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 7,245 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
62% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 76
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] → 866 (+22) [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: 284 | Existing positions reduced: 336
31% less call options, than puts
Call options by funds: $242M | Put options by funds: $349M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$308
3%
upside
Avg. target
$314
5%
upside
High target
$320
7%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Argus Research Joseph Bonner | 7%upside $320 | Buy Reiterated | 29 Apr 2025 |
Barclays Raimo Lenschow | 3%upside $308 | Overweight Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 37 articles about SAP published over the past 30 days
Neutral
PRNewsWire
11 hours ago
LG CNS showcases AI-Enhanced 'PerfecTwin ERP Edition' in the U.S. at SAP Sapphire 2025
Introduces new PerfecTwin ERP Edition with AI capabilities such as real transaction data generation for testing and automated removal of sensitive information Expands collaboration plans with SAP to provide technical enhanced services for cloud ERP advancement Plans to establish ERP delivery center in India to expand global ERP operations CEO Shin Gyoon Hyun joins SAP Sapphire panel session for the second consecutive year to discuss ERP innovation SEOUL, South Korea , May 22, 2025 /PRNewswire/ -- LG CNS, a leading AI transformation (AX) company in Korea, unveiled its latest AI-based ERP testing technology at SAP Sapphire 2025, SAP's annual global conference held in Orlando, Florida. SAP Sapphire brings together industry leaders, customers and partners from around the world to explore the latest technologies and innovations powered by SAP.
Neutral
Business Wire
1 day ago
Onapsis Unveils Major Platform Enhancements at SAP Sapphire
BOSTON--(BUSINESS WIRE)--Onapsis, the global leader in SAP cybersecurity and compliance, today announced significant updates to the Onapsis Platform, addressing the rising security challenges SAP customers face as they modernize their systems and migrate to SAP S/4HANA and RISE with SAP environments. These updates – spanning Control (application security testing), Defend (threat monitoring) and the Onapsis Platform's Security Advisor (SAP security posture and AI-driven guidance) – are set to de.
Positive
Zacks Investment Research
1 day ago
SAP & Accenture Unveil ADVANCE to Boost Cloud-First Transformation
SAP and Accenture jointly launch ADVANCE, offering an accelerated and strategic pathway to the cloud for businesses with annual revenues of up to $5 billion.
Neutral
PRNewsWire
2 days ago
SAP Reimagines How Enterprises Run With Business AI
AI Innovations Aim to Boost Business Productivity by Up to 30 Percent; Partnerships with Perplexity and Palantir Bring out Customers' Best ORLANDO, Fla. , May 20, 2025 /PRNewswire/ -- At its annual SAP Sapphire conference, SAP SE (NYSE: SAP) unveiled innovations and partnerships that put the power of Business AI in every user's hands, revolutionizing the way work gets done.
Neutral
Business Wire
2 days ago
Icertis and SAP Deepen Partnership to Accelerate Time to Value with AI-Powered Contract Intelligence
BELLEVUE, Wash.--(BUSINESS WIRE)--Icertis, the global leader in AI-powered contract intelligence, today announced plans to make its Icertis Contract Intelligence platform available as a solution extension under the name SAP Ariba Contract Intelligence by Icertis. SAP Solution Extensions undergo a premium qualification process, exclusive to SAP Solution Extensions, and are supported with available SAP support services. This milestone builds on the longstanding partnership between Icertis and SAP.
Neutral
GlobeNewsWire
3 days ago
Angles for SAP from insightsoftware Now Supports SAP Business Technology Platform (BTP) to Remove IT Blockers and Simplify Data Access
SAP BTP users can now drive efficient operations and smarter decisions using Angles for SAP and Lineos, AI powered by insightsoftware SAP BTP users can now drive efficient operations and smarter decisions using Angles for SAP and Lineos, AI powered by insightsoftware
Neutral
GlobeNewsWire
3 days ago
TrueCommerce EDI Achieves SAP® Certified Integration with RISE with SAP S/4HANA® Cloud
PITTSBURGH, May 19, 2025 (GLOBE NEWSWIRE) -- TrueCommerce announced today that its EDI solution has achieved SAP® certification as integrated with RISE with SAP S/4HANA® Cloud. The integration supports versions 2023 and newer of the S/4HANA Cloud Private Edition, and complements TrueCommerce's existing SAP-certified EDI integration with SAP S/4HANA Cloud Public Edition.
Neutral
GlobeNewsWire
3 days ago
TrueCommerce EDI Achieves SAP® Certified Integration with RISE with SAP S/4HANA® Cloud
PITTSBURGH, May 19, 2025 (GLOBE NEWSWIRE) -- TrueCommerce announced today that its EDI solution has achieved SAP® certification as integrated with RISE with SAP S/4HANA® Cloud. The integration supports versions 2023 and newer of the S/4HANA Cloud Private Edition, and complements TrueCommerce's existing SAP-certified EDI integration with SAP S/4HANA Cloud Public Edition.
Neutral
GlobeNewsWire
3 days ago
TrueCommerce EDI Achieves SAP® Certified Integration with RISE with SAP S/4HANA® Cloud
COVENTRY, England and PITTSBURGH , May 19, 2025 (GLOBE NEWSWIRE) -- TrueCommerce announced today that its EDI solution has achieved SAP® certification as integrated with RISE with SAP S/4HANA® Cloud. The integration supports versions 2023 and newer of the S/4HANA Cloud Private Edition, and complements TrueCommerce's existing SAP-certified EDI integration with SAP S/4HANA Cloud Public Edition.
Neutral
GlobeNewsWire
3 days ago
MIGNOW Announces Entry into U.S. Market to Accelerate SAP S/4HANA Migration Through AI Automation
Methodology Cuts Migration Timelines up to 5X, Reduces Project Costs as much as 70% versus Traditional Approaches MIAMI, May 19, 2025 (GLOBE NEWSWIRE) -- MIGNOW, a leading provider of AI-driven software migration solutions, today announced its official expansion into the U.S. market with the opening of its operational hub in Miami. Known for automating up to 80% of the migration effort from SAP ECC to SAP S/4HANA, MIGNOW is bringing its proven technology and expertise to help U.S. enterprises accelerate transformation with unmatched speed, accuracy, and cost efficiency.
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