Dassault Systèmes SE Sponsored ADR (DASTY)
Dassault Systèmes: Industrial Growth Is Back, But Life Sciences Segment Is Still Weak
Dassault Systèmes remains a hold as Q2 2026 showed Industrial Innovation growth and margin improvement, but Life Sciences revenue continues to decline. DASTY's acquisition of ArisGlobal introduces execution risk at a steep >10x sales multiple, requiring strong integration and cross-selling to justify the price. Industrial Innovation's 5% growth and customer wins suggest a return to healthy demand, but Life Sciences recovery is not yet convincing.
Dassault Systèmes SE (DASTY) Q2 2026 Earnings Call Transcript
Dassault Systèmes SE (DASTY) Q2 2026 Earnings Call Transcript
Dassault Systemes to Buy ArisGlobal for Up to $2 Billion
The French company agreed to buy the U.S. supplier of software to the life-sciences industry, seeking to bolster its artificial-intelligence offering.
Dassault Systèmes Q2 revenue rises to $1.78 billion
French software maker Dassault Systèmes reported higher second-quarter revenue of 1.56 billion euros ($1.78 billion) on Thursday, as demand for its 3DEXPERIENCE software helped offset weakness in automotive.
Dassault Systèmes SE (DASTY) Q1 2026 Earnings Call Transcript
Dassault Systèmes SE (DASTY) Q1 2026 Earnings Call Transcript
Dassault Systèmes SE (DASTY) Discusses Governance Transition and Strategic Focus on Industrial AI and Generative Solutions Transcript
Dassault Systèmes SE (DASTY) Discusses Governance Transition and Strategic Focus on Industrial AI and Generative Solutions Transcript
Dassault Systèmes SE (DASTY) Q4 2025 Earnings Call Transcript
Dassault Systèmes SE (DASTY) Q4 2025 Earnings Call Transcript
Dassault Systèmes SE (DASTY) Q4 2025 Earnings Call Transcript
Dassault Systèmes SE (DASTY) Q4 2025 Earnings Call Transcript
Dassault Systemes Shares Slump on Weak Sales, Guidance
The software maker reported a decline in adjusted operating profit and issued annual guidance that disappointed investors.
Dassault Systemes posts full-year revenue growth as clients shift to cloud software
French software maker Dassault Systèmes reported full-year 2025 revenue of 6.24 billion euros ($7.44 billion), up 4% at constant currency, with recurring revenue growing 6%, driven by an 11% jump in subscriptions as more clients turn to cloud-based services.
Dassault Systèmes: One Of The Best IT Potentials For 2026
Dassault Systèmes is deeply undervalued, trading at a 15-year low P/E despite robust fundamentals and resilient earnings growth. DASTY's transition to high-margin subscriptions, broad sector reach, and unmatched PLM leadership underpin a strong long-term upside thesis. I conservatively forecast a 20% annualized upside, with a €35/share PT and fair value above €45/share, reflecting a 25% discount to historical averages.
Dassault Systèmes SE (DASTY) Q3 2025 Earnings Call Transcript
Dassault Systèmes SE (OTCPK:DASTY) Q3 2025 Earnings Call October 23, 2025 8:30 AM EDT Company Participants Stacy Pollard Rouven Bergmann - CFO & Executive VP Pascal Daloz - CEO & Director Conference Call Participants Jay Vleeschhouwer - Griffin Securities, Inc., Research Division Nicolas David - ODDO BHF Corporate & Markets, Research Division Jason Celino - KeyBanc Capital Markets Inc., Research Division Michael Briest - UBS Investment Bank, Research Division Derric Marcon - Sanford C. Bernstein & Co., LLC.
