DASTY Dassault Systèmes SE Loading... : Bullish and Bearish Analyst Opinions
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19:09
Apr 23
Apr 23
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.
HIGH
14:07
Feb 17
Feb 17
Macron is in India to finalize a deal for "at least 100 fighter jets" (Rafale Marine, manufactured by Dassault). This is described as the "biggest defense deal ever for India in the last seven decades." It represents a massive, secured revenue pipeline for the manufacturer (Dassault Aviation). LONG DASTY (Dassault Aviation). Bureaucratic delays in finalizing the contract or technology transfer disputes.
10:42
Feb 17
Feb 17
Dassault Systemes and Siemens sold off sharply (Dassault ~8-10%). UBS issued a report questioning the defensibility of industrial design software. Schindler (elevator co) reportedly dropped Dassault to build internal tools. Investors previously viewed complex industrial software (Digital Twins) as a "moat." The inference is that Generative AI allows companies to build these tools in-house cheaper and faster, destroying the pricing power and retention of legacy industrial software vendors. SHORT/AVOID Industrial Software incumbents. The sell-off is an overreaction to a single client loss (Schindler); AI integration might eventually aid these platforms.
About DASTY Analyst Coverage
Buzzberg tracks DASTY (Dassault Systèmes SE) across 2 sources. 2 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (67%). 3 total trade ideas tracked.