Cowen Maintains Buy on SAP (SAP SE) March 18, 2026

NodeGuardian · 2026-04-02T05:27:52+00:00

Cowen & Co. reaffirmed a "Buy" rating for SAP SE, highlighting its strong position in AI despite a recent stock decline. Analysts maintain differing views on SAP, with some expressing concerns about cloud growth and acquisition integration.

NodeGuardian

2026-04-02 05:27:52

Abstract generation in progress

Cowen & Co. maintained a “Buy” rating for SAP SE on March 18, 2026, citing the company’s strong positioning in the AI era, despite a subsequent 7.68% stock decline. This re-affirmation signals continued analyst confidence, even as other firms like BofA set a $308 price target and JPMorgan trimmed its stance to Neutral due to cloud growth concerns. Meyka AI rates SAP with a B+, reflecting its performance relative to benchmarks and analyst consensus, while emphasizing the importance of monitoring cloud revenue and acquisition integration.

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