SAP SE (SAPN) Stock Price & Analysis
SAPN Stock Chart & Stats
- Day’s Range
- MXN 4,420.00 - MXN 4,420.00
- 52-Week Range
- MXN 2,564.36 - MXN 5,620.00
- Previous Close
- MXN 4,390.00
- Volume
- 248
- Average Volume (3M)
- 53
- Market Cap
- MXN 5.19T
- Enterprise Value
- MXN 244.64B
- Total Cash (Recent Filing)
- MXN 9.52B
- Total Debt (Recent Filing)
- MXN 10.77B
- Price to Earnings (P/E)
- 29.8
- Beta
- 0.16
- Next Earnings
- Jan 28, 2027 (Est.)
- EPS Estimate
- 41.39
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.15%
Bulls Say, Bears Say
Bulls Say
Mission-critical Recurring Model
SAP’s software is embedded in customers’ core financial and operating processes, making replacement difficult and supporting renewal economics. Recurring cloud subscriptions, maintenance revenue, and cross-selling across a broad enterprise suite provide a durable foundation for predictable revenue and customer retention.
Cloud Growth And Market Share
Rapid cloud expansion and a growing backlog indicate strong demand for SAP’s migration and platform offerings. Market-share gains, suite adoption, and increasing cloud penetration can reinforce the company’s competitive position while expanding the recurring revenue base over the next several quarters.
Profitability And Financial Strength
High margins, modest leverage, improving return on equity, and strong free-cash-flow conversion give SAP financial capacity to invest in cloud and AI while retaining resilience. This combination supports ongoing product development, acquisitions, and shareholder or balance-sheet flexibility.
Bears Say
Cloud Margin Pressure
Cloud growth is requiring continued investment in infrastructure, software, acquisitions, and specialized offerings. If automation, model switching, and vendor management do not offset these costs, lower cloud margins could constrain operating leverage and reduce the earnings benefit of continued migration.
Legacy Revenue Transition
The transition from on-premise licenses and services toward cloud subscriptions creates a structural mix challenge. Declining legacy streams can weigh on reported growth and revenue diversification, while the company must successfully migrate customers and expand cloud adoption to replace them.
Unpredictable Cash Conversion
Strong free cash flow relative to net income is supportive, but weak operating-cash conversion from EBIT makes cash generation less predictable across periods. Persistent working-capital swings could complicate investment planning and reduce the reliability of cash available for growth or capital allocation.
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SAP SE Stock Smart Score
Company Description
SAP SE
SAP SE, founded in Walldorf, Germany, in 1972, is a global provider of diverse software applications, technology, and services. The company's core enterprise resource planning (ERP) platform, SAP S/4HANA, offers robust functionalities for finance, risk management, project execution, procurement, manufacturing, supply chain optimization, asset management, and research and development. For human resources, SAP delivers SuccessFactors solutions, which encompass HR and payroll, talent and employee experience management, and comprehensive people and workforce analytics. Additionally, SAP provides spend management tools designed to handle direct and indirect expenditures, travel and expense reporting, and external workforce administration. SAP further extends its portfolio with customer experience solutions and the SAP Business Technology Platform, empowering both clients and partners to develop, integrate, and automate applications. Its SAP Business Network serves as a crucial business-to-business collaboration platform, digitizing key supply chain processes and facilitating seamless communication among trading partners. The company also offers SAP Signavio for discovering, analyzing, and enhancing business process operations, alongside modular industry-specific cloud solutions. Through Taulia, SAP provides working capital management solutions, helping customers improve liquidity visibility and mitigate the effects of inflation. Completing its extensive offerings, SAP also provides a range of sustainability solutions and services.
- Sector
- Technology
- Industry
- Software - Application
- CEO
- Christian Klein
- Employees
- 113,076
- Website
- www.sap.com
- Address
- Dietmar-Hopp-Allee 16, Walldorf, BW, 69190, DE
SAP SE (SAPN) Earnings & Revenues
SAPN Company Deck
SAPN Earnings Call
Earnings Call SentimentPositive
The call was strongly positive, supported by record quarterly revenue, 25% cloud revenue growth, 26% cloud backlog growth, market share gains, broad AI adoption, strong customer wins, and improved cash generation. The main negatives were lower cloud gross margin, declines in services and software licenses revenue, macroeconomic and Q4 booking uncertainty, higher accounts receivable, and the need to continue improving AI agents and managing investment-related margin pressures. Highlights significantly outweighed lowlights.
View all MX:SAPN earnings summariesSAPN Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 13 | 2 | 7 |
| Technical Analysis | 2 | 2 | 6 |
| Moving Averages | 11 | 0 | 1 |