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Dassault Systemes S.A. (ADR) (DE:DSY)
FRANKFURT:DSY

Dassault Systemes SA (DSY) Price & Analysis

7 Followers

DSY Stock Chart & Stats

€20.20
€0.20(1.00%)
At close: 4:00 PM EDT
€20.20
€0.20(1.00%)

Bulls Say, Bears Say

Bulls Say
High Profitability And MarginsSustained software-level gross margins (~82.5%) and near-20% net margins indicate durable operating leverage and pricing power. High margins support reinvestment in R&D, fund go-to-market efforts, and provide a cushion against cyclical revenue dips, underpinning long-term profitability.
Growing Recurring Revenue And ARRA large and rising ARR base with subscriptions representing half of recurring revenue increases revenue visibility and predictability. This mix supports higher lifetime value, easier upsell/cross-sell across the 3DEXPERIENCE portfolio, and steadier cash flows that strengthen long-term business resilience.
Strong Cash Balance And Improving LeverageA sizable cash war chest and a materially reduced debt-to-equity ratio provide financial flexibility for investments, M&A, and weathering industry cycles. Net cash supports funding of strategic buys and buffers operating volatility without immediate pressure on capital structure.
Bears Say
Moderate And Uneven Revenue GrowthTop-line growth has been low-single-digits recently and inconsistent across geographies and product lines. Persistent modest growth limits the company’s ability to leverage fixed-cost margins for outsized profit expansion and raises the bar for sustaining investor expectations over coming quarters.
Weak TTM Free Cash Flow MomentumA sharp TTM decline in free cash flow and operating cash covering a modest portion of debt signal weaker cash generation momentum. If the trend persists, it could constrain discretionary investments, M&A funding flexibility, or shareholder returns absent improvement in collections or operating performance.
Large Acquisition And Integration RiskA sizable cash acquisition introduces execution, integration and regulatory risks and a material near-term cash outlay. Realizing cross-sell and AI synergies is uncertain; misexecution could pressure margins, distract management, and temporarily reduce the balance sheet flexibility that currently looks robust.

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 €30.40 in the past 12 months.
    What is Dassault Systemes S.A. (ADR)’s market cap?
    Dassault Systemes S.A. (ADR)’s market cap is €26.82B.
      When is Dassault Systemes S.A. (ADR)’s upcoming earnings report date?
      Dassault Systemes S.A. (ADR)’s upcoming earnings report date is Oct 28, 2026 which is in 87 days.
        How were Dassault Systemes S.A. (ADR)’s earnings last quarter?
        Dassault Systemes S.A. (ADR) released its earnings results on Jul 23, 2026. The company reported €0.306 earnings per share for the quarter, beating the consensus estimate of €0.299 by €0.007.
          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 0.3.
              How many shares outstanding does Dassault Systemes S.A. (ADR) have?
              Dassault Systemes S.A. (ADR) has 1,341,855,700 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 €0.306 in its last earnings report, beating expectations of €0.299. Following the earnings report the stock price went down -1.695%.
                  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 is a leading global provider of sophisticated software solutions and related services. The company's diverse product portfolio addresses a wide range of industry requirements, including SOLIDWORKS for integrated 3D design, electrical and PCB design, product data management, simulation, and manufacturing, as well as CATIA for advanced 3D computer-aided design and engineering. Other specialized offerings include GEOVIA for earth modeling and simulation, BIOVIA for supporting scientific endeavors in biology, chemistry, and materials, and SIMULIA for delivering highly realistic simulation applications. For operational excellence and collaboration, Dassault Systèmes provides DELMIA for optimizing global industrial processes, 3DVIA for 3D space planning, and ENOVIA for planning and tracking customer success throughout a product's lifecycle. Their Centric PLM solution manages product lifecycles, while 3DEXCITE offers real-time 3D visualization. NETVIBES is designed to aggregate, align, and enhance big data insights. A cornerstone of their ecosystem is the 3DEXPERIENCE platform, which offers a unified environment for a holistic, real-time view of business operations, connecting people, ideas, and data. Furthermore, MEDIDATA provides critical software for clinical research studies, benefiting pharmaceutical, biotech, medical device, diagnostic companies, and academic researchers. Beyond its extensive software suite, the company also offers a comprehensive range of consulting, deployment, outcome-based, and training services. Dassault Systèmes serves a broad array of sectors, including transportation and mobility, aerospace and defense, high-tech, life sciences and healthcare, energy and materials, and consumer goods, distributing its solutions through a network of distributors and resellers. The company was founded in 1981 and maintains its headquarters in Vélizy-Villacoublay, France.

                    Dassault Systemes SA (DSY) Earnings & Revenues

                    DSY Company Deck

                    DSY Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized solid execution: recurring revenue and subscription metrics are strengthening, cloud and 3DEXPERIENCE adoption accelerated, margins and cash generation improved, and management reaffirmed guidance. Strategic progress includes a sizeable, highly recurring ArisGlobal acquisition to bolster life sciences and AI capabilities. Offsetting items include ongoing MEDIDATA headwinds, softness in China and parts of Europe (notably automotive), and temporary cash timing effects. Overall the positives around recurring growth, platform/cloud momentum, strong cash balance and clear strategic rationale for ArisGlobal outweigh the near-term regional/segment weaknesses and integration risks.View all DE:DSY earnings summaries
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