Update shared on16 Sep 2025
Fair value Increased 0.99%Analysts raised Dassault Aviation’s price target to €329.00, citing strong order momentum, sustained Rafale production rates, and the increasing value of its Thales stake as drivers of improved fundamentals and long-term outlook.
Analyst Commentary
- Strong order momentum has led to a significant increase in backlog, supporting higher valuation expectations.
- Bullish analysts expect the Rafale production rate of four jets per month to be sustainable well into the 2030s, indicating long-term revenue visibility.
- Increasing value of Dassault's 26.6% stake in Thales is viewed as a strategic and financial positive.
- Upward revisions in price targets reflect improved fundamentals and business outlook for the core defense and aerospace segments.
- Major brokers are neutral to positive overall, with analysts highlighting both operational resilience and attractive asset value.
What's in the News
- Dassault Aviation reaffirmed 2025 sales guidance, projecting net sales of EUR 6.5 billion, including delivery of 40 Falcon and 25 Rafale aircraft.
- Agreement signed with the French Ministry of Armed Forces to develop a VORTEX spaceplane demonstrator, aimed at advancing France’s capabilities in reusable orbital vehicles for civil and military missions.
- Letter of Intent signed with the European Space Agency to collaborate on reusable spaceplane technologies and studies for future joint activities in space exploration and in-orbit services.
- Partnership established with Reliance Group to manufacture Falcon 2000 business jets in India, marking the first Falcon assembly line outside France and positioning India as a key business jet manufacturing hub.
- Memorandum of understanding signed with the French Agency for AI in Defence (AMIAD) to jointly develop and integrate artificial intelligence technologies for advanced air combat applications.
Valuation Changes
Summary of Valuation Changes for Dassault Aviation société anonyme
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €325.79 to €329.00.
- The Future P/E for Dassault Aviation société anonyme remained effectively unchanged, moving only marginally from 19.95x to 20.19x.
- The Discount Rate for Dassault Aviation société anonyme remained effectively unchanged, moving only marginally from 6.87% to 6.91%.
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