment gained with FDA on IND amendments to be submitted to begin pivotal part B study of TSHA-102 for the treatment of patients with Rett Syndrome. The global market for Rett Syndrome in the 7 major markets is expected to reach $441.5 million by 2035.
Neutral
PRNewsWire
2 weeks ago
SAP Executives to Participate in Upcoming Investor Events
WALLDORF, Germany , May 28, 2025 /PRNewswire/ -- SAP SE (NYSE: SAP) today announced the participation of its executives at the following event. This event will be webcast, and a replay will be made available shortly after the event on the SAP Investor Relations website: https://www.sap.com/investors/en/calendar.html BNP Paribas Exane CEO Conference, Paris Christian Klein, CEO and member of the SAP Executive Board will hold a Fireside Chat at the event.
Positive
Reuters
2 weeks ago
Capgemini and SAP partner with Mistral to deploy AI for sensitive sectors
French IT firm Capgemini said on Monday it was partnering with Germany's SAP to deploy custom Mistral AI solutions for sensitive industries.
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