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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美東時間10月23日，多家華爾街大行更新了$SAP SE (SAP.US)$的評級，目標價介於265美元至300美元。
美銀證券分析師Frederic Boulan維持買入評級。
巴克萊銀行分析師Raimo Lenschow維持買入評級，並將目標價從252美元上調至275美元。
TD Cowen分析師Derrick Wood維持持有評級。
BMO資本市場分析師Keith Bachman維持買入評級，並將目標價從248美元上調至265美元。
奧本海默控股分析師Brian Schwartz維持持有評級。
此外，綜合報道，$SAP SE (SAP.US)$近期主要分析師觀點如下：
經過一季度強勁的Q3，有一種信念認爲，即使升級的指引可能有所保守，績效超出預期，特別是在雲和軟件方面，以及利息和稅前收益（EBIT）。業務表現比預期更好，特別是在成本管理方面，而2025年的目標似乎越來越實現。這導致人們期待持續的正面估計動力。
公司展示了穩定的當前雲積壓訂單，除去WalkMe，並報告了大大超過共識預期的自由現金流。此外，對Q4自由現金流的暗含指引似乎顯著保守。對公司長期雲轉型敘事的積極看法仍然被維持。
以下爲今日6位分析師對$SAP SE (SAP.US)$的最新投資評級及目標價：
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