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Dassault Systemes ADRDASTYSELLNov 21, 2025Stock price when the opinion was issued
As of Jun 11, 2026. Market Open.
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)
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.