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Dassault Systemes S.A. (ADR) (DE:DSY)
OTHER OTC:DSY

Dassault Systemes SA (DSY) Price & Analysis

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DSY Stock Chart & Stats

€24.00
€0.00(0.00%)
At close: 4:00 PM EST
€24.00
€0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Strong Cash Generation & MarginsDassault Systemes consistently converts earnings into cash: gross margins ~83–84% and free cash flow ran ~0.88–0.94x net income through 2021–2024. This durable cash generation supports R&D, cloud investment and balance sheet flexibility, making capital allocation resilient over cycles.
Recurring Revenue / ARR & Cloud MomentumHigh recurring revenue and an emerging ARR base (~€4.5bn) signal durable revenue stickiness. Ongoing subscription and cloud growth (3DEXPERIENCE Cloud +32% Q4) improves revenue visibility, increases lifetime value and supports margin leverage as on‑prem maintenance declines.
Strategic AI Positioning & PartnershipsInvestment in AI-native products and a strategic NVIDIA partnership create structural differentiation: virtual twins, generative experiences and virtual companions can embed Dassault in mission-critical workflows, opening new recurring monetization and cross-sell opportunities over multiple years.
Bears Say
Near-term Revenue Softness & Conservative GuidanceSlower organic top-line growth reduces the pace at which scale benefits and new cloud/AI revenue materialize. Conservative 2026 guidance narrows near-term upside, increases reliance on productivity improvements for EPS growth, and constrains visibility into medium‑term revenue acceleration.
Life Sciences / Key-account Concentration RisksMaterial exposure to large life‑science clients creates lumpy, idiosyncratic revenue risk. Significant contract reductions at a single account can depress reported growth, making recovery timing uncertain and undermining predictability of ARR conversion in a sector prone to volatile study volumes and consolidation.
Monetization & ARR-to-revenue Timing UncertaintyShifting to consumption and outcome-based pricing for AI products introduces execution and recognition risk. Early-stage monetization and unclear RPO bridges can cause volatile revenue conversion from ARR, making near-term revenue and cash trends more lumpy and harder to forecast reliably.

Dassault Systemes SA News

DSY FAQ

What was Dassault Systemes S.A. (ADR)’s price range in the past 12 months?
Dassault Systemes S.A. (ADR) lowest stock price was €15.70 and its highest was €40.20 in the past 12 months.
    What is Dassault Systemes S.A. (ADR)’s market cap?
    Dassault Systemes S.A. (ADR)’s market cap is €23.02B.
      When is Dassault Systemes S.A. (ADR)’s upcoming earnings report date?
      Dassault Systemes S.A. (ADR)’s upcoming earnings report date is Apr 23, 2026 which is in 61 days.
        How were Dassault Systemes S.A. (ADR)’s earnings last quarter?
        Dassault Systemes S.A. (ADR) released its earnings results on Feb 11, 2026. The company reported €0.402 earnings per share for the quarter, missing the consensus estimate of €0.41 by -€0.008.
          Is Dassault Systemes S.A. (ADR) overvalued?
          According to Wall Street analysts Dassault Systemes S.A. (ADR)’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Dassault Systemes S.A. (ADR) pay dividends?
            Dassault Systemes S.A. (ADR) does not currently pay dividends.
            What is Dassault Systemes S.A. (ADR)’s EPS estimate?
            Dassault Systemes S.A. (ADR)’s EPS estimate is 0.31.
              How many shares outstanding does Dassault Systemes S.A. (ADR) have?
              Dassault Systemes S.A. (ADR) has 1,341,456,000 shares outstanding.
                What happened to Dassault Systemes S.A. (ADR)’s price movement after its last earnings report?
                Dassault Systemes S.A. (ADR) reported an EPS of €0.402 in its last earnings report, missing expectations of €0.41. Following the earnings report the stock price went down -20.982%.
                  Which hedge fund is a major shareholder of Dassault Systemes S.A. (ADR)?
                  Currently, no hedge funds are holding shares in DE:DSY
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Dassault Systemes SA Stock Smart Score

                    Company Description

                    Dassault Systemes S.A. (ADR)

                    Dassault Systèmes SE provides software solutions and services worldwide. It offers SOLIDWORKS design software for 3D design, electrical and printed circuit board design, product data management, simulation, manufacturing, and technical communication; CATIA, an engineering and design software for product 3D computer-aided design; GEOVIA for modeling and simulating the earth; and BIOVIA that provides the scientific community with advanced biological, chemical, and materials experiences. The company also provides SIMULIA that delivers realistic simulation applications; DELMIA, which enables global industrial operations; 3DVIA that provides 3D space planning solutions; and ENOVIA that enables to plan and track the definition of success for customer. In addition, it offers Centric PLM, a product lifecycle management software solution; 3DEXCITE, a real-time 3D visualization software; NETVIBES, which enables organizations to gather, align, and enrich big data; 3DEXPERIENCE platform that provides organizations a holistic and real-time view of their business activities and ecosystem, as well as connecting people, ideas, data, and solutions together in a single environment; and MEDIDATA, a clinical research study software that provides evidences and insights to pharmaceutical, biotech, medical device, and diagnostic companies, as well as academic researchers. Further, the company provides consulting, deployment, outcome based, and training services. It primarily serves companies in the transportation and mobility; industrial equipment; aerospace and defense; high-tech; life sciences and healthcare; energy and materials; home and lifestyle; construction, cities, and territories; consumer packaged goods and retail; marine and offshore; and business services sectors through distributors and resellers. Dassault Systèmes SE was incorporated in 1981 and is headquartered in Vélizy-Villacoublay, France.

                    Dassault Systemes SA (DSY) Earnings & Revenues

                    DSY Company Deck

                    DSY Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call delivered a mixed but constructive message: the company has strong fundamentals—profitability, cash generation, cloud and ARR momentum, and strategic positioning in industrial AI with credible partnerships and early commercial traction. However, 2025 underperformed relative to targets, with notable headwinds from MEDIDATA, Centric and European auto weakness; management provided conservative 2026 guidance and flagged timing/recognition mismatches while rolling out new monetization models that carry execution risk. The balance of solid financial resilience and strategic progress against material near-term growth challenges results in cautious optimism.View all DE:DSY earnings summaries
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