SAP
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: 108,929
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
144% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 66
11% more capital invested
Capital invested by funds: $19.7B [Q1] → $21.8B (+$2.17B) [Q2]
9% more funds holding
Funds holding: 875 [Q1] → 953 (+78) [Q2]
1% more repeat investments, than reductions
Existing positions increased: 334 | Existing positions reduced: 330
0% more funds holding in top 10
Funds holding in top 10: 15 [Q1] → 15 (+0) [Q2]
0.09% less ownership
Funds ownership: 5.94% [Q1] → 5.85% (-0.09%) [Q2]
3% less call options, than puts
Call options by funds: $325M | Put options by funds: $334M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
|
Barclays
Raimo Lenschow
|
$322
|
Overweight
Maintained
|
25 Jul 2025 |
|
JMP Securities
Patrick Walravens
|
$375
|
Market Outperform
Maintained
|
23 Jul 2025 |
Financial journalist opinion
Based on 17 articles about SAP published over the past 30 days
