SAP Stock Recent News

SAP's strong fundamentals, including early margin expansion and robust cloud growth, reinforce my buy rating despite the stock price decline. 1Q25 results show 11% y/y revenue growth, 58% y/y adjusted EBIT growth, and a 36% y/y increase in free cash flow. Cloud ERP Suite's 33% y/y growth and significant new customer wins highlight SAP's successful strategy and strong future growth visibility.

Enterprise software stocks found themselves in the market's spotlight on Thursday after ServiceNow posted stronger-than-expected earnings and guidance, reassuring investors that the sector might offer a rare bright spot in an economy clouded by rising tariffs and recession fears. Shares of ServiceNow soared more than 15% to close at $938.

SAP SE's strong Q1 results caused the stock to surge 10% in response, but I think the company is due for a reset soon. I'm initiating a Sell. I think SAP could have one good quarter left before potential exchange rate issues could hurt revenue. SAP's deep AI integration in ERP and cloud services offers a competitive edge, but the ERP market remains fiercely competitive with Oracle.

LONDON--(BUSINESS WIRE)-- #ERP--An ISG Provider Lens™ says U.K. demand is up for SAP-related expertise in S/4HANA, cloud technologies, artificial intelligence and security.

SYDNEY--(BUSINESS WIRE)-- #ERP--An ISG Provider Lens™ says APAC is becoming a growth market for SAP, with companies implementing S/4HANA as part of larger digital transformations.

SAP's first-quarter 2025 earnings and revenues increase year over year. It remains confident in its growth trajectory and has reiterated its outlook.

Demand from SAP ecosystem leads to launch of new accelerator   BIRMINGHAM, England , April 23, 2025 //PRNewswire// -- IFS, the leading provider of enterprise cloud and Industrial AI software, has today launched a new migration accelerator service, designed to help SAP customers move seamlessly and quickly from existing SAP systems to IFS Cloud and immediately start generating value from Industrial AI.   With many SAP customers in the process of modernizing and rethinking their enterprise landscape, the IFS accelerator offers a proven, low-risk approach for businesses to migrate their technology estate, empowering them to break free from monolithic, legacy systems and take advantage of IFS.ai.

SAP's quarterly adjusted earnings per share rose 79% to €1.44 ($1.64). Analysts had expected earnings of €1.32 a share.

Christian Klein, the CEO of SAP, discusses the German software giant's first-quarter results.

SAP announced Wednesday that its first-quarter operating profit had risen by 58% year-on-year to hit 2.5 billion euros ($2.9 billion).