Dassault Systemes SA (DSY) AI Stock Analysis

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Dassault Systemes SA

(Frankfurt:DSY)

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Positive Factors

Recurring revenue expansionGrowing ARR and subscriptions strengthen revenue visibility and make the business less dependent on one-time license sales. The rising subscription mix can deepen customer relationships, support renewals, and create a more durable base for cross-selling additional platform roles and applications.

Negative Factors

Slowing overall revenue growthThe company remains profitable, but subdued top-line growth limits operating leverage and reduces the pace at which its earnings base can expand. Sustained low growth would place greater importance on execution, retention, and margin discipline to maintain financial performance.

Dassault Systemes SA (DSY) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 37.01B
Dividend Yield: 1.05%
Average Volume (3M): 463
Price to Earnings (P/E): 25.1
Beta (1Y): 0.76
Revenue Growth: -0.17%
EPS Growth: 13.88%
Country: Germany
Employees: 24,997
Sector: Technology
Sector Strength: 61
Industry: Software - Application

Dassault Systemes SA Business Overview & Revenue Model

Company Description

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, electr...

Dassault Systemes SA Earnings Call Summary

Earnings Call Date:Oct 28, 2026(Q3-2026)|% Change Since:4.96%|Next Earnings Date:Feb 03, 2027

Earnings Call SentimentPositive

The call was strongly positive, supported by Q3 revenue and EPS growth, margin expansion, strong cash generation, improving recurring-revenue momentum, and raised full-year guidance. Management also reported progress in 3DEXPERIENCE, cloud, China, AI, and Life Sciences. The main challenges were the 3% Americas decline, flat MEDIDATA revenue, softer Central and Southern Europe performance, and remaining work to improve partner-channel execution, integrate ArisGlobal, and scale AI adoption.

Positive Updates

Strong Q3 Execution

Third-quarter total revenue grew 5%, software revenue increased 5%, 3DEXPERIENCE revenue rose 25%, cloud revenue grew 14%, and EPS reached EUR 0.32, up 8% ex-FX.

Negative Updates

Americas Revenue Decline

The Americas declined 3% because of a tough year-over-year comparison. Management said the region was more back-end loaded toward Q4, although the transactions were identified and built into the plan.

Company Guidance

For the full year, Dassault Systèmes expects revenue growth of 4% to 5%, versus 3% to 5% previously, with revenue of EUR 6.399 billion to EUR 6.459 billion, operating margin of 32.5% to 32.7% versus 32.2% to 32.6% prior, and EPS growth of 6% to 7% versus 3% to 6% previously, or EPS of EUR 1.35 to EUR 1.36. For the fourth quarter, it expects revenue growth of 5% to 8%, including a 2-point contribution from ArisGlobal, operating margin of 37.2% to 37.8%, and EPS of EUR 0.42 to EUR 0.43, up 3% to 7% ex-FX, based on $1.14 per euro, JPY 170 per euro, and a tax rate of 17.4%; MEDIDATA is expected to return to growth in Q4, with an indication of around 2 plus.

Dassault Systemes SA Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

DE:DSY against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
BSY	77Outperform	$13.67B	43.15	26.33%	0.63%	12.88%	20.85%
PTC	76Outperform	$21.35B	22.11	28.34%	―	-0.21%	43.61%
ADSK	76Outperform	$54.36B	33.46	52.50%	―	18.70%	59.41%
PCOR	63Neutral	$11.41B	-337.04	-2.85%	―	16.50%	72.83%
U	62Neutral	$22.34B	-62.85	-10.86%	―	20.86%	24.19%
Sector *	61Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%

* Technology Sector Average

Performance Comparison

DE:DSY and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:DSY	Dassault Systemes S.A. (ADR)	25.40	1.64	6.92%
ADSK	Autodesk Inc	260.01	-37.16	-12.50%
PTC	PTC Inc.	196.14	21.57	12.36%
U	Unity Software, Inc.	49.65	12.49	33.61%
BSY	Bentley Systems, Class B	44.44	1.48	3.44%
PCOR	Procore Technologies Inc	77.52	2.16	2.87%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Dassault Systemes SA AI Stock Analysis