Kepler Capital Maintains Buy Rating on SAP SE with €285 Price Target

Sunday, Jul 20, 2025 5:12 pm ET1min read

SAP SE has received a new Buy recommendation from Kepler Capital analyst Laurent Daure, with a price target of €285.00. The company's shares closed at €264.05. The analyst consensus is a Strong Buy with an average price target of €304.82, a 15.44% upside from current levels. Insider sentiment is negative, with an increase in insiders selling shares.

Title: SAP SE: Analysts Upbeat on Earnings Preview, Strong Buy Recommendations

SAP SE, a leading global software company, is set to report its quarterly earnings on July 22 for the period ending June 30, 2025. Analysts are expecting a 9.5% increase in revenue to €9.075 billion from €8.29 billion a year ago, according to the mean estimate from 10 analysts [1]. The consensus earnings estimate is €1.46 per share, with the current average analyst rating on the shares being "buy" [1].

A notable development is the new Buy recommendation from Kepler Capital analyst Laurent Daure, who has set a price target of €285.00. This recommendation comes amidst a strong analyst consensus, with 18 out of 18 analysts rating SAP SE as a Strong Buy [2]. The median 12-month price target for SAP SE is €330.00, indicating a 6.5% upside from its last closing price of €308.61 [1].

Despite the positive outlook, insider sentiment has been negative, with an increase in insiders selling shares. This could suggest a cautious approach from the company's insiders, potentially indicating concerns not reflected in the analysts' consensus [2].

SAP SE has shown a history of consistent earnings performance, with the last three quarters showing positive earnings surprises. For instance, in the quarter ending March 31, 2025, the company beat estimates by 9.2% [1]. However, the company has faced challenges in profitability and free cash flow, which analysts have noted as areas needing attention [2].

In conclusion, while the analyst consensus is overwhelmingly positive, with strong Buy ratings and price targets, the recent insider selling activity suggests a level of caution that investors should consider. SAP SE's upcoming earnings report will provide further clarity on the company's financial health and growth prospects.

References
[1] https://www.tradingview.com/news/reuters.com,2025:newsml_L8N3TF23U:0-sap-se-expected-to-post-earnings-of-1-46-a-share-earnings-preview/
[2] https://www.tipranks.com/stocks/de:sap/forecast

Kepler Capital Maintains Buy Rating on SAP SE with €285 Price Target

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