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Bentley Systems, IncorporatedNasdaqGS:BSY Aktienübersicht

Marktkapitalisierung US$10.1b
Aktienkurs
US$32.64
US$47.14
30.8% unterbewertet intrinsischer Abschlag
1Y-31.6%
7D-1.6%
1D
Wert des Portfolios
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Bentley Systems, Incorporated

NasdaqGS:BSY Lagerbericht

Marktkapitalisierung: US$10.1b

Bentley Systems (BSY) Aktienübersicht

Bentley Systems, Incorporated, bietet zusammen mit seinen Tochtergesellschaften Softwarelösungen für das Infrastruktur-Engineering in Nord- und Südamerika, Europa, dem Nahen Osten, Afrika und im asiatisch-pazifischen Raum an. Mehr Details

BSY grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung3/6
Künftiges Wachstum2/6
Vergangene Leistung3/6
Finanzielle Gesundheit3/6
Dividenden2/6

BSY Community Fair Values

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Bentley Systems, Incorporated Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für Bentley Systems
Historische Aktienkurse
Aktueller AktienkursUS$32.64
52-Wochen-HochUS$59.25
52-Wochen-TiefUS$30.52
Beta1.01
1 Monat Veränderung-0.61%
3 Monate Veränderung-10.70%
1 Jahr Veränderung-31.62%
3 Jahre Veränderung-34.67%
5 Jahre Veränderung-47.10%
Veränderung seit IPO-2.54%

Aktuelle Nachrichten und Updates

Recent updates

Narrativ-Update May 01

BSY: FY26 ARR And Services Rebound Are Expected To Unlock Upside

The analyst price target for Bentley Systems has been adjusted slightly lower to reflect a blended view of recent target cuts and one increase across the Street, as analysts weigh multiple compression against updated guidance for ARR and services growth into 2026. Analyst Commentary Street commentary on Bentley Systems is mixed, with several firms trimming price targets while a few maintain more supportive views tied to execution on guidance and long term growth drivers.
Narrativ-Update Apr 16

BSY: FY26 ARR Guidance And Services Recovery Will Support Future Upside

Analyst price targets for Bentley Systems have shifted within a $40 to $50 range, with adjustments such as Barclays moving to $49 and several firms lowering their targets, as analysts factor in recent guidance on ARR growth, expectations for a rebound in services in 2026, and sector wide multiple compression. Analyst Commentary Recent research on Bentley Systems presents a mix of optimism around execution and growth, alongside caution around valuation and competitive positioning.
Narrativ-Update Apr 01

BSY: ARR Visibility And Services Recovery Outlook Will Support Future Upside

The analyst-derived fair value estimate for Bentley Systems edges up to about $48.14 from $48.00, as analysts balance a wide range of updated price targets, from $40 to $55. Their views are shaped by recent guidance on ARR growth expectations, anticipated services recovery in 2026, and adjustments to sector P/E multiples.
Narrativ-Update Mar 17

BSY: ARR And Services Recovery Will Support Long Term Upside Potential

Analysts trimmed the fair value estimate for Bentley Systems to about $58.69 from $63, reflecting lower assumed future P/E multiples, while also factoring in slightly higher revenue growth, stronger profit margins, and recent shifts in Street price targets clustered around the $40 to $50 range. Analyst Commentary Street research on Bentley Systems has shifted toward a tighter range of fair value views, with most recent targets clustering between US$40 and US$55.
Narrativ-Update Mar 03

BSY: Agentic AI And ARR Visibility Will Support Future Upside

Analysts have trimmed their price target on Bentley Systems from $58.21 to $48.00, citing sector wide multiple compression, moderating growth expectations into 2026, and updated models following recent ARR guidance and Q4 results. Analyst Commentary Street research on Bentley Systems presents a mixed picture, with analysts adjusting price targets lower while highlighting both supportive fundamentals and areas of concern for growth and execution into 2026.
Seeking Alpha Feb 27

