Dassault Systèmes
Note: This is a daily stock update and the information stands true as of 11/02/26, 09:00 CET.
Company Update:
The software sector is suffering as it is seen as a primary potential victim of AI development. These numbers will not help Dassaul'ts case. While it isn't as expensive as it once was, DSY still trades on PE26 and 27 of 24.3x and 21.6x. No reason to try to buy the dip yet.
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Company Update:
Another disappointing print: The technology group reported results below expectations, missing consensus.
Over the full year, the company fell short of estimates by around 1% (at €6.2bn for 2025), but it is especially the fourth quarter, expected to serve as a catch-up period, that showed a significant shortfall of -3%.
Guidance 26 especially weak revenue between €6.3bn and €6.4bn, corresponding to constant‑currency growth of only 3% to 5%. The operating margin is expected to come in between 32.2% and 32.6%. The group explains this cautious expectation through its ambition to industrialize AI, in line with announcements made with NVIDIA earlier this month. According to the company, the execution efforts required are likely to temporarily weigh on growth.
So, another negative market reaction appears likely.
Expert Opinion:The software sector is suffering as it is seen as a primary potential victim of AI development. These numbers will not help Dassaul'ts case. While it isn't as expensive as it once was, DSY still trades on PE26 and 27 of 24.3x and 21.6x. No reason to try to buy the dip yet.
For daily updates, subscribe to our newsletter and for detailed information, reach out to us at sales@alphavalue.eu
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