Bentley Systems（BSY）株式概要
Bentley Systems, Incorporatedは、その子会社とともに、南北アメリカ、ヨーロッパ、中東、アフリカ、およびアジア太平洋地域でインフラストラクチャー・エンジニアリング・ソフトウェア・ソリューションを提供しています。 詳細
BSY Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$15.72
FV
98.2% 割高 内在価値ディスカウント8.00%
Revenue growth p.a.
6
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Bentley Systems, Incorporated 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$31.15 |
| 52週高値 | US$59.25 |
| 52週安値 | US$28.08 |
| ベータ | 1.0 |
| 1ヶ月の変化 | 1.57% |
| 3ヶ月変化 | -8.52% |
| 1年変化 | -45.76% |
| 3年間の変化 | -43.17% |
| 5年間の変化 | -48.72% |
| IPOからの変化 | -6.99% |
最新ニュース
新しいナラティブ • Jul 13
Bentley Systems’ Strategic Positioning in the Digital Infrastructure Cycle
Products & Services That Could Move Sales or Earnings Meaningfully iTwin Platform (Digital Twins) Bentley’s digital‑twin platform remains the most meaningful long‑term growth lever. As infrastructure owners adopt continuous monitoring, predictive maintenance, and lifecycle analytics, iTwin shifts Bentley from one‑off licensing toward high‑margin recurring revenue.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.Recent updates
新しいナラティブ • Jul 13
Bentley Systems’ Strategic Positioning in the Digital Infrastructure Cycle
Products & Services That Could Move Sales or Earnings Meaningfully iTwin Platform (Digital Twins) Bentley’s digital‑twin platform remains the most meaningful long‑term growth lever. As infrastructure owners adopt continuous monitoring, predictive maintenance, and lifecycle analytics, iTwin shifts Bentley from one‑off licensing toward high‑margin recurring revenue.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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株主還元
| BSY | US Software | US 市場 | |
|---|---|---|---|
| 7D | -4.0% | -1.4% | -0.9% |
| 1Y | -45.8% | -20.9% | 19.4% |
業界別リターン: BSY過去 1 年間で-20.9 % の収益を上げたUS Software業界を下回りました。
リターン対市場: BSYは、過去 1 年間で19.4 % のリターンを上げたUS市場を下回りました。
価格変動
| BSY volatility | |
|---|---|
| BSY Average Weekly Movement | 5.6% |
| Software Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: BSY 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: BSYの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1984 | 5,800 | Nicholas Cumins | www.bentley.com |
Bentley Systems, Incorporatedは、その子会社とともに、アメリカ大陸、ヨーロッパ、中東、アフリカ、およびアジア太平洋地域でインフラストラクチャ・エンジニアリング・ソフトウェア・ソリューションを提供しています。同社は、MicroStation、OpenBridge、OpenBuildings、OpenFlows、OpenPlant、OpenRail、OpenRoads、OpenSiteおよびOpenSite+、OpenTower、OpenTunnel、OpenUtilitiesなどのオープンモデリングアプリケーションを提供しています；オープン・シミュレーション・アプリケーションには、ADINA、AutoPIPE、LEGION、OpenPaths、Power Line Systems、RAM、SACS、SPIDA、STAADなどがあり、地盤専門アプリケーションには、AGS、Central、GeoStudio、Imago、Leapfrog、MX Deposit、Oasis montaj、OpenGround、PLAXISなどがあります。また、ProjectWise、SYNCHRO、AssetWiseなどのインフラ・クラウド・アプリケーションや、Cesium、iTwin Capture、iTwin Engage、iTwin Experience、iTwin IoTプラットフォームで構成される物理インフラ資産のクラウドネイティブなデジタル表現を作成・管理できるiTwinプラットフォームも提供している。同社は、土木、構造、地盤、地下、プロセスエンジニア、建築家、地理空間専門家、都市および地域プランナー、請負業者、ファブリケーター、および運用・保守エンジニアにサービスを提供しています。Bentley Systems, Incorporatedは1984年に設立され、ペンシルバニア州エクストンに本社を置いています。
Bentley Systems, Incorporated 基礎のまとめ
| BSY 基礎統計学 | |
|---|---|
| 時価総額 | US$9.94b |
| 収益（TTM） | US$281.90m |
| 売上高(TTM) | US$1.56b |
34.6x
PER（株価収益率6.3x
P/SレシオBSY は割高か？
公正価値と評価分析を参照収益と収入
| BSY 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.56b |
| 売上原価 | US$285.65m |
| 売上総利益 | US$1.27b |
| その他の費用 | US$987.88m |
| 収益 | US$281.90m |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 06, 2026
| 一株当たり利益（EPS） | 0.90 |
| グロス・マージン | 81.64% |
| 純利益率 | 18.12% |
| 有利子負債／自己資本比率 | 91.0% |
BSY の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.9%
現在の配当利回り31%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/14 03:27 |
| 終値 | 2026/07/14 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Bentley Systems, Incorporated 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27
| アナリスト | 機関 |
|---|---|
| Joseph Vruwink | Baird |
| Guy Hardwick | Barclays |
| Gal Munda | Berenberg |