What is Erste Group Bank’s Estimate for SAP FY2026 Earnings?

SAP SE (NYSE:SAP) – Equities research analysts at Erste Group Bank dropped their FY2026 EPS estimates for SAP in a research report issued on Monday, July 27th. Erste Group Bank analyst H. Engel now expects that the software maker will post earnings per share of $8.10 for the year, down from their previous forecast of $8.24. The consensus estimate for SAP’s current full-year earnings is $8.14 per share. Erste Group Bank also issued estimates for SAP’s FY2027 earnings at $9.56 EPS.

SAP (NYSE:SAP) last released its quarterly earnings data on Friday, February 27th. The software maker reported $1.99 EPS for the quarter. SAP had a net margin of 20.88% and a return on equity of 17.07%. The firm had revenue of $11.06 billion for the quarter.

SAP has been the topic of a number of other research reports. Jefferies Financial Group cut SAP from a “strong-buy” rating to a “hold” rating in a report on Friday, July 24th. The Goldman Sachs Group restated a “buy” rating and set a $265.00 target price on shares of SAP in a research report on Wednesday, June 10th. Santander upgraded shares of SAP from a “neutral” rating to an “outperform” rating in a report on Friday, April 24th. HSBC upgraded shares of SAP from a “hold” rating to a “buy” rating in a report on Wednesday, April 22nd. Finally, Piper Sandler lowered shares of SAP from an “overweight” rating to a “neutral” rating in a report on Tuesday, April 14th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $264.83.

SAP Trading Down 2.6%

Shares of SAP stock opened at $181.08 on Friday. SAP has a 12-month low of $144.97 and a 12-month high of $299.48. The company has a current ratio of 1.15, a quick ratio of 1.07 and a debt-to-equity ratio of 0.19. The stock has a market cap of $222.46 billion, a PE ratio of 22.75, a price-to-earnings-growth ratio of 2.19 and a beta of 1.14. The company has a 50-day moving average of $165.76 and a two-hundred day moving average of $182.27.

Institutional Trading of SAP

A number of institutional investors have recently modified their holdings of the company. Dara Capital US Inc. acquired a new stake in shares of SAP in the fourth quarter worth $3,342,000. Dash Acquisitions Inc. raised its stake in shares of SAP by 8.7% in the 4th quarter. Dash Acquisitions Inc. now owns 78,880 shares of the software maker’s stock valued at $19,161,000 after acquiring an additional 6,315 shares during the period. Sequoia Financial Advisors LLC lifted its holdings in shares of SAP by 59.7% during the 1st quarter. Sequoia Financial Advisors LLC now owns 18,091 shares of the software maker’s stock valued at $3,097,000 after acquiring an additional 6,763 shares in the last quarter. Rock Point Advisors LLC lifted its holdings in shares of SAP by 66.5% during the 4th quarter. Rock Point Advisors LLC now owns 33,569 shares of the software maker’s stock valued at $8,154,000 after acquiring an additional 13,413 shares in the last quarter. Finally, Sterling Investment Management LLC purchased a new stake in SAP during the 4th quarter worth $1,512,000.

About SAP

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.