TickerTalks
Browse all tickers →
TickerTalks›$SAP
SASAP

SAP SE

$SAP·$245B·Software - Application·Technology
$210.85+0.7%YTD-13.7%1Y-20.6%
Price updated 22m ago·X counts updated 2d ago
SASAP
$SAPSAP SE
$210.85+0.74%108 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $SAP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

108X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SAP's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 81% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

SAP chatter is thin but positive, with one holder taking a 25% profit at €186 in 115 days and posters framing the SaaS-resurrection narrative alongside CRM, NOW, and ADBE. Speculation about Apple building competing AI finance-automation platform adds a minor overhang.

Read what X is saying about $SAP

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SAP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-09-29

The move has stalled — likely just drifts unless something new shows up.

SAP down 14% YTD after a Q2 EPS miss — 21x with 28% operating margin and a fresh AI-platform pitch into a mixed cloud-narrative window.

SAP is the European enterprise ERP leader running the RISE with SAP cloud migration cycle. The stock has stalled after the Q2 miss, with the cloud-plus-AI story still working.

  • The fundamentals are steady but slowing: revenue $9.56B last quarter up 6% year-on-year with 73% gross margin and 28% operating margin — this is not a growth story anymore, it's a mature-software compounder with modest cloud-migration tailwinds.
  • The beat pattern broke: last three EPS surprises of -7.5%, 4.7% and 6.8% — Q2's -7.5% miss reset the analyst-model trajectory, and the stock has been in stall-mode since.
  • The AI-platform pitch adds narrative: SAP's AI platform supporting cloud revenue growth is the fresh product-side story management is pointing to — plus the SaaS-resurrection framing alongside CRM, NOW and ADBE positions this as part of a cohort recovery.

The 10-21 print is where either a return to a beat pattern plus updated cloud-revenue commentary either extends the leg or another modest print keeps the range. Watch RISE with SAP conversion, cloud revenue growth (needs 25%+), and any AI-platform ARR disclosure.

Agrees with X sentimentX's thin-but-positive read (25% profit taken at €186 in 115 days, SaaS-resurrection alongside CRM/NOW/ADBE) captures the cohort setup. The Apple AI finance-automation platform overhang is a legitimate long-term concern; the near-term catalyst is the print.

What to watch: 10-21 earnings — RISE with SAP conversion trajectory, cloud revenue growth, and any AI-platform ARR disclosure. A return to a beat plus visible cloud reacceleration breaks the stall; another modest miss keeps the range.

On the calendar: 2026-10-21 — Q3 earnings

Read the AI verdict on $SAP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

German enterprise software giant providing ERP, HCM, and supply chain software via S/4HANA to large enterprises globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $SAP.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $SAP

Partial — German enterprise software giant providing ERP, HCM, and supply chain software via S/4HANA to large enterprises globally.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-1.0%YTD
-9.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
21.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
14.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
27.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
73.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$1.85$2.00-7.5%
Q1 2026Apr 23, 2026$2.01$1.92+4.7%
Q4 2025Jan 29, 2026$1.89$1.77+6.8%
Q3 2025Oct 22, 2025$1.86$1.74+6.9%
Next earningsWed, Oct 21·consensus EPS $2.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$9.6B+6.0%73.0%28.8%$1.66$3.3B
Q4 FY25$9.7B+3.3%71.4%24.2%$1.58$1.1B
Q3 FY25$9.1B+7.2%73.5%27.4%$1.72$1.3B
Q2 FY25$9.0B+8.9%73.3%27.2%$1.45$2.4B

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$40.3B$39.8B – $41.0B$7.07$6.95 – $7.4319
FY27$45.0B$44.5B – $45.7B$8.29$8.00 – $8.8919
FY28$50.5B$48.4B – $53.2B$9.68$8.25 – $11.1519
FY29$55.2B$54.1B – $56.4B$10.63$10.36 – $10.959
FY30$59.6B$58.5B – $61.0B$11.85$11.54 – $12.2015

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.47%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.2B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.785-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 6 other (4 6-Ks · 1 S-8 · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

How Will SAP's AI Platform Support Cloud Revenue Growth?zacks.com·4d agoCAPR 5-DAY DEADLINE: Capricor Investors Have Opportunity to Lead Class Action - HBSSgurufocus.com·6d agoFinancial Analysis: SAP (NYSE:SAP) and TeraWulf (NASDAQ:WULF)defenseworld.net·9d agoReviewing SAP (NYSE:SAP) & Xperi (NYSE:XPER)defenseworld.net·15d agoIs SAP TM-BN4L Underused? SCM CHAMPS Helps You Get More From Your Existing Systembusinesswire.com·19d ago

In themes

Explore the broader themes this ticker is being talked about under.

Agentic AI & Enterprise Software

More in Software - Application

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$AI$NBIS$MSTR$ZETA$BULL$UBER$U$APP
Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport