UBS Confirms ‘Buy’ Rating for SAP SE
The Swiss bank UBS has maintained its rating for SAP SE at ‘Buy’ with a price target of 283 euros ahead of its quarterly earnings release. This rating is based on the assessment that SAP continues to successfully implement its corporate strategy. In particular, a recent review of sales channels shows an increasing acceptance of the cloud product package Rise, which indicates positive growth potential.
Background and Analysis
- Price Target and Current Price Development: The price target of 283 euros means that UBS sees an upside potential of about 28.64% compared to the current price of around 220 euros. The SAP stock has lost about 7% in value since the beginning of 2025.
- Corporate Strategy and Cloud Products: SAP consistently implements its strategy, which is particularly underscored by the increasing acceptance of the cloud product package Rise. This suggests that SAP is well-positioned to benefit from the growing demand for cloud services.
- Analyst Opinions: In addition to UBS, other analysts like Jefferies & Company Inc. and Deutsche Bank have also rated SAP with a ‘Buy’ recommendation. This underscores the overall confidence in the company’s future prospects.
Importance for Investors
The ‘Buy’ rating from UBS is of interest to investors in German-speaking countries, as SAP is a significant DAX company. The positive assessment could encourage investors to invest in the stock, especially in light of the upcoming quarterly earnings release on April 22, 2025.
Summary
Overall, UBS’s ‘Buy’ rating offers an optimistic outlook on the future development of SAP SE. The increasing acceptance of cloud products and the consistent implementation of the corporate strategy are important factors that underline the company’s growth potential.