Dassault Systemes S.A.

Dassault Systemes provides software products & consulting services. Co.'s software applications allow businesses to digitally define, simulate products, the processes & resources required to manufacture, maintain & recycle them. Co. also provides services, principally to large customers. These services comprise mainly consulting services in methodology for design, deployment & support, training services & engineering services. Co.'s activities can be divided into two segments: the PLM market supports product development, production, maintenance & lifecycle management; & the Mainstream 3D market, which is primarily focused on product design.
  • TickerDSY
  • ISINFR0000130650
  • ExchangeEuronext Paris
  • SectorSoftware & Computer Services
  • CountryFrance

Analysts

Matthieu Lavillunière ...
  • Maxime Dubreil

INVEST SECURITIES - DASSAULT SYSTEMES :Nouveau gain commercial pour la 3DExperience - ACHAT, OC 138€

1 director sold

A director at Dassault Systemes Sa sold 31,175 shares at 128.231EUR and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names ...

Matthieu Lavillunière ...
  • Maxime Dubreil

INVEST SECURITIES - DASSAULT SYSTEMES :Nouveau gain commercial pour la 3DExperience - ACHAT, OC 138€

Gregory Ramirez

DASSAULT SYSTÈMES: FY18 meeting and call feedback: clear momentum improvement | NEUTRAL | EUR126 vs. EUR114

DASSAULT SYSTÈMES - NEUTRAL | EUR126 vs. EUR114 (-2%) FY18 meeting and call feedback: clear momentum improvement The Airbus agreement will be visible in 2019-2020 growth Operating margin will benefit from solid organic improvement Momentum on the 3DExperience platform accelerates We raise our Fair Value to EUR126 vs. EUR114

Charles Lepetitpas ...
  • Nicolas David

Dassault Systemes : Excellent Q4 2018 and 2019 guidance. Reassuring on all fronts

>Strong Q4 growth driven by Asia - DSY yesterday morning reported Q4 2018 sales of € 1.045bn, up 10% in organic terms and 4% better than expectations. This outperformance was fuelled in large part by services (+33% at cc vs Oddo BHF: 14%) but software revenue was also good, with organic growth of 8% (in line with our expectations), showing a sharp acceleration despite an unfavourable base effect (this is the third year that Q4 is the strongest quarter in terms of orga...

Charles Lepetitpas ...
  • Nicolas David

Dassault Systèmes : Excellents T4 18 et guidance 2019. DSY rassure à tous les niveaux.

>Forte croissance T4 tirée par l’Asie - DSY a publié hier matin un CA T4 18 de 1045 M€, en croissance org. de 10% et 4% au-dessus des attentes. Cette surperformance est surtout liée aux Services (+33% à cc vs Oddo BHF : 14%) mais les revenus Software sont également bons, avec une croissance org. de 8% (en ligne avec nos attentes) marquant ainsi une nette accélération malgré un effet de base difficile (c’est la troisième année que le T4 est le trimestre de plus forte ...

Andrew Lange

Morningstar | Dassault Adds Airbus to Premier Platform; Remains in a Strong Position; Shares Overvalued

Dassault’s fourth-quarter results slightly outperformed both our top- and bottom-line expectations. It was the company’s first ever EUR 1 billion revenue quarter and represented healthy continued demand for the firm’s 3D design and management software. Dassault announced that Airbus had selected the company’s 3DExperience platform for its multiyear digital transformation initiatives. The deployment roadmap will be across 2019 to 2021 and we believe the agreement is significant twofold. First, Airbus provides Dassault with a premier and large-scale aerospace & defense client that we expect to b...

1 director sold

A director at Dassault Systemes Sa sold 31,175 shares at 128.231EUR and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names ...

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/07/2019

The stabilisation of eurozone PMI indices in January contributes, albeit still modestly, to the abating of the excessive risk aversion end-2018. This is in addition to the welcome change in the Fed’s tone with the announced pause in monetary normalisation, pushing back the spectre of recession. Against this backdrop, the decent nature of results publications is contributing to the improvement in sentiment. However, questions about growth, or rather its rate of deceleration, persist. I...

