Do You Believe in the Growth Potential of SAP (SAP)?

In its third-quarter 2025 capitalist letter, Polen International Growth Strategy highlighted stocks specified arsenic SAP SE (NYSE:SAP). SAP SE (NYSE:SAP) is simply a starring endeavor exertion and concern solutions provider. The one-month instrumentality of SAP SE (NYSE:SAP) was -4.48%, and its shares mislaid 3.32% of their worth implicit the past 52 weeks. On December 08, 2025, SAP SE (NYSE:SAP) banal closed astatine $242.98 per share, with a marketplace capitalization of $283.508 billion.

Polen International Growth Strategy stated the pursuing regarding SAP SE (NYSE:SAP) successful its 3rd 4th 2025 capitalist letter:

"The Portfolio’s apical comparative and implicit detractors were Sage Group, Monday.com, and SAP SE (NYSE:SAP). SAP came nether unit successful the 4th arsenic absorption issued a much subdued near-term outlook, noting longer income cycles successful US nationalist assemblage and concern manufacturing owed to commercialized uncertainties. This was contempt unreality gross maturation exceeding expectations and continued backlog strength. We proceed to presumption SAP arsenic 1 of the much resilient large-scale bundle concern models fixed its mission-critical relation successful customers’ operations. Given its beardown marketplace position, immense spouse ecosystem, balanced maturation crossed caller and existing customers, precocious recurring revenues, and improving margins, we judge SAP is good positioned to proceed delivering astatine slightest mid-teens net maturation for galore years to come."

SAP SE (NYSE:SAP) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 34 hedge money portfolios held SAP SE (NYSE:SAP) astatine the extremity of the 3rd quarter, which was 32 successful the erstwhile quarter. While we admit the imaginable of SAP SE (NYSE:SAP) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered SAP SE (NYSE:SAP) and shared the database of astir fantastic stocks each capitalist should wage attraction to. Mar Vista U.S. Quality Strategy mentioned successful its Q3 2025 capitalist missive that SAP SE (NYSE:SAP) faced unit owed to concerns implicit AI disruption and IT spending trends, but it is strategically positioned for growth. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.