Should NCC’s Adoption of 3DEXPERIENCE Cloud Influence Dassault Systèmes (ENXTPA:DSY) Investors’ Decisions?

• On September 16, 2025, the National Composites Centre (NCC) announced it has adopted Dassault Systèmes’ 3DEXPERIENCE platform on the cloud, expanding its use across the UK’s High Value Manufacturing Catapult network to drive advanced materials and sustainable technology initiatives.
• This partnership enables rapid collaboration and AI-driven research, aiming to accelerate the development of lighter, more efficient aerospace and industrial technologies using digital twins and cloud-based model engineering.
• We’ll explore how the NCC’s move to cloud-based 3DEXPERIENCE could support Dassault Systèmes’ recurring revenue growth and digitalization strategy.

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Dassault Systèmes Investment Narrative Recap

The key belief underpinning interest in Dassault Systèmes is that accelerating cloud adoption in industries like aerospace, supported by ongoing digitalization, can drive recurring revenues and margin expansion. The NCC’s expanded use of the 3DEXPERIENCE platform on the cloud further affirms this trend, but as a single partnership it has a limited direct effect on the main short-term catalyst, broad-based, rapid 3DEXPERIENCE cloud adoption, nor does it immediately address the biggest risk of slow platform expansion and muted recurring growth.

Among recent announcements, Dassault Systèmes’ April 2025 partnership with Airbus to deploy 3DEXPERIENCE across all aircraft programs stands out as closely related, reflecting consistent traction in aerospace. These developments keep attention on the pace at which industries commit to cloud solutions, which remains the central catalyst for the business today.

However, investors should be aware that despite impressive partnerships, accelerating cloud adoption still depends on overcoming execution risks, such as...

Read the full narrative on Dassault Systèmes (it's free!)

Dassault Systèmes' outlook anticipates €7.6 billion in revenue and €1.7 billion in earnings by 2028. Achieving this would require annual revenue growth of 6.2% and an earnings increase of €0.6 billion from the current €1.1 billion.

Uncover how Dassault Systèmes' forecasts yield a €35.56 fair value, a 29% upside to its current price.

Exploring Other Perspectives

Fair value estimates from the Simply Wall St Community, ranging from €10 to €46 across four opinions, highlight how differently market participants view Dassault Systèmes' growth potential. While investors hold contrasting views, the outlook sharply hinges on whether expanding 3DEXPERIENCE adoption sustainably elevates recurring revenues and margins.

Explore 4 other fair value estimates on Dassault Systèmes - why the stock might be worth less than half the current price!

Build Your Own Dassault Systèmes Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Dassault Systèmes research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Dassault Systèmes research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Dassault Systèmes' overall financial health at a glance.

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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.

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