SAP

SAP SE Sponsored ADR (SAP) | Rumor.io

SAP

Attention (50-day avg)0%

Attention rank (50-day avg)#1,519

Bullish sentiment (50-day avg)89%

Price to earnings ratio27.5

Market capitalization241.6B

Earnings per share7.61

Dividend yield (TTM)5.6%

Revenue (annual)36.8B

Net income (annual)7.3B

Social

What share of all stock conversation is about SAP?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0% 0	0% 0

Jul 24

$SAP reported strong Q2 earnings, beating forecasts and driving a 9.78% surge in the stock, with cloud revenue up 24% and cloud backlog up 26%.
The company's cloud business and order backlog performed better than expected, with many Fortune 500 companies using both SAP ERP and UiPath automation, and both companies moving towards AI agents.
SAP's stock is being pushed higher due to the earnings beat, reducing concern about AI-driven customer substitution and giving investors grounds to raise expectations for future revenue and profit.

Generated by AI

Sentiment

Of the messages about SAP that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	95.24% +6	53.88% -21.12
Bearish	—	—	4.76% -6	46.12% +21.12

Bullish· Apr 23

SAP has a strong earnings history, with a 15% earnings beat and a potential wave 1 bottom.
The company has a good entry point, with a continuation setup intact and a potential gap up confirmed.
SAP's recent performance is undervalued, with a low multiple and a potential major beat on earnings and revenue required to reach $200.

Bearish· Apr 23

$SAP's recent price action has been bearish, with a 48% crash from its peak to trough, and the stock is currently sitting on the 0.382 Fibonacci level, which could be a key level of support.
SAP's cloud revenue growth is expected to decelerate in Q2, according to the company's warning, which could be a negative indicator for the stock.
The stock's short interest is thin, with only 150k shares available to short, which could lead to a short squeeze if the stock price continues to fall.

Generated by AI

Topics

Of the messages about SAP that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	100%	80%	72.22%	54.3%
Technical Analysis	0%	0%	0%	12.61%
Analysts	0%	20%	5.56%	1.92%
Earnings	0%	0%	0%	23.34%
Macro	0%	0%	11.11%	6.76%
Controversies	0%	0%	11.11%	1.07%

Earnings· Oct 22

SAP's Q3 2025 earnings report showed adjusted EPS of $1.85, a 37% YoY increase, and revenue of $10.53B, a 9% YoY increase.
The company's cloud growth was strong, with a 22% increase in cloud revenue, and raised its full-year outlook for operating profit and free cash flow.
SAP's non-IFRS cloud revenue came in at €5.29B, below the estimated €5.33B, but the company sees FY25 non-IFRS cloud revenue at €21.6B to €21.9B, near the low end of its previous range.

Analysts· Jul 28

$SAP's price target was raised to $162.00 by Royal Bank of Canada and to $170.00 by BMO Capital Markets, with both firms maintaining a neutral rating.
Analysts at JPMorgan Chase & Co. and Credit Suisse Group reaffirmed their Overweight and Outperform ratings, respectively, on $SAP.
A consensus of 80% among 9 analysts suggests mild confidence in $SAP, with no buy consensus explicitly stated.

Announcements· Feb 4

SAP SE's NextNRG, Inc. (NXXT) reports revenue acceleration at +7% MoM, indicating continued growth.
NextNRG, Inc. (NXXT) annualized fuel volume exceeds 30M gallons, supporting a re-rating of the company.
SAP SE's NextNRG, Inc. (NXXT) experiences a +110% QoQ increase in ownership, signaling conviction in the company's upside case.

Controversies· Sep 25

The US Department of Justice (DOJ) is investigating SAP SE for potential price-fixing with Carahsoft Technology, a software reseller, over a decade-long period.
The investigation, which began in 2022, involves allegations that SAP and Carahsoft conspired to overcharge government agencies, including the US military and other parts of the government.
SAP shares have declined in pre-market trading, falling as much as 3.48%, amid the ongoing investigation, which has also involved a probe into Accenture, a unit of the company.

