BSY Share Price Performance
US$41.16
-7.35 (-15.15%)
5.1% undervalued intrinsic discount
US$43.38
Fair Value
Price US$41.16
AnalystLowTarget US$43.38
AnalystHighTarget US$65.00
AnalystConsensusTarget US$58.21
Fair ValueUS$42.00
Share Pricen/a
Bentley Systems, Incorporated Stock Price
- 3 Narratives written by author
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- 15 Fair Values set on narratives written by author
BSY Community Narratives
AN
Fair Value US$42 2.0% undervalued intrinsic discount
Fiscal Constraints And Open-Source Competition Will Erode Margins
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Fair Value US$65 36.7% undervalued intrinsic discount
Global Infrastructure Investments Will Drive Digital Twin Adoption
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Fair Value US$58.21 29.3% undervalued intrinsic discount
Global Infrastructure Investment And Digital Transformation Will Expand Market Opportunities
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Global Infrastructure Investment And Digital Transformation Will Expand Market Opportunities
Key Takeaways Ongoing global infrastructure investment and digital transformation trends are boosting demand for Bentley's advanced AI and cloud solutions, supporting strong revenue and margin growth. Broadening the customer base and rapid adoption of subscription models improve revenue stability, reduce exposure to market cycles, and enhance long-term earnings prospects.Read more
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AN
US$58.21
29.3% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
9.32% p.a.
Profit Margin
24.33%
Future PE
50.26x
Share price in 2028
US$74.64
Fiscal Constraints And Open-Source Competition Will Erode Margins
Key Takeaways Reductions in global infrastructure spending and increased competition from open-source and established rivals threaten Bentley's growth, pricing power, and long-term customer retention. Rising compliance, cybersecurity costs, and demands for AI-driven, cloud-native solutions could erode margins, require significant reinvestment, and put legacy products at risk.Read more
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US$42
2.0% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
9.69% p.a.
Profit Margin
26.97%
Future PE
33.3x
Share price in 2028
US$52.9
Global Infrastructure Investments Will Drive Digital Twin Adoption
Key Takeaways Strategic acquisitions, AI integration, and government-driven infrastructure digitization position Bentley for sustained growth, increased margins, and long-term outperformance versus more cyclical firms. Expanding into operations and maintenance through cloud analytics unlocks premium pricing, strong retention, and recurring revenue, with significant potential that may be undervalued by the market.Read more
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AN
US$65
36.7% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
11.75% p.a.
Profit Margin
26.94%
Future PE
48.81x
Share price in 2028
US$81.9
Recently Updated Narratives
AN
Global Infrastructure Investment And Digital Transformation Will Expand Market Opportunities
Fair Value: US$58.21 29.3% undervalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Fiscal Constraints And Open-Source Competition Will Erode Margins
Fair Value: US$42 2.0% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Global Infrastructure Investments Will Drive Digital Twin Adoption
Fair Value: US$65 36.7% undervalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Bentley Systems, Incorporated Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- 0.86
- 81.27%
- 18.45%
- 104.4%
About BSY
- Founded
- 1984
- Employees
- 5500
- CEO
- WebsiteView website
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, OpenUtilities, and OpenWindowPower; 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 Cesim and iTwin platform that enables users to create and curate cloud native 4D/5D digital representations of physical infrastructure assets consisting of iTwin Capture, 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.
