On Oct 23, major Wall Street analysts update their ratings for $SAP SE (SAP.US)$, with price targets ranging from $265 to $300.
BofA Securities analyst Frederic Boulan maintains with a buy rating.
Barclays analyst Raimo Lenschow maintains with a buy rating, and adjusts the target price from $252 to $275.
TD Cowen analyst Derrick Wood maintains with a hold rating.
BMO Capital analyst Keith Bachman maintains with a buy rating, and adjusts the target price from $248 to $265.
Oppenheimer analyst Brian Schwartz maintains with a hold rating.
Furthermore, according to the comprehensive report, the opinions of $SAP SE (SAP.US)$'s main analysts recently are as follows:
After a 'strong' Q3, there is a belief that even the upgraded guidance may be modest, with performance exceeding expectations particularly in cloud and software, and earnings before interest and taxes (EBIT). The business is showing better-than-anticipated performance, especially in cost management, and the targets for 2025 are seeming increasingly achievable. This leads to the anticipation of continued positive estimate momentum.
The company showcased a stable current cloud backlog, with the exclusion of WalkMe, and reported a free cash flow that significantly surpassed consensus expectations. Moreover, the implied guidance for Q4 free cash flow appears to be notably conservative. The positive view on the company's long-term cloud conversion narrative continues to be maintained.
Here are the latest investment ratings and price targets for $SAP SE (SAP.US)$ from 6 analysts:
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美东时间10月23日，多家华尔街大行更新了$SAP SE (SAP.US)$的评级，目标价介于265美元至300美元。
美银证券分析师Frederic Boulan维持买入评级。
巴克莱银行分析师Raimo Lenschow维持买入评级，并将目标价从252美元上调至275美元。
TD Cowen分析师Derrick Wood维持持有评级。
BMO资本市场分析师Keith Bachman维持买入评级，并将目标价从248美元上调至265美元。
奥本海默控股分析师Brian Schwartz维持持有评级。
此外，综合报道，$SAP SE (SAP.US)$近期主要分析师观点如下：
在一季度表现强劲之后，人们相信即使升级后的指导可能会保守，表现超出预期，尤其是在云和软件方面，利息及税前收益（EBIT）上。业务表现优于预期，尤其是在成本管理方面，并且2025年的目标看起来越来越能实现。这导致人们期待持续的正向估值动能。
公司展示了稳定的云服务待处理工作，除去WalkMe，并且报告的自由现金流明显超出共识预期。此外，第四季度自由现金流的暗示指导似乎显著保守。对公司长期云服务转型叙事的积极看法仍然被保持。
以下为今日6位分析师对$SAP SE (SAP.US)$的最新投资评级及目标价：
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