Bentley Systems, Incorporated

NasdaqGS:BSY Aktierapport

Börsvärde: US$10.4b

Bentley Systems Balansräkning Hälsa

Finansiell hälsa kriterier kontrolleras 3/6

Bentley Systems har ett totalt eget kapital på $1.2B och en total skuld på $1.1B vilket ger sin skuldsättningsgrad till 91%. Dess totala tillgångar och totala skulder är $3.5B respektive $2.3B. Bentley Systems s EBIT är $381.7M vilket gör dess räntetäckningsgrad 25.1. Den har kontanter och kortsiktiga investeringar på $105.2M.

Viktig information

90.98%

Skuldsättning i förhållande till eget kapital

US$1.12b

Skuld

Räntetäckningsgrad25.1x
KontanterUS$105.16m
Eget kapitalUS$1.23b
Summa skulderUS$2.30b
Totala tillgångarUS$3.52b

Nya uppdateringar om finansiell hälsa

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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 Alpha
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Analys av finansiell ställning

Kortfristiga skulder: BSY s kortfristiga tillgångar ( $518.2M ) täcker inte dess kortfristiga skulder ( $1.0B ).

Långfristiga skulder: BSY s kortfristiga tillgångar ( $518.2M ) täcker inte dess långfristiga skulder ( $1.3B ).


Skuld till eget kapital Historik och analys

Skuldnivå: BSY s nettoskuld i förhållande till eget kapital ( 82.4% ) anses vara hög.

Minska skulden: BSY s skuldsättningsgrad har minskat från 190% till 91% under de senaste 5 åren.

Skuldtäckning: BSY s skuld är väl täckt av operativt kassaflöde ( 45.9% ).

Räntetäckning: BSY s räntebetalningar på sin skuld är väl täckta av EBIT ( 25.1 x täckning).


Balansräkning


Upptäck friska företag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/25 17:04
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Bentley Systems, Incorporated bevakas av 26 analytiker. 15 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Joseph VruwinkBaird
Guy HardwickBarclays
Gal MundaBerenberg