AlphaYou
Overview
Smart money at a glance
Filings to Sep 30, 2026No insider open-market trades in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- $0No open-market trades
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 2 added, 7 cutMore cutting
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 30- Open
- $209.11
- 52-wk high
- $276.56
- High
- $211.31
- 52-wk low
- $144.97
- Low
- $208.62
- Prev close
- $209.31
- Mkt cap
- $243.36B
- P/E
- 27.6x
- Volume
- 2.37M
- Fwd P/E
- 33.1x
- Beta
- 0.78
- Div yield
- 1.39%
- P/S
- 6.4x
- P/B
- 6.6x
- Profit margin
- +20.4%
- Op margin
- +27.6%
- ROE
- +18.3%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about SAP filings
Are insiders buying or selling SAP SE ADR (SAP) stock?
Neither. SAP SE ADR (SAP) insiders filed no open-market purchases or sales in the 90 days to Sep 30, 2026, according to SEC Form 4 filings.
Which members of Congress have traded SAP recently?
None. No member of Congress disclosed a SAP trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this SAP smart-money data?
This summary uses filings available on Sep 30, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position.
What funds are doing
Buys/Adds (1)
- SF
Sequoia Fund
$62.2M
added
Sells/Trims (2)
- DS
D.E. Shaw
$505.3M
trimmed
- TS
Two Sigma
$63.7M
trimmed
How top traders are positioned
No tracked top-trader positions in SAP right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in 7.5% below what analysts expected.
Earnings per share
$2.00 expected
Reports Oct 21, 2026, in 21 days
Estimates as of Sep 30, 2026
EPS expected
$1.93 to $2.41
Revenue expected
14 analysts
Last 30 days
Analysts raising estimates
Financials
Is the business strong?
Reasonably priced and profitable.
- Net margin
- 20.4%
- P/E
- 27.56
- Forward P/E
- 33.11
- Market cap
- $243.4B
Valuation
- P/S6.37
- P/B6.58
- Dividend yield1.4%
Quality
- Operating margin27.6%
- ROE18.3%
- ROA9.5%
Growth
- Beta0.78
Technicals
Price structure
This stock is trending upward.
Trend
Constructive
60 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
NTAP Stock Hits Record High: NetApp Expands Strategic Partnerships With SAP, Oracle, and Supermicro To Drive Cloud Infrastructure
Leans bullishSep 29NetApp to Expand Partnership with SAP to Support SAP Cloud Infrastructure
BullishSep 29SAP SE (SAP) Buys Back 590,000 Shares; 8.90M To Date
Leans bullishSep 29SAP SE (SAP.DE) stock price, news, quote and history
NeutralSep 28Beyond KPI Monitoring: SAP Smart Insights Accelerates Business Investigation
BullishSep 28Weekly Recap: ITOCHU agent test and SAP India halts Nayara Energy
Leans bullishSep 28SAP SE (SAP): Can AI Deepen Its Enterprise Moat Without Hurting Margins?
Leans bullishSep 26Analysts Offer Insights on Technology Companies: SAP SE (SAP) and Oracle (ORCL)
BullishSep 25