Investors Research Corp Acquires 2,975 Shares of SAP SE $SAP

Investors Research Corp grew its stake in SAP SE (NYSE:SAP) by 5,409.1% during the second quarter, HoldingsChannel.com reports. The firm owned 3,030 shares of the software maker’s stock after buying an additional 2,975 shares during the period. Investors Research Corp’s holdings in SAP were worth $467,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC increased its holdings in SAP by 91.1% in the fourth quarter. Brighton Jones LLC now owns 2,633 shares of the software maker’s stock valued at $648,000 after purchasing an additional 1,255 shares during the last quarter. Baird Financial Group Inc. bought a new position in SAP during the first quarter worth about $242,000. AQR Capital Management LLC grew its position in shares of SAP by 49.0% during the 1st quarter. AQR Capital Management LLC now owns 16,309 shares of the software maker’s stock worth $4,378,000 after buying an additional 5,363 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC bought a new stake in shares of SAP in the 1st quarter valued at about $2,681,000. Finally, Sivia Capital Partners LLC raised its position in shares of SAP by 2.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,050 shares of the software maker’s stock valued at $928,000 after acquiring an additional 69 shares during the period.

Key Stories Impacting SAP

Here are the key news stories impacting SAP this week:

• Positive Sentiment: SAP is looking to its partner ecosystem to scale enterprise AI adoption, potentially accelerating customer implementations and expanding cloud and business-technology revenue. SAP looks to partners to scale AI adoption
• Positive Sentiment: Erste Group Bank raised its SAP FY2026 EPS forecast to $8.19 from $8.10 and its FY2027 estimate to $9.61 from $9.56. The revisions signal modestly improved expectations for the company’s earnings trajectory. Erste Group Bank SAP earnings estimates
• Positive Sentiment: ArchLynk introduced AI-powered sanctioned-party screening for SAP Global Trade Services, highlighting continued development of complementary solutions that can increase the value and efficiency of SAP’s software ecosystem. ArchLynk brings AI to sanctioned-party screening in SAP GTS
• Neutral Sentiment: Precisely Software launched Automate Evolve Cloud Essentials to address governance and automation gaps in SAP environments. The product may support SAP customers, although the announcement is from a third-party vendor and does not directly indicate new revenue for SAP. Precisely closes the SAP automation governance gap
• Negative Sentiment: A magistrate judge recommended denying SAP’s motion to dismiss a trade-secret lawsuit, allowing the case to proceed and increasing potential legal costs, uncertainty and reputational risk. Magistrate judge recommends denying motion to dismiss trade secret case against SAP
• Negative Sentiment: Researchers reported a SAP Commerce Cloud flaw that could allow unauthenticated attackers to execute arbitrary code. SAP has issued patches for this and other critical code-injection and memory-corruption vulnerabilities, which reduces ongoing exposure but underscores cybersecurity risks for customers. SAP patches critical code injection and memory corruption vulnerabilities

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. Weiss Ratings upgraded shares of SAP from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, July 30th. Wall Street Zen downgraded SAP from a “buy” rating to a “hold” rating in a research note on Saturday, May 16th. The Goldman Sachs Group reiterated a “buy” rating and set a $265.00 target price on shares of SAP in a report on Wednesday, June 10th. Santander upgraded SAP from a “neutral” rating to an “outperform” rating in a report on Friday, April 24th. Finally, Wells Fargo & Company reaffirmed an “overweight” rating on shares of SAP in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $264.83.

SAP Stock Down 2.7%

SAP stock opened at $203.94 on Thursday. The company has a 50 day moving average of $169.11 and a 200-day moving average of $180.00. The company has a quick ratio of 1.15, a current ratio of 1.15 and a debt-to-equity ratio of 0.19. SAP SE has a twelve month low of $144.97 and a twelve month high of $281.36. The stock has a market capitalization of $250.54 billion, a PE ratio of 25.62, a price-to-earnings-growth ratio of 2.47 and a beta of 1.12.

SAP Company Profile

SAP SE is a global enterprise software company headquartered in Walldorf, Germany. Founded in 1972 by five former IBM engineers, the company’s name is an acronym for Systeme, Anwendungen und Produkte in der Datenverarbeitung (Systems, Applications & Products in Data Processing). SAP develops and sells software and services that help organizations manage business processes across finance, human resources, procurement, manufacturing, supply chain and customer relationships.

SAP’s product portfolio spans on‑premises and cloud offerings, anchored by its enterprise resource planning (ERP) solutions such as SAP S/4HANA and the SAP HANA in‑memory database and platform.