SAP SAP SE Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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08:36
Jul 19
Jul 19
Enterprise software captures AI value through customers.
AI will be embedded into existing enterprise software, making the tools themselves more efficient and allowing companies to reduce headcount. The software vendors own the customer relationship, making switching costly; they will capture the AI value by adding AI features to their existing platforms (e.g., SAP financial software, Salesforce CRM, Oracle). This provides a high-margin, sticky revenue stream, and the sell-off in software may be overdone. Caterpillar’s finance department could shrink from 80 to 60 people using AI-augmented software, illustrating the productivity gain.
HIGH
15:46
Jul 14
Jul 14
Enterprise software subscriptions cut for hardware.
Companies will scale back on software subscriptions from SAP, ServiceNow, Salesforce, and Workday to fund urgent server purchases as memory prices rise, creating a headwind for subscription revenue growth and pressuring valuations further.
HIGH
13:01
Jul 09
Jul 09
SAP agrees to make it easier for customers to switch cloud providers, averting a potential fine from the European Union.
15:54
Jul 07
Jul 07
A former Oracle employee discusses the company's full-stack advantage over Amazon and Microsoft while noting growing competition in ERP from Microsoft, SAP, and Workday.
10:34
Jul 07
Jul 07
SAP CEO Christian Klein faces challenges as the company's market position shifts from Europe's most valuable firm to a potential downturn.
00:02
Jul 03
Jul 03
SAP is seeking to cut costs to redirect resources toward AI investments, a strategic shift that may improve long-term efficiency but lacks a clear directional trade signal.
LOW
19:00
Jul 02
Jul 02
SAP announces a hiring slowdown and travel freeze as the company accelerates its push into artificial intelligence.
08:09
Jul 02
Jul 02
SAP is limiting hiring and travel to finance a significant expansion in artificial intelligence.
08:09
Jul 02
Jul 02
SAP announces plans to cut hiring and travel costs while reallocating resources toward AI development and competitive defense.
07:46
Jul 02
Jul 02
SAP announces restrictions on hiring and travel to fund a significant push into artificial intelligence technology.
10:18
Jun 30
Jun 30
SAP reorganizes its product and engineering leadership for the second time this year as the software company works to keep pace with AI competition.
05:03
Jun 30
Jun 30
SAP's vast data, high replacement cost, and critical role in logistics/compliance create a durable moat. If SAP's moat is undervalued relative to market hype for NOW, it may offer a relative value opportunity. Author argues SAP's external legal/compliance risks make it stickier than NOW, suggesting long-term competitive advantage. SAP faces legacy tech disruption, cloud transition challenges, or macroeconomic slowdown affecting enterprise spending.
MED
12:01
Jun 29
Jun 29
Author’s DCF yields base-case intrinsic value of $260 vs. $155 market price; even bear case ($141) provides limited downside at current levels. Deep value opportunity exists if SAP executes cloud conversion and margin expansion; current price discounts a bear scenario, offering asymmetric upside. Buy SAP at ~$155 with 40% upside to base case; catalyst is continued cloud backlog conversion and margin improvement. Cloud cannibalization depresses revenue growth, margins fail to expand beyond 28-30%, or currency headwinds persist; terminal value sensitivity is high.
HIGH
01:03
Jun 28
Jun 28
The author dismisses the AI hardware selloff and software rally as a long/short algo trend by institutions, not a trade idea.
04:36
Jun 25
Jun 25
Jefferies reduces its price target for SAP to 250 euros from 270 euros, reflecting a more cautious near-term outlook.
12:01
Jun 22
Jun 22
The author discusses SAP's AI challenges and user experience issues from a user perspective without taking an investment position.
LOW
11:42
Jun 22
Jun 22
The author critiques SAP's usability and AI layer while noting users are seeking alternatives, but does not state a position or forward call.
LOW
10:44
Jun 22
Jun 22
Speaker praises SAP's unique end-to-end ERP moat and CEO-led turnaround, but only lists it as a watchlist candidate, no current position.
MED
00:05
Jun 22
Jun 22
Author explicitly states 75% of holdings are in AI enablers and power/energy stocks with a 10% position in AI beneficiaries, framing these as current long positions with a rotation thesis.
15:14
Jun 20
Jun 20
Named as a notable AI beneficiary basket name alongside WDAY/INTU/CRM/TEAM; no explicit position language, framed as "good names" in the field.
MED
00:22
Jun 20
Jun 20
Named as additional AI beneficiary candidates in a thematic basket; author does not disclose a position, per SPEAKER NOTE these are read-through watch names.
MED
00:20
Jun 20
Jun 20
Named as additional AI beneficiary candidates in the same sector bucket as author's core holdings; no explicit ownership or position language attached.
LOW
22:02
Jun 19
Jun 19
SAP is the third name in the top comment’s “buy and close the app” recommendation. SAP’s legacy ERP moat is massive, and its cloud transition (S/4HANA, Business AI) is picking up. The market underestimates how sticky enterprise ERP systems are. Long SAP as a beneficiary of AI-driven business process optimization, with a strong recurring revenue base and global footprint. Slow cloud migration pace, currency headwinds, or regulatory issues in Europe.
MED
17:26
Jun 18
Jun 18
Long large-cap software leaders insulated from disruption
While broad software and services are under pressure, large-cap software leaders with dominant market share – ServiceNow, Workday, SAP – are still growing and insulated from the AI-driven budget shift. Their commanding positions protect them from the disruption facing smaller firms and consulting companies.
MED
16:34
Jun 18
Jun 18
Watch automotive and industrial suppliers as discretionary softness and energy costs pressure consulting and software spend near-term.
MED
20:30
Jun 11
Jun 11
Watch SAP as mission-critical workflow owners benefit from Oracle's validation of enterprise AI adoption in production.
MED
07:10
Jun 11
Jun 11
European equities show mixed performance with Hugo Boss up 6.9 percent and Halma down 10.7 percent in early trading.
07:01
Jun 10
Jun 10
SAP’s PEG ratio is nearly 1.0, which the community considers extremely cheap for a quality software company. Historically, PEG ratios below 1.5 are favorable; near 1.0 suggests the market is pricing in excessive pessimism, creating a mean-reversion opportunity. Buy SAP on the software sector weakness, expecting a re-rating as the “semi bubble” mania subsides and fundamentals reassert. The semiconductor selloff could persist longer, dragging SAP lower; macro headwinds (e.g., rate concerns) may keep tech under pressure.
LOW
00:11
Jun 07
Jun 07
Named in author's AI beneficiary basket — enterprise software companies cited as long-term beneficiaries of AI adoption and workflow automation growth.
MED
00:10
Jun 07
Jun 07
Author argues the AI run will continue with four reasons and lists beneficiary and enabler tickers as thematic read-through baskets, not explicit positions.
About SAP Analyst Coverage
Buzzberg tracks SAP (SAP SE) across 24 sources. 22 bullish vs 2 bearish calls from 39 analysts. Sentiment: predominantly bullish (34%). 59 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: Paul Krake, Anurag Rana, Reuters Business.