SAP Entering 2026 With 'Good Momentum' as Potential AI Winner, Oppenheimer Says

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SAP (SAP) is entering 2026 with "good momentum" and is positioned to be an artificial intelligence winner in enterprise resource planning and financials, Oppenheimer said in a Thursday note.

The company is set to release its Q4 results on Jan. 28 and Oppenheimer said its research indicated a "slightly positive" quarter for SAP, with a "modest upside" to estimates, citing AI momentum, IT spending and pipeline growth. The investment firm estimates Q4 pro forma earnings per share of 1.49 euros ($1.75) on revenue of 9.74 billion euros.

SAP has a "visible" re-acceleration path as management has positively restructured the business strategy and operating structure for a cloud and AI future and as it monetizes its large installed base with AI offerings and RISE subscription service and cloud enterprise resource planning S/4HANA migrations.

EBIT margin is estimated to exceed 30% in the next few years and SAP could also benefit from improving macros in the Europe, Middle East and Africa region and/or Asia-Pacific, Oppenheimer added.

Oppenheimer has a perform rating on SAP.

Price: 223.57, Change: -1.53, Percent Change: -0.68

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