Entropy Technologies LP Raises Holdings in SAP SE $SAP

Entropy Technologies LP boosted its position in SAP SE (NYSE:SAP) by 154.7% during the first quarter, Holdings Channel.com reports. The fund owned 47,655 shares of the software maker’s stock after purchasing an additional 28,943 shares during the quarter. Entropy Technologies LP’s holdings in SAP were worth $8,159,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Sound Income Strategies LLC lifted its stake in shares of SAP by 109.4% in the 4th quarter. Sound Income Strategies LLC now owns 111 shares of the software maker’s stock valued at $26,000 after purchasing an additional 58 shares in the last quarter. Bayban acquired a new position in SAP during the fourth quarter valued at approximately $28,000. Annis Gardner Whiting Capital Advisors LLC grew its stake in SAP by 758.8% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 146 shares of the software maker’s stock worth $35,000 after buying an additional 129 shares during the period. American National Bank & Trust increased its position in shares of SAP by 641.7% in the fourth quarter. American National Bank & Trust now owns 178 shares of the software maker’s stock worth $43,000 after acquiring an additional 154 shares in the last quarter. Finally, Riggs Asset Managment Co. Inc. raised its stake in shares of SAP by 83.8% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 147 shares of the software maker’s stock valued at $45,000 after acquiring an additional 67 shares during the period.

SAP Stock Up 9.3%

SAP stock opened at $159.97 on Friday. The company has a current ratio of 1.07, a quick ratio of 1.07 and a debt-to-equity ratio of 0.11. The firm has a 50 day simple moving average of $165.59 and a 200-day simple moving average of $184.44. The company has a market capitalization of $196.52 billion, a P/E ratio of 20.10, a PEG ratio of 1.68 and a beta of 1.14. SAP SE has a twelve month low of $144.97 and a twelve month high of $299.48.

SAP (NYSE:SAP) last posted its quarterly earnings results on Friday, February 27th. The software maker reported $1.99 earnings per share (EPS) for the quarter. The firm had revenue of $11.06 billion for the quarter. SAP had a net margin of 20.88% and a return on equity of 17.16%. On average, equities research analysts predict that SAP SE will post 8.28 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. The Goldman Sachs Group reaffirmed a “buy” rating and set a $265.00 price target on shares of SAP in a research report on Wednesday, June 10th. BMO Capital Markets raised their price objective on SAP from $175.00 to $177.00 and gave the company an “outperform” rating in a research report on Friday. HSBC upgraded SAP from a “hold” rating to a “buy” rating in a research note on Wednesday, April 22nd. Weiss Ratings lowered SAP from a “hold (c)” rating to a “hold (c-)” rating in a research note on Thursday, July 16th. Finally, Piper Sandler downgraded SAP from an “overweight” rating to a “neutral” rating in a report on Tuesday, April 14th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $267.00.

SAP News Roundup

Here are the key news stories impacting SAP this week:

• Positive Sentiment: SAP delivered solid Q2 results, with total revenue up about 9% year over year, cloud revenue up more than 20%, and current cloud backlog rising sharply, reinforcing confidence in the company’s long-term growth engine. SAP Quarterly Statement Q2 2026
• Positive Sentiment: Management said SAP’s AI strategy and cloud momentum are supporting demand, with analysts and media reports noting that strong backlog growth helped offset concerns that AI could disrupt enterprise software. SAP Q2 Earnings Up Y/Y on Cloud Demand, Buyouts Impact Profit Outlook
• Positive Sentiment: BMO Capital Markets raised its price target on SAP and kept an outperform rating, suggesting Wall Street still sees upside after the earnings release. Benzinga / The Fly report
• Neutral Sentiment: Several reports highlighted SAP’s message that AI must move beyond basic chatbots and into more complex enterprise workflows before it creates meaningful returns, underscoring both opportunity and execution risk. Reuters SAP CFO AI comments
• Negative Sentiment: SAP lowered its 2026 operating profit outlook because AI acquisitions and related spending are weighing on earnings, which may cap near-term margin expansion even as revenue trends improve. SAP Cuts 2026 Operating Profit Outlook
• Negative Sentiment: Investors are also weighing the earnings miss versus expectations, as SAP’s quarterly EPS came in below consensus despite the strong cloud performance. SAP quarterly earnings report

About SAP

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.