SAP
SAP SE
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 3
- Long / short
- 3 / 0
- Avg. return
- —
- Verdicts
- Inconclusive 3
position
Spring 2026
Gavin Baker, Atreides Management
long
inconclusive
Newsletter
SAP is positioned to benefit from its AI strategy, which is expected to enhance its growth narrative. The stock appears undervalued, priced for a low percentile outcome, while the potential for growth
position
Spring 2026
Alec Henry and Adrian Meli
long
inconclusive
Newsletter
Alec Henry and Adrian Meli mentioned SAP in their discussion, suggesting they see value in the company's technology and market position.
position
Winter 2018
Vulcan Value Partners
long
inconclusive
Newsletter
While SAP's strategy is not flawed, it is expected to experience slower growth relative to Oracle due to its lack of investment in cloud technology. At the right price, SAP could be an attractive inve