Bentley Systems: Positive On Q4 Outperformance And Above-Consensus Guide

Summary Bentley Systems remains a Buy-rated stock, considering its strong Q4 results and better-than-expected FY26 guidance. BSY's 4Q25 EPS grew 28.6% YoY, thanks to higher enterprise subscription share and increased small-to-midsized business penetration. FY26 revenue guidance of $1.7B implies 12% constant currency growth outpacing consensus, driven by enterprise upgrades and service revenue reacceleration. Read the full article on Seeking Alpha
Narrativ-Update Feb 17

BSY: Long Term Demand And Buyback Plan Will Support Upside

Narrative Update on Bentley Systems The analyst fair value estimate for Bentley Systems has been trimmed by $2 to $63, as analysts weigh slightly lower margin expectations and a higher discount rate against supportive views on growth and long term demand for the company’s software. Analyst Commentary Recent Street research on Bentley Systems shows a mix of caution and optimism, with several firms trimming price targets while still highlighting long term demand for the company’s asset analytics and infrastructure software portfolio.
Narrativ-Update Feb 03

BSY: Agentic AI And Buybacks Will Support Returns Despite Softer Outlook

Narrative Update The analyst price target for Bentley Systems has been reduced by $12, as analysts factor in softer long term growth assumptions, more measured profitability expectations compared with peers, and a series of recent target cuts following updated models across the coverage universe. Analyst Commentary Recent research updates on Bentley Systems point to a more cautious tone, with several bearish analysts trimming price targets and, in at least one case, downgrading the rating as they reassess growth and profitability assumptions for the next few years.
Narrativ-Update Jan 20

BSY: Agentic AI And Buybacks Will Offset Softer Outlook Through 2026

Analysts have trimmed their fair value estimate for Bentley Systems from US$46.12 to US$42.00, reflecting a broader reset in price targets as they consider softer organic ARR outlook, more moderate profitability expectations, and updated sector views for 2026. Analyst Commentary Recent Street research on Bentley Systems has tilted more cautious, with several bearish analysts cutting price targets and, in one case, moving to a more neutral stance on the stock.
Narrativ-Update Jan 05

BSY: Agentic AI And Buybacks Will Support Future Upside Potential

Narrative Update The analyst price target for Bentley Systems has shifted modestly lower to reflect a mixed set of recent views, with some firms trimming targets into the low US$50s and others setting objectives in the high US$50s as they weigh solid Q3 results against limited share price appreciation potential, as well as interest in agentic AI initiatives. Analyst Commentary Recent research on Bentley Systems reflects a split view, with some firms highlighting solid Q3 results and interest in agentic AI initiatives, while others are more reserved on valuation and upside from current levels.
Narrativ-Update Dec 22

BSY: Agentic AI Expansion Will Support Upside Despite Recent Caution

The analyst’s fair value estimate for Bentley Systems has been raised by about $4 to approximately $46 per share, as analysts balance slightly softer growth and margin assumptions against continued solid quarterly results and growing enthusiasm for the company’s AI driven infrastructure software opportunity. Analyst Commentary Recent Street research highlights a more mixed sentiment backdrop, with some incremental caution emerging around valuation and the balance of risk and reward at current levels.
Narrativ-Update Dec 08

BSY: Agentic AI Will Drive Future Productivity And Share Repurchase Upside

Bentley Systems' analyst price target has been reduced by $5 to $51, as analysts balance solid Q3 performance and promising agentic AI initiatives with what they see as more limited near term share price appreciation potential compared with the broader software sector. Analyst Commentary Analysts are divided on Bentley Systems, with recent research highlighting both supportive long term fundamentals and a more measured stance on near term valuation following the recent share price performance.
Narrativ-Update Nov 24

BSY: Agentic AI Adoption Will Drive Long-Term Productivity For E&C Firms

Bentley Systems' average analyst price target was recently revised downward by $2.00 to $51.00. Analysts cited solid performance but noted limited near-term share price appreciation potential.
Narrativ-Update Nov 07

BSY: Expanding AI Adoption Will Drive Productivity Gains For Infrastructure Firms

