FY2026 Earnings Estimate for SAP Issued By Erste Group Bank

SAP SE (NYSE:SAP) – Equities research analysts at Erste Group Bank lifted their FY2026 earnings per share estimates for shares of SAP in a report released on Wednesday, July 15th. Erste Group Bank analyst H. Engel now anticipates that the software maker will earn $8.24 per share for the year, up from their prior forecast of $8.20. The consensus estimate for SAP’s current full-year earnings is $8.30 per share. Erste Group Bank also issued estimates for SAP’s FY2027 earnings at $9.61 EPS.

SAP (NYSE:SAP) last issued its earnings results on Friday, February 27th. The software maker reported $1.99 earnings per share for the quarter. SAP had a return on equity of 17.31% and a net margin of 20.08%.The firm had revenue of $11.06 billion for the quarter.

Several other analysts also recently weighed in on the stock. Weiss Ratings downgraded shares of SAP from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, July 16th. BMO Capital Markets decreased their target price on shares of SAP from $210.00 to $200.00 and set an “outperform” rating for the company in a research report on Friday, April 24th. TD Cowen dropped their price target on shares of SAP from $230.00 to $210.00 and set a “buy” rating on the stock in a research note on Friday, July 17th. Santander raised SAP from a “neutral” rating to an “outperform” rating in a report on Friday, April 24th. Finally, Barclays decreased their price objective on SAP from $257.00 to $255.00 and set an “overweight” rating for the company in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, SAP presently has a consensus rating of “Moderate Buy” and a consensus price target of $270.83.

SAP Stock Down 2.4%

SAP stock opened at $154.54 on Monday. The company has a 50-day simple moving average of $166.38 and a 200-day simple moving average of $185.91. The firm has a market capitalization of $189.86 billion, a P/E ratio of 20.88, a P/E/G ratio of 1.82 and a beta of 1.14. The company has a debt-to-equity ratio of 0.11, a quick ratio of 1.07 and a current ratio of 1.07. SAP has a one year low of $148.06 and a one year high of $307.66.

Institutional Trading of SAP

A number of institutional investors have recently made changes to their positions in SAP. Windacre Partnership LLC increased its stake in shares of SAP by 130.9% during the third quarter. Windacre Partnership LLC now owns 2,357,225 shares of the software maker’s stock valued at $629,874,000 after acquiring an additional 1,336,325 shares during the period. Bank of America Corp DE lifted its position in SAP by 58.1% in the second quarter. Bank of America Corp DE now owns 2,650,418 shares of the software maker’s stock worth $805,992,000 after purchasing an additional 973,779 shares during the period. Arrowstreet Capital Limited Partnership acquired a new stake in SAP in the first quarter worth approximately $150,701,000. Sustainable Growth Advisers LP boosted its stake in SAP by 1,126.3% during the 3rd quarter. Sustainable Growth Advisers LP now owns 842,416 shares of the software maker’s stock valued at $225,102,000 after purchasing an additional 773,720 shares in the last quarter. Finally, M&T Bank Corp boosted its stake in SAP by 1,582.7% during the 4th quarter. M&T Bank Corp now owns 817,295 shares of the software maker’s stock valued at $198,529,000 after purchasing an additional 768,725 shares in the last quarter.

SAP Company Profile

SAP SE is a global enterprise software company headquartered in Walldorf, Germany. Founded in 1972 by five former IBM engineers, the company’s name is an acronym for Systeme, Anwendungen und Produkte in der Datenverarbeitung (Systems, Applications & Products in Data Processing). SAP develops and sells software and services that help organizations manage business processes across finance, human resources, procurement, manufacturing, supply chain and customer relationships.

SAP’s product portfolio spans on‑premises and cloud offerings, anchored by its enterprise resource planning (ERP) solutions such as SAP S/4HANA and the SAP HANA in‑memory database and platform.