📢 Highlight from last week's blog post!

Even my worst-case scenario of #DassaultSystemes ($DASTY)'s future yields a discount.

But their *past* forces us to stop and rethink!

🔗 thebarnblog.substack.com/p/dassault-s...

#TheBarnBlog #NotInvestmentAdvice #Investment #ValueInvesting #StockMarket

Dassault Systèmes, a so-so turnaround case Valuation series

This week on #TheBarnBlog, we take on another French giant, #DassaultSystemes ($DASTY)! 💪

Read to find out why we consider the #software company to be a so-so candidate if you're looking for turnaround companies.

🔗 thebarnblog.substack.com/p/dassault-s...

#Valuation #ValueInvesting #Stocks #AI

Dassault Systemes, Nvidia In Pact To Build Industrial AI Platform Powering Virtual Twins HOUSTON, Feb 4 (Bernama) — French software giant Dassault Systemes and Nvidia have forged a long-term strategic partnership to build a shared industrial architecture for mission-critical artificial intelligence (AI), aimed at accelerating the use of science-based “virtual twins” across multiple industries. The collaboration combines Dassault Systemes’ virtual twin technologies with Nvidia’s AI infrastructure open models and accelerated software libraries to establish science-validated industry-world models. The partnership was unveiled here at Dassault Systemes’ 3DExperience World 2026 during the general session, hosted by Dassault Systemes chief executive officer Pascal Daloz and Nvidia founder and chief executive officer Jensen Huang, on the second […]

Dassault Systemes, Nvidia In Pact To Build Industrial AI Platform Powering Virtual Twins #ArtificialIntelligence #VirtualTwins #Nvidia #DassaultSystemes #IndustrialAI

NVIDIA and Dassault Systèmes Announce Massive Partnership to Build Physics-Based “World Models” for Industrial AI – RMN Digital NVIDIA CEO Jensen Huang and Dassault Systèmes CEO Pascal Daloz have announced a landmark partnership to build a shared industrial AI architecture. Photo: NVIDIA

AI Companions. The future of industrial design has arrived! 🚀 NVIDIA and Dassault Systèmes announced a partnership. 🌎✨
#NVIDIA #DassaultSystemes #IndustrialAI #VirtualTwin #3DEXPERIENCE #Innovation #Engineering #AI #DigitalTransformation #RMNDigital

RMN Digital: www.rmndigital.com/nvidia-and-d...

Steady Performer ⚙️

✅ #DassaultSystemes moves forward:

Stable year-over-year results and a deep-tech client base create durability that’s hard to replace!

(2/5)

DuPont View 👀

The DuPont curve is mixed:
#TeamViewer, #SageGroup, #DassaultSystemes and #Temenos improve ROIC, while #Vitec declines as goodwill rises from acquisitions.

Note: High goodwill can mask underlying efficiency!

(3/5)

Dassault Systèmes und Switch kooperieren – «it business» – Meldungen aus der ICT-Welt

Dassault Systèmes und Switch vereinfachen Hochschulen in der Schweiz den Zugang zu führender 3D- und Konstruktionssoftware. Die Partnerschaft stärkt praxisnahe Ausbildung und Forschung.

#DassaultSystemes #Switch #3DEXPERIENCE #Bildung #Forschung #Innovation #Schweiz #Digitalisierung

Dassault Systèmes joue un rôle central dans l’essor des data centers IA, boostant l’innovation industrielle numérique.
www.lefigaro.fr/secteur/high...
#Innovation #AerospaceEngineering #DassaultSystemes #AICenters #DigitalTwin #SustainableAI

France’s Dassault Systemes delays earnings target timeline until 2029 (Reuters) -French software company Dassault Systemes extended the target period of its medium-term earnings per share (EPS) forecast by one year on Friday, at a time when weak auto demand and tariff-driven uncertainty weigh on its business. The group, which sells its software to automakers, plane makers and industrial companies, had aimed to double its non-IFRS diluted EPS to between 2.20 euros and 2.40 euros under its 2023–2028 strategy, a target it now expects to reach in 2029. Hit by a prolonged slowdown in the global auto industry, Dassault Systemes lowered its 2025 operating margin growth forecast in April, citing market volatility related to U.S. President Donald Trump’s tariffs. It had also cut 2024 forecasts twice in the second half of last year. The company did not provide updates on its mid-term revenue target in the statement published ahead of its investor day event. It had previously forecast double-digit percentage growth until the end of 2028.

