UBS maintient sa position en attente concernant Dassault Systèmes.

0
(0)
UBS, a leading global financial services company, has reaffirmed its neutral rating on the stock of Dassault Systèmes, a French software company specializing in 3D design, 3D digital mock-up, and product lifecycle management (PLM) solutions. The financial analyst at UBS has also maintained its target price of E42 for the stock, indicating a steady outlook for the company’s performance in the near future.

The analyst at UBS believes that acquisitions will play a crucial role in driving future growth for Dassault Systèmes. Acquiring new technologies, businesses, or intellectual property can help the company expand its product offerings, enter new markets, and strengthen its competitive position in the industry. However, there are potential risks associated with these acquisitions, particularly related to licenses in the second half of the year and uncertainty surrounding the company’s acquisition priorities.

These risks are seen as essential factors for Dassault Systèmes to consider as it works towards achieving its ambitious 2028 plan. The company has set targets for double-digit sales growth and non-IFRS earnings per share (EPS) of E2.20 to E2.40 by 2028, aiming to capitalize on long-term opportunities in the market and maintain its strong position in the industry.

Despite these challenges and uncertainties, UBS remains neutral on Dassault Systèmes, indicating a balanced view of the company’s prospects. During its recent Capital Markets Day (CMD), the Group emphasized its confidence in its ability to achieve its long-term targets and outlined its strategy for sustainable growth and profitability in the coming years.

Overall, UBS’s reaffirmation of its neutral rating and target price for Dassault Systèmes reflects a cautious yet optimistic outlook for the company’s future. With a focus on strategic acquisitions, managing risks effectively, and executing its 2028 plan, Dassault Systèmes remains well-positioned to navigate the challenges ahead and capitalize on growth opportunities in the dynamic software industry.


Notez cet article de 1 à 5 étoile(s).

Note moyenne 0 sur 5. Nombre de notes enregistrées : 0 !

Aucune note pour le moment. Soyez le 1er à noter cette page :)

En savoir plus sur cette actualité ?

Questions les plus fréquemment posées sur cette actualité.

What is UBS’s rating on the stock and target price for Dassault?

UBS has a “neutral” rating on Dassault stock with a target price of €1,200.

What does the analyst believe is crucial for the company’s future growth?

The analyst believes that innovation and diversification of products and services are crucial for the company’s future growth. This will help the company stay competitive in the market and attract new customers. Additionally, expanding into new markets and investing in technology and infrastructure will also be important for driving growth in the long term.

What are the risks related to licenses in the second half of the year?

Some potential risks related to licenses in the second half of the year include:

1. Non-renewal or expiration of licenses: If a company’s licenses are not renewed in a timely manner or expire, it could result in disruptions to operations and potential legal consequences.

2. Changes in regulations or requirements: Regulatory changes or new requirements could impact the validity or scope of existing licenses, requiring companies to update or obtain new licenses to remain compliant.

3. Increased competition for licenses: As the year progresses, competition for licenses in certain industries or regions may intensify, making it more challenging for companies to secure the licenses they need.

4. Legal challenges or disputes: Licensing agreements or applications may be subject to legal challenges or disputes in the second half of the year, potentially delaying or jeopardizing the approval or renewal process.

5. Financial implications: Acquiring or renewing licenses may come with significant costs, and any unexpected financial challenges or constraints could impact a company’s ability to maintain or obtain the necessary licenses.

6. Operational disruptions: Any delays or complications in obtaining or renewing licenses could lead to operational disruptions, affecting production, sales, or other key business activities.

What is the uncertainty surrounding acquisition priorities for Dassault?

The uncertainty surrounding acquisition priorities for Dassault may include factors such as market conditions, competition, regulatory hurdles, financial constraints, and changes in strategic direction. Additionally, the company’s long-term goals and priorities may shift over time, leading to uncertainty in which acquisitions will be pursued. This can make it difficult to predict which specific companies or technologies Dassault will prioritize for acquisition in the future.

What are Dassault’s 2028 targets highlighted during its recent CMD?

During Dassault’s recent Capital Markets Day (CMD), the company highlighted its targets for 2028, which include:

1. Achieving a revenue target of €18 billion by 2028.
2. Increasing its operating margin to 15% by 2028.
3. Continuing to invest in research and development to drive innovation and maintain its competitive edge.
4. Expanding its presence in key markets such as defense, aerospace, and digital transformation.
5. Focusing on sustainable growth and environmental responsibility in line with its commitment to sustainability goals.

Overall, Dassault aims to continue its growth trajectory and strengthen its position as a leading aerospace and defense company by 2028.

Personnes citées

Personnes physiques ou morales citées dans cette actualité.

  • UBS: UBS is a leading global financial services company.
  • Dassault Systèmes: Dassault Systèmes is a French software company specializing in 3D design, 3D digital mock-up, and product lifecycle management (PLM) solutions.

Articles relatifs

Vous avez aimé cet article ? Continuez votre lecture !

Notez cet article de 1 à 5 étoile(s).

Note moyenne 0 sur 5. Nombre de notes enregistrées : 0 !

Aucune note pour le moment. Soyez le 1er à noter cette page :)

0 réponses

Laisser un commentaire

Rejoindre la discussion?
N’hésitez pas à contribuer !

Laisser un commentaire

Votre adresse e-mail ne sera pas publiée. Les champs obligatoires sont indiqués avec *