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Dassault Systèmes’ stock experienced a sharp fall on 11 February 2026. The French software company reported weak Q4 results, and investors reacted quickly. The stock price crashed more than 21% in early trade.
The shares opened lower in Europe and dropped to €17.54 from the previous close of €22.44. Later in the morning session, the stock traded around €18.34. This marked one of the biggest single-day falls in the company’s history.
The weak Q4 results triggered this strong investor reaction. The company reported revenue of €1.68 billion. This showed a 4% drop from €1.75 billion a year earlier. The revenue miss disappointed the market.
Revenue rose only 1% on a constant currency basis. Growth remained slow, and software sales also showed weakness. Adjusted software revenue fell 5% during the quarter. This raised concerns about demand for its core SaaS products.
Net income increased 6.3% year-on-year to €437 million. It stood at €411 million in the same period last year. However, earnings still failed to impress investors. IFRS earnings per share rose slightly to €0.33 from €0.30. This also missed market expectations. Non-IFRS EPS stayed flat at €0.40.
The company also shared its 2026 outlook. Dassault Systèmes expects revenue growth of 3% to 5% for 2026. Many analysts had expected stronger growth. The soft 2026 outlook added more pressure on the stock.
CFO Rouven Bergmann said the company aims for steady long-term progress. He added that operating margin may expand by 40 to 80 basis points. EPS may rise between 3% and 6%. Still, the market focused on lower growth guidance.
CEO Pascal Daloz said the company plans to share more details at its Capital Markets Day in November. The firm highlighted industrial AI and cloud transition as future growth drivers.
The recent fall adds to longer-term losses. Dassault Systèmes' stock has dropped 54% in the past year. It has fallen by over 51% in the last five years. The stock has declined more than 21% year to date. In the last five sessions alone, shares have lost nearly 21%.
The 52-week high for Dassault Systèmes stock stood at €40.76, while the 52-week low now matches the recent drop at €17.54. Market capitalisation stood near €30 billion during Wednesday trading.
Despite strong lifetime returns of over 1,300%, current growth concerns dominate investor reaction. The broader software sector also faces pressure as investors demand stronger earnings growth.
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