SAP (NYSE:SAP) Raised to “Strong-Buy” at Jefferies Financial Group

by · The Markets Daily

SAP (NYSE:SAP – Get Free Report) was upgraded by Jefferies Financial Group from a “hold” rating to a “strong-buy” rating in a report issued on Tuesday, Zacks reports.

Several other brokerages have also issued reports on SAP. TD Cowen reaffirmed a “buy” rating on shares of SAP in a research note on Friday, July 24th. Argus set a $265.00 price objective on SAP in a research note on Thursday, September 10th. UBS Group lowered shares of SAP from a “buy” rating to a “neutral” rating in a research note on Wednesday, August 26th. Oppenheimer reissued a “market perform” rating on shares of SAP in a research report on Friday, July 24th. Finally, Weiss Ratings upgraded shares of SAP from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, July 30th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, SAP presently has a consensus rating of “Moderate Buy” and an average target price of $256.29.

Get Our Latest Analysis on SAP

SAP Trading Up 0.0%

SAP stock opened at $210.77 on Tuesday. The company has a market cap of $258.93 billion, a P/E ratio of 26.48, a PEG ratio of 2.48 and a beta of 1.14. SAP has a twelve month low of $144.97 and a twelve month high of $281.36. The company has a quick ratio of 1.15, a current ratio of 1.15 and a debt-to-equity ratio of 0.19. The business has a fifty day moving average of $200.04 and a 200-day moving average of $181.55.

SAP (NYSE:SAP – Get Free Report) last posted its quarterly earnings results on Wednesday, July 22nd. The software maker reported $1.82 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.00 by ($0.18). The firm had revenue of $11.27 billion during the quarter, compared to the consensus estimate of $11.30 billion. SAP had a net margin of 20.88% and a return on equity of 17.07%. SAP’s revenue was up 9.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.50 EPS. As a group, equities research analysts expect that SAP will post 8.16 EPS for the current year.

Institutional Investors Weigh In On SAP

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. QRG Capital Management Inc. boosted its stake in shares of SAP by 12.0% during the 2nd quarter. QRG Capital Management Inc. now owns 68,368 shares of the software maker’s stock worth $10,536,000 after buying an additional 7,315 shares during the last quarter. Envestnet Portfolio Solutions Inc. raised its holdings in SAP by 41.5% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 6,897 shares of the software maker’s stock worth $1,063,000 after acquiring an additional 2,023 shares in the last quarter. Tidal Investments LLC boosted its position in SAP by 18.5% during the second quarter. Tidal Investments LLC now owns 1,214,315 shares of the software maker’s stock valued at $187,138,000 after purchasing an additional 189,591 shares during the last quarter. BlueCrest Capital Management Ltd bought a new position in SAP in the second quarter valued at approximately $364,000. Finally, WINTON GROUP Ltd increased its position in shares of SAP by 45.1% during the 2nd quarter. WINTON GROUP Ltd now owns 11,780 shares of the software maker’s stock worth $1,815,000 after purchasing an additional 3,660 shares during the last quarter.

SAP News Summary

Here are the key news stories impacting SAP this week:

  • Positive Sentiment: SAP’s ecosystem and artificial-intelligence strategy received additional exposure through SAPinsider Copenhagen 2026, where customers will receive hands-on access to Joule Studio and SAP’s agent-building tools. The event could support adoption of SAP’s AI products, although it is primarily promotional. SAPinsider Copenhagen 2026 to Host SAP Agent Lab
  • Positive Sentiment: SAP Labs India expanded its partnership with Gati Shakti Vishwavidyalaya to incorporate SAP learning into academic programs, helping build a future talent pipeline and strengthen the company’s presence in India. SAP Labs India and GSV Strengthen Alliance
  • Positive Sentiment: SAP and ZEE Media honored Hyderabad business leaders, providing additional brand visibility in a key growth market. The announcement is unlikely to materially affect near-term earnings. SAP and ZEE Media Honor Hyderabad Business Leaders
  • Neutral Sentiment: Articles discussing SAP’s “autonomous enterprise,” Judgment AI and next-generation ERP highlight the company’s strategic direction, but provide limited new financial information or immediate catalysts. SAP Judgment AI and Next-Generation ERP
  • Negative Sentiment: The Delhi High Court ordered SAP India to restore critical software-support services to Nayara Energy, ruling that European Union sanctions do not override the contractual obligations in India. The decision may increase compliance, legal and operational uncertainty for SAP, though it preserves an ongoing customer relationship. SAP Must Restore Nayara Energy Services
  • Negative Sentiment: Erste Group cut its fiscal 2026 EPS estimate for SAP to $8.10 from $8.24, below the approximately $8.16 consensus forecast. The reduction could weigh on sentiment by signaling somewhat lower expected earnings growth.

About SAP

(Get Free Report)

SAP SE is a German enterprise software company headquartered in Walldorf, Germany. The company develops technology that helps organizations manage core business operations, including finance, procurement, supply chain, manufacturing, human resources, sales and customer relationships.

SAP’s portfolio is centered on its cloud-based enterprise resource planning platform, SAP S/4HANA, along with the SAP Business Technology Platform. Its products and services also include SAP SuccessFactors for human resources, SAP Ariba for business-to-business procurement, SAP Concur for travel and expense management, and solutions for customer experience, data management, analytics and artificial intelligence.

SAP was founded in 1972 by five former IBM employees and has grown into a global provider of business software.

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