Price
No data yet.
Social Signal Score
Analyst Ratings
43 analystsRevenue
$9.88B+83.78%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Christian Klein
- Sector
- Technology
- Industry
- Software - Application
- Employees
- 112,019
- Beta
- 0.78
- Country
- DE
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 6.22
Financials
Revenue
$9.88B+83.8%Net Income
$2.18B+198.6%EBITDA
$3.65B+158.9%Free Cash Flow
$3.04B+579.6%EPS (diluted)
$1.88+208.2%Shares Outstanding (diluted)
1.16B-3.4%Operating Expenses
$4.56BCash & Debt
$11.63BReturn of Capital
$3.20BRevenue by Segment (annual)
$36.80BDividend per Share
$2.94Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $36.80B | $7.16B | $6.28 |
| 2024 | $34.18B | $3.12B | $2.68 |
| 2023 | $31.21B | $6.14B | $5.23 |
| 2022 | $29.52B | $2.28B | $1.96 |
| 2021 | $26.95B | $5.26B | $4.56 |
| 2020 | $27.34B | $5.14B | $4.35 |
| 2019 | $27.55B | $3.32B | $2.80 |
| 2018 | $24.71B | $4.08B | $3.42 |
| 2017 | $23.46B | $4.01B | $3.36 |
| 2016 | $22.06B | $3.64B | $3.03 |
| 2015 | $20.79B | $3.06B | $2.56 |
| 2014 | $17.56B | $3.28B | $2.74 |
| 2013 | $16.82B | $3.33B | $2.79 |
| 2012 | $16.22B | $2.80B | $2.37 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from SAP's reported EPS growth of 7.8% a year over 13 years.
- EPS in 5 years
- $8.94
- Implied price
- $295.04
- Return from $208.57
- 7.2% a year
To earn 15.0% a year on these assumptions you'd need to buy at $146.69 — -29.7% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 23 | 28 | 33 | 38 | 43 |
|---|---|---|---|---|---|
| -2.2% | -9.5% | -5.9% | -2.8% | 0.0% | 2.5% |
| 2.8% | -4.9% | -1.1% | 2.2% | 5.1% | 7.8% |
| 7.8% | -0.3% | 3.7% | 7.2% | 10.3% | 13.0% |
| 12.8% | 4.3% | 8.5% | 12.2% | 15.4% | 18.3% |
| 17.8% | 9.0% | 13.3% | 17.1% | 20.5% | 23.5% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
80+166.67%Social Signal Score
Mentions (15)
- Newsseekingalpha.com·3d ago·Positive
SAP: When Fears And Speculation Are In Control, Opportunities Arise (Rating Upgrade) SAP SE sold off due to broader industry trends, but reactions to the last two quarterly reports show that the market is hesitant. The stock is pricing-in a very negative scenario for 2027 and the years ahead, which is far from certain at this point in time. I am cautiously optimistic about SAP's performance going forward, but we might see the stock trading at even more attractive levels in the coming months.
View source ↗ - Newsbusinesswire.com·6d ago·Neutral
FPT Named in Forrester's The SAP Services Landscape Report HANOI, Vietnam--(BUSINESS WIRE)---- $FPT #FPT--Global technology corporation FPT has been included among the notable providers in The SAP Services Landscape, Q3 2026, published by Forrester Research, Inc. The report provides an overview of SAP services providers, examining their market focus, geographic presence, and business specializations to support enterprises in evaluating potential technology partners. The report includes FPT as a …
View source ↗ - Newszacks.com·10d ago·Neutral
How Will SAP's AI Platform Support Cloud Revenue Growth? SAP's cloud revenue surged 24% in Q2 as AI capabilities, ERP migrations and new agents strengthen its growth strategy.
View source ↗ - Newsbusinesswire.com·25d ago·Negative
Is SAP TM-BN4L Underused? SCM CHAMPS Helps You Get More From Your Existing System WILMINGTON, Del.--(BUSINESS WIRE)--SAP TM-BN4L may be underused because of configuration gaps, unfinished project scope, outdated data, weak adoption, or manual processes that were never removed after go-live. That does not automatically mean reimplementation. The limits usually sit in how the system was set up and how it is used, not in the software. If your SAP TM-BN4L system has been underperforming for a long t…
View source ↗ - Newsbusinesswire.com·25d ago·Neutral
Vigience announces: Agentic Headless SAP with Vigience MCP for SAP SAN FRANCISCO--(BUSINESS WIRE)-- #AIagents--Vigience launches the Vigience MCP for SAP, enabling AI agents to read live SAP data and post complex transactions in SAP.
View source ↗ - Newsseekingalpha.com·27d ago·Positive
SAP SE (SAP) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript SAP SE (SAP) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
View source ↗ - Newsbusinessinsider.com·31d ago·Positive
SAP has a message for software doomsayers: The pendulum will swing back A SAP executive anticipates a recovery from the SaaSpocalypse, driven by advances in business AI. SAP is using AI to solidify its competitive edge against Palantir and other tech giants.
