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Bentley Systems, Incorporated Stock Price

NasdaqGS:BSY Community·US$11.1b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 19 Fair Values set on narratives written by author

BSY Share Price Performance

US$35.21
-17.70 (-33.45%)
US$15.72
Fair Value
US$35.21
-17.70 (-33.45%)
124.0% overvalued intrinsic discount
US$15.72
Fair Value
Price US$35.21
browser US$15.72
AnalystConsensusTarget US$45.07
AnalystLowTarget US$40.00

BSY Community Narratives

Fair Value
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Fair Value US$15.72 124.0% overvalued intrinsic discount

Bentley Systems’ Strategic Positioning in the Digital Infrastructure Cycle

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Fair Value US$45.07 21.9% undervalued intrinsic discount

Global Infrastructure Investment And Digital Transformation Will Expand Market Opportunities

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Fair Value US$40 12.0% undervalued intrinsic discount

Fiscal Constraints And Open-Source Competition Will Erode Margins

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US$45.07
21.9% undervalued intrinsic discount
Revenue
11.27% p.a.
Profit Margin
23.72%
Future PE
35.24x
Price in 2029
US$58

Trending Discussion

No trending discussion available.

Updated Narratives

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Bentley Systems’ Strategic Positioning in the Digital Infrastructure Cycle

Fair Value: US$15.72 124.0% overvalued intrinsic discount
2 users have set this as their fair value
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BSY: Recurring ARR And AI Resilience Will Support Long Term Upside

Fair Value: US$54.1 34.9% undervalued intrinsic discount
4 users have set this as their fair value
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BSY: AI Resilience And Infrastructure Software Penetration Are Expected To Unlock Upside

Fair Value: US$45.07 21.9% undervalued intrinsic discount
4 users have set this as their fair value
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Snowflake Analysis

Good value with moderate growth potential.

1 Risk
4 Rewards

Bentley Systems, Incorporated Key Details

US$1.6b

Revenue

US$290.9m

Cost of Revenue

US$1.3b

Gross Profit

US$1.0b

Other Expenses

US$290.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.93
81.84%
18.10%
101.3%
View Full Analysis

About BSY

Founded
1984
Employees
5800
CEO
Nicholas Cumins
WebsiteView website
www.bentley.com

Bentley Systems, Incorporated, together with its subsidiaries, provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company offers open modeling applications, such as MicroStation, OpenBridge, OpenBuildings, OpenFlows, OpenPlant, OpenRail, OpenRoads, OpenSite and OpenSite+, OpenTower, OpenTunnel, and OpenUtilities; and open simulation applications, including ADINA, AutoPIPE, LEGION, OpenPaths, Power Line Systems, RAM, SACS, SPIDA, and STAAD; and geoprofessional applications for modeling and simulation of near and deep subsurface conditions, including AGS, Central, GeoStudio, Imago, Leapfrog, MX Deposit, Oasis montaj, OpenGround, and PLAXIS. It also provides infrastructure cloud applications, such as ProjectWise, SYNCHRO, and AssetWise, as well as Cesium and iTwin platform that enables users to create and curate cloud native digital representations of physical infrastructure assets consisting of iTwin Capture, iTwin Engage, iTwin Experience, and iTwin IoT platforms. The company serves civil, structural, geotechnical, subsurface, process engineers, architects, geospatial professionals, city and regional planners, contractors, fabricators, and operations and maintenance engineers. Bentley Systems, Incorporated was incorporated in 1984 and is headquartered in Exton, Pennsylvania.

Recent BSY News & Updates

Narrative Update 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

Recent updates

No updates