SAP SAP SE Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
10:25
Sep 16
Sep 16
r/wallstreetbets
SAP growth doubt leaves room to fall
The author argues SAP will not fully collapse because too much money is tied up in the stock, but growth prospects are a major doubt. That growth uncertainty leaves room for the stock to fall further. No specific catalyst or time horizon is given, and the main risk is the large capital base supporting the price.
SAP
SAP SE
Short
1ST
—
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00:00
Sep 13
Sep 13
r/ValueInvesting
SAP still undervalued vs Oracle, cheap Europe
The author bought SAP around $150 during the SaaS selloff, believing enterprises would never rebuild ERP from scratch, and considers the thesis validated after a run to $220. He argues SAP remains undervalued because Oracle's ongoing troubles make SAP relatively more attractive, European equities broadly look underpriced, and a manufacturing rebound (as Europe prepares air conditioning for next summer) should benefit SAP's ERP business. Main risk implied is the prior SaaS multiple compression that already hit the stock.
SAP
SAP SE
Long
1ST
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About SAP Investor Commentary
Across the available history and selected sources, Buzzberg tracks SAP (SAP SE) across 46 sources: 45 bullish vs 2 bearish calls from 90 authors. Historical directional balance: 31% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 137 total trade ideas tracked. Past 7 days, before deduplication: 2 other directions. Latest voices: thebigberbowski, u/PassableForAWombat, u/standupguy152.