View source ↗ - Newsseekingalpha.com·33d ago·Neutral
SAP Got The Recovery I Expected (Rating Downgrade) SAP is downgraded from strong buy to hold after a 36% rally in two months. Cloud revenue surged 24% and backlog 27%, with AI and cloud initiatives driving major deals. SAP's cloud gross margin remains robust at 74.6%, supporting overall profitability and solid free cash flow.
View source ↗ - Newsseekingalpha.com·40d ago·Neutral
SAP's Rebound Has Further To Run Despite AI Execution Risks SAP SE is rated a Buy, with technical and fundamental factors supporting upside despite a recent UBS downgrade. Cloud revenue and backlog growth remain robust, but margin expansion is challenged by lower cloud margins versus legacy support streams. A €10B buyback program through 2027 and recent AI/data acquisitions underpin long-term EPS and strategic positioning.
View source ↗ - Newsproactiveinvestors.com·40d ago·Neutral
SAP shares fall as UBS downgrades on AI monetization concerns SAP (NYSE:SAP) faces a slower path to monetizing artificial intelligence, according to UBS, which downgraded the German software giant to Neutral from Buy on concerns that agentic AI is reaching customers too slowly. The Swiss bank said SAP remains a dominant system of record with a deep moat around its core enterprise resource planning business, but the pace of "out-of-the-box" AI agent delivery is lagging.
View source ↗ - Newsbarrons.com·40d ago·Negative
SAP Stock Downgrade Adds to Software Pain. Why the Sector's Losing Its AI Battle. The software sector's artificial-intelligence pain is starting to look chronic.
View source ↗ - Newsmarketwatch.com·41d ago·Negative
SAP stock slumps as UBS downgrades stock on ‘slow' move into AI SAP stock slumped on Wednesday, making it the worst-performing large-cap European stock, after a UBS analyst criticized the German database giant's slow rollout of artificial-intelligence-based tools.
View source ↗ - Newsprnewswire.com·41d ago·Negative
SAP Executive to Participate in Upcoming Investor Event WALLDORF, Germany, Aug. 25, 2026 /PRNewswire/ -- SAP SE (NYSE: SAP) today announced the participation of its executive at the following event. The event will be webcast, and the replay will be made available shortly after the event on the SAP Investor Relations website: https://www.sap.com/investors/en/financial-documents-and-events/events.html Goldman Sachs Communacopia & Technology Conference San Francisco, California Christian Klein, CEO…
View source ↗ - Newszacks.com·46d ago·Positive
Can SAP Business Data Cloud Become Its Next Major Growth Engine? SAP's Business Data Cloud is becoming a key AI pillar as strong deal adoption, cloud growth and data integration support its push toward the autonomous enterprise.
View source ↗ - Newsbusinesswire.com·48d ago·Negative
SAP strengthens its cloud infrastructure in Germany with BSI-approved Layer 1 encryption from Adva Network Security WALLDORF, Germany--(BUSINESS WIRE)--Adva Network Security, an Adtran company, today announced that SAP is harnessing its Layer 1 encryption technology to secure connectivity between its data centers in Walldorf and St. Leon-Rot, Germany. The solution secures data directly at the optical transmission layer and is approved by the Federal Office for Information Security (BSI) for info…
View source ↗
Earnings
Wed, Oct 21(in 2 weeks)
Consensus estimate $2.04 per share
Typical surprise +4.7% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Jul 23$1.85 vs $2.00miss
- Thu, Apr 23$2.01 vs $1.92beat
- Thu, Jan 29$1.89 vs $1.77beat
- Wed, Oct 22$1.86 vs $1.74beat
- Tue, Jul 22$1.70 vs $1.63beat
- Tue, Apr 22$1.51 vs $1.39beat
Estimates and results for SAP via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by SAP officers and directors.
- Bought
- $190.5m
- Sold
- —
2 trades
0 trades
- Sap Agbought
- Sap Agbought
1 further Form 4 entry is share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Alan Armstrongsenate · disclosed Jul 21, 2026 (113d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed May 11, 2026 (21d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 10, 2026 (18d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 10, 2026 (35d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 10, 2026 (22d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Feb 12, 2026 (30d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Feb 12, 2026 (13d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Dec 15, 2025 (38d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 10, 2025 (12d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (41d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (24d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Nov 18, 2025 (28d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Nov 11, 2025 (15d later)Sell$15,001 - $50,000
- Lisa C. McClainhouse · MI09 · disclosed Oct 22, 2025 (27d later)Buy$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Oct 10, 2025 (17d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Sep 26, 2025 (550d later)Sell$100,001 - $250,000
- Lisa C. McClainhouse · MI09 · disclosed Sep 15, 2025 (42d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Sep 15, 2025 (33d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.