SAP SE reported Q4 results that beat analyst forecasts, with revenues of €9.0b in line with expectations and a statutory profit of €1.45 per share, higher than expected. Analysts have updated their forecasts, with a consensus of €37.3b in revenue and €5.84 EPS in 2025, a 3.9% and 4.0% improvement from the last 12 months, respectively. The analysts have reconfirmed their price target of €286 and are bullish on the company's prospects.
SAP SE (SAP) reported its Q4 2025 results, which exceeded analyst expectations. The company reported revenues of €9.0 billion, in line with analysts' predictions, and a statutory profit of €1.45 per share, higher than the expected €1.44 per share. The earnings per share (EPS) of €1.50 was up 36% year-over-year, while revenue climbed 9% to €9.027 billion [1].
Analysts have updated their forecasts following SAP's Q4 results. The consensus for 2025 revenue is €37.3 billion, representing a 3.9% improvement from the previous 12 months, and EPS is expected to increase to €5.84, a 4.0% improvement. The analysts have reconfirmed their price target of €286 per share, indicating a bullish outlook on the company's prospects [3].
SAP's stock price dipped in early trading following the earnings report, falling over 4% to near €293 [1]. The company's shift towards cloud computing continues, with cloud computing revenue rising 28% to €5.13 billion compared to estimates of €5.18 billion [1]. SAP's Current Cloud Backlog (CCB) rose 28% to $18.05 billion, reflecting strong pipeline coverage despite macroeconomic uncertainty [1].
SAP SE's net income for the quarter was €1.7 billion, and its stock price had gained 24.8% year-to-date as of July 22, 2025 [2]. The mean earnings estimate of analysts had fallen by about 1% in the last three months, with three analysts negatively revising their earnings estimates in the last 30 days [2].
References:
[1] https://www.investors.com/news/technology/sap-stock-q22025-sap-earnings-report/
[2] https://www.tradingview.com/news/reuters.com,2025:newsml_L8N3TJ2DP:0-sap-se-reports-results-for-the-quarter-ended-june-30-earnings-summary/
[3] https://finance.yahoo.com/news/sap-se-just-beat-analyst-085603787.html
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