Should You Buy SAP SE (SAP) Today? Analysis, Price Targets, and 2026 Outlook.
Conclusion
Buy
Latest Price
236.110
1 Day change
0.93%
52 Week Range
313.280
Analysis Updated At
2026/01/26
SAP SE is a good buy for a beginner investor with a long-term strategy and $50,000-$100,000 available for investment. The company's strong financial performance, consistent analyst support with high price targets, and resilience in the software sector make it a solid choice. While technical indicators are mixed, the long-term growth potential outweighs short-term fluctuations.
Technical Analysis
The technical indicators show a mixed picture. The MACD is below zero and negatively contracting, indicating bearish momentum. The RSI is neutral at 41.461, and the moving averages are bearish (SMA_200 > SMA_20 > SMA_5). Key support and resistance levels are at S1: 224.25 and R1: 250.997, with the stock currently trading near the support zone. This suggests limited downside risk in the short term.
Options Data
Bullish
Open Interest Put-Call Ratio
Bullish
Option Volume Put-Call Ratio
Technical Summary
Sell
7
Buy
3
Positive Catalysts
2026/01/26 04:59:07
Strong financial performance in Q3 2025, with revenue up 14% YoY and net income up 45.72% YoY.
Analysts maintain a Buy rating with high price targets (EUR 270-300), citing SAP's strong recurring revenue model and improved business quality.
The stock has a 60% chance of gaining 6.31% in the next month based on historical patterns.
Neutral/Negative Catalysts
2026/01/26 04:59:07
Bearish technical indicators, including a negative MACD and bearish moving averages.
Broader negative sentiment in the software sector due to AI-related uncertainties.
No recent significant insider or hedge fund activity to indicate strong institutional confidence.
Financial Performance
In Q3 2025, SAP demonstrated robust growth with revenue increasing by 14% YoY, net income up 45.72% YoY, and EPS rising by 47.79% YoY. Gross margin also improved slightly to 73.77%. These metrics highlight the company's strong operational performance and profitability.
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Analysts are bullish on SAP, with multiple Buy ratings and price targets ranging from EUR 270 to EUR 300. Jefferies highlights SAP's improved business quality and recurring revenue model as key strengths. While Citi and JPMorgan slightly lowered their price targets, they maintain a positive outlook on the stock.
Wall Street analysts forecast SAP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SAP is 297.01 USD with a low forecast of 30.28 USD and a high forecast of 401.93 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
Wall Street analysts forecast SAP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SAP is 297.01 USD with a low forecast of 30.28 USD and a high forecast of 401.93 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 233.940
Low
30.28
Averages
297.01
High
401.93
Current: 233.940
Low
30.28
Averages
297.01
High
401.93
Jefferies
Charles Brennan
Buy
maintain
€290
AI Analysis
2026-01-20
Reason
Jefferies
Charles Brennan
Price Target
€290
AI Analysis
2026-01-20
maintain
Buy
Reason
Jefferies analyst Charles Brennan says that while SAP is trading 15% above prior trough valuations, for a company growing recurring revenue near 15%, a "trough in sight." Software sentiment "has rarely been lower, with AI casting a shadow of uncertainty for the sector," the analyst tells investors in a research note. Jefferies believes SAP is a "higher-quality business now than at any time in the past." The company's higher recurring revenue brings greater levels of visibility which should support more favorable multiples, the firm adds. Jefferies as a Buy rating on SAP with an EUR 290 price target.
Citi
Balajee Tirupati
Buy
downgrade
2025-12-11
Reason
Citi
Balajee Tirupati
Price Target
2025-12-11
downgrade
Buy
Reason
Citi analyst Balajee Tirupati lowered the firm's price target on SAP to EUR 280 from EUR 295 and keeps a Buy rating on the shares.
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