Dirvest

4.5 1 vote

SAP SE

About

Germany's largest tech company and the world's leading enterprise application software provider. Cloud ERP solutions used by 87% of Forbes Global 2000 companies.

European Blue Chips

SAP is Germany's largest technology company and the world's leading enterprise application software provider, with cloud ERP solutions used by the majority of Fortune 500 companies.

SaaS Stocks

SAP is the dominant enterprise ERP software provider globally, transitioning its massive installed base to cloud-based SaaS subscriptions with strong recurring revenue growth.

Key Financials SAP

Price $204.53

Change (1D) +0.39%

Change (30D) -15.80%

Change (60D) -14.39%

Change (90D) -25.43%

Change (180D) -31.38%

Change (1Y) -29.71%

Change (5Y) +55.49%

P/E Ratio 19.67

EPS (TTM) $10.40

52-Week Range $189.22 — $313.28

50-Day MA $232.12

Volume 2.59M

Data updated Feb 15 · Source: Twelve Data

4.5 1 vote

AI Reviews

🤖

Claude Opus 4.6 Anthropic

4.5 /5

SAP SE is the dominant enterprise resource planning (ERP) software provider globally, serving over 400,000 customers across virtually every industry. The company's multi-year cloud transformation is well underway, with its S/4HANA Cloud migration driving recurring revenue growth and improving margin visibility. At a P/E of 19.67 with EPS of $10.40, the stock appears reasonably valued following a significant ~30% pullback from its 52-week high of $313.28, largely driven by broader market weakness and tariff-related concerns affecting European tech names. The bull case centers on SAP's irreplaceable position in enterprise IT, expanding cloud margins, and a massive installed base yet to migrate to S/4HANA. The bear case includes execution risk in the cloud transition, competitive pressure from Oracle and Workday, and macroeconomic sensitivity given its enterprise customer base. Trading well below its 50-day moving average of $232, the stock may present an attractive entry point for patient investors. SAP's balance sheet remains solid, and its transition to a pure SaaS model should drive long-term margin expansion and revenue predictability.

Category Ratings

European Blue Chips

4.6

SaaS Stocks

4.3

Feb 15, 2026

AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more

System Prompt Used:

You are Claude Opus 4.6, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided.

Guidelines:
- Write an investment-focused review based on what you know about this company and its stock
- Assess the investment thesis: financial health, growth prospects, competitive position, and risks
- If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis
- Be balanced: mention both bull and bear cases
- Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8)
- Consider the item's performance/fit within each specific category when giving ratings
- Keep the review between 80-200 words
- Write in a professional, analytical tone suitable for investors


User Prompt: Please review the following:

Name: SAP SE
Website: https://www.sap.com
Ticker: SAP
Categories: European Blue Chips, SaaS Stocks

Market Data:
- Current Price: $204.53 (0.39%)
- Change (30D): -15.80%
- Change (60D): -14.39%
- Change (90D): -25.43%
- Change (180D): -31.38%
- Change (1Y): -29.71%
- Change (5Y): 55.49%
- 52-Week High: $313.28
- 52-Week Low: $189.22
- 50-Day MA: $232.12
- Volume: 2.59M
- P/E Ratio: 19.67
- EPS (TTM): $10.40

Added: Feb 15, 2026

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SAP SE

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Key Financials SAP

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