DASTY Dassault Systèmes SE Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
19:09
Apr 23
Apr 23
CNBC
Software stocks cheap with growth and AI opportunity.
Software stocks are attractively valued with revenue multiples around 3x, half of private market transactions and a fraction of previous highs, while companies still grow ~10% with a focus on efficiency, and they are well-positioned to benefit from AI due to proprietary data and mission-critical systems. He has committed capital to the software space, naming Workday, Salesforce, Dassault, Microsoft, and Oracle as positions.
12:00
Feb 11
Feb 11
Bloomberg Markets
Dassault drops on weak guidance, software selloff
Dassault Systemes fell the most since its IPO after missing earnings and issuing weak guidance for the year, and it is also caught in the broader software selloff tied to AI disruption fears. The combination of company-specific misses and sector-wide de-rating pressures the stock.
10:52
Feb 11
Feb 11
Bloomberg Markets
Dassault guidance disappoints, downside risk.
Dassault Systemes guided 2026 like-for-like growth to 1%-3%, roughly half consensus, and 3% may prove optimistic; investors must wait until November for long-term vision, so the risk/reward is poor.
About DASTY Investor Commentary
Across the available history and selected sources, Buzzberg tracks DASTY (Dassault Systèmes SE) across 3 sources: 2 bullish vs 1 bearish calls from 5 authors. Historical directional balance: 17% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 6 total trade ideas tracked. Latest voices: Matthew McLennan, Tom Mackenzie, Neil Campling.