Click Subscribe #DassaultSystemes #EarningsReport #FinancialNews #StockMarket #Investing

Dassault Systèmes is entering the next phase of its Living Heart Project with AI-powered virtual twins. Learn how the automation of AI-powered virtual heart models would simplify and accelerate medical device development: buff.ly/O7pICCp #tmdmag #medtech #dassaultsystemes #digitaltwin

#3DEXPERIENCE World 2026 will be in Houston for Feb 1-4, earliest in the year that this event has been in many years! #3DXW25 #3DXW26 #dassaultsystemes #SOLIDWORKS

Dassault Systèmes partners with Apple to put industrial 3D software on Vision Pro Dassault Systèmes on Tuesday said that it has worked with Apple to integrate Apple's Vision Pro into its 3D software, which is widely used in manufacturing, life sciences and urban planning.

#Apple and #DassaultSystemes? #3dxw25 — www.reuters.com/technology/d...

#SOLIDWORKS will launch our very first solution for CPQ this summer. It allows customers to build a portfolio of highly configurable products, use them to quickly generate accurate quotes, and streamline their sales process. #3DXW25 #DassaultSystemes #3DEXPERIENCE

Announced just now at #3DXW25, introducing AURA - A new IP secure AI as a virtual companion on the platform, which learns from you, teaches you, and performs tasks for you. #SOLIDWORKS #3DEXPERIENCE #DassaultSystemes

Stand-up banner from #3DSSimulia showing runner with #FEA colour contour plots in several regions of the body

Absalom, Dodzi and Thomas are attending an annual #Abaqus user meeting organized by feas.co.za. Learning about new features of the 2025 release and #3DExperience #DassaultSystemes #3DS

Dassault Systemes Lowers 2024 Earnings Forecast Due to Order Delays On Tuesday, Dassault Systemes, a French software company, reduced its full-year earnings forecast, causing a decline in its stock price The company cautioned that customers were being cautious with their spending and postponing contract signing. It…

On Tuesday, Dassault Systemes, a French software company, reduced its full-year earnings forecast, causing a decline in its stock price The company cautioned that customers were being cautious with their spending and postponing contract signing. It anticipates… #Tech #Business #DassaultSystemes

B Charlès : "I hope blueKiwi will be able to grow and stand alone" #dsdevcon09 #bluekiwi #dassaultsystemes

B Charlès : "@carlosdiaz is my friend" #dsdevcon09 #bluekiwi #dassaultsystemes

@carlosdiaz explaining how bK can improve the ideation process #dsdevcon09 #bluekiwi #dassaultsystemes

@carlosdiaz demoing blueKiwi at #dsdevcon09 #bluekiwi #dassaultsystemes

The press release is available here http://bit.ly/eAXRS #blueKiwi #dassaultsystemes

Now we're really applying E2.0 to the value chain by articulating PLM and social networks #blueKiwi #dassaultsystemes

blueKiwi raises 4.7M euros from both Dassault Systemes and Sofinnova (2nd round) #blueKiwi #dassaultsystemes

blueKiwi will be distributed worldwide by Dassault Systems and its resselers : from 5 to 2700 salespeople #blueKiwi #dassaultsystemes

blueKiwi announced a strategic alliance with Dassault Systemes. Vision : PLM+social layer = social innovation #blueKiwi #dassaultsystemes

Btw... a few news for those who were not following us this morning #blueKiwi #dassaultsystemes

Charlès and Diaz : it's not about connecting existing solutions, it's about a new territory #dassaultsystemes #blueKiwi

Charlès : Dassault Systemes products wilh firmly evolve because of web 2.0 #dassaultsystemes #blueKiwi

Charlès : I want to help french startups to be successful worldwide #dassaultsystemes #blueKiwi

Charlès (Dassault Systemes)we use blueKiwi in Saas and it's perfect (to connect our sales people and channels...)#dassaultsystemes #blueKiwi