SAP SE

SAP SE(SAP)の株式分析

$228.980

+3.000 (+1.31%)終値時点

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高値
229.000
始値
226.430
出来高加重平均価格
227.92
出来高
2.67M
時価総額
234.32B
安値
225.790
売買代金
607.77M
EV/EBITDA(TTM)
18.28

SAP SE (SAP) is a Germany-based application software company. The Company operates through two segments Applications, Technology & Support (ATS) segment and its Core Services segment. The ATS segment covers the Company’s integrated product portfolio and includes cloud subscription offerings, support services, and training solutions. It also encompasses activities related to operating cloud technologies and delivering customer support associated with its software products. The Core Services segment complements the Company’s product portfolio by delivering consulting and premium support services to assist customers in adopting its innovations. Revenue in this segment is primarily derived from professional services and enhanced support offerings, while costs arise from the execution of these service activities.

www.sap.com

AI分析 of SAP SE (SAP)

買い

SAP SE is a good buy right now, with a current price of $224.29 and an RSI of 82.67, indicating strong momentum. The forward P/E ratio is 33.11, which is reasonable given the expected growth in earnings, and analysts have set a price target as high as $265, suggesting significant upside potential. The main risk is the recent negative earnings surprise of -7.5% reported on July 23, which could affect investor sentiment if not addressed in the upcoming earnings report.

アナリスト評価(31)

上値余地 +29.71%
買い
20 買い
8 中立
3 売り
現在: 228.98
安値
30.28
平均
297.01
高値
401.93

BMO Capital

2026-10-08

目標株価

$235

アウトパフォーム

Jefferies

2026-09-22

目標株価

$260

買い

Citi

2026-09-22

目標株価

$215

買い

BofA

2026-09-21

目標株価

—

買い

Argus

2026-09-10

目標株価

$265

買い

バリュエーション指標

SAP SE(SAP)の現在の予想PERは33.11で、5年平均は27.30です。

予想PER

適正
5年平均 P/E
27.30
現在のP/E
33.11
割高
37.31
割安
17.29

予想EV/EBITDA

適正
5年平均 EV/EBITDA
17.41
現在のEV/EBITDA
18.28
割高
22.38
割安
12.43

予想PSR

適正
5年平均 P/S
5.30
現在のP/S
5.80
割高
6.72
割安
3.89

Alphio AI による SAP の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%SAP

$342.61

シナリオ価格

基

基本

基本 · 50%SAP

$291.95

シナリオ価格

弱

弱気

弱気 · 25%SAP

$259.33

シナリオ価格

SAP を保有するクジラ

D

Dietmar Hopp Stiftung GmbH

+ を保有SAP

+56.43%

3か月リターン

V

Vulcan Value Partners, LLC

+ を保有SAP

+11.51%

3か月リターン

P

PKO Towarzystwo Funduszy Inwestycyjnych SA

+ を保有SAP

+11.05%

3か月リターン

C

Carmignac Gestion SA

+ を保有SAP

+10.35%

3か月リターン

H

Hotchkis and Wiley Capital Management, LLC

+ を保有SAP

+10.08%

3か月リターン

V

Value Partners Investments Inc.

+ を保有SAP

+9.54%

3か月リターン

イベントタイムライン

2026-10-07 (ET)

06:30:00

IBM Launches SAP Solutions to Aid Mid-Sized Firms in Cloud ERP Modernization

2026-10-06 (ET)

08:00:00

SAP Acquires AI Platform TechWolf

2026-09-29 (ET)

14:30:00

NetApp Plans to Expand Partnership with SAP

2026-09-14 (ET)

16:30:00

Rimini Street Announces Strategic Partnership with Datacom

2026-09-02 (ET)

12:00:00

Major Averages Rebound, ADP Reports 38,000 Jobs Added

ニュース

SAP のよくある質問 — Alphio AI が回答

SAP SE (SAP) is a Germany-based application software company. The Company operates through two segments Applications, Technology & Support (ATS) segment and its Core Services segment. The ATS segment covers the Company’s integrated product portfolio and includes cloud subscription offerings, support services, and training solutions. It also encompasses activities related to operating cloud technologies and delivering customer support associated with its software products. The Core Services segment complements the Company’s product portfolio by delivering consulting and premium support services to assist customers in adopting its innovations. Revenue in this segment is primarily derived from professional services and enhanced support offerings, while costs arise from the execution of these service activities. It operates in the Technology sector.

SAP SE is a good buy right now, with a current price of $224.29 and an RSI of 82.67, indicating strong momentum. The forward P/E ratio is 33.11, which is reasonable given the expected growth in earnings, and analysts have set a price target as high as $265, suggesting significant upside potential. The main risk is the recent negative earnings surprise of -7.5% reported on July 23, which could affect investor sentiment if not addressed in the upcoming earnings report.

31 analysts cover SAP: 20 rate it Buy, 8 Hold and 3 Sell. The average price target is 297.01.

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