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On Monday, Citi analysts maintained a Neutral rating on Dassault Systemes SE (DSY:FP) (OTC:DASTY) with a price target of €36.00. This decision follows Dassault’s 2025 Capital Markets Day (CMD) held in Paris last Friday. According to InvestingPro data, the stock is currently trading near its 52-week low, with analysts setting price targets between $42.23 and $46.26.
During the event, Dassault Systemes highlighted its strategic focus on the generative economy and the integration of AI and GenAI across its portfolio. The presentation provided an overview of its AI strategy, particularly through its 3DUNIVERSES platform, but lacked detailed milestones for development and commercialization. The company maintains strong fundamentals with an impressive gross profit margin of 83.57% and healthy revenue growth of 4.49% over the last twelve months.
Citi analysts noted that Dassault Systemes updated its multi-year earnings per share (EPS) targets. These targets reflect a range of expectations, from cautious projections for its core business to optimistic forecasts driven by the 3DUNIVERSES platform. However, specifics on growth prospects for certain portfolio segments, AI monetization, and capital allocation were limited. InvestingPro analysis shows the company trading at a high P/E multiple relative to near-term earnings growth, with 12 additional key insights available to subscribers.
The analysts believe that investors will closely monitor Dassault’s performance to assess the feasibility of its multi-year targets. The focus will likely be on how the company evolves in the AI space and its ability to achieve these projections, particularly given its current revenue growth forecast of 5% for FY2025.
In other recent news, Dassault Systemes SE announced a shift in its financial plan, impacting its earnings per share (EPS) timeline. The company now expects to double its EPS by 2029, a year later than previously planned. This revision suggests a compound annual growth rate (CAGR) of 15% for the period from 2024 to 2029, which is higher than the 9% projected by Goldman Sachs and Visible Alpha Consensus Data. For 2025, consensus estimates an EPS of €1.36, indicating a 17% CAGR from 2025 to 2029, surpassing the consensus of 10%. The growth is attributed to an increase in revenue, expansion of the 3D UNIV+RSES platform, and strategic capital allocations, including mergers and acquisitions. Goldman Sachs analysts reiterated their Buy rating on Dassault Systemes stock, maintaining a price target of €42.00. They are looking forward to more information from the company’s management on revenue and margin drivers, as well as the potential impact of mergers and acquisitions on future growth. The EPS guidance suggests more growth is expected in the latter part of the medium term.
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