Macro· Oct 26

SAP's shares have plummeted 20% after the company cut its 2020 outlook due to the COVID-19 pandemic's impact on demand.
The pandemic is expected to hurt SAP's business through the first half of 2021, with a sharp decline in backlog numbers and delayed investments in certain industries.
SAP's transition to cloud-based services is not progressing as quickly as expected, with the company citing investment delays in hard-hit industries and a muted demand recovery.

Generated by AI

Community

Of the messages about SAP, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	30%	81.4%	53.13%	60.4%
Newcomers	70%	18.6%	46.88%	39.6%

Regulars· Apr 24

SAP's Q1 results exceeded expectations, with cloud revenue jumping 27% and backlog surging 25% to $25.6B, supporting a robust outlook and confidence in visibility.
The company's strong cloud growth and visibility led to a pre-market rally, with SAP's stock price increasing by 5.07% to 147.04€.
JMP/Citizens reiterated their Market Perform rating after SAP's Q1 results, citing strong Q1 results, with EPS of €1.72 vs €1.62 est. and operating profit of €2.87B vs €2.73B.

Newcomers· Mar 5

Newcomers are optimistic about $SAP, expecting a strong recovery from the correction.
They're focusing on technical analysis, such as RSI levels and Fibonacci numbers, to inform their investment decisions.
These newcomers see $SAP as a potential stability anchor in the market, amidst uncertainty around Oracle's layoffs.

Generated by AI

News

SAP Stocks Drop 3.2% as Joule Gets a Security Boundary

SAP supplies business permissions and audit context above OpenShell's technical containment layer.

1d agoYahoo Finance

SAP SE (SAP): Can AI Deepen Its Enterprise Moat Without Hurting Margins?

SAP SE (NYSE:SAP) was one of the software-as-a-service stocks caught up in the February SaaSpocalypse selloff, which wiped out almost $300 billion from U.S. software and data stocks in a single session. The SaaSpocalypse narrative centered on fears that AI agents would replace the per-seat software subscription model that built companies like SAP. The company […]

4d agoYahoo Finance

Analysts Offer Insights on Technology Companies: SAP SE (SAP) and Oracle (ORCL)

Detailed price information for Oracle Corp (ORCL-N) from The Globe and Mail including charting and trades.

4d agoThe Globe and Mail

Analysts Offer Insights on Technology Companies: IonQ (IONQ), Sportradar Group AG (SRAD) and SAP SE (SAP)

Detailed price information for Ionq Inc (IONQ-N) from The Globe and Mail including charting and trades.

7d agoThe Globe and Mail

Oracle (ORCL)’s Licensing Terms Draw the Same EU Scrutiny that Just Cost SAP Concessions

The licensing practices of Oracle Corporation (NYSE:ORCL) are on the radar of European Union antitrust regulators, a person familiar with the matter told Reuters on September 1, in a case similar to one involving German rival SAP SE (NYSE:SAP) that was settled with concessions in July. The European Commission, the EU’s competition enforcer, is seeking […]

18d agoYahoo Finance

Europe’s Software Giant Fights to Stay Relevant in the AI Era

22d agobloomberg.com

Also Discussed

Investors talking about SAP also mention

#	Name	Attention
1	Workday Inc Class A Common StockWDAY	0.01%+0.01
2	salesforce.com IncCRM	0.01%-0.02
3	International Business Machines CorporationIBM	0%-0.01
4	Oracle CorporationORCL	0.7%-0.09
5	SPLK - Splunk Inc.	——
6	ServiceNow Inc.NOW	0.01%-0.04
7	Global X Emerging Markets Great Consumer ETFEMC	0%0
8	ASML Holding N.V. NY Registered SharesASML	0.01%-0.02
9	HubSpot, Inc.HUBS	0%+0
10	Intuit Inc.INTU	0.01%+0.01

