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.
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.
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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.
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巴克莱银行分析师Raimo Lenschow维持$SAP SE (SAP.US)$买入评级，维持目标价275美元。
根据TipRanks数据显示，该分析师近一年总胜率为49.1%，总平均回报率为0.8%。
此外，综合报道，$SAP SE (SAP.US)$近期主要分析师观点如下：
在第三季度业绩 “强劲” 之后，人们认为即使是升级后的指引也可能被低估了，尤其是在云计算、软件和息税前利润指标方面。随着业务超出预期，尤其是在成本方面，而且2025年的目标似乎越来越温和，因此估计有可能继续保持积极势头。
该公司报告称，不包括某些收购，当前的云积压情况持续存在，其自由现金流大大超过了市场普遍的预期。此外，第四季度自由现金流的隐含指导似乎非常保守。人们对该公司向云过渡的长期故事仍然持乐观态度。
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