Added to YB: 2026-01-29
Pitch date: 2026-01-27
SAP [bullish]
SAP SE
-12.66%
current return
Author Info
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Company Info
SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide.
Market Cap
EUR 197.6B
Pitch Price
EUR 195.50
Price Target
N/A
Dividend
1.39%
EV/EBITDA
16.74
P/E
27.19
EV/Sales
5.34
Sector
Software
Category
growth
SAP (SAP Germany): cloud visibility is solid, but sentiment needs to catch up
SAP (update): Cloud growth staying mid-20s, margins expanding on operating leverage. Mgmt targeting low-teens cloud/software growth 2026, €9bn+ FCF as normal. AI positioning strong via core enterprise data systems needed for agentic AI. Fundamentals solid but sentiment weak on software sector rotation to hardware/semis.
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