Opinions
David Driscoll
Dassault Systemes
DSY-FP
BUY ON WEAKNESS
Jul 02, 2024
$35.300
Stock price when the opinion was issued
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PAST TOP PICK
(A Top Pick Jun 01/18, Up 12%) The company focuses on producing avatar digital twins. They just bought another data company in Europe. He thinks it will create a huge footprint in the space. He has taken some profit on his position, but still holds a small piece. His price target is $163.
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Target price in euros. A large cap software provider. Their tech allows companies to model and simulate products without physically building them. This was a spinout from the aviation business that used this modelling tech. The sofware is sticky due to the complexity and there are high switching costs. (Analysts’ price target is $44.22)
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TOP PICK
About a 20% runway. Price target of $59.50. Integrated generative AI to make better products and services, optimizing the design process, and thereby increasing profits. Simulation and testing. Personalizing customer data. Good liquidity as an ADR. Buy here around $50, closer to $48, and around $45. Yield is 0.4%.
(Analysts’ price target is $47.44)
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A large company whose growth has slowed to a decent 8-9% revenue. Also, all French stocks are selling off because of the election. Definitely buy on the current dip. They can convert their net profits 100% into free cash flow, which is rare.