Bentley Systems, Incorporated

NasdaqGS:BSY 株式レポート

時価総額:US$10.3b

Bentley Systems マネジメント

マネジメント 基準チェック /44

Bentley Systemsの CEO はNicholas Cuminsで、 Jul2024年に任命され、 の在任期間は 1.75年です。 の年間総報酬は$ 4.82Mで、 16.4%給与と83.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.17%を直接所有しており、その価値は$ 17.46M 。経営陣と取締役会の平均在任期間はそれぞれ3.1年と17.6年です。

主要情報

Nicholas Cumins

最高経営責任者

US$4.8m

報酬総額

CEO給与比率16.44%
CEO在任期間1.8yrs
CEOの所有権0.2%
経営陣の平均在職期間3.1yrs
取締役会の平均在任期間17.6yrs

経営陣の近況

Recent updates

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.

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.

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.

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.

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

Feb 27

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.

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.

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.

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.

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.

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.

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.

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.

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

Sep 27
Does Bentley Systems (NASDAQ:BSY) Have A Healthy Balance Sheet?

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

Sep 03
Bentley Systems, Incorporated's (NASDAQ:BSY) P/E Still Appears To Be Reasonable

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.

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

Jul 24
Here's What's Concerning About Bentley Systems' (NASDAQ:BSY) Returns On Capital

Bentley Systems, Incorporated's (NASDAQ:BSY) Share Price Matching Investor Opinion

May 25
Bentley Systems, Incorporated's (NASDAQ:BSY) Share Price Matching Investor Opinion

Bentley Systems Faces Political Uncertainties Amid High Valuation (Downgrade)

Feb 28

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

Jan 15

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

Dec 27

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

Oct 21

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

Aug 08

Bentley Systems: Premium Business Trading At Premium Valuation

May 23

CEO報酬分析

Bentley Systems の収益と比較して、Nicholas Cumins の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025US$5mUS$792k

US$278m

Sep 30 2025n/an/a

US$269m

Jun 30 2025n/an/a

US$254m

Mar 31 2025n/an/a

US$256m

Dec 31 2024US$13mUS$730k

US$235m

Sep 30 2024n/an/a

US$364m

Jun 30 2024n/an/a

US$375m

Mar 31 2024n/an/a

US$352m

Dec 31 2023US$3mUS$634k

US$327m

Sep 30 2023n/an/a

US$173m

Jun 30 2023n/an/a

US$157m

Mar 31 2023n/an/a

US$164m

Dec 31 2022US$9mUS$653k

US$175m

Sep 30 2022n/an/a

US$188m

Jun 30 2022n/an/a

US$103m

Mar 31 2022n/an/a

US$93m

Dec 31 2021US$2mUS$441k

US$93m

報酬と市場: Nicholasの 総報酬 ($USD 4.82M ) は、 US市場 ($USD 14.50M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Nicholasの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Nicholas Cumins (47 yo)

1.8yrs
在職期間
US$4,815,961
報酬

Mr. Nicholas H. Cumins is a Director of Bentley Systems, Incorporated since September 5, 2024. He has been Chief Executive Officer of Bentley Systems, Incorporated since July 1, 2024 and served as its Chie...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Gregory Bentley
President & Executive Chairman of the Board29.8yrsUS$9.30m3.41%
$ 351.3m
Nicholas Cumins
CEO & Director1.8yrsUS$4.82m0.17%
$ 17.5m
Keith Bentley
Founderno dataUS$50.00k6.36%
$ 655.7m
Barry Bentley
Co-Founder & Director42.3yrsUS$50.00k4.86%
$ 501.4m
Werner Andre
Chief Financial Officer4.3yrsUS$2.79m0.12%
$ 12.4m
James Lee
Chief Operating Officer1.3yrsUS$9.50m0.014%
$ 1.4m
David Shaman
Chief Legal Officer & Secretary11.3yrsUS$2.51m0.33%
$ 33.7m
Thomas Trimback
Chief Accounting Officer & Global Controllerno dataデータなし0.0062%
$ 635.1k
Julien Moutte
Chief Technology Officer3yrsデータなし0.029%
$ 3.0m
Ruth Sleeter
Chief Information Officer1.1yrsデータなしデータなし
Eric Boyer
Investor Relations Officer3.3yrsデータなしデータなし
Cate Lochead
Chief Marketing Officerless than a yearデータなしデータなし
3.1yrs
平均在職期間
56.5yo
平均年齢

経験豊富な経営陣: BSYの経営陣は 経験豊富 であると考えられます ( 3.1年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Gregory Bentley
President & Executive Chairman of the Board29.8yrsUS$9.30m3.41%
$ 351.3m
Nicholas Cumins
CEO & Director1.6yrsUS$4.82m0.17%
$ 17.5m
Keith Bentley
Founder42.3yrsUS$50.00k6.36%
$ 655.7m
Barry Bentley
Co-Founder & Director42.3yrsUS$50.00k4.86%
$ 501.4m
Kirk Griswold
Independent Director24.3yrsUS$325.00k0.15%
$ 15.1m
Janet Haugen
Lead Independent Director5.6yrsUS$325.00k0.0091%
$ 934.1k
Raymond Bentley
Director10.9yrsUS$50.00k5.31%
$ 547.8m
Brian Hughes
Independent Director6.2yrsUS$325.00k0.011%
$ 1.1m
17.6yrs
平均在職期間
65yo
平均年齢

経験豊富なボード: BSYの 取締役会 は経験豊富で 経験豊富 です ( 17.6年の平均在任期間)。


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2026/04/30 06:56
終値2026/04/29 00:00
収益2025/12/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

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アナリスト筋

Bentley Systems, Incorporated 15 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。25

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