
SAP SE (SAP) Stock Forecast & Price Target
SAP SE (SAP) Analyst Ratings
Bulls say
SAP has demonstrated a significant embrace of its cloud offerings, with 59% of companies now fully or partially utilizing SAP S/4HANA, reflecting a 13 percentage point increase from the previous year. The company's revised fiscal 2025 outlook indicates anticipated cloud revenue growth between €21.6B and €21.9B, representing a robust increase of 26%-28% in constant currency, alongside an expected non-IFRS operating profit between €10.3B and €10.6B, also exhibiting strong growth prospects. Furthermore, SAP's continued focus on geographic expansion has yielded noteworthy cloud revenue performance, especially in the Asia-Pacific and Japan (APJ) and Europe, Middle East, and Africa (EMEA) regions, contributing to a favorable long-term growth outlook.
Bears say
SAP recently experienced disappointing earnings in its fourth quarter, with notable metrics falling short of market expectations, including total revenue of €9.68 billion and current cloud backlog growth of only 25%, the slowest in nine quarters. Additionally, a downward revision of non-IFRS earnings per share estimates for 2026 and 2027 reflects ongoing challenges in achieving revenue targets, alongside potential pricing pressures and market share losses in its enterprise applications segment. Consequently, these factors have contributed to a marked decline in SAP's stock performance, underperforming the broader market indices significantly.
This aggregate rating is based on analysts' research of SAP SE and is not a guaranteed prediction by Public.com or investment advice.
SAP SE (SAP) Analyst Forecast & Price Prediction
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