Сводный диапазон оценки · консервативный €95–€101 / справедливый €129–€175 / оптимистичный €194–€210. При €151.28, В пределах справедливого диапазона внутренней стоимости.
На момент публикации €132.28 (26 июня 2026 г.)
SAP Cloud Infrastructure received German BSI authorization to handle VS-NfD classified workloads, strengthening sovereign cloud positioning.
Possible impact:May affect expectations for public-sector and regulated-industry cloud demand.
SAP placed a €3.5 billion Eurobond across four tranches for general corporate purposes and acquisition financing.
Possible impact:May affect views on acquisition funding, leverage and capital allocation.
SAP unveiled its Autonomous Enterprise strategy, including Business AI Platform, Joule Studio, Joule Work, and agentic workflow tools.
Possible impact:May influence expectations that SAP can counter AI disruption and improve cloud product monetization.
SAP unveiled Autonomous Enterprise, combining Business AI Platform, Joule agents and expanded AI partnerships.
Possible impact:May affect expectations for AI monetization and cloud growth durability.
SAP launched its Autonomous Enterprise offering, combining its Business AI Platform with an autonomous suite for AI-driven process automation.
Possible impact:May affect expectations for SAP’s ability to defend software demand and monetize enterprise AI.
Automatically summarized from public sources; for context only, not investment advice.
Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.
SAP SE, together with its subsidiaries, provides enterprise application and business solutions worldwide. It offers SAP Business AI; SAP S/4HANA that provides software capabilities for finance, risk and project management, procurement, manufacturing, supply chain and asset management, and research and development; SAP SuccessFactors solutions for human resources, including HR, time, payroll, talent and employee experience management, and analytics and planning; and spend management solutions that covers direct and indirect spend, travel and expense, and external workforce management. The company also provides SAP customer experience solutions; SAP Business Technology platform that enables customers and partners to build, integrate, and automate applications; and SAP Business Network, a business-to-business collaboration platform that helps digitalize key business processes across the supply chain and enables communication between trading partners. In addition, it offers SAP Signavio to help customers to discover, analyze, and understand business process operations; industry solutions that provide customers and partners with industry-specific solutions; and SAP LeanIX to visualize enterprise architecture, assess interdependencies and the potential impact of IT modernization, and manage the transition toward the target landscape. Further, the company provides WalkMe to execute workflows; SAP Enable Now, which offers e-learning content embedded in SAP workflows; Taulia solutions for working capital management; and sustainability solutions and services. Additionally, it provides services and support solutions. The company has a strategic collaboration with Fresenius SE & Co. KGaA and Avelios Medical GmbH for the development of a cloud-native, hospital information system that enables digitalization of clinical and administrative processes with AI integration. SAP SE was founded in 1972 and is headquartered in Walldorf, Germany.
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