SAP WKN: 716460 ISIN: DE0007164600 Kürzel: SAP Forum: Aktien Thema: Hauptdiskussion

SAP price target lowered to EUR 280 from EUR 300 at Citi TheFly Apr 17, 2025, 06:40 PM Citi analyst Balajee Tirupati lowered the firm’s price target on SAP (SAP) to EUR 280 from EUR 300 and keeps a Buy rating on the shares. https://www.tipranks.com/news/the-fly/sap-price-target-lowered-to-eur-280-from-eur-300-at-citi?mod=mw_quote_news

SAP to Announce Q1 Earnings: Here's What You Should Know Zacks Equity Research April 17, 2025 SAP SE (SAP Quick QuoteSAP - Free Report) is scheduled to post results for the first quarter of 2025 on April 22. The Zacks Consensus Estimate for first-quarter 2025 earnings has moved south 1 cent in the past 60 days and is pegged at $1.38 per share. The consensus mark implies a 56.8% increase from the year-ago reported actuals. The Zacks Consensus Estimate for first-quarter 2025 revenues is currently pegged at $9.68 billion, indicating a 10.87% uptick from the year-ago figure. SAP's earnings surpassed the Zacks Consensus Estimate in three of the preceding four quarters and missed in the other one, delivering an average beat of 6.38%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) Factors Shaping the Upcoming Results for SAP SAP’s performance is expected to have benefited from steady momentum in its cloud business. Rapid adoption of Rise with SAP solution has been one of the major drivers of cloud business, along with the Cloud ERP Suite, which has contributed significantly to the overall cloud revenue growth. The 33% rise in Cloud ERP Suite revenues for 2024 was a result of SAP’s focus on providing advanced, scalable solutions for enterprise resource planning in the cloud. Momentum in other cloud offerings like Grow with SAP and SAP Datasphere, as well as strategic acquisitions and collaborations, bodes well for its cloud business. SAP has been focusing on expanding its reach into the mid-market with a stronger emphasis on partner ecosystems. By empowering partners to target mid-market businesses, SAP has been working to tap into a highly profitable sales channel that has previously been underutilized. The company has also been focusing on integrating AI across its product suite. It expects business AI to play a key role in driving cloud ERP suite revenues. SAP's cloud-focused strategy delivered strong results, with half of fourth-quarter cloud order entries incorporating AI-use cases. This highlights its growing focus on data and Business AI, which is poised to play a pivotal role in driving revenue growth through 2027. SAP SE Price and EPS Surprise On the last earnings call, management highlighted that it has incorporated more than 1,300 skills into AI co-pilot, which can now automate 80% of the most-used activities by users. In go-to-market, AI-assisted contract validation has cut SAP's average contract booking time by 75%. In corporate functions, AI-powered quote-to-cash automation has boosted productivity tenfold. However, the company’s performance has been affected by continued softness in the Software license and support business segment, coupled with global macroeconomic weakness and geopolitical instability. Also, increasing research & development costs and stiff competition in the cloud space are concerns. What Our Model Says About SAP Our proven model does not predict an earnings beat for SAP this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. This is not the case here. https://www.zacks.com/stock/news/2450813/sap-to-announce-q1-earnings-heres-what-you-should-know?cid=CS-MKTWTCH-HL-analyst_blog|earnings_preview-2450813&mod=mw_quote_news

Rabatteeeee

und weiter talwärts geht es, bin komplett short!!!

Ekelhaft diese Gier zu sehen das es nicht immer weiter nach oben geht. Lief doch super die letzten 20 Monate. Wenn jetzt eine Korrektur kommt dann ist es halt so. Viele Junganleger kennen nur eine Richtung nach oben ihnen fehlt die Demut an der Börse. Dankbarkeit für das was man hat und nicht immer nach mehr gieren

Aber nicht im Dax. Da ist das gewichtet KGV aktuell bei über 35, weil pro Jahr 7% neue Punkte dazukommen müssen auch wenn UnternehmensGewinne stark fallen bzw. wie bei Siemens energy oder sap den Kursanstieg nicht ansatzweise rechtfertigen. bei normalen Aktien im Nebenwertsegment mit KGVs deutlich unter 10 und zweistelligen Dividendenrenditen kann man es als Maß verwenden.

KGV zählt,!!!!

So ein Unsinn. Schaue dir vergleichbare Unternehmen in den USA an.

wir sehen uns bei 190€, hoffnungslos überbewertet ist viel zu hoch !!!

nachdem es über Monate immer nur bergauf gegangen ist, darf es auch mal eine Periode der Korrektur geben. Wir sind vom ATH knapp etwas über 10% gefallen, das ist doch nichts aussergewöhnliches

SAP oder Sapperlott...???

SAP wird auch runtergezogen, wenn der Nasdaq bzw. die bekannten Big Tech Werte fallen.

Rezensionsangst, Zölle ich denke Gewinnmitnahmen nach einem starken Anstieg in den letzten 14 tagen

Echt schade dass es nach den letzten Tagen heute so bergab geht. Was meint ihr woran es liegt? Gesamtmarkt? Mal schauen was die restliche Woche bringt

Shit - gestern gekauft...

Holt Luft, bevor wir zu neuen Höhen ansetzten.