SAP SE
SAP SE (SAP) is a leading German enterprise-software company best known for its ERP (enterprise resource planning) systems and increasingly for cloud-based business applications. With a market capitalisation around $342.53B, SAP serves large and mid-sized organisations across industries, offering products such as S/4HANA, cloud suites for finance and HR, analytics and industry-specific solutions. Investors often watch SAP for its cloud-subscription growth, recurring revenue mix and operating-margin trajectory as the company completes a long-running shift from on‑premise licences to cloud services. Strengths include a sticky customer base, extensive partner ecosystem and secular demand for digital transformation. Key risks are execution of the cloud transition, competition from other large software vendors and sensitivity to corporate IT spending. This summary is for educational purposes only, not personal advice; values can rise and fall and past performance is not a reliable indicator of future returns. Consider suitability and diversification before investing.
Why It's Moving
SAP Stock Craters on Cloud Backlog Miss Despite Earnings Beat and Massive Buyback.
- Q4 EPS surged 16% on 30% cloud bookings jump, highlighting robust AI demand, yet cloud backlog grew slower than expected, fueling doubts on momentum.
- New €10 billion share repurchase through 2027 signals management confidence in cash flow, but conservative 2026 outlook for 23-25% cloud revenue growth fell short of lofty hopes.
- Dismissal of three executives over stolen trade secrets adds governance clouds, amplifying the post-earnings plunge amid rising short interest.
SAP Stock Craters on Cloud Backlog Miss Despite Earnings Beat and Massive Buyback.
- Q4 EPS surged 16% on 30% cloud bookings jump, highlighting robust AI demand, yet cloud backlog grew slower than expected, fueling doubts on momentum.
- New €10 billion share repurchase through 2027 signals management confidence in cash flow, but conservative 2026 outlook for 23-25% cloud revenue growth fell short of lofty hopes.
- Dismissal of three executives over stolen trade secrets adds governance clouds, amplifying the post-earnings plunge amid rising short interest.
When is the next earnings date for SAP SE (SAP)?
SAP SE's next earnings date was January 29, 2026, covering the fourth quarter and full year 2025 results, released before the market open. As of February 2, 2026, this report has just been published, with the subsequent Q1 2026 earnings anticipated on or around April 23, 2026. Investors should monitor official SAP Investor Relations channels for any updates to the schedule.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying SAP's stock with a target price of $348.17, indicating strong growth potential.
Financial Health
SAP is performing well with strong revenue, profits, and cash generation, indicating solid financial health.
Dividend
SAP's projected dividend yield of 2.09% is reasonable for those seeking some income from their investment. If you invested $1000, you would be paid $20.90 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Cloud transition momentum
SAP's shift from licences to cloud subscriptions drives recurring revenue growth, though conversion can pressure margins in the near term.
Global enterprise footprint
A broad customer base and partner network support resilience, but revenue can be sensitive to corporate IT budgets and macro conditions.
Product and innovation
Investors may watch adoption of S/4HANA and analytics offerings; strong R&D helps differentiation, yet competition remains intense.
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