Added to YB: 2025-10-27
Pitch date: 2025-10-23
SAP.DE [bullish]
SAP SE
-13.7%
current return
Author Info
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Company Info
SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide.
Market Cap
EUR 239.3B
Pitch Price
EUR 241.25
Price Target
N/A
Dividend
1.14%
EV/EBITDA
21.52
P/E
34.10
EV/Sales
6.55
Sector
Software
Category
growth
Show full summary:
SAP (SAP Germany): Cloud transition builds momentum as bookings regain strength
SAP.DE (quick overview): Q3 shows cloud transformation momentum w/ high-20s% subscription backlog growth, improving deal flow after soft H1, especially US public sector. Cloud margins expanding despite restructuring costs, FCF strong. Mgmt confident in Q4 close, signals 2026 acceleration on AI monetization.
Read full article (2 min)