SAP SE (NYSE:SAP) was downgraded by Citizens from Market Outperform to Market Perform on January 30. Meanwhile, BMO Capital reiterated a Buy rating but lowered the price target from $320 to $245 following the company’s fiscal Q4 2025 earnings release on January 29.

The company reported quarterly revenue growth of 18.46% year-over-year to $11.59 billion, falling short of consensus by $66.21 million. However, the EPS of $1.93 surpassed consensus by $0.21.

BMO Capital Markets analysts revised the price target due to SAP’s failure to meet cloud computing growth guidance. Despite management’s confidence in meeting targets, the firm reduced fiscal 2026 cloud growth estimates from 26% to 24% year-over-year.

SAP SE (NYSE:SAP) is a leading provider of ERP software utilizing artificial intelligence to enhance its solutions. While it presents investment potential, other AI stocks may offer greater upside and less risk in the current market environment.

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Read more at Yahoo Finance: Citizens Downgrades SAP SE (SAP) to Market Perform