Bentley Systems Inkomsten in het verleden
Verleden criteriumcontroles 3/6
Bentley Systems heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 19.8%, terwijl de Software-industrie de winst zag groeien met 21% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 11.3%. Het rendement op eigen vermogen van Bentley Systems is 23%, en het heeft een nettomarge van 18.1%.
Belangrijke informatie
19.79%
Groei van de winst
18.91%
Groei van de winst per aandeel
| Software Groei van de industrie | 17.33% |
| Inkomstengroei | 11.27% |
| Rendement op eigen vermogen | 22.99% |
| Nettomarge | 18.12% |
| Laatste winstupdate | 31 Mar 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Analyse-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.Analyse-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.Analyse-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.
Analyse-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.Analyse-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 AlphaAnalyse-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.
Analyse-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.Analyse-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.Analyse-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.Analyse-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.Analyse-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.Analyse-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.Analyse-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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-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.Analyse-artikel • 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...Analyse-artikel • May 25
Bentley Systems, Incorporated's (NASDAQ:BSY) Share Price Matching Investor Opinion
With a price-to-earnings (or "P/E") ratio of 58.5x Bentley Systems, Incorporated ( NASDAQ:BSY ) may be sending very...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 AlphaSeeking 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 AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe Bentley Systems geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 1,555 | 282 | 537 | 318 |
| 31 Dec 25 | 1,502 | 278 | 514 | 308 |
| 30 Sep 25 | 1,460 | 269 | 493 | 304 |
| 30 Jun 25 | 1,420 | 254 | 484 | 295 |
| 31 Mar 25 | 1,386 | 256 | 470 | 285 |
| 31 Dec 24 | 1,353 | 235 | 468 | 281 |
| 30 Sep 24 | 1,314 | 364 | 453 | 270 |
| 30 Jun 24 | 1,285 | 375 | 422 | 266 |
| 31 Mar 24 | 1,252 | 352 | 405 | 270 |
| 31 Dec 23 | 1,228 | 327 | 395 | 270 |
| 30 Sep 23 | 1,205 | 173 | 396 | 271 |
| 30 Jun 23 | 1,166 | 157 | 382 | 270 |
| 31 Mar 23 | 1,138 | 164 | 359 | 264 |
| 31 Dec 22 | 1,099 | 175 | 329 | 258 |
| 30 Sep 22 | 1,080 | 188 | 417 | 253 |
| 30 Jun 22 | 1,063 | 103 | 413 | 246 |
| 31 Mar 22 | 1,019 | 93 | 408 | 234 |
| 31 Dec 21 | 965 | 93 | 387 | 221 |
| 30 Sep 21 | 917 | 106 | 259 | 204 |
| 30 Jun 21 | 868 | 160 | 257 | 196 |
| 31 Mar 21 | 829 | 154 | 243 | 187 |
| 31 Dec 20 | 802 | 126 | 255 | 186 |
| 30 Sep 20 | 785 | 111 | 247 | 186 |
| 30 Jun 20 | 768 | 125 | 241 | 181 |
| 31 Mar 20 | 758 | 110 | 248 | 183 |
| 31 Dec 19 | 737 | 103 | 252 | 184 |
| 30 Sep 19 | 710 | 129 | 249 | 181 |
| 31 Dec 18 | 692 | 142 | 241 | 172 |
Kwaliteitswinsten: BSY heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (18.1%) BSY } zijn lager dan vorig jaar (18.5%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van BSY is de afgelopen 5 jaar met 19.8% per jaar gegroeid.
Versnelling van de groei: De winstgroei van BSY over het afgelopen jaar ( 10.2% ) ligt onder het 5-jarig gemiddelde ( 19.8% per jaar).
Winst versus industrie: De winstgroei BSY over het afgelopen jaar ( 10.2% ) overtrof de Software -sector 13%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 23% ) van BSY wordt als hoog beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/11 18:45 |
| Aandelenkoers aan het einde van de dag | 2026/05/11 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
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| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
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| Eigendom | 10 jaar |
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| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Bentley Systems, Incorporated wordt gevolgd door 25 analisten. 14 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Joseph Vruwink | Baird |
| Guy Hardwick | Barclays |
| Gal Munda | Berenberg |