Dassault Systèmes raises 2026 growth target for first time in two years

Dassault Systèmes raised its 2026 revenue-growth forecast to 4%–5% from 3%–5% and lifted its operating-margin target to 32.5%–32.7%, its first annual guidance increase in two years. Third-quarter revenue rose 5% to €1.55 billion, while operating earnings increased 10% to €490 million, continuing an improving growth trend through the year. The company said its September acquisition of life-sciences software maker ArisGlobal is expected to add two percentage points to fourth-quarter growth, which it forecasts at 5%–8%; ArisGlobal is projected to grow at a double-digit rate in 2027. The upgraded outlook suggests the slowdown that began in 2023 may be easing, though a sustained recovery remains to be seen.