Bentley Systems’ analyst price target has been reduced from $56 to $51 per share. Analysts cite a combination of solid quarterly results, a slightly higher discount rate, and tempered revenue growth expectations, which are offset by improving profit margins and future earnings multiples.
Analyseartikel Sep 27

Does Bentley Systems (NASDAQ:BSY) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Sep 03

Bentley Systems, Incorporated's (NASDAQ:BSY) P/E Still Appears To Be Reasonable

Bentley Systems, Incorporated's ( NASDAQ:BSY ) price-to-earnings (or "P/E") ratio of 67.2x might make it look like a...
Narrativ-Update Aug 08

Global Infrastructure Investment And Digital Transformation Will Expand Market Opportunities

Despite a declining net profit margin, the significant rise in Bentley Systems' future P/E ratio suggests elevated market growth expectations, driving the consensus analyst price target up from $54.31 to $59.08. What's in the News Launched an open API framework for the Blyncsy roadway intelligence solution, significantly expanding integration options and accessibility via a new self-service portal.
Analyseartikel Jul 24

Here's What's Concerning About Bentley Systems' (NASDAQ:BSY) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Seeking Alpha Feb 28

Bentley Systems Faces Political Uncertainties Amid High Valuation (Downgrade)

Summary Bentley Systems reported Q4 2024 results, meeting revenue estimates but missing non-GAAP EPS. Bentley's software market is projected to grow significantly, driven by digital twins and cloud environments, but it faces stiff competition and ongoing challenges in China. Financial trends show stable revenue but declining operating income and EPS, with increased SG&A and R&D expenses impacting operating leverage and margins. Despite strong infrastructure spending, uncertainties in the US and Europe, combined with high valuation and reduced operating leverage, justify a Sell rating for BSY. Read the full article on Seeking Alpha
Seeking Alpha Jan 15

Bentley Systems: Undervalued Stock With Robust Operational Efficiency Presents A Buying Opportunity

Summary Depressed valuation as compared to its historical range, unjustified by its sustainably strong margins. Niche and unrivalled product suite within infrastructure engineering, on top of the increasing adoption of digital twin and engagement of asset owner-operators. Strong operational efficiency, as evidenced by its consistently high free cash flow conversion and account retention. Macroeconomic tailwind – unsolved labor shortage issues, positive business sentiment with optimism seen in construction and infrastructure, and bottoming situation in China. Read the full article on Seeking Alpha
Seeking Alpha Dec 27

Bentley Systems: Rating Upgrade On Cheaper Valuation And Positive Growth Outlook

Summary Upgraded BSY rating to buy due to attractive valuation at 40x forward PE and expected revenue growth acceleration to mid-teens percentage in coming years. Growth drivers include new AI-powered "Plus" applications and increased E365 subscription adoption, enhancing productivity and reducing procurement friction. Valuation decline creates an attractive entry point; BSY deserves to trade at its historical average of 46x forward PE if growth accelerates. Read the full article on Seeking Alpha
Seeking Alpha Oct 21

Bentley: Becoming Bullish Considering Growth Initiatives And Earnings Quality (Rating Upgrade)

Summary Bentley Systems recently ventured into a partnership with Google and acquired a geospatial technology business known as Cesium, which will enable the company to capitalize on the digital twin market's growth opportunities. BSY boasts good earnings quality, considering the company's cash flow conversion rate and its recurring revenue-to-top line percentage. I lift my rating for Bentley Systems to a Buy, following an evaluation of its earnings quality and latest inorganic growth initiatives. Read the full article on Seeking Alpha
Seeking Alpha Aug 08

Bentley Systems: Valuation Is A Concern On Economic Uneasiness (Downgrade)

Summary Bentley Systems, Incorporated has reported its Q2 2024 results, with revenue and earnings beating estimates. The company operates in the engineering and construction software markets, with strong growth forecasted in the engineering software market. Despite solid growth and subscription revenue, Bentley's valuation looks pricey when factoring in its growth rate. I'm Neutral on Bentley Systems for the near-term because of its expensive valuation and the potential for flagging growth ahead. Read the full article on Seeking Alpha

Aktionärsrenditen

BSYUS SoftwareUS Markt
7D-1.6%8.5%1.5%
1Y-31.6%-0.7%28.6%

Rendite im Vergleich zur Industrie: BSY unter dem Niveau der Branche US Software , die im vergangenen Jahr eine Rendite von -0.7% erzielte.

