2025 Q4 -tulosraportti
55 päivää sitten
‧58 min
2,50 EUR/osake
Irtoamispäivä 6.5.
1,53%Tuotto/v
Tarjoustasot
Xetra
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 29.1. | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 22.7.2025 | ||
Vuosittainen yhtiökokous 2025 13.5.2025 | ||
2025 Q1 -tulosraportti 22.4.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·13 t sittenSo the share price has fallen almost 50%, due to Cloud backlog disappointing (only grew 16%), guidance was cautious (revenue only rose 3%) and due to AI fear pressing the entire software sector. What we need to keep an eye on at the next earnings report on April 23rd is: Backlog acceleration, Cloud margin, AI order intake, as well as guidance for 2026. If it is to return to a price of 250, cloud growth must return to 22-25%, operating profit must continue to rise, more AI contracts, preferably also lower interest rates. However, I think a maximum price of 200 within 12 months, i.e. an upside of approx. 35%.- ·15 t sittenIs one not at a point where this stock is interesting?
·20.3.Some thoughts on the company on a bad day. This is after all a solid giant, despite the fact that it is falling back somewhat today. SAP SE creates data systems that manage entire businesses – money, employees, inventory and production – all in one place. Large companies use SAP every day, and it is very difficult and expensive to switch systems. That gives SAP a strong moat, which means that customers stay for a long time. The company makes good money on this and has an ROIC of around 13–15 %, which means they are good at making money on what they invest. Now SAP is moving more towards cloud-based solutions, which can provide even better earnings going forward. In short: SAP is not exciting, but a stable and important company that many large companies depend on.
·23.2.Any thoughts?
·25.2.To me, SAP looks most attractive. It is better positioned and more stable compared to, for example, CSU and NOW. Additionally, I am very much in favor of it being European, as I believe there will be a lot of focus on becoming more independent and growing internally. This will probably be especially important within SAP's fields; ERP, Cloud Storage, and AI. There is probably more upside potential in the other mentioned SaaS companies, but in terms of stability and quality + potentially strong future growth, I think SAP is the best investment opportunity.
·25.2.They have a good moat in ERP, and yes, Europe will probably try to become more independent (so EU companies can do well). Nevertheless, they only guide 9% revenue growth, have a PEG of over 4, and the shares trade at a 23-25x foward P/E. Other SaaS companies have better estimated growth and lower valuation, in addition to CSU, NOW and DT will benefit from ai.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
55 päivää sitten
‧58 min
2,50 EUR/osake
Irtoamispäivä 6.5.
1,53%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·13 t sittenSo the share price has fallen almost 50%, due to Cloud backlog disappointing (only grew 16%), guidance was cautious (revenue only rose 3%) and due to AI fear pressing the entire software sector. What we need to keep an eye on at the next earnings report on April 23rd is: Backlog acceleration, Cloud margin, AI order intake, as well as guidance for 2026. If it is to return to a price of 250, cloud growth must return to 22-25%, operating profit must continue to rise, more AI contracts, preferably also lower interest rates. However, I think a maximum price of 200 within 12 months, i.e. an upside of approx. 35%.
- ·15 t sittenIs one not at a point where this stock is interesting?
- ·20.3.Some thoughts on the company on a bad day. This is after all a solid giant, despite the fact that it is falling back somewhat today. SAP SE creates data systems that manage entire businesses – money, employees, inventory and production – all in one place. Large companies use SAP every day, and it is very difficult and expensive to switch systems. That gives SAP a strong moat, which means that customers stay for a long time. The company makes good money on this and has an ROIC of around 13–15 %, which means they are good at making money on what they invest. Now SAP is moving more towards cloud-based solutions, which can provide even better earnings going forward. In short: SAP is not exciting, but a stable and important company that many large companies depend on.
- ·23.2.Any thoughts?·25.2.To me, SAP looks most attractive. It is better positioned and more stable compared to, for example, CSU and NOW. Additionally, I am very much in favor of it being European, as I believe there will be a lot of focus on becoming more independent and growing internally. This will probably be especially important within SAP's fields; ERP, Cloud Storage, and AI. There is probably more upside potential in the other mentioned SaaS companies, but in terms of stability and quality + potentially strong future growth, I think SAP is the best investment opportunity.·25.2.They have a good moat in ERP, and yes, Europe will probably try to become more independent (so EU companies can do well). Nevertheless, they only guide 9% revenue growth, have a PEG of over 4, and the shares trade at a 23-25x foward P/E. Other SaaS companies have better estimated growth and lower valuation, in addition to CSU, NOW and DT will benefit from ai.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Xetra
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 29.1. | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 22.7.2025 | ||
Vuosittainen yhtiökokous 2025 13.5.2025 | ||
2025 Q1 -tulosraportti 22.4.2025 |
2025 Q4 -tulosraportti
55 päivää sitten
‧58 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 29.1. | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 22.7.2025 | ||
Vuosittainen yhtiökokous 2025 13.5.2025 | ||
2025 Q1 -tulosraportti 22.4.2025 |
2,50 EUR/osake
Irtoamispäivä 6.5.
1,53%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·13 t sittenSo the share price has fallen almost 50%, due to Cloud backlog disappointing (only grew 16%), guidance was cautious (revenue only rose 3%) and due to AI fear pressing the entire software sector. What we need to keep an eye on at the next earnings report on April 23rd is: Backlog acceleration, Cloud margin, AI order intake, as well as guidance for 2026. If it is to return to a price of 250, cloud growth must return to 22-25%, operating profit must continue to rise, more AI contracts, preferably also lower interest rates. However, I think a maximum price of 200 within 12 months, i.e. an upside of approx. 35%.
- ·15 t sittenIs one not at a point where this stock is interesting?
- ·20.3.Some thoughts on the company on a bad day. This is after all a solid giant, despite the fact that it is falling back somewhat today. SAP SE creates data systems that manage entire businesses – money, employees, inventory and production – all in one place. Large companies use SAP every day, and it is very difficult and expensive to switch systems. That gives SAP a strong moat, which means that customers stay for a long time. The company makes good money on this and has an ROIC of around 13–15 %, which means they are good at making money on what they invest. Now SAP is moving more towards cloud-based solutions, which can provide even better earnings going forward. In short: SAP is not exciting, but a stable and important company that many large companies depend on.
- ·23.2.Any thoughts?·25.2.To me, SAP looks most attractive. It is better positioned and more stable compared to, for example, CSU and NOW. Additionally, I am very much in favor of it being European, as I believe there will be a lot of focus on becoming more independent and growing internally. This will probably be especially important within SAP's fields; ERP, Cloud Storage, and AI. There is probably more upside potential in the other mentioned SaaS companies, but in terms of stability and quality + potentially strong future growth, I think SAP is the best investment opportunity.·25.2.They have a good moat in ERP, and yes, Europe will probably try to become more independent (so EU companies can do well). Nevertheless, they only guide 9% revenue growth, have a PEG of over 4, and the shares trade at a 23-25x foward P/E. Other SaaS companies have better estimated growth and lower valuation, in addition to CSU, NOW and DT will benefit from ai.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Xetra
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt