Bentley Systems
About: Bentley Systems is a software vendor that caters to engineers, architects, constructors, and geospatial professionals by enabling design, modeling, simulation, project management, and data management of infrastructure assets. The firm delivers solutions via the cloud, desktop, and hybrid environments. While Bentley is relatively small in comparison with peers like Autodesk, it shines in core specialty areas, like bridge or rail design, as opposed to being more broad-based in its applications. Bentley's largest end market is the public works and utilities sector, which represents approximately two thirds of revenue.
Employees: 5,500
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
695% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $1.3M
17% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 54
0% more funds holding
Funds holding: 426 [Q4 2024] → 426 (+0) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]
2% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 161
1.87% less ownership
Funds ownership: 41.62% [Q4 2024] → 39.74% (-1.87%) [Q1 2025]
19% less capital invested
Capital invested by funds: $5.65B [Q4 2024] → $4.56B (-$1.09B) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$45
9%
downside
Avg. target
$52
5%
upside
High target
$56
13%
upside
7 analyst ratings
5 positive
71%
2 neutral
29%
0 negative
0%
UBS Taylor McGinnis | 7%upside $53 | Neutral Maintained | 8 May 2025 |
RBC Capital Matthew Hedberg | 11%upside $55 | Outperform Maintained | 8 May 2025 |
Keybanc Jason Celino | 14%upside $56 | Overweight Maintained | 8 May 2025 |
Oppenheimer Kristen Owen | 1%upside $50 | Outperform Maintained | 8 May 2025 |
Rosenblatt Blair Abernethy | 7%upside $53 | Buy Maintained | 8 May 2025 |
Financial journalist opinion
Based on 3 articles about BSY published over the past 30 days
Negative
Zacks Investment Research
1 week ago
Are Computer and Technology Stocks Lagging Bentley Systems (BSY) This Year?
Here is how Bentley Systems, Incorporated (BSY) and Broadcom Inc. (AVGO) have performed compared to their sector so far this year.
Neutral
Business Wire
3 weeks ago
Bentley Systems, Incorporated Declares Second Quarter 2025 Dividend
EXTON, Pa.--(BUSINESS WIRE)--Bentley Systems, Incorporated (Nasdaq: BSY), the infrastructure engineering software company, today announced that its Board of Directors declared a $0.07 per share dividend for the second quarter of 2025. The cash dividend is payable on June 12, 2025, to all stockholders of record of Class A and Class B common stock as of the close of business on June 3, 2025. About Bentley Systems Around the world, infrastructure professionals rely on software from Bentley Systems.
Positive
Seeking Alpha
4 weeks ago
Bentley Systems: Valuation Continues To Be Cheap While Fundamentals Improve
BSY's Q1 results