Rendite vs. Markt: BSY hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 28.6 erzielte.

Preisvolatilität

Is BSY's price volatile compared to industry and market?
BSY volatility
BSY Average Weekly Movement5.6%
Software Industry Average Movement9.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

Stabiler Aktienkurs: BSY hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: BSYDie wöchentliche Volatilität (6%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
19845,800Nicholas Cuminswww.bentley.com

Bentley Systems, Incorporated, bietet zusammen mit seinen Tochtergesellschaften Softwarelösungen für das Infrastruktur-Engineering in Nord- und Südamerika, Europa, dem Nahen Osten, Afrika und im asiatisch-pazifischen Raum an. Das Unternehmen bietet offene Modellierungsanwendungen, wie MicroStation, OpenBridge, OpenBuildings, OpenFlows, OpenPlant, OpenRail, OpenRoads, OpenSite und OpenSite+, OpenTower, OpenTunnel und OpenUtilities; und offene Simulationsanwendungen, darunter ADINA, AutoPIPE, LEGION, OpenPaths, Power Line Systems, RAM, SACS, SPIDA und STAAD; und geoprofessionelle Anwendungen für die Modellierung und Simulation von nahen und tiefen Untergrundbedingungen, darunter AGS, Central, GeoStudio, Imago, Leapfrog, MX Deposit, Oasis montaj, OpenGround und PLAXIS. Darüber hinaus bietet das Unternehmen Infrastruktur-Cloud-Anwendungen wie ProjectWise, SYNCHRO und AssetWise sowie Cesium und die iTwin-Plattform an, die es den Nutzern ermöglicht, Cloud-native digitale Darstellungen von physischen Infrastrukturanlagen zu erstellen und zu pflegen, bestehend aus den Plattformen iTwin Capture, iTwin Engage, iTwin Experience und iTwin IoT.

Bentley Systems, Incorporated's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Bentley Systems im Vergleich zum Marktanteil des Unternehmens?
BSY grundlegende Statistiken
MarktanteilUS$10.08b
Gewinn(TTM)US$281.90m
Umsatz(TTM)US$1.56b
36.3x
Kurs-Gewinn-Verhältnis
6.6x
Kurs-Umsatz-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
BSY Gewinn- und Verlustrechnung (TTM)
EinnahmenUS$1.56b
Kosten der EinnahmenUS$285.65m
BruttogewinnUS$1.27b
Sonstige AusgabenUS$987.88m
GewinnUS$281.90m

Zuletzt gemeldete Gewinne

Mar 31, 2026

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)0.90
Bruttomarge81.64%
Nettogewinnspanne18.12%
Schulden/Eigenkapital-Verhältnis91.0%

Wie hat sich BSY auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

0.9%
Aktuelle Dividendenrendite
31%
Ausschüttungsquote

Zahlt BSY eine zuverlässige Dividende?

Siehe BSY Dividendenhistorie und Benchmarks
Bis wann müssen Sie BSY kaufen, um eine kommende Dividende zu erhalten?
Bentley Systems Dividendentermine
Ex-Dividenden DatumJun 02 2026
Datum der DividendenzahlungJun 11 2026
Tage bis Ex-Dividende2 days
Tage bis zum Datum der Dividendenzahlung11 days

Zahlt BSY eine zuverlässige Dividende?

Siehe BSY Dividendenhistorie und Benchmarks

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/29 18:22
Aktienkurs zum Tagesende2026/05/29 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Bentley Systems, Incorporated wird von 26 Analysten beobachtet. 15 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Joseph VruwinkBaird
Guy HardwickBarclays
Gal MundaBerenberg