SAP is engaged in selling licenses for software solutions and related support services. Co. derives its revenue from fees charged to its customers for the use of its cloud solutions and for licensing of on-premise software products and solutions. Additional sources of revenue are support, professional services, development, training, and other services. Co. has more than 300,000 customers in over 180 countries. Co.'s SAP HANA platform holds the ability to simplify both the user experience and the overall IT landscape, creating a smaller data footprint, increased system throughput, and easier data processing and operation.
  • Ticker716460
  • ISINDE0007164600
  • SectorSoftware & Computer Services
  • CountryGermany

Analysts

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

SAP SE – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Jean-Christophe Dourret

SAP : SAP - 22 Fev 2019

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Jean-Christophe Dourret

SAP : SAP - 22 fev 2019

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ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

SAP SE: Restructuring program delays deleveraging to 2020 following Qualtrics acquisition

This report comments on how higher restructuring and other charges in 2019 will weigh on Moody's-adjusted debt/EBITDA for the year.

Moody's assigns A2 ratings to SAP's new notes

Moody's Investors Service has today assigned A2 ratings to the new notes issued by SAP SE (SAP). A full list of affected ratings can be found at the end of this press release. SAP is issuing a mix of floating and fixed rate notes with varying maturities with a total expected volum...

SAP SE: Update of key credit factors following announcement of Qualtrics acquisition

A detailed rationale for SAP’s rating, highlighting its market leadership in ERP software but also discussing its transition towards a cloud-based business.

Moody's affirms SAP's ratings following Qualtrics acquisition; outlook stable

Moody's Investors Service has today affirmed SAP SE's existing ratings, including its long-term and short-term issuer ratings of A2 and P-1. The outlook on all ratings remains stable. A full list of affected ratings can be found at the end of this press release. "We have affi...

SAP SE - September 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Jean-Christophe Dourret

SAP : SAP - 22 Fev 2019

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Jean-Christophe Dourret

SAP : SAP - 22 fev 2019

...

Gregory Ramirez

SAP: Capital Markets Day feedback: caring of “shareholder experience” | BUY | EUR121

SAP - BUY | EUR121 Capital Markets Day feedback: caring of “shareholder experience” Operating margin levers remain basically unchanged Free cash flow will reach a trough in 2019, then take off Experience Management is expected to be the ‘game changer’ Software licensing is a tale of two stories

Charles Lepetitpas ...
  • Nicolas David

SAP : Feedback from CMD: FCF even lower than expected. Doubts for the medium term

>Ambitions in CRM reiterated - As expected, the CMD focused on the group's ambitions in CRM. SAP’s management thinks that with the acquisitions of Gigya, Callidus and Qualtrics, it has a strong enough business portfolio to cover all of the requirements of the omni-channel CRM. This focus is now on integrating all these solutions in the C/4 Hana offering and strengthening partnerships with the digital marketing ecosystem (particularly with Adobe, which is not seen as a...

Charles Lepetitpas ...
  • Nicolas David

SAP : Feedback CMD : FCF encore plus faible qu’attendu. Doutes à moyen terme

>Ambitions réitérées dans le CRM - Comme attendu, le focus de ce CMD a porté sur les ambitions du groupe dans le CRM. Le management de SAP estime qu’avec les acquisitions de Gigya, Callidus et Qualtrics, il dispose d’un portefeuille d’activités suffisant pour couvrir l’ensemble des besoins du marché CRM omni-chanel. Le focus est désormais sur l’intégration de l’ensemble de ces solutions dans l’offre C/4 Hana et le renforcement des partenariats avec l’écosystème du Dig...

7 directors bought

Seven Directors at Sap Se bought 9,710 shares at between 103.313USD and 104.209USD. The significance rating of the trade was 95/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. ...

Ahmed Ben Salem ...
  • Alain William
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/08/2019

In the face of macroeconomic turbulence, office and retail real estate investment companies are “safe haven” stocks due to the durability of their dividends and their capacity to create value via their project pipelines. We particularly appreciate stocks which have adapted/clarified their strategies to fit new trends in the market. As such, we confirm our Buy recommendations on Gecina, Klépierre and Carmila and have upgraded Icade and Unibail-Rodamco-Westfield to Buy. Cf. report publi...

Ahmed Ben Salem ...
  • Alain William
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/02/2019

Face à quelques turbulences macroéconomiques, les foncières de bureaux et de commerce constituent des valeurs de refuge par la pérennité de leurs dividendes et leur capacité à créer de la valeur à travers leur pipeline. Nous privilégions plus particulièrement les valeurs qui ont anticipé / clarifié leur stratégie face aux nouvelles tendances de marché. Ainsi, nous confirmons notre opinion Achat sur Gecina, Klépierre et Carmila et passons à l’Achat sur Icade et Unibail-Rodamco-Westfiel...

Alain William ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Martial Descoutures
  • Nicolas David
  • Pierre Corby
  • Roland Pfaender
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Zlowodzki
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/30/2019

If we look for a plausible reason for the performances at the start of the year, the easing of fears of a recession stemming from a monetary policy mistake in the US looks a good candidate. If this is true, we may expect the market to soon look for signs of a stabilisation in the cycle to buy a soft landing scenario, synonymous with a phase of renewed gains. In the meantime, the resurgence of questions (macro economy, European politics, US/China negotiations) could result in a pause o...

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

MarketLine Department

Qlik Technologies Inc - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Qlik Technologies Inc Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Qlik Technologies Inc since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advanta...

MarketLine Department

Dassault Systemes SA - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Dassault Systemes SA Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Dassault Systemes SA since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage...

MarketLine Department

Splunk Inc - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Splunk Inc Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Splunk Inc since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlights T...

MarketLine Department

Amdocs Limited - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Amdocs Limited Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Amdocs Limited since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highl...

MarketLine Department

Adobe Systems Incorporated - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Adobe Systems Incorporated Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Adobe Systems Incorporated since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competiti...

SAP SE – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Jérôme VINERIER

Short term view - SAP AG VZ : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at €87.70. The bearish trend would be challenged above €108.30.

Jérôme VINERIER

Analyse court terme - SAP AG VZ : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 87,70 €. La tendance baissière serait remise en cause au-dessus de 108,30 €.

Jérôme VINERIER

Analyse court terme - SAP AG VZ : Le mouvement se poursuit.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 87,70 €, puis 81,00 €. Le franchissement de 108,30 € remettrait en cause la suite de la baisse.

Jérôme VINERIER

Short term view - SAP AG VZ : The movement goes on.

The trend is bearish. The movement goes on. The next target is at €87.70, then €81.00. Passing €108.30 would question the continuation of the fall.

Jérôme VINERIER

Analyse moyen terme - SAP AG VZ : La baisse récente gagne en vigueur.

La tendance est haussière. La baisse récente gagne en vigueur. Le prochain support est à 86,60 €. La tendance serait remise en cause par la rupture de 80,50 €.

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