BofA Forecasts 'Stable' Q3 Revenue Growth for Dassault Systèmes

06:02 AM EDT, 10/12/2026 (MT Newswires) -- BofA Global Research expects Dassault Systèmes' (DSY.PA) third-quarter constant-currency revenue growth to remain "stable" at 4.2%, following a 4.1% increase in the previous quarter. The estimate reflects an expected recovery in life sciences offset by a deceleration in industrial innovation amid "tough" comparisons, analysts said in a third-quarter preview note focused on the European software, IT services and payments industries. "Life Science (Medidata) remains a headwind, with revenues still expected to decline -2% albeit a small improvement vs -4% in Q2. We forecast 31% adj. EBIT (in line with css), up 91bps YoY, implying 7.1% EBIT growth YoY," the note said. For full-year 2026, the research firm models 4% organic revenue growth and a 2.4% increase on a reported basis, alongside a constant-currency growth rate of 4.5% that incorporates mergers and acquisition contribution from ArisGlobal. Ahead of the French software company's third-quarter earnings report due on Oct. 28, BofA has a neutral rating on the stock, with an unchanged price objective of 25.6 euros.