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 07/02/2019

La stabilisation des PMI Eurozone en janvier contribue, encore modestement, au reflux de l’excessive aversion au risque de la fin 2018. Ceci s’ajoute au bon accueil du changement de ton de la FED avec la pause annoncée dans la normalisation monétaire et repousse le spectre de la récession. Dans ce contexte, le caractère convenable des résultats participe à l’amélioration du sentiment. Pour autant les questions sur la croissance, ou plutôt son rythme de ralentissement, ne sont pas levé...

Alfred Glaser ...
  • Charles Lepetitpas
  • Delphine Brault
  • Jean Sassus
  • Jerôme Bodin
  • Laurence Hofmann
  • Nicolas David
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/12/2018

Are we about to see the deterioration of "actuarial" themes via a repricing linked to the rise in interest rates and therefore a value rotation, or the return to a lacklustre economic environment, resulting in an umpteenth phase where the growth style prevails in 2019? The European equation is particularly complex. While, in the context of monetary normalisation, the macro scenario argues in favour of a hike in interest rates (and therefore value exposure), the reality, which is curre...

Alfred Glaser ...
  • Charles Lepetitpas
  • Delphine Brault
  • Jean Sassus
  • Jerôme Bodin
  • Laurence Hofmann
  • Nicolas David
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 12/12/2018

Va-t-on assister à la dégradation des thématiques « actuarielles » via un repricing lié à la hausse des taux et donc à une rotation value, ou bien au retour d'une conjoncture médiocre menant à une nième phase de domination de la croissance en 2019 ? L’équation européenne est particulièrement compliquée. Alors que le scénario macroéconomique plaide, dans un contexte de normalisation monétaire, pour une hausse des taux (et donc une exposition value), la réalité, pour le moment médiocre ...

Alexandre Iatrides ...
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Roland Pfaender
  • Stephane Houri
  • Veysel Taze

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/25/2018

With 2018e FCF (£ 450m +/- £ 100m before restructuring costs) expected to reflect a significant upturn from the low point of 2016 (£ 100m), the group’s medium-term target FCF of £ 1.8bn appears realistic. On this basis, we value the group at 1,120p per share and we are upgrading our recommendation from Neutral to Buy. Cf report published yesterday night. - ...

DASSAULT SYSTEMES SE sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of DASSAULT SYSTEMES SE (FR), active in the Software industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date January 4, 2019, the closing price was EUR 100.05 and its target price was estimated at EUR 92.40.

Dassault Systèmes

Dassault Systèmes

Dassault Systèmes

Dassault Systèmes

Dassault Systèmes – Proxinvest Corporate Governance Rating ® : D

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Jérôme VINERIER

Analyse court terme - DASSAULT SYSTEMES SA : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 103,40 €. La tendance baissière serait remise en cause au-dessus de 126,50 €.

Jérôme VINERIER

Short term view - DASSAULT SYSTEMES SA : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at €103.40. The bearish trend would be challenged above €126.50.

Jérôme VINERIER

Analyse court terme - DASSAULT SYSTEMES SA : La tendance est baissière.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 103,40 €, puis 93,86 €. Le franchissement de 126,50 € remettrait en cause la suite de la baisse.

Jérôme VINERIER

Short term view - DASSAULT SYSTEMES SA : The trend is bearish.

The trend is bearish. The movement goes on. The next target is at €103.40, then €93.86. Passing €126.50 would question the continuation of the fall.

Jérôme VINERIER

Analyse moyen terme - DASSAULT SYSTEMES SA : La baisse récente gagne en vigueur.

La tendance est haussière. La baisse récente gagne en vigueur. Le prochain support est à 103,08 €. La tendance serait remise en cause par la rupture de 103,08 €.

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