Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$251.9B
1,154M shares
52-week range
$144.97 – $281.37
52% from low
Exchange
NYSE
ADRC
P/S (TTM)
6.5
EV / FCF (TTM)
28.6
Founded in Germany in 1972 by former IBM employees, SAP is the world's largest provider of enterprise application software. Known as the leader in enterprise resource planning software, SAP's portfolio also includes software for supply chain management, procurement, travel and expense management, and customer relationship management, among others. The company operates in more than 180 countries and has more than 400,000 customers, approximately 80% of which are small to medium-size enterprises.
www.sap.comNo one on the platform currently holds SAP.
No tracked institution reports a position in SAP as of their last filing.
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-05 | $2.9407 | 2026-05-15 |
| 2025-05-13 | $2.6298 | 2025-05-23 |
| 2024-05-16 | $2.3913 | 2024-05-28 |
No one on the platform has traded SAP yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 15.3% | 10.2% | 11.0% | — | — | — |
| Rev. Growth % | 7.7% | 6.1% | ||||
| Profit Margin % | 19.5% | 15.1% | 15.6% | |||
| Free Cash Flow Margin % | 21.6% | 17.8% | 16.6% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +6.2% on the P/E track.
At today's price, your expected annual return is +11.4% on the P/E track.
At today's price, your expected annual return is +16.1% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $40.2B | +9.4% | $7.10 | $6.93–$7.44 | 30.4× | 11 |
| 2027 | $44.9B | +11.7% | $8.28 | $8.00–$8.89 | 26.0× | 11 |
| 2028 | $50.3B | +12.0% | $9.66 | $8.23–$11.17 | 22.3× | 11 |
| 2029 | $55.1B | +9.4% | $10.61 | $10.34–$10.93 | 20.3× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-23 | $2.00 | $1.85 | -7.5% |
| 2026-04-23 | $1.92 | $2.01 | +4.7% |
| 2026-01-29 | $1.77 | $1.89 | +6.8% |
| 2025-10-22 | $1.69 | $1.86 | +10.1% |
| 2025-07-22 | $1.63 | $1.70 | +4.3% |
| 2025-04-22 | $1.39 | $1.51 | +8.6% |
| 2025-01-28 | $1.51 | $1.49 | -1.3% |
| 2024-10-21 | $1.22 |
| $1.23 |
| +0.8% |
| $92.8B |
| — |
| NOWServiceNow, Inc. | $142.35 | +7.41% | $147.2B | — |
| PTCPTC Inc. | $136.65 | +4.49% | $15.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
@RecklessTortuga @Cladkeeper Agree 100% Bill is an amazing CEO. Again..I ask you all to take a look at his reign with $SAP Dude killed it there and his employees loved him. $130 is still a great price to get in… (Same with NOWL…$7) I see NOW doing what AMD/INTC has done over the past 18 months. $400-$500 a share
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$SAP From Q4 2026 onward, Joule could take a major step from being a passive AI assistant to becoming an executive digital worker operating directly inside business processes. With Agent-to-Agent capabilities, SAP’s AI could increasingly act autonomously across enterprise systems, write data back and execute tasks rather than simply provide recommendations. This is where SAP may hold a major strategic advantage: it sits directly on top of mission-critical corporate data and workflows. Competitors such as $MSFT and $CRM often depend on integrations into SAP environments, while Joule can operate natively at the core. Jensen Huang has described SAP’s enterprise data as a “gold mine” for the AI era, highlighting the potential of autonomous agents. If companies can automate large parts of administrative work, SAP could become one of the biggest beneficiaries of enterprise AI. Also worth watching: $NVDA.