SAP SE Sponsored ADR

Technology
Software - Application

SAP SE Sponsored ADR represents ownership in SAP SE, a global enterprise software company headquartered in Walldorf, Germany. The company focuses on providing enterprise application software and software-related services that help organizations manage core business processes, including finance, supply chain, procurement, human resources, and customer experience. SAP SE delivers its solutions primarily through its Applications, Technology, and Support segment, complemented by additional software and service offerings tailored for data management, analytics, and business process integration. Its platforms are used by companies across industries such as manufacturing, retail, financial services, healthcare, and the public sector to standardize operations and derive insights from business data. SAP SE Sponsored ADR offers investors exposure to a leading provider in the global business software market, reflecting demand for integrated, mission-critical systems that support digitalization and operational efficiency in enterprises worldwide.

Website

Location

Dietmar-Hopp-Allee 16

Walldorf, 69190

Germany

Social

What share of all stock conversation is about SAP?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0% 0	0% 0

Jul 24

$SAP reported strong Q2 earnings, beating forecasts and driving a 9.78% surge in the stock, with cloud revenue up 24% and cloud backlog up 26%.
The company's cloud business and order backlog performed better than expected, with many Fortune 500 companies using both SAP ERP and UiPath automation, and both companies moving towards AI agents.
SAP's stock is being pushed higher due to the earnings beat, reducing concern about AI-driven customer substitution and giving investors grounds to raise expectations for future revenue and profit.

Generated by AI

Sentiment

Of the messages about SAP that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	95.24% +6	53.88% -21.12
Bearish	—	—	4.76% -6	46.12% +21.12

Bullish· Apr 23

SAP has a strong earnings history, with a 15% earnings beat and a potential wave 1 bottom.
The company has a good entry point, with a continuation setup intact and a potential gap up confirmed.
SAP's recent performance is undervalued, with a low multiple and a potential major beat on earnings and revenue required to reach $200.

Bearish· Apr 23

$SAP's recent price action has been bearish, with a 48% crash from its peak to trough, and the stock is currently sitting on the 0.382 Fibonacci level, which could be a key level of support.
SAP's cloud revenue growth is expected to decelerate in Q2, according to the company's warning, which could be a negative indicator for the stock.
The stock's short interest is thin, with only 150k shares available to short, which could lead to a short squeeze if the stock price continues to fall.

Generated by AI

Topics

Of the messages about SAP that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	100%	80%	72.22%	54.3%
Technical Analysis	0%	0%	0%	12.61%
Analysts	0%	20%	5.56%	1.92%
Earnings	0%	0%	0%	23.34%
Macro	0%	0%	11.11%	6.76%
Controversies	0%	0%	11.11%	1.07%

Earnings· Oct 22

SAP's Q3 2025 earnings report showed adjusted EPS of $1.85, a 37% YoY increase, and revenue of $10.53B, a 9% YoY increase.
The company's cloud growth was strong, with a 22% increase in cloud revenue, and raised its full-year outlook for operating profit and free cash flow.
SAP's non-IFRS cloud revenue came in at €5.29B, below the estimated €5.33B, but the company sees FY25 non-IFRS cloud revenue at €21.6B to €21.9B, near the low end of its previous range.

Analysts· Jul 28

$SAP's price target was raised to $162.00 by Royal Bank of Canada and to $170.00 by BMO Capital Markets, with both firms maintaining a neutral rating.
Analysts at JPMorgan Chase & Co. and Credit Suisse Group reaffirmed their Overweight and Outperform ratings, respectively, on $SAP.
A consensus of 80% among 9 analysts suggests mild confidence in $SAP, with no buy consensus explicitly stated.

Announcements· Feb 4

SAP SE's NextNRG, Inc. (NXXT) reports revenue acceleration at +7% MoM, indicating continued growth.
NextNRG, Inc. (NXXT) annualized fuel volume exceeds 30M gallons, supporting a re-rating of the company.
SAP SE's NextNRG, Inc. (NXXT) experiences a +110% QoQ increase in ownership, signaling conviction in the company's upside case.

