Oddo BHF - DASSAULT SYSTEMES SA (DSY) Dassault Systèmes : Le T2 ne sera pas probablement pas un catalyseur positif… mais pas non plus aussi négatif que certains le craignent

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Oddo BHF

Nicolas David

Dassault Systèmes : Le T2 ne sera pas probablement pas un catalyseur positif… mais pas non plus aussi négatif que certains le craignent

>Nous attendons des progrès au T2 mais pas de quoi totalement rassurer - Malgré les craintes exprimées par certains investisseurs/analystes et la baisse continue du cours depuis les résultats T1, nous avons le sentiment que les résultats T2 ne devraient pas engendrer de surprise majeure. La dynamique commerciale dans le PLM industriel grand compte reste globalement solide bien qu’un gros contrat dans l’Aero semble se décaler vers le S2 et que la visibilité sur le marc...

21/06/2024 1 FR

Underlying

DASSAULT SYSTEMES SA

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FR0014003TT8 Euronext Paris France

Provider

Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

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Analysts

Nicolas David

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Verallia : The bottle is half empty...or half full... – New target price of € 34 (vs € 40)

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Verallia : La bouteille à moitié vide… ou à moitié pleine… – Nouvel OC de 34 € (vs 40 €)

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Dassault Systèmes : Le T2 ne sera pas probablement pas un catalyseur positif… mais pas non plus aussi négatif que certains le craignent

Medidata renforce son engagement en faveur de l’expérience du patient avec le lancement de Patient Payments

Dassault Systèmes Signs the AI Pact to Drive Innovation and the Ethical Use of Artificial Intelligence in Europe

Medidata Extends Its Commitment to the Patient Experience with the Launch of Patient Payments

Verallia : The bottle is half empty...or half full... – New target price of € 34 (vs € 40)

Verallia : La bouteille à moitié vide… ou à moitié pleine… – Nouvel OC de 34 € (vs 40 €)

What to make of the US industrial sector?

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