View on StockTwits ↗$NOW He’s the real deal!!!! Look at what he did when he was at $SAP
View on StockTwits ↗$SAP Bernstein Sticks to Their Buy Rating for SAP SE (0NW4) TipRanks Auto-Generated Intelligence Newsdesk Sep 08, 2026, 12:55 PM In a report released today, Richard Nguyen from Bernstein reiterated a Buy rating on SAP SE, with a price target of €273.00. According to TipRanks, Nguyen is ranked #1278 out of 12444 analysts. In addition to Bernstein, SAP SE also received a Buy from Bank of America Securities’s Frederic Boulan in a report issued on August 27. However, today, UBS maintained a Hold rating on SAP SE (LSE: 0NW4). Promotionhttps://www.tipranks.com/news/blurbs/bernstein-sticks-to-their-buy-rating-for-sap-se-0nw4-blurbs-news-2?mod=mw_quote_news
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$PATH $SAP Synthesized Launches UiPath Integration to Automate Test Data Provisioning for Continuous Testing https://share.google/NHPXUxFtlJaKqlaR1
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$AMZN $GOOGL $MSFT $ORCL $SAP careful about chasing this pump. This is a negative catalyst if there ever was one. We may see a pullback to the $153 area before the next leg up
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EU Regulators Send Early Warning To Oracle Ahead Of Earnings $ORCL Also Mentions: $AMZN $MSFT $GOOGL $SAP https://talkmarkets.com/article/eu-regulators-send-early-warning-to-oracle-ahead-of-earnings-1788831156
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@zuby34 @judgeyoung2 @jenbunn @cubie @jeremy4 @ZY786 @MiyagisenseiJr @Tradermikes40 @TraderRapp @tonyctl $SAP speculation competition from Apple according to job posting, APPLE COULD BE BUILDING AI PLATFORM TO AUTOMATE END-TO-END FINANCE WORK - sorry
View on StockTwits ↗@zuby34 @judgeyoung2 @jenbunn @cubie @jeremy4 @ZY786 @MiyagisenseiJr @Tradermikes40 @TraderRapp @tonyctl Apple posted a new job listing yesterday, looking for someone to define and lead the vision for "Apple's next-generation Finance Technology Platform" $SAP
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$ORCL $SAP European Commission eyes Oracle licensing practices, Reuters reports EU antitrust regulators are eyeing the licensing practices of Oracle (ORCL) in a case similar to the one involving SAP (SAP), which was settled with concessions in July, Reuters' Foo Yun Chee reports, citing a person familiar with the matter. The European Commission is seeking information from third parties on the issue in order to decide whether to build a case. "The commission will continue to monitor possible further anticompetitive practices and abusive conduct in this sector. At this stage, however, there is no formal investigation into any company," a commission spokesperson said.
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$IGV The leftmost column is the daily range of 0% to 100%, and as you can see, many software stocks are near LOD. $TEAM $SAP $SPY $QQQ
View on StockTwits ↗$SAP SAP looks increasingly mispriced at current levels. With €22.9B in current cloud backlog, more than 12,000 RISE with SAP contracts and thousands of major ECC customers facing migration decisions before 2027, the company is entering one of its strongest structural growth phases in years. The key upside is not just S/4HANA migration, but cross-selling SuccessFactors, Business Data Cloud and Joule AI across the installed base. At around €190, SAP still trades far below its previous highs despite stronger recurring cloud revenue, improving margins and rising cash generation. If management executes well and converts the migration wave into broader ecosystem adoption, I believe €250–270 is achievable over time. That would represent a meaningful re-rating from current levels. Watching: $MSFT $ORCL $CRM $ADBE https://www.boerse-express.com/news/articles/sap-aktie-ich-lande-nah-am-konsens-und-misstraue-seiner-begruendung-943627
View on StockTwits ↗$SAP SAP insiders have been buying aggressively into the weakness, which I see as a strong confidence signal. Thomas Saueressig bought 1,500 shares at €178.30 on Aug. 26 for about €267,450. Gina Vargiu-Breuer purchased 1,700 shares at €179.15 on Aug. 12 for roughly €304,551. Before that, Dominik Asam reported a purchase on July 27, and CEO Christian Klein bought 2,435 shares at €133.56 on July 24. SAP’s own investor-relations page confirms all four transactions as purchases. For me, this is notable because several senior executives are putting their own money into SAP shares while the stock still trades well below its previous highs. Insider buying never guarantees rising prices, but multiple purchases within a short period can be a meaningful bullish signal. $MSFT $ORCL $CRM $NOW
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.