MRNA
Dassault Systemes SE (DASTF) (H1 2026) Earnings Call Highlights: Strong Subscription Growth and ...
Article Summary
BUY- Dassault Systemes SE (NYSE: DASTF) reported strong subscription revenue growth of 8% year-over-year, supported by double-digit adoption of its 3DEXPERIENCE platform and cloud solutions.
- Moderna reaffirmed full-year revenue and EPS guidance, reflecting a successful transition to a subscription-based model.
- The acquisition of ArisGlobal is expected to strengthen the company's position in Life Sciences and industrial AI, strengthening its position in AI-driven industrial innovation.
- However, MEDIDATA revenue declined 3% due to low booking volumes and the impact of Moderna, and China's performance was down in the first half, with improvement expected in the second half.
- Guidance for the full year remains unchanged, with revenue and earnings expected to grow between 3% and 5% ex-FX.
- The transition to subscription models remains challenging, but the company is making progress in industrial AI with the introduction of the Agentic 3D Experience platform for AI-native experiences.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | -30.0% | 25% | 0.0 ptsDeclining (-30.0%) - NOT a growth stock |
| EPS Growth Next 5Y ? | 27.8% | 25% | 80.0 ptsVery Good (27.8%) - Good outlook |
| Target Price Upside ? | 7.9% | 20% | 10.0 ptsNear/At Target (7.9%) - Target: $52.32 vs Current: $56.83 |
| Gross Margin % ? | 11.6% | 15% | 20.0 ptsThin (11.6%) - Low-margin business |
| Drawdown from 52-Wk High ? | -33.6% | 15% | 80.0 ptsSolid Dip (-33.6%) - Good entry zone |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About MRNA
- Moderna, Inc., a biotechnology company, provides messenger RNA medicines in the United States, Europe, and internationally.
- The company's respiratory vaccines include spikevax, mNEXSPIKE, mRESVIA, COVID, RSV, seasonal influenza, combination, and pandemic influenza vaccine; latent vaccines comprise cytomegalovirus, epstein-barr virus, and human immunodeficiency virus vaccines; enteric viruses include norovirus; public health vaccines consist of Zika, Nipah, and Mpox vaccines; and bacterial diseases vaccines, such as lyme vaccines.
- It also provides oncology therapeutics, such as intismeran autogene, cancer antigen therapy, t-cell engager, and cell therapy enhancer; and rare disease products, including propionic and methylmalonic acidemia, and cystic fibrosis.
- It has strategic alliances and collaborations with Merck & Co., Inc; Vertex Pharmaceuticals Incorporated; Vertex Pharmaceuticals (Europe) Limited; immatics N.V.; Defense Advanced Research Projects Agency; Biomedical Advanced Research and Development Authority; Institute for Life Changing Medicines; The Bill & Melinda Gates Foundation; and OpenAI.
- The company was formerly known as Moderna Therapeutics, Inc. and changed its name to Moderna, Inc. in August 2018.
- Moderna, Inc. was founded in 2010 and is headquartered in Cambridge, Massachusetts.