What is Erste Group Bank’s Estimate for SAP FY2026 Earnings?

SAP SE (NYSE:SAP) – Equities research analysts at Erste Group Bank dropped their FY2026 earnings per share (EPS) estimates for shares of SAP in a research note issued on Thursday, October 8th. Erste Group Bank analyst H. Engel now anticipates that the software maker will post earnings per share of $7.92 for the year, down from their previous estimate of $8.10. The consensus estimate for SAP’s current full-year earnings is $8.14 per share. Erste Group Bank also issued estimates for SAP’s FY2027 earnings at $9.32 EPS.

Several other equities analysts have also recently issued reports on SAP. UBS Group cut shares of SAP from a “buy” rating to a “neutral” rating in a research note on Wednesday, August 26th. Morgan Stanley restated an “overweight” rating on shares of SAP in a research report on Friday, August 21st. Weiss Ratings upgraded shares of SAP from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday. Barclays reaffirmed an “overweight” rating on shares of SAP in a report on Tuesday. Finally, Oppenheimer reiterated a “market perform” rating on shares of SAP in a research note on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, SAP has a consensus rating of “Moderate Buy” and an average price target of $264.57.

SAP Price Performance

Shares of NYSE SAP opened at $218.05 on Tuesday. The stock has a fifty day moving average price of $211.26 and a 200 day moving average price of $183.63. SAP has a 1-year low of $144.97 and a 1-year high of $281.36. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.15 and a quick ratio of 1.15. The company has a market cap of $267.88 billion, a PE ratio of 27.39, a P/E/G ratio of 2.53 and a beta of 1.13.

SAP (NYSE:SAP) last released its earnings results on Wednesday, July 22nd. The software maker reported $1.82 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.00 by ($0.18). SAP had a net margin of 20.88% and a return on equity of 17.07%. The company had revenue of $11.27 billion during the quarter, compared to analyst estimates of $11.30 billion. During the same period in the previous year, the firm posted $1.50 EPS. The company’s revenue for the quarter was up 9.4% on a year-over-year basis.

Institutional Trading of SAP

Several hedge funds have recently modified their holdings of SAP. NorthCrest Asset Manangement LLC boosted its stake in shares of SAP by 0.5% in the third quarter. NorthCrest Asset Manangement LLC now owns 64,174 shares of the software maker’s stock valued at $13,630,000 after buying an additional 349 shares in the last quarter. JGP Wealth Management LLC purchased a new position in SAP in the third quarter worth $251,000. Riversedge Advisors LLC purchased a new position in SAP in the third quarter worth $256,000. Wedmont Private Capital lifted its holdings in SAP by 25.7% in the third quarter. Wedmont Private Capital now owns 2,052 shares of the software maker’s stock valued at $436,000 after acquiring an additional 420 shares during the period. Finally, GAMMA Investing LLC lifted its holdings in SAP by 31.6% in the third quarter. GAMMA Investing LLC now owns 6,594 shares of the software maker’s stock valued at $1,375,000 after acquiring an additional 1,585 shares during the period.

About SAP

SAP SE is a German enterprise software company headquartered in Walldorf, Germany. Founded in 1972 by five former IBM employees, SAP develops technology that helps organizations manage finance, procurement, supply chains, human resources, customer relationships and other core business operations.

The company’s principal offerings include SAP S/4HANA Cloud enterprise resource planning software, the SAP Business Technology Platform, and cloud applications such as SAP SuccessFactors for human capital management, SAP Ariba for procurement, SAP Concur for travel and expense management, and SAP Customer Experience solutions.