Opinions Kim Bolton
SAP AG ADRSAPTOP PICKJan 29, 2025
Kim BoltonOwned
$276.35
Stock price when the opinion was issued
$187.14
As of Jun 04, 2026. Market Open.
computer softwareprocessing
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PAST TOP PICK
(A Top Pick Sep 07/22, Up 61%)
A year ago, few wanted a European software company, but that's why it's popped so much. Still owns it, though took some profits. You can buy it now, buy more at $130 then more in the $120s.
Kim BoltonOwned
computer softwareprocessing
TOP PICK
Global. Diversified cloud portfolio will let it be resilient during any sort of downturn. Long history has proven this capability. Very solid company. Yield is 2.45%. (Analysts’ price target is $119.10)
Kim BoltonOwned
computer softwareprocessing
BUY
The USD has had a fantastic run, so why not buy these European companies that have so much of their sales in the U.S. You get them at a discount now, so they'll have the wind at their banks for the Euro and Swiss franc turn around against the dollar. He predicts a 5% lift in forex in the next 6-8 months. These companies have great balance sheets and cash in sectors that are global.
Kevin O'LearyOwned
computer softwareprocessing
BUY
Selling Rogers allowed him to enter stocks like Germany's SAP, which produces enterprise resource planning software. It ties a corporation's financials, human resources and operations together. SAP is moving away from a package to a cloud-based software as a service. Lots of growth here.
computer softwareprocessing
BUY
Enterprise software, and one of the very early movers into software as a service. They also were very early in the move into Cloud-based computing. Stock has been rallying recently even though the euro has been weak. This would be a good, long term hold. 2.5% dividend yield.
computer softwareprocessing
Great chart. Decent runway in front of it. King of enterprise application software in Europe, and widely held over there. Big into supply chains. Reported yesterday and blew it out of the park. Up 13% YTD. Buy in thirds here around $277, low $260s, and low $250s. Yield is 0.9%.
(Analysts’ price target is $306.18)