Dassault Systèmes stock: 2026 targets rise after stronger Q3

Published on 11/03/2026 at 17:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Dassault Systèmes stock remains in focus after stronger third-quarter growth and higher 2026 targets. ArisGlobal adds to the fourth-quarter outlook.

Higher targets meet stronger execution

Third-quarter revenue and software revenue each grew 5% in constant currencies.
Management lifted its 2026 operating-margin and diluted EPS growth objectives.
ArisGlobal is expected to contribute two percentage points to fourth-quarter revenue growth.

Dassault Systèmes, FR0014003TT8, Illustration mit AI erstellt.

Dassault Systèmes raised its 2026 objectives after reporting stronger third-quarter execution on October 28, 2026. In its investor-relations release, the French software group said total revenue and software revenue each grew 5% in constant currencies, reaching the high end of its quarterly targets.

Dassault Systèmes stock traded at 24.97 euros on Lang & Schwarz at 17:39 CET on Tuesday, November 3, 2026.

Growth broadens across key businesses

Annual recurring revenue increased 6% in the quarter. 3DEXPERIENCE software revenue advanced 25%, while cloud software revenue rose 14%. The recurring software model remained central to the group's performance, with recurring revenue representing 84% of software revenue in the quarter.

The non-IFRS operating margin reached 31.6%, up 150 basis points from a year earlier. Non-IFRS diluted earnings per share rose 8% in constant currencies to 0.32 euros. The company also reported a 20% increase in operating cash flow for the first nine months and cash conversion of 111%.

ArisGlobal shapes the next quarter

Management now targets 2026 revenue of 6.399 billion to 6.459 billion euros, equivalent to 4%-5% growth, compared with the previous 3%-5% range. The non-IFRS operating-margin objective is 32.5%-32.7%, while diluted EPS growth is expected at 6%-7%.

The revised objectives include the completed ArisGlobal acquisition. Management expects fourth-quarter revenue growth of 5%-8% in constant currencies, with ArisGlobal contributing two percentage points. The company also appointed Ashwini Zenooz as executive vice president and chief executive for Life Sciences and Healthcare.

Investors can follow the real-time quote of Dassault Systèmes stock.

The broader French equity market remains covered through the CAC 40 market environment.

Dassault Systèmes is scheduled to present its Capital Markets Day on November 17, 2026. More company coverage is available in more news and analyses on Dassault Systèmes stock.