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Stockchase Opinions

Kim BoltonDassault Systemes ADRDASTYPAST TOP PICKJan 29, 2025

(A Top Pick Jan 24/24, Down 23%)

A good idea at the time, when expectations were for the software side of AI to get some traction. Great example of a stock that made so much sense on paper, but management missed the mark. He made a quick exit.

$39.47

Stock price when the opinion was issued

$21.46

As of Jun 11, 2026. Market Open.

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SELL

Software companies are really under the gun right now, could be going the way of the buggy whip. He sold a couple of months ago. His view is that software's being taken over by AI. Challenged to grow business going forward.

PAST TOP PICK
(A Top Pick Oct 28/24, Down 0.7%)

Looks great on paper, but the price action just didn't come through. Being overshadowed by AI. He backed away and sold in May/June.

TOP PICK

Known as an airline company, but they have this software to fiddle with manufacturing systems on your computer screen. As a result, big player in robotics. More on the outer circle of the dartboard graph of the robotics ecosystem. 12-month price target of $41.50 Get a position here ~$35.50, and add in the lower $30s. Yield is 0.7%.

(Analysts’ price target is $44.00)