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Dassault Aviation société anonyme (ENXTPA:AM) drew investor attention after confirming 2026 sales guidance of around €8.5b, alongside half-year 2026 results showing €4,157.08m in sales and €361.6m in net income.
See our latest analysis for Dassault Aviation société anonyme.
The confirmed 2026 sales guidance and recent half year results have arrived as Dassault Aviation société anonyme’s share price has moved to €299.2, with a 7 day share price return of 4.84% and a 1 year total shareholder return of 14.75%, suggesting momentum has been building alongside product and program updates such as the Harmattan AI collaboration.
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Dassault Aviation société anonyme now trades at a sizeable discount to both analyst targets and some fair value estimates after its recent run. Is the market prudently cautious about execution risk, or mispricing the stock’s prospects?
Most Popular Narrative: 16.4% Undervalued
On the most followed narrative, Dassault Aviation société anonyme screens as undervalued, with a fair value of €357.71 against the last close at €299.2 and a discount rate of 7.37% underpinning the model.
The robust international demand for the Rafale highlighted by major new contracts with India (including the first Rafale Marine export order) and the UAE, ongoing negotiations for additional aircraft with Indonesia, and active Make in India transfer initiatives provides exceptional multi year revenue visibility and demonstrates Dassault’s ability to capitalize on the trend toward higher global defense spending, particularly among NATO and partner nations. This growing backlog should drive forward revenue growth and enhance long term earnings stability.
Curious what assumptions sit behind that fair value for Dassault Aviation société anonyme? Revenue growth, margins and future earnings multiples all play a central role, and the narrative spells out how they fit together without assuming everything goes right.
Result: Fair Value of €357.71 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, the Dassault Aviation société anonyme story could change quickly if supply chain setbacks limit aircraft deliveries or if U.S. tariffs curb Falcon jet demand.
Find out about the key risks to this Dassault Aviation société anonyme narrative.
Next Steps
If the mixed signals around Dassault Aviation société anonyme leave you unsure, use this moment to review the full picture for yourself, including 4 key rewards and 1 important warning sign.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include AM.PA.
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