Dassault Systèmes stock sits 10.3 percent below Oddo BHF target

Veröffentlicht am: 26.09.2026 um 09:04 Uhr | Redaktionelle Verantwortung: Rafael Müller, Chefredakteur AD HOC NEWS

Oddo BHF lifted its target for Dassault Systèmes stock from EUR 22.00 to EUR 23.50 on September 24, 2026. Q2 non-IFRS revenue rose 4 percent to EUR 1.556 billion.

Schwarzweiß-Aufnahme eines Ingenieurs vor 3D-Wireframe-Fahrzeugmodell im Designstudio — Dassault Systèmes SE (ISIN FR0000130650) liefert PLM-Lösungen zur digitalen Produktentwicklung in der Automobilbranche weltweit, Illustration mit AI erstellt.

Dassault Systèmes stock (ISIN FR0000130650) was last at EUR 21.07 on Euronext Paris on September 25, 2026 at 5:35:11 p.m. CEST, leaving the price 10.3 percent below Oddo BHF's EUR 23.50 target. The share price declined 0.47 percent from the previous EUR 21.17 level, while 1,817,439 shares changed hands.

Oddo raises its target

According to Ideal Investisseur on September 24, 2026, Oddo BHF raised its Dassault Systèmes price target from EUR 22.00 to EUR 23.50 and retained a Neutral rating. The higher valuation reference offers measurable upside from the latest price, but the unchanged recommendation keeps the analyst signal restrained.

The market snapshot provides a broader perspective: the stock's 52-week range was EUR 15.82 to EUR 30.36 on September 25, 2026. At EUR 27.7 billion, the company's market capitalization places the latest price well below the top of that annual range while still above its low.

Subscriptions support Q2 growth

As StockSentinel Flash reports, Q2/2026 non-IFRS revenue reached EUR 1.556 billion, up 4 percent at constant currency, while subscription revenue increased 8 percent to EUR 1.135 billion. Annual recurring revenue, a separate operating metric rather than revenue, rose 6 percent to EUR 4.443 billion.

According to StockSentinel Flash, the Q2/2026 non-IFRS operating margin was 30.0 percent. Fiscal 2026 guidance calls for non-IFRS revenue of EUR 6.296 billion to EUR 6.416 billion, an operating margin of 32.2 percent to 32.6 percent and diluted non-IFRS EPS of EUR 1.30 to EUR 1.34.

Valuation meets execution

Dassault Systèmes stock was last at EUR 21.07 on Euronext Paris on September 25, 2026 at 5:35:11 p.m. CEST. The combination of 8 percent subscription growth and the EUR 23.50 analyst target now meets the test of delivering the guided fiscal 2026 margin and revenue ranges.