Equity Profile

DASTY

Dassault SystÃ¨mes SE

Information TechnologyApplication Software$32.2B

Jul23Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Dassault Systèmes SE (DASTY) is a leading company in the information technology sector, specializing in application software. It provides solutions that help businesses design and manage their products and processes, making it crucial in industries like manufacturing and engineering, especially as digital transformation continues to grow.

Key Metrics to Watch

Earnings Per Share (EPS)

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

N/A

Revenue Growth

Revenue growth is vital for assessing the company's market demand and overall business health, especially in a competitive software market.

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, exceeding expectations 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 industries.
Plans to invest in research and development for innovative solutions.

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Dassault Systèmes' upcoming earnings, given its history of beating EPS estimates. However, the lack of revenue guidance adds a layer of uncertainty.

Bull Case

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

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price, especially given the recent volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2 2026?

Given the company's strong history of beating EPS estimates, this number will be crucial for investor confidence and stock performance.

What is the revenue growth rate for the quarter?

Revenue growth will indicate the company's ability to attract and retain customers in a competitive market, impacting future guidance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for revenue growth due to increased demand for digital transformation solutions, which could lead to stronger-than-expected results.

Supporting Evidence

Historical EPS surprises indicate consistent performance above expectations.

The options market is pricing in a larger move than historical averages suggest, indicating heightened investor interest.

Management's focus on innovation and market expansion could drive future growth.

Key Risk

If revenue growth exceeds expectations, it could significantly alter the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on the balance between profitability and revenue growth, which are critical for sustaining investor interest.

Bull Confirmed If

An EPS of $0.40 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $0.30 would raise concerns about profitability and market competitiveness.

Pre-Earnings Positioning

Options Market

Implied Move

±13.78%

Historical Avg

±7.6%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect notable volatility following the earnings report.

Options are pricing ±13.8% while DASTY has averaged ±7.6% over the last 8 prints — setup is pricing rich.

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, history suggests a potential stock increase of around 4.96%, confirming strong operational health.

In-Line / Cautious

If results are in line but cautious, the stock may react moderately, reflecting uncertainty in future growth.

Miss

A miss could lead to a decline, with historical patterns indicating a potential drop of around 4.96%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Insights into customer retention rates and satisfaction levels.
3Management's commentary on market expansion and competitive positioning.
4Details on R&D investments and their anticipated outcomes.
5Guidance on future earnings and revenue expectations.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

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

N/A

Revenue Growth

Revenue growth is vital for assessing the company's market demand and overall business health, especially in a competitive software market.

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, exceeding expectations 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 industries.
Plans to invest in research and development for innovative solutions.

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Dassault Systèmes' upcoming earnings, given its history of beating EPS estimates. However, the lack of revenue guidance adds a layer of uncertainty.

Bull Case

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

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price, especially given the recent volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2 2026?

Given the company's strong history of beating EPS estimates, this number will be crucial for investor confidence and stock performance.

What is the revenue growth rate for the quarter?

Revenue growth will indicate the company's ability to attract and retain customers in a competitive market, impacting future guidance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for revenue growth due to increased demand for digital transformation solutions, which could lead to stronger-than-expected results.

Supporting Evidence

Historical EPS surprises indicate consistent performance above expectations.

The options market is pricing in a larger move than historical averages suggest, indicating heightened investor interest.

Management's focus on innovation and market expansion could drive future growth.

Key Risk

If revenue growth exceeds expectations, it could significantly alter the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on the balance between profitability and revenue growth, which are critical for sustaining investor interest.

Bull Confirmed If

An EPS of $0.40 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $0.30 would raise concerns about profitability and market competitiveness.

Pre-Earnings Positioning

Options Market

Implied Move

±13.78%

Historical Avg

±7.6%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect notable volatility following the earnings report.

Options are pricing ±13.8% while DASTY has averaged ±7.6% over the last 8 prints — setup is pricing rich.

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, history suggests a potential stock increase of around 4.96%, confirming strong operational health.

In-Line / Cautious

If results are in line but cautious, the stock may react moderately, reflecting uncertainty in future growth.

Miss

A miss could lead to a decline, with historical patterns indicating a potential drop of around 4.96%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Insights into customer retention rates and satisfaction levels.
3Management's commentary on market expansion and competitive positioning.
4Details on R&D investments and their anticipated outcomes.
5Guidance on future earnings and revenue expectations.