What smart money is saying about SAP SE

ALMER.PA · Consumer Defensive · Packaged Foods · Market cap $35M

5 funds in our archive have pitched SAP SE — most recently Oakmark International Fund in March 2026.

Company profile

Sapmer SA operates as a fishing company in South Africa, Northern America, Mauritius, Japan, Europe, China, and Reunion. The company offers fresh and frozen fish products, such as ahi tuna, skipjack tuna, Patagonian toothfish, and rock lobster. It serves supermarkets and restaurants. The company was founded in 1947 and is headquartered in Le Port, Reunion.

Fund coverage · 5 theses

Oakmark International Fund
March 2026
SAP SE is a core enterprise software provider benefiting from cloud migration and durable workflows, led by capable management and mispriced due to overstated AI concerns.
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Bell Global Equities Fund
January 2026
SAP SE is a leading ERP provider with embedded software, attractive growth and valuation, and the capacity to adapt AI offerings despite near-term volatility.
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Polen International Growth
December 2025
SAP SE maintains a resilient, mission-critical software model with strong cloud momentum and is positioned for at least mid-teens earnings growth.
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Aoris
December 2025
SAP SE is the leading ERP provider with a large cloud transition opportunity and advantaged positioning for analytics and AI, underpinning multi-year earnings growth.
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Aoris
September 2025
SAP is the world's leading ERP software company that enhances productivity for major clients and is poised for significant growth as enterprise computing transitions to the cloud and embraces AI.
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