Silvaco Group (NASDAQ:SVCO) reported second-quarter fiscal 2026 revenue growth of 48% year over year and returned to non-GAAP operating profitability, as the semiconductor software company highlighted expanding intellectual property sales, cost reductions and new partnerships focused on AI-enabled m

Moby summary of Silvaco Group, Inc. Common Stock's Q2 2026 earnings call

European indexes largely edged higher in cautious trade as investors held ground ahead of U.S. jobs data and news on talks in the Middle East.

Dassault Systèmes has had a difficult run over the past five years, with the share price down 56.7%, yet the stock currently screens as undervalued on both an intrinsic value estimate using a Discounted Cash Flow (DCF) approach and on market multiples. The 56.7% share price decline over 5 years means long term holders have seen a substantial erosion of capital that sets a low bar for any potential recovery case. New AI driven offerings on the 3DEXPERIENCE platform and at Medidata can support...

Dassault Systèmes (ENXTPA:DSY) has come back into focus after reporting half year 2026 results showing revenue of €3,065 million and net income of €611.8 million, alongside growth in earnings per share. See our latest analysis for Dassault Systèmes. At a share price of €20.05, Dassault Systèmes has seen recent momentum pick up, with a 1 month share price return of 9.06% and a 3 month share price return of 5.00%. However, the year to date share price return is still down 14.32% and the 1 year...

PTC's tighter focus on product data, lifecycle software and AI sharpens its growth story, but fourth-quarter ARR conversion remains the key execution test.

PTC is turning governed product data, cloud collaboration and focused AI pilots into broader industrial software and service opportunities.

PTC's valuation reset and buybacks improve its risk-reward profile, but weak revenue, margin pressure and a demanding fourth quarter keep execution in focus.

French software company expands life sciences business after reporting second-quarter revenue above estimates.

Despite challenges in life sciences and European automotive sectors, Dassault Systemes SE (DASTF) reports robust revenue growth and strategic advancements in AI and cloud solutions.

The French company agreed to buy the U.S. supplier of software to the life-sciences industry, as it seeks to bolster its artificial-intelligence offering.

French software maker Dassault Systemes is in talks to buy ‌drug-trial software maker ArisGlobal from Nordic ‌Capital for about $2 billion, the Financial Times reported on ​Thursday, citing people familiar with the matter. The potential deal would extend Dassault Systemes' foray into software used in life sciences ‌and would rank ⁠as its second-biggest acquisition after its $5.8 billion takeover of clinical trial software ⁠group Medidata Solutions in 2019, the report said. A transaction between the two firms ​is not ​a foregone conclusion, ​and talks could ‌still fall apart, FT said.