Controversies· Sep 25

The US Department of Justice (DOJ) is investigating SAP SE for potential price-fixing with Carahsoft Technology, a software reseller, over a decade-long period.
The investigation, which began in 2022, involves allegations that SAP and Carahsoft conspired to overcharge government agencies, including the US military and other parts of the government.
SAP shares have declined in pre-market trading, falling as much as 3.48%, amid the ongoing investigation, which has also involved a probe into Accenture, a unit of the company.

Macro· Oct 26

SAP's shares have plummeted 20% after the company cut its 2020 outlook due to the COVID-19 pandemic's impact on demand.
The pandemic is expected to hurt SAP's business through the first half of 2021, with a sharp decline in backlog numbers and delayed investments in certain industries.
SAP's transition to cloud-based services is not progressing as quickly as expected, with the company citing investment delays in hard-hit industries and a muted demand recovery.

Generated by AI

Community

Of the messages about SAP, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	30%	81.4%	53.13%	60.4%
Newcomers	70%	18.6%	46.88%	39.6%

Regulars· Apr 24

SAP's Q1 results exceeded expectations, with cloud revenue jumping 27% and backlog surging 25% to $25.6B, supporting a robust outlook and confidence in visibility.
The company's strong cloud growth and visibility led to a pre-market rally, with SAP's stock price increasing by 5.07% to 147.04€.
JMP/Citizens reiterated their Market Perform rating after SAP's Q1 results, citing strong Q1 results, with EPS of €1.72 vs €1.62 est. and operating profit of €2.87B vs €2.73B.

Newcomers· Mar 5

Newcomers are optimistic about $SAP, expecting a strong recovery from the correction.
They're focusing on technical analysis, such as RSI levels and Fibonacci numbers, to inform their investment decisions.
These newcomers see $SAP as a potential stability anchor in the market, amidst uncertainty around Oracle's layoffs.

Generated by AI

SAP

Social

Jul 24

Bullish· Apr 23

Bearish· Apr 23

Earnings· Oct 22

Analysts· Jul 28

Announcements· Feb 4

Controversies· Sep 25

Macro· Oct 26

Regulars· Apr 24

Newcomers· Mar 5

SAP Stocks Drop 3.2% as Joule Gets a Security Boundary

SAP SE (SAP): Can AI Deepen Its Enterprise Moat Without Hurting Margins?

Analysts Offer Insights on Technology Companies: SAP SE (SAP) and Oracle (ORCL)

Analysts Offer Insights on Technology Companies: IonQ (IONQ), Sportradar Group AG (SRAD) and SAP SE (SAP)

Oracle (ORCL)’s Licensing Terms Draw the Same EU Scrutiny that Just Cost SAP Concessions

Europe’s Software Giant Fights to Stay Relevant in the AI Era

Also Discussed

SAP SE Sponsored ADR

Company Information

Location

SAP Stocks Drop 3.2% as Joule Gets a Security Boundary

SAP SE (SAP): Can AI Deepen Its Enterprise Moat Without Hurting Margins?

Analysts Offer Insights on Technology Companies: SAP SE (SAP) and Oracle (ORCL)

Analysts Offer Insights on Technology Companies: IonQ (IONQ), Sportradar Group AG (SRAD) and SAP SE (SAP)

Oracle (ORCL)’s Licensing Terms Draw the Same EU Scrutiny that Just Cost SAP Concessions

Europe’s Software Giant Fights to Stay Relevant in the AI Era

Also Discussed

Social

Jul 24

Bullish· Apr 23

Bearish· Apr 23

Earnings· Oct 22

Analysts· Jul 28

Announcements· Feb 4

Controversies· Sep 25

Macro· Oct 26

Regulars· Apr 24

Newcomers· Mar 5