SAP's strategic pivot to cloud subscriptions is yielding tangible margin benefits, with operating margin expanding from 14.7% in 2024Q2 to 26.8% in 2026Q2, while gross margin remains resilient near 73%. However, revenue growth has decelerated to 9.4% in 2026Q2...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to 9.4% in 2026Q2, yet operating margin improved to 26.8% from 14.7% in 2024Q2, reflecting disciplined cost management and cloud transition benefits.
SAP has reported strong quarterly earnings, exceeding analyst expectations with significant revenue increases.
The current stock price is around $171, lower than its 12-month high of $313.28, suggesting a potential buying opportunity.
A consensus rating of 'Moderate Buy' from analysts indicates confidence in SAP's future performance.
Recent downgrades from several analysts, shifting from 'buy' to 'hold,' suggest concerns about the stock's short-term performance.
SAP's beta of 1.24 indicates it may be more sensitive to market fluctuations, posing risks for conservative investors.
The company faces significant competition in the software industry, which could impact its market share and profitability.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 23, 2026 | $1.85-7.5% vs $2.00 | $11.2B-0.5% vs $11.3B |
Q2 2026 Apr 23, 2026 | $2.01+4.7% vs $1.92 | $11.2B-0.1% vs $11.2B |
Q1 2026 Jan 29, 2026 | $1.89+6.8% vs $1.77 | $11.6B+1.4% vs $11.4B |
Q4 2025 Oct 22, 2025 | $1.86+10.1% vs $1.69 | $10.6B+8.8% vs $9.8B |
Xperi (NYSE: XPER - Get Free Report) and SAP (NYSE: SAP - Get Free Report) are both technology companies, but which is the superior business? We will compare the two companies based on the strength of their analyst recommendations, valuation, dividends, institutional ownership, profitability, earnings and risk. Volatility and Risk Xperi has a beta of 1.39, suggesting
WILMINGTON, Del.--(BUSINESS WIRE)--SAP TM-BN4L may be underused because of configuration gaps, unfinished project scope, outdated data, weak adoption, or manual processes that were never removed after go-live. That does not automatically mean reimplementation. The limits usually sit in how the system was set up and how it is used, not in the software. If your SAP TM-BN4L system has been underperforming for a long time, SCM CHAMPS can help you find out why and what can realistically be improved.
SAN FRANCISCO--(BUSINESS WIRE)-- #AIagents--Vigience launches the Vigience MCP for SAP, enabling AI agents to read live SAP data and post complex transactions in SAP.
Taiyo Holdings Launches Next-generation Semiconductor-packaging Material "FPIM Series," Achieving Its First Three-layer RDL Formation with 700-n
Benchmark SAP against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for SAP SE (SAP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $210.68 | $245.49B | 30.67 | 7.68% | 19.46% | 15.73% | 1.22% | |
| $149.12 | $428.88B | 25.58 | 17.35% | 26.36% | 42.1% | — | |
| $498.00 | $3.7T | 27.74 | 17.79% | 40.31% | 33.22% | — | |
| $137.00 | $141.64B | 82.04 | 20.88% | 11.34% | 13.77% | — | |
| $292.35 | $79.97B | 21.39 | 15.63% | 21.29% | 23.42% | — | |
| $219.62 | $46.37B | 41.99 | 17.53% | 21.08% | 52.5% | — |
SAP SE (SAP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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SAP SE (SAP) stock FAQ — growth, dividends, profitability & financials explained
SAP SE (SAP) reported $38.19B in revenue for fiscal year 2025. This represents a 926% increase from $3.72B in 1996.
SAP SE (SAP) grew revenue by 7.7% over the past year. This is steady growth.
Yes, SAP SE (SAP) is profitable, generating $7.80B in net income for fiscal year 2025 (19.5% net margin).
Yes, SAP SE (SAP) pays a dividend with a yield of 1.22%. This makes it attractive for income-focused investors.
SAP SE (SAP) has a return on equity (ROE) of 15.7%. This is reasonable for most industries.
SAP SE (SAP) generated $8.71B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
