Barclays Maintains SAP SE(SAP.US) With Buy Rating, Maintains Target Price $275

巴克萊銀行維持SAP SE(SAP.US)買入評級，維持目標價275美元

moomoo資訊 · 2024/10/24 15:32 · 評級/大行評級

Barclays analyst Raimo Lenschow maintains $SAP SE (SAP.US)$ with a buy rating, and maintains the target price at $275.

According to TipRanks data, the analyst has a success rate of 49.1% and a total average return of 0.8% over the past year.

AnalystRecentRatingAutoNews_201967_20241024_640f8e7df68a5c36fef0a2d0459cb64908a544e9_1729765869213374_mm_en

Furthermore, according to the comprehensive report, the opinions of $SAP SE (SAP.US)$'s main analysts recently are as follows:

Following a 'strong' Q3 performance, it is perceived that even the upgraded guidance may be understated, particularly regarding cloud, software, and EBIT metrics. With the business exceeding expectations, notably in terms of costs, and with the goals for 2025 seeming increasingly modest, there is potential for continued positive momentum in estimates.
The company reported a consistent current cloud backlog, excluding certain acquisitions, and its free cash flow significantly exceeded consensus expectations. Additionally, the implied guidance for Q4 free cash flow appears to be very conservative. There remains optimism about the company's longer-term story of transitioning to the cloud.

Note:

TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.

Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.

TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.

巴克萊銀行分析師Raimo Lenschow維持$SAP SE (SAP.US)$買入評級，維持目標價275美元。

根據TipRanks數據顯示，該分析師近一年總勝率為49.1%，總平均回報率為0.8%。

AnalystRecentRatingAutoNews_201967_20241024_640f8e7df68a5c36fef0a2d0459cb64908a544e9_1729765869213374_mm_tc

此外，綜合報道，$SAP SE (SAP.US)$近期主要分析師觀點如下：

在第三季度業績「強勁」之後，人們認爲即使是升級後的指引也可能被低估了，尤其是在雲計算、軟件和息稅前利潤指標方面。隨着業務超出預期，尤其是在成本方面，而且2025年的目標似乎越來越溫和，因此估計有可能繼續保持積極勢頭。
該公司報告稱，不包括某些收購，當前的雲積壓情況持續存在，其自由現金流大大超過了市場普遍的預期。此外，第四季度自由現金流的隱含指導似乎非常保守。人們對該公司向雲過渡的長期故事仍然持樂觀態度。

提示:

TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。

TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。

分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。

總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。

声明：本內容僅用作提供資訊及教育之目的，不構成對任何特定投資或投資策略的推薦或認可。更多信息

Barclays Maintains SAP SE(SAP.US) With Buy Rating, Maintains Target Price $275

Barclays Maintains SAP SE(SAP.US) With Buy Rating, Maintains Target Price $275

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