Dassault Systèmes WKN: A3CRC5 ISIN: FR0014003TT8 Forum: Aktien User: Solix

Nvidia’s Jensen Huang loves this software maker that just issued a crippling profit warning By Steve Goldstein Published: Feb. 11, 2026 at 4:02 a.m. ET Dassault Systemes, a software company that Nvidia’s Jensen Huang says is at the center of the next industrial frontier of AI, saw its shares lose a fifth of its value on Wednesday after a profit warning. Dassault said its profit rose 6% to €436.9 million ($521 million), or 33 cents a share, while revenue fell 4% to €1.68 billion. On an adjusted basis, its EPS was 40 cents. Analysts polled by FactSet expected earnings of 41 cents on sales of €1.75 billion. It’s expecting earnings this year between €1.30 and €1.34, and for revenue between €6.29 billion and 6.41 billion. Analysts expected earnings of €1.37 on sales of €6.58 billion, according to FactSet. Dassault shares tumbled 21% in Paris trade. “Our vision is built on decades of industrial and scientific knowledge and know-how, and we are now building the capabilities to turn that vision into reality,” CEO Pascal Daloz said in a statement. “True transformation takes time, for our customers and for ourselves.” Analysts said the weakness came from sales to the auto and pharmaceutical industries. Dassault also for the first time disclosed its annual run rate, a metric often used in the software industry, but said growth was just 6% since the fourth quarter of 2023. “In a software industry that has been accelerating to subscription/ recurring revenues, this is likely to be seen as underwhelming,” said Jefferies analyst Charles Brennan. Nvidia is one of Dassault’s clients for its software that produces 3D virtual environments. “For the first time, we’re integrating all of Nvidia’s platform technologies, Nvidia, CUDA-X, Nvidia AI, Nvidia Omniverse into the Dassault Systemes’ suite of tools,” Huang told CNBC’s Jim Cramer last week. “This is completely revolutionary. We’re so excited about it.” https://www.marketwatch.com/story/nvidias-jensen-huang-loves-this-software-maker-that-just-issued-a-crippling-profit-warning-57f778b9?mod=mw_quote_news