Dassault Systèmes SE (EPA:DSY) Just Reported And Analysts Have Been Lifting Their Price Targets

It's been a good week for Dassault Systèmes SE (EPA:DSY) shareholders, because the company has just released its latest annual results, and the shares gained 7.4% to €40.49. It was a credible result overall, with revenues of €6.2b and statutory earnings per share of €0.90 both in line with analyst estimates, showing that Dassault Systèmes is executing in line with expectations. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Dassault Systèmes after the latest results.

See our latest analysis for Dassault Systèmes

Taking into account the latest results, the current consensus from Dassault Systèmes' 20 analysts is for revenues of €6.73b in 2025. This would reflect a notable 8.3% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to climb 18% to €1.08. In the lead-up to this report, the analysts had been modelling revenues of €6.74b and earnings per share (EPS) of €1.01 in 2025. So the consensus seems to have become somewhat more optimistic on Dassault Systèmes' earnings potential following these results.

The analysts have been lifting their price targets on the back of the earnings upgrade, with the consensus price target rising 6.0% to €40.18. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Dassault Systèmes at €49.00 per share, while the most bearish prices it at €30.00. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Dassault Systèmes' past performance and to peers in the same industry. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 8.3% growth on an annualised basis. That is in line with its 9.1% annual growth over the past five years. Juxtapose this against our data, which suggests that other companies (with analyst coverage) in the industry are forecast to see their revenues grow 8.6% per year. So although Dassault Systèmes is expected to maintain its revenue growth rate, it's only growing at about the rate of the wider industry.

The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Dassault Systèmes following these results. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Dassault Systèmes going out to 2027, and you can see them free on our platform here.

You can also see our analysis of Dassault Systèmes' Board and CEO remuneration and experience, and whether company insiders have been buying stock.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.