Dassault Systemes' 3DEXPERIENCE platform anchors mission-critical CAD/PLM workflows across aerospace, automotive, life sciences, and industrial markets. Medidata clinical trials platform delivers consistent double-digit SaaS growth. Life Sciences and Mainstream Innovation (SOLIDWORKS) provide growth alongside the slower Industrial Innovation segment. Generative AI integration (3DEXPERIENCE Cloud Copilot) is in early innings. Family-controlled with disciplined capital allocation but premium valuation requires execution.
Thesis reviewed May 29, 2026
Dassault Systemes SE is headquartered in France, which is currently showing moderate signals.
🇫🇷France52NEUTRALView France risk detail →💻Technology25WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HUBS | HubSpot Inc. | 33 | +10% | ↓8% | EARLY |
| BABA | Alibaba Group Holding Ltd | 30 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 30 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 30 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 30 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 30 | +7% | ↓8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 30 | +11% | ↓8% | EARLY |
Investors who hold DASTY may also have indirect exposure through these country funds.
Dassault Medidata wins major top-20 pharma clinical platform contract
3DEXPERIENCE Copilot AI integration enters general availability
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jun 18, 24 | -38.5% |