Bentley Systems

BSY

時価総額 $107億

Bentley Systems, a newly initiated position during the quarter, is an example of a stock getting heavily discounted by a negative top-down industry narrative, with defensible and compelling long-term prospects. Watsco announced the acquisition of two separate family-run businesses. These acquisitions should increase revenue and cash flow by roughly 10%. We remained committed to MarketAxess stock for several reasons, including the fact that the company was exiting a heavy investment cycle, setting up strong operating leverage.

EXTON, Pa.--(BUSINESS WIRE)--Bentley Systems, Incorporated (Nasdaq: BSY), the infrastructure engineering software company, will release its third quarter 2026 results before the market opens on Thursday, November 5, 2026. Senior management will host a webcast to discuss the company's results at 8:15 a.m. ET. The results press release and link to the webcast will be available prior to the start of the webcast on the company's investor relations website at investors.bentley.com Webcast and regist.

SINGAPORE--(BUSINESS WIRE)--Bentley Systems announced the winners of the 2026 YII Awards, celebrating innovation in designing, building, and operating infrastructure.

Bentley Systems is undervalued, with the market overlooking its AI integration and resilient, high-retention engineering software business. BSY's core business delivers 12% ARR growth, 109% net revenue retention, and a 31% trailing FCF margin, supporting its current 22x forward P/E multiple. AI-enabled MCP servers position BSY as a critical platform for engineering workflows, with monetization of AI usage planned for 2027 and potential TAM expansion.

EXTON, Pa.--(BUSINESS WIRE)--Bentley Systems, Incorporated (Nasdaq: BSY) (the “Company”), the infrastructure engineering software company, today announced that its Board of Directors (the “Board”) declared a $0.07 per share dividend for the third quarter of 2026. The cash dividend is payable on September 29, 2026, to all stockholders of record of Class A and Class B common stock as of the close of business on September 22, 2026. About Bentley Systems Around the world, infrastructure professiona.

PHILADELPHIA--(BUSINESS WIRE)--Bentley Systems Opens Philadelphia Tech Hub and Experience Center.

EXTON, Pa.--(BUSINESS WIRE)--Bentley Systems announced the finalists of the YII Awards 2026, celebrating infrastructure professionals and their innovative use of Bentley software.

EXTON, Pa.--(BUSINESS WIRE)--On August 18, 2026, Bentley Systems announced the promotion of Andy Rahden to Chief Revenue Officer.

COLUMBUS, Ohio--(BUSINESS WIRE)--EXACTER®, Inc., a leader in predictive grid reliability and asset intelligence, today announced that Brad Johnson has joined the company as Industry Executive, Electric Utilities. Johnson brings more than 15 years of electric utility and energy industry experience to Exacter, most recently serving as Director, Electric Utilities at Bentley Systems (Nasdaq: BSY). His career has focused on helping utilities apply emerging technologies to critical industry challeng.

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.