Added to YB: 2026-02-06
Pitch date: 2026-02-03
SAP.DE [bullish]
SAP SE
+2.86%
current return
Author Info
Lux Opes Research covers European companies. Lots of them. Sign up for the newsletter.
Company Info
SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide.
Market Cap
EUR 197.6B
Pitch Price
EUR 166.00
Price Target
N/A
Dividend
1.39%
EV/EBITDA
16.74
P/E
27.19
EV/Sales
5.34
Sector
Software
Category
value
SAP (SAP Germany): cloud nerves hit sentiment, but the long‑term story hasn’t changed
SAP.DE (update): Q4 cloud backlog growth slowed to 25% (below expectations), sparking selloff despite intact fundamentals. Cloud margins improved, 2026 cloud revenue guide 23-25% growth. Stock trades below 2020 warning levels despite mid-20s cloud growth vs single-digit then. Valuation disconnected from fundamentals.
Read full article (2 min)