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Bentley Systems, Incorporated Stock Price

NasdaqGS:BSY Community·US$10.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 23 Fair Values set on narratives written by author
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BSY Share Price Performance

US$32.58
-20.24 (-38.32%)
​
US$45.07
Fair Value
US$32.58
-20.24 (-38.32%)
27.7% undervalued intrinsic discount
US$45.07
Fair Value
Price US$32.58
AnalystConsensusTarget US$45.07
AnalystHighTarget US$54.10
AnalystLowTarget US$37.00
Wed, 1 Jul 26
Fair ValueUS$45.07
Share Pricen/a

BSY Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$45.07 27.7% undervalued intrinsic discount

Global Infrastructure Investment And Digital Transformation Will Expand Market Opportunities

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5users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$54.1 39.8% undervalued intrinsic discount

Global Infrastructure Investments Will Drive Digital Twin Adoption

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$37 11.9% undervalued intrinsic discount

Fiscal Constraints And Open-Source Competition Will Erode Margins

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BSY logo
Bentley Systems
11.9% undervalued intrinsic discount
Updated

Fiscal Constraints And Open-Source Competition Will Erode Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 15 Sep
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BSY logo
Bentley Systems
39.8% undervalued intrinsic discount

Global Infrastructure Investments Will Drive Digital Twin Adoption

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AN
AnalystHighTarget
AnalystHighTarget
Updated 8 Aug
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BSY logo
Bentley Systems
27.7% undervalued intrinsic discount

Global Infrastructure Investment And Digital Transformation Will Expand Market Opportunities

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 1 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

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

Fair Value: US$37 11.9% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystHighTarget
BSY logo

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

Fair Value: US$54.1 39.8% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
BSY logo

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

Fair Value: US$45.07 27.7% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Good value with acceptable track record.

1 Risk
4 Rewards
View Full Analysis

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

User avatar
Narrative Update • 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.

Recent updates

No updates

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