{"id":64292,"date":"2026-07-30T14:37:23","date_gmt":"2026-07-30T14:37:23","guid":{"rendered":"https:\/\/www.europesays.com\/germany\/64292\/"},"modified":"2026-07-30T14:37:23","modified_gmt":"2026-07-30T14:37:23","slug":"is-this-the-good-time-to-increase-your-holdings-in-sap-se-sap","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/germany\/64292\/","title":{"rendered":"Is This the Good Time to Increase Your Holdings in SAP SE (SAP)?"},"content":{"rendered":"\n

Investment management company\u00a0Vulcan Value Partners<\/a>\u00a0recently released its second-quarter 2026 investor letter.\u00a0A copy of the letter can be downloaded here<\/a>. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%.\u00a0The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to “what is working” in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm’s top five holdings to know its best picks in 2026. <\/p>\n

In its Q2 2026 investor letter, Vulcan Value Partners highlighted SAP SE (NYSE:SAP<\/a>). Headquartered in Walldorf, Germany, SAP SE (NYSE:SAP) is a leading enterprise application and business solutions provider. On July 29, 2026, SAP SE (NYSE:SAP) closed at $185.99 per share, reflecting a market capitalization of $214.67 billion. SAP SE (NYSE:SAP) posted a one-month return of 14.39%, while its shares lost 35.13% over the past 52 weeks. <\/p>\n

Vulcan Value Partners stated the following regarding SAP SE (NYSE:SAP) in its Q2 2026 investor update: <\/p>\n

“SAP SE (NYSE:SAP) is the global leader in enterprise resource planning (ERP) software, which serves as the operating system for many of the world’s largest companies. SAP’s ERP solutions often have decades of embedded data, business processes, and software customizations. It is extremely rare for companies to switch ERP vendors due to the cost, time, and disruption risk that switching creates. SAP’s Q1 results were very strong, with total revenue up 12% and EBIT up 16%. Cloud revenue grew 27% and their cloud backlog grew 25%. They also repurchased \u20ac2.6B of stock in the quarter and maintained full-year guidance. Our value continues to grow and we believe its shares remain significantly discounted. We took advantage of stock price volatility to add to our position in SAP during the quarter.” <\/p>\n

\"SAP<\/a> SAP SE (SAP)\u2019s Strategic Pivot Drives Optimism – JPMorgan Reaffirms Overweight Rating <\/p>\n

SAP SE (NYSE:SAP) is not on our list of\u00a040 Most Popular Stocks Among Hedge Funds Heading Into 2026<\/a>. According to our database, 33 hedge fund portfolios held SAP SE (NYSE:SAP) at the end of the first quarter, compared to 36 in the previous quarter.\u00a0While we acknowledge the potential of SAP SE (NYSE:SAP) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the <\/a>best short-term AI stock<\/a>. <\/p>\n","protected":false},"excerpt":{"rendered":"Investment management company\u00a0Vulcan Value Partners\u00a0recently released its second-quarter 2026 investor letter.\u00a0A copy of the letter can be downloaded…\n","protected":false},"author":2,"featured_media":46752,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21036],"tags":[9695,21968,48875],"class_list":["post-64292","post","type-post","status-publish","format-standard","has-post-thumbnail","category-sap","tag-sap","tag-sap-se","tag-value-partners"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/posts\/64292","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/comments?post=64292"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/posts\/64292\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/media\/46752"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/media?parent=64292"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/categories?post=64292"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/tags?post=64292"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}