Added to YB: 2026-04-15
Pitch date: 2026-04-13
SAP [bullish]
SAP SE
-0.18%
current return
Author Info
No bio for this author
Company Info
SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide.
Market Cap
EUR 166.4B
Pitch Price
EUR 143.72
Price Target
216.71 (+51%)
Dividend
1.75%
EV/EBITDA
14.32
P/E
23.36
EV/Sales
4.48
Sector
Software
Category
growth
SAP SE (XTRA:SAP): The Tech Engine Behind the World's Largest Businesses
SAP: Mispriced ERP leader. 61% of ECC base must migrate by 31 Dec 2027 deadline (18-36mo projects). 71% of Q4'25 deals >€5M w/ backend-loaded ramps compressed CCB optics but extended revenue visibility. SaaSpocalypse thesis wrong—SAP is system of record AI needs, not replaceable tool. 67% Q4 deals included Business AI. Stock -40% YTD on misdiagnosed risks. DCF: €175.93 1yr PT (+26%), €216.71 5yr PT (+56%). Key catalyst: Q1'26 CCB print 22 Apr. Exit if <15% growth cc.
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