Bentley Systems, Incorporated

Informe acción NasdaqGS:BSY

Capitalización de mercado: US$10.1b

Bentley Systems Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Bentley Systems de 16.6% y 9.7% por año respectivamente. Se prevé que el BPA crezca en un 16.8% al año. Se espera que la rentabilidad financiera sea de 30.1% en 3 años.

Información clave

16.6%

Tasa de crecimiento de los beneficios

16.79%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Software20.7%
Tasa de crecimiento de los ingresos9.7%
Rentabilidad financiera futura30.13%
Cobertura de analistas

Good

Última actualización14 Sep 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • Sep 15

BSY: Recurring Revenue Strength And AI Defensibility Will Support Future Returns

The analyst price target for Bentley Systems has been revised from $40 to $37 as analysts factor in slightly lower modeled revenue growth, profit margins and future P/E, while new research highlights strong retention metrics, pricing power and exposure to both macro upcycles and down-market expansion. Analyst Commentary on Bentley Systems Recent research on Bentley Systems reflects a mix of optimism around its infrastructure engineering software and concern about execution risks, valuation and the impact of emerging technologies such as AI on design and construction software providers.
Actualización de narrativa • Aug 08

BSY: Recurring ARR And AI Resilience Will Support Long Term Upside

The updated analyst price target for Bentley Systems moves slightly lower to $54.10 from $56.19, as analysts temper revenue growth and P/E assumptions while still seeing support from recurring ARR momentum and confidence in the company’s position versus AI driven disruption. Analyst Commentary Recent research on Bentley Systems shows a mix of cautious adjustments to price targets alongside sustained confidence in the company’s execution and long term growth potential.
Seeking Alpha • Aug 07

Bentley Systems: Bullish On Q2 EPS Beat And Improving Industry Trends

Summary Bentley Systems remains a buy based on my assessment of its quarterly results and the latest sector-specific indicators. Drivers of BSY's Q2 2026 EPS growth acceleration include a strong performance from the Seequent and Power Line Systems businesses, robust SMB ARR expansion, and healthy net revenue retention. Key metrics like the Architecture Billings Index and non-residential construction spend are improving on a sequential basis; this supports BSY’s favorable FY2026 outlook. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 01

BSY: AI Resilience And Infrastructure Software Penetration Are Expected To Unlock Upside

Analysts have trimmed the blended price target for Bentley Systems by about $2, reflecting slightly lower fair value and future P/E assumptions, even as recent research highlights the company's perceived defensibility against AI competition and limited rivalry in its core infrastructure software markets. Analyst Commentary Recent Street research on Bentley Systems points to a mixed but generally constructive view, with some analysts more optimistic about the company’s positioning and others more cautious on valuation and target prices.
Actualización de narrativa • Jun 17

BSY: AI Workflows And Capital Restructuring Will Support Long Term Upside

The analyst price target for Bentley Systems has been trimmed from $58.69 to $56.19, with analysts pointing to revised estimates, a slightly higher discount rate, modestly adjusted revenue growth expectations, and updated P/E assumptions as key reasons for the change. Analyst Commentary Recent commentary around Bentley Systems highlights a mix of cautious valuation resets and pockets of renewed optimism, giving you a range of perspectives to weigh.
Actualización de narrativa • Jun 03

BSY: Infrastructure AI And Recurring Revenue Will Support Returns Despite Reset Expectations

Bentley Systems' analyst price target is updated from $42.00 to $40.00 as analysts reset their models, reflecting revised revenue growth and profit margin assumptions in line with recent target changes from firms covering industrial technology stocks. Analyst Commentary Recent research updates show a mix of views on Bentley Systems, with some analysts trimming price targets and others adjusting ratings.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Artículo de análisis • 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...
Actualización de narrativa • 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.
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

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:BSY - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20282,0714776877295
12/31/20271,87440060863917
12/31/20261,69633554056617
6/30/20261,602290498523N/A
3/31/20261,555282492512N/A
12/31/20251,502278520538N/A
9/30/20251,460269460479N/A
6/30/20251,420254434448N/A
3/31/20251,386256436450N/A
12/31/20241,353235421435N/A
9/30/20241,314364426441N/A
6/30/20241,285375407427N/A
3/31/20241,252352421445N/A
12/31/20231,228327392417N/A
9/30/20231,205173341366N/A
6/30/20231,166157339362N/A
3/31/20231,138164330349N/A
12/31/20221,099175256274N/A
9/30/20221,080188299319N/A
6/30/20221,063103288308N/A
3/31/20221,01993238257N/A
12/31/202196593270288N/A
9/30/2021917106276290N/A
6/30/2021868160260271N/A
3/31/2021829154304319N/A
12/31/2020802126242258N/A
9/30/2020785111211229N/A
6/30/2020768125206224N/A
3/31/2020758110N/A202N/A
12/31/2019737103N/A171N/A
9/30/2019710129N/A141N/A
12/31/2018692142N/A161N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (16.6% al año) de BSY es superior a la tasa de ahorro (3.7%).

Beneficios vs. Mercado: Se prevé que los beneficios (16.6% al año) de BSY crezcan menos que el mercado US (17.4% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de BSY crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (9.7% al año) de BSY crezcan más despacio que el mercado de US (13.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 9.7% al año) de BSY crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de BSY sea alta dentro de 3 años (30.1%)

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/09/20 17:25
Precio de las acciones al final del día2026/09/18 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Bentley Systems, Incorporated está cubierta por 28 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Joseph VruwinkBaird
Guy HardwickBarclays
Gal MundaBerenberg