Equity Profile

DASTY

Dassault SystÃ¨mes SE

Information TechnologyApplication Software$27.8B

Jul23Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Dassault Systèmes SE (DASTY) is a leading software company in the Information Technology sector, specializing in application software. Their solutions help businesses design and manage products, which is increasingly important as industries adopt digital transformation and advanced technologies like AI and cloud computing.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

DASTY Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+13.27%

Avg Stock Reaction

-4.96%

Last Quarter Recap

In Q1-2026, Dassault Systèmes reported an EPS of $0.35, surpassing estimates by 13.64%. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Focus on enhancing product offerings to meet customer needs.
Commitment to expanding into new markets and sectors.
Plans to leverage AI technology to improve software capabilities.

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Dassault Systèmes' upcoming earnings, especially given its history of beating EPS estimates. However, the lack of revenue guidance has created some uncertainty.

Bull Case

If the company continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand for its software solutions, driving the stock higher.

Bear Case

Conversely, if the company fails to provide clear revenue guidance or if there are signs of slowing demand, it could lead to a negative reaction in the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the revenue growth rate be for this quarter?

Revenue growth is critical for assessing the company's market position and future prospects, especially in a competitive software landscape.

How is the company addressing customer retention and acquisition?

Understanding the company's strategies for maintaining and growing its customer base will be key to evaluating its long-term viability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for revenue growth driven by new product launches and increased adoption of AI technologies. This could lead to stronger-than-expected results.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating stronger performance than anticipated.

Options pricing suggests a larger move than historical averages, indicating potential for a surprise.

Recent trends in digital transformation may favor Dassault's offerings more than analysts expect.

Key Risk

If revenue growth exceeds 10%, it could challenge the current bearish sentiment and shift market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is focused on how well Dassault Systèmes can sustain growth and manage customer relationships in a rapidly evolving tech landscape.

Bull Confirmed If

Revenue growth of at least 10% year-over-year would confirm strong demand for Dassault's software solutions.

Bear Confirmed If

Any indication of declining customer retention rates could signal trouble for future earnings.

Pre-Earnings Positioning

Options Market

Implied Move

±13.78%

Historical Avg

±7.57%

Pricing rich

The options market is pricing in a significant move around the earnings announcement, indicating heightened investor uncertainty.

Options are pricing a 13.78% move, while the stock has averaged only 7.57% in past quarters, suggesting a rich setup.

Detail

30d HV

30.3%

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Dassault Systèmes beats expectations and raises guidance, history suggests a potential stock increase of around 4.96% based on past performance.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience muted movement as investors reassess their outlook.

Miss

If the company misses expectations, history suggests a potential decline of around 4.96%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on revenue growth and any specific numbers provided.
2Insights into customer retention strategies and their effectiveness.
3Updates on new product launches and their market reception.
4Any commentary on competitive pressures and how the company plans to address them.
5Management's outlook on future market trends and demand for their products.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

DASTY Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+13.27%

Avg Stock Reaction

-4.96%

Last Quarter Recap

In Q1-2026, Dassault Systèmes reported an EPS of $0.35, surpassing estimates by 13.64%. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Focus on enhancing product offerings to meet customer needs.
Commitment to expanding into new markets and sectors.
Plans to leverage AI technology to improve software capabilities.

Expectations

Wall Street Expectations

Bull Case

If the company continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand for its software solutions, driving the stock higher.

Bear Case

Conversely, if the company fails to provide clear revenue guidance or if there are signs of slowing demand, it could lead to a negative reaction in the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the revenue growth rate be for this quarter?

Revenue growth is critical for assessing the company's market position and future prospects, especially in a competitive software landscape.

How is the company addressing customer retention and acquisition?

Understanding the company's strategies for maintaining and growing its customer base will be key to evaluating its long-term viability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for revenue growth driven by new product launches and increased adoption of AI technologies. This could lead to stronger-than-expected results.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating stronger performance than anticipated.

Options pricing suggests a larger move than historical averages, indicating potential for a surprise.

Recent trends in digital transformation may favor Dassault's offerings more than analysts expect.

Key Risk

If revenue growth exceeds 10%, it could challenge the current bearish sentiment and shift market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is focused on how well Dassault Systèmes can sustain growth and manage customer relationships in a rapidly evolving tech landscape.

Bull Confirmed If

Revenue growth of at least 10% year-over-year would confirm strong demand for Dassault's software solutions.

Bear Confirmed If

Any indication of declining customer retention rates could signal trouble for future earnings.

Pre-Earnings Positioning

Options Market

Implied Move

±13.78%

Historical Avg

±7.57%

Pricing rich

The options market is pricing in a significant move around the earnings announcement, indicating heightened investor uncertainty.

Options are pricing a 13.78% move, while the stock has averaged only 7.57% in past quarters, suggesting a rich setup.

Detail

30d HV

30.3%

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Dassault Systèmes beats expectations and raises guidance, history suggests a potential stock increase of around 4.96% based on past performance.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience muted movement as investors reassess their outlook.

Miss

If the company misses expectations, history suggests a potential decline of around 4.96%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on revenue growth and any specific numbers provided.
2Insights into customer retention strategies and their effectiveness.
3Updates on new product launches and their market reception.
4Any commentary on competitive pressures and how the company plans to address them.
5Management's outlook on future market trends and demand for their products.