Dec 29, 2025 • MarketBeat
BULLISH
Perigon Wealth Management LLC Has $4.12 Million Position in SAP SE $SAP
Perigon Wealth Management LLC significantly increased its stake in SAP SE, boosting its position by 38.2% to 15,402 shares valued at approximately $4.12 million. Other major institutions like Fisher Asset Management and Bank of America also increased their holdings. This comes as SAP recently reported a strong earnings beat and maintains a "Buy" consensus rating from analysts with an average price target of $284.33.
Dec 29, 2025 • Meyka
SOMEWHAT-BULLISH
SAP SE Stock Analysis: AI Innovations and What’s Next
SAP SE is focusing on AI innovations across its product suite, which is critical for its future growth in the competitive Technology sector. Despite mixed recent financial results, Meyka AI rates SAP.DE with a "BUY" recommendation and forecasts a potential upside of 12.34% to €233.39 in the next month, driven by its innovative trajectory and market position. While technical indicators show some bearish bias and subdued trading, the company's commitment to AI is expected to drive future growth.
Dec 27, 2025 • MarketBeat
BULLISH
Fulton Breakefield Broenniman LLC Invests $9.48 Million in SAP SE $SAP
Fulton Breakefield Broenniman LLC has initiated a new position in SAP SE, acquiring 35,478 shares valued at approximately $9.48 million in the third quarter. This investment follows SAP's strong earnings performance, where it surpassed consensus estimates with $1.86 EPS and revenue of $10.65 billion. Analysts generally hold a "Buy" consensus for SAP, with an average price target of $284.33, indicating positive sentiment despite some recent rating adjustments.
Dec 26, 2025 • 富途牛牛
SOMEWHAT-BEARISH
Is ServiceNow retracing SAP's path with a sudden $12 billion acquisition turn?
ServiceNow has abruptly shifted its strategy to large-scale acquisitions, spending over $12 billion this year, stirring investor concern that the company may be mimicking SAP's controversial acquisition-driven growth strategy under CEO Bill McDermott's previous tenure. This comes amid expectations of slowing organic revenue growth for ServiceNow, prompting questions about its long-term strategy and a significant drop in its stock price. Despite concerns, ServiceNow asserts its strategic position is fundamentally different and better than SAP's during its prior M&A phase.
Dec 26, 2025 • Bloomberg
NEUTRAL
ServiceNow $12 Billion Deal Spree Is ‘Deja Vu’ of CEO’s SAP Days
ServiceNow is currently undergoing a significant acquisition spree, having spent at least $12 billion this year on deals, a shift from its previous strategy. This aggressive M&A activity is drawing comparisons to CEO Bill McDermott's past at SAP SE, causing some investor concern about the company's growth strategy. The resemblance to his SAP tenure, marked by controversial mergers, has prompted questions about ServiceNow's future direction.
Dec 26, 2025 • Meyka
NEUTRAL
SAP.DE Pre-Market (26 Dec 2025): Anticipating the AI-Driven Upsurge
SAP SE (SAP.DE) opened pre-market at €207.70, down 0.41%, as the company positions itself for an AI-driven surge within the tech sector. Despite its stock trading below key moving averages and having a high P/E ratio, Meyka AI gives SAP.DE a B+ "BUY" rating, projecting a modest upside to €216.54 for the month. The company's strategic integration of AI into its offerings and robust financial health underpin this optimistic outlook, though volatility and potential overvaluation are noted risks.