Dassault Aviation ranks among the top gainers in the SBF 120 this Wednesday, with its share price reaching 333.60 euros during the session, up by 4.51% compared to the previous day's close. The French aeronautical and military manufacturer's stock is benefiting from renewed interest in a particularly tense geopolitical context, while the CAC 40 is up 2.12% during the session.
The marked rebound of Dassault Aviation occurs in a deteriorating geopolitical environment. The entry into war by the Houthis, supported by Iran, caused a shock in the energy markets at the start of the week, with Brent oil surpassing the $115 threshold on Monday. The deployment of American military reinforcements in the region fuels fears of an escalation of the conflict, a context traditionally favorable to defense stocks.
Dassault Aviation, manufacturer of the Rafale and a major player in the European armament industry, benefits from this sectoral dynamic. The stock has shown a progression of 21.84% over three months and 9.38% over a year. Airbus, another heavyweight in the Paris-listed aerospace sector, is also up by 3.36% during the session, while Schneider Electric gains 4.36%. The SBF 120 advances by 2.14% during the session, reflecting a general upward movement in the Paris market this Wednesday.
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From a technical standpoint, the session's breach of the 50-day moving average (332.26 euros) is a signal for investors to watch. At 333.60 euros, the price also surpasses the 20-day moving average (332.91 euros), while the 200-day average sits significantly lower, at 294.08 euros, indicating a medium-term upward trend. The RSI, a momentum indicator that measures the rate of price changes, remains at 43, a level that indicates neither overbought nor oversold conditions.
The nearest technical support is at 310.00 euros, while the resistance to break to confirm the continuation of the upward momentum is identified at 353.40 euros. On the calendar side, the general meeting of shareholders is scheduled for May 13, followed by the publication of the first semester results on July 22. These dates could be significant catalysts for the stock's trajectory in the coming weeks.
Le Rafale a confirmé son succès en 2025, avec la livraison du 300 ème Rafale et la commande de 26 Rafale par la Marine indienne.
Dassault Aviation présente des résultats 2025 conformes à l’évolution attendue: chiffre d’affaires consolidé IFRS de 7 426 millions d’euros, résultat opérationnel consolidé IFRS de 639 millions d’euros, résultat net consolidé IFRS de 977 millions d’euros et marge nette consolidée IFRS de 13,2%. Trésorerie disponible à 9 415 millions d’euros. Carnet de commandes consolidé à 46 596 millions d’euros et ratio book-to-bill de 1,5x. Dividendes proposés de 4,78 euros par action (payout d’environ 35%). Pour 2026, le chiffre d’affaires est anticipé autour de 8,5 milliards d’euros avec 40 Falcon et 28 Rafale prévus.
Risks mentioned
Incertitudes liées aux contextes militaires, géopolitiques et budgétaires, couplés aux droits de douane et à l’incertitude sur le SCAF.
Pression fiscale dégrade la compétitivité de la Société.
Incertitudes liées au droit de douane américain au 1er semestre 2025 et à l’évolution du Make in India.
Opportunities identified
Progression possible grâce au Make in India et à la coopération avec des partenaires indiens (DRAL, Tata Advanced Systems).
Poursuite du développement et de la modernisation des programmes Rafale/Falcon et du SCAF, ARCHANGE et ALBATROS; potentiel d’accroître les exports.
Partenariats pour une IA souveraine et maîtrisée avec AMIAD, Thales (cortAIx) et Harmattan AI.
Outlook / guidance
Expected revenue: 8,5 milliards d'euros (2026)
Management commentary: La prévision pour 2026 prévoit un chiffre d’affaires en hausse par rapport à 2025, à 8,5 milliards d’euros, soutenu par les livraisons prévues de Rafale et Falcon (40 Falcon et 28 Rafale).
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
