How Recent Analyst Updates Are Shaping the Story for Dassault Systèmes

Dassault Systèmes' consensus analyst price target has recently edged down from €35.56 to €34.91, reflecting updated assumptions in line with fresh research insights. Analysts cite steady core software demand and ongoing digital transformation as positives. However, they also note increased caution amid macroeconomic uncertainty and competitive pressures. Stay tuned for guidance on how to stay informed about future shifts in analyst sentiment and price targets for Dassault Systèmes.

What Wall Street Has Been Saying

🐂 Bullish Takeaways

Despite recent caution, analysts acknowledge steady core software demand as a supportive factor for Dassault Systèmes's valuation. Ongoing digital transformation within the sector is viewed as helping to maintain growth momentum. Analysts continue to reward the company's focus on execution and cost control, which is seen as positive for long-term prospects.

🐻 Bearish Takeaways

JPMorgan recently lowered its price target on Dassault Systèmes from EUR 33 to EUR 30, while maintaining a Neutral rating. This signals greater caution in the near term. Analysts highlight increased macroeconomic and competitive pressures. This has led to a more measured outlook on valuation and potential upside. Reservations remain regarding the extent of near-term growth and whether the current valuation sufficiently accounts for associated risks.

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What's in the News

Dassault Systèmes SE has reaffirmed its earnings guidance for 2025, with a targeted diluted EPS growth of 7% to 10%. The company also updated its full-year revenue growth outlook to a range of 4% to 6%, narrowing its previous estimate of 6% to 8%. Grundfos, a global leader in water solutions, has selected the 3DEXPERIENCE platform on the cloud. This initiative supports digital transformation across multiple divisions and focuses on enhancing collaboration and advancing sustainability through comprehensive product lifecycle management. NCC, a company specializing in advanced manufacturing and research, is expanding its use of the 3DEXPERIENCE cloud platform. The goal is to accelerate collaboration and innovation in sectors such as aerospace, with a strong focus on sustainable practices and next-generation materials.

How This Changes the Fair Value For Dassault Systèmes

Consensus Analyst Price Target: Decreased slightly from €35.56 to €34.91. This reflects updated analyst assumptions. Discount Rate: Lowered marginally from 8.00% to 7.99%. This indicates only a minimal change in the risk profile. Revenue Growth: Reduced fractionally from 6.19% to 6.18%. This suggests a near-stable outlook for top-line expansion. Net Profit Margin: Improved modestly from 22.34% to 22.38%. This points to a slightly more optimistic projection for profitability. Future P/E: Declined from 35.52x to 34.80x. This implies analysts expect a marginally lower valuation multiple on future earnings.

Story Continues

🔔 Never Miss an Update: Follow The Narrative

A Narrative is a powerful tool that connects a company’s real-world story to its financial future and estimated fair value. Narratives let investors combine their perspective with forecasts, tying news, numbers and market shifts together. On Simply Wall St’s platform, millions of users use these dynamic Narratives, updated in real time with every new development, to confidently compare Fair Value with Price and spot timely buy or sell opportunities.

Explore the original Narrative for Dassault Systèmes to see how the story links with the numbers and why so many follow it for:

Timely insight into how cloud adoption and AI-driven solutions are shaping recurring revenue and profit growth prospects. Clear breakdowns of risks and catalysts, including sector shifts, new product launches, and acquisition impacts, that will likely drive future valuations. Expert analysis explaining how updated forecasts, margins, and industry developments translate directly into changes in fair value and stock price outlook.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include DSY.PA.

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