SAP Gears Up to Report Q3 Earnings: Is a Beat in the Offing?

20.10.25 15:22 Uhr

Werte in diesem Artikel
Aktien

237,75 EUR 4,60 EUR 1,97%

Indizes

PKT PKT

2.045,6 PKT 37,3 PKT 1,86%

2.137,3 PKT 37,7 PKT 1,80%

24.258,8 PKT 427,8 PKT 1,80%

9.088,4 PKT 160,3 PKT 1,80%

1.926,4 PKT 31,8 PKT 1,68%

2.975,3 PKT 0,8 PKT 0,03%

2.143,9 PKT 0,6 PKT 0,03%

201,5 PKT 1,7 PKT 0,83%

596,9 PKT 7,1 PKT 1,20%

5.680,9 PKT 73,5 PKT 1,31%

1.219,4 PKT 34,2 PKT 2,89%

12.729,6 PKT 226,6 PKT 1,81%

24.339,0 PKT 344,0 PKT 1,43%

24.295,5 PKT 367,6 PKT 1,54%

3.752,4 PKT 87,0 PKT 2,37%

9.267,6 PKT -15,1 PKT -0,16%

9.352,6 PKT 168,2 PKT 1,83%

16.504,5 PKT 211,6 PKT 1,30%

1.854,4 PKT -8,4 PKT -0,45%

4.780,5 PKT 1,2 PKT 0,03%

4.792,5 PKT 50,6 PKT 1,07%

3.756,0 PKT 99,7 PKT 2,73%

2.711,4 PKT 71,9 PKT 2,73%

24.340,3 PKT 362,8 PKT 1,51%

SAP SE (SAP) is scheduled to post results for the third quarter of 2025 on Oct. 22, after market close.The Zacks Consensus Estimate for third-quarter earnings is $1.69 per share, indicating a 25.2% increase from the year-ago reported actuals. The Zacks Consensus Estimate for revenues is currently pinned at $10.6 billion, implying a 13.5% jump from the year-ago figure.SAP's earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 7%. Shares of the company have risen 18.9% in the past year compared with the Computers - Software industry's growth of 20.6%.Image Source: Zacks Investment ResearchKey Factors at PlaySAP's third-quarter performance is likely to have been fueled by expanding its Cloud ERP business and prudent control of expenses. Furthermore, the broad uptake of its Rise with SAP and Grow with SAP offerings is a significant factor. Cloud revenue increased 24% on a non-IFRS basis, driven by the Cloud ERP Suite, which grew at more than 30% for 14 consecutive quarters in the second quarter. Operating profit surged 32%, reflecting improved cost management and productivity enhancements.SAP’s growth strategy centers on four pillars - product innovation, go-to-market transformation, simplification and talent development. The company is leveraging AI to reinvent business processes, guide customers to its Business Suite, streamline operations and enhance workforce capabilities, aiming for sustained growth through 2027. Its SAP Business Data Cloud is set to unify enterprise data and power AI applications with reliable, context-rich information. Management anticipates faster adoption of Business AI, with 14 AI agents launched in first half of 2025 covering commerce, quoting, customer service, dispute resolution and finance, and plans to expand to 40 agents by year-end. Internally, SAP uses AI to boost productivity, supporting strong operating profit growth and decoupling expense growth from revenue expansion. SAP highlighted that it has incorporated more than 1,300 skills into its AI co-pilot Joule and covered 80% of the business and analytical transactions at the end of 2024. Starting from the third quarter, Joule was accessible across both SAP and non-SAP systems through integration with WalkMe. From the fourth quarter, it will deliver comprehensive answers, supported by SAP’s partnership with Perplexity.SAP’s strong cash flow allows it to invest in innovation, acquisitions and business growth while continuing to return cash to shareholders through dividends. Its solid free cash flow and cash reserves support sustaining the current dividend of 0.30 in the near term.SAP SE Price and EPS Surprise SAP SE price-eps-surprise | SAP SE QuoteNonetheless, SAP remains cautious about the macroeconomic environment while maintaining its financial outlook for 2025. Geopolitical developments and trade policy uncertainties may adversely impact sales cycles, particularly in the U.S. public sector and manufacturing. SAP is focused on closing open opportunities and sustaining momentum in the second half of 2025. Despite strong capital markets, SAP is preparing for potential downside by tightening control over costs and protecting 2025 cash flow. Also, certain business models of SAP are highly dependent on a working cyberspace, which means that any breach in cybersecurity can lead to severe repercussions for the company’s reputation as well as result in a considerable amount of expenditure for settling legal claims.What Our Model Says About SAPOur proven model predicts an earnings beat for SAP this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. This is exactly the case here.SAP has an Earnings ESP of +2.30% and a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they’re reported with our  Earnings ESP Filter.Other Stocks With Favorable CombinationHere are some other companies with the right combination of elements to post an earnings beat in their upcoming releases.Wabtec Corporation (WAB) has an Earnings ESP of +1.32% and a Zacks Rank #2 at present. WAB is scheduled to report third-quarter 2025 earnings on Oct. 22. You can see the complete list of today’s Zacks #1 Rank stocks here.Wabtec earnings have surpassed the Zacks Consensus Estimate in three of the last four quarters while missing once, with the average beat being 5.4%. The Zacks Consensus Estimate for WAB’s third-quarter 2025 earnings has been revised 0.2% upward in the past 60 days. Shares of Wabtec have gained 2.2% over the past year.Expeditors International of Washington, Inc. (EXPD) has an Earnings ESP of +1.43% and a Zacks Rank #3 at present. EXPD is scheduled to report third-quarter 2025 earnings on Nov. 4. Expeditors has surpassed the Zacks Consensus Estimate in each of the last four quarters, with the average beat being 15.30%.The Zacks Consensus Estimate for Expeditors’ third-quarter 2025 earnings of $1.40 implies a decline of 14.11% year over year. Shares of EXPD have declined 0.2% over the past year.NXP Semiconductors (NXPI) has an Earnings ESP of +1.11% and carries a Zacks Rank #2 at present.It is set to report third-quarter 2025 results on Oct. 27. The Zacks Consensus Estimate for NXPI’s third-quarter earnings is pegged at $3.11 per share, indicating a decline of 9.8% from the year-ago quarter’s reported figure. Shares of NXPI have declined 6.8% over the past year.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SAP SE (SAP): Free Stock Analysis Report Expeditors International of Washington, Inc. (EXPD): Free Stock Analysis Report NXP Semiconductors N.V. (NXPI): Free Stock Analysis Report Wabtec (WAB): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

Ausgewählte Hebelprodukte auf SAP

Mit Knock-outs können spekulative Anleger überproportional an Kursbewegungen partizipieren. Wählen Sie einfach den gewünschten Hebel und wir zeigen Ihnen passende Open-End Produkte auf SAP

NameHebelKOEmittent
NameHebelKOEmittent
Wer­bung

Quelle: Zacks

Nachrichten zu SAP SE

Wer­bung

Analysen zu SAP SE

DatumRatingAnalyst
30.09.2025SAP SE BuyGoldman Sachs Group Inc.
26.09.2025SAP SE BuyUBS AG
22.09.2025SAP SE BuyDeutsche Bank AG
19.09.2025SAP SE OverweightJP Morgan Chase & Co.
17.09.2025SAP SE BuyJefferies & Company Inc.
DatumRatingAnalyst
30.09.2025SAP SE BuyGoldman Sachs Group Inc.
26.09.2025SAP SE BuyUBS AG
22.09.2025SAP SE BuyDeutsche Bank AG
19.09.2025SAP SE OverweightJP Morgan Chase & Co.
17.09.2025SAP SE BuyJefferies & Company Inc.
DatumRatingAnalyst
07.02.2025SAP SE HoldWarburg Research
28.01.2025SAP SE HaltenDZ BANK
28.01.2025SAP SE HoldWarburg Research
10.01.2025SAP SE HoldWarburg Research
22.10.2024SAP SE HaltenDZ BANK
DatumRatingAnalyst
06.08.2025SAP SE VerkaufenDZ BANK
23.04.2025SAP SE VerkaufenDZ BANK
07.03.2025SAP SE VerkaufenDZ BANK
17.05.2023SAP SE UnderperformJefferies & Company Inc.
11.05.2023SAP SE UnderperformJefferies & Company Inc.

Um die Übersicht zu verbessern, haben Sie die Möglichkeit, die Analysen für SAP SE nach folgenden Kriterien zu filtern.

Alle: Alle Empfehlungen

Buy: Kaufempfehlungen wie z.B. "kaufen" oder "buy"
Hold: Halten-Empfehlungen wie z.B. "halten" oder "neutral"
Sell: Verkaufsempfehlungn wie z.B. "verkaufen" oder "reduce"
mehr Analysen