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SAP’s price target has seen a minor downward adjustment, with the fair value decreasing slightly from €288.67 to €287.58 and the discount rate lowered from 6.36% to 6.32%. This subtle change reflects updates in analyst expectations, which have been shaped by evolving revenue forecasts and adjustments to underlying assumptions. Readers interested in how these shifting outlooks could impact SAP’s future performance should stay tuned for insights on tracking the ongoing narrative and its implications.

Analyst Price Targets don’t always capture the full story. Head over to our Company Report to find new ways to value SAP.

Analyst sentiment on SAP has been dynamic in recent months, reflecting both confidence in the company’s long-term potential and ongoing scrutiny of its near-term challenges. Below is a synthesis of the key takeaways from recent research notes.

🐂 Bullish Takeaways

• JPMorgan’s Toby Ogg raised his price target to EUR 310 from EUR 290, reaffirming an Overweight rating and highlighting continued confidence in SAP’s growth outlook.

• Barclays increased its price target to $348 from $322, maintaining an Overweight rating. While acknowledging some softness in cloud guidance and software declines, Barclays noted more positive sentiment around the macro environment and a robust Q4 pipeline. This suggests improving prospects for revenue acceleration next year.

• Oddo BHF upgraded SAP to Outperform from Neutral and slightly bumped its price target to EUR 284. Oddo BHF described the recent share pullback as a buying opportunity and credited SAP’s earnings resilience even in a weaker macroeconomic backdrop.

• Jefferies reiterated its Buy rating and a EUR 290 price target, highlighting SAP’s “multiple levers of growth and sensible strategic choices to sustain durable growth.” Jefferies expects the stock to rebound following recent weakness, pointing to management’s transparent approach and growth execution.

🐻 Bearish Takeaways

• BMO Capital took a more cautious view, lowering its price target to $320 from $330 while keeping an Outperform rating. While recognizing solid Q3 results, BMO noted some disappointment around the Q4 guidance and flagged uncertainties about near-term growth momentum.

• Some analysts expressed concerns around valuation, with suggestions that much of the upside may already be reflected in SAP’s current share price. Ongoing risks tied to macroeconomic conditions and the pace of cloud revenue conversion were also noted.

Together, these perspectives highlight that while many on Wall Street remain positively disposed towards SAP’s strategic direction and execution capabilities, certain reservations persist, particularly regarding near-term revenue dynamics and valuation levels. Investors should continue to monitor how well SAP balances its growth ambitions with transparency and cost discipline to deliver on the expectations set by recent analyst commentary.

Federated Hermes’ fair value estimate has experienced a modest uptick, with the price target rising slightly from $52.29 to $52.43 following the latest round of analyst updates. This change comes as market experts weigh the company’s robust quarterly earnings and ongoing industry momentum, while also considering cautious views about the stock’s current valuation. Stay tuned to see how investors can track and respond to future shifts in sentiment and price targets as this narrative continues to evolve.

Stay updated as the Fair Value for Federated Hermes shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Federated Hermes.

Recent analyst commentary on Federated Hermes reflects a mixture of optimism and ongoing caution. Several notable firms have updated their outlook following the company’s latest earnings and industry developments, weighing strong performance against considerations of current valuation.

🐂 Bullish Takeaways:

• Evercore ISI raised its price target for Federated Hermes to $55 from $48 and maintained an Outperform rating. The firm highlighted sustained industry organic growth for a fourth consecutive month, as well as a positive close to the summer for both stocks and bonds. This signals sector momentum and improved asset flows.

• JPMorgan increased its price target to $56 from $55 while keeping a Neutral rating. The firm’s analysts cited the company’s Q3 earnings beat as a key driver for the upward revision and noted that execution on earnings continues to impress.

• Analysts overall pointed to robust quarterly execution and industry-wide positive trends as drivers behind recent price target increases.

🐻 Bearish Takeaways:

• TD Cowen lifted its price target to $53 from $51 and maintained a Hold rating. The firm emphasized that, despite recent model updates, there is not enough residual value at current trading levels to prompt a more aggressive stance. TD Cowen points to valuation as a near-term risk, suggesting that much of the upside appears to be priced in.

• Cautious sentiment persists among some analysts who, while recognizing operational momentum, remain hesitant due to concerns over the stock’s valuation and limited further upside.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!

• Federated Hermes has launched the Enhanced Income ETF (CBOE: PAYR), aiming to provide steady monthly income to investors by blending high-dividend stock investments with options strategies. This new ETF is designed specifically for those seeking regular cash flow from their portfolios.

• The Enhanced Income ETF is managed collaboratively by the Multi-Asset Investment Team and the Strategic Value Dividend Team. Their combined expertise focuses on disciplined risk management and generating reliable income for investors.

• As of September 30, 2025, Federated Hermes oversees more than $1.2 billion in ETF assets, reflecting a growing suite of actively managed ETFs tailored to diverse investment goals.

• The company has also introduced the MDT Market Neutral ETF, which focuses on long-term capital appreciation with strategies designed to limit exposure to overall market risk. This fund is managed by the Federated Hermes MDT Advisers team, which has an established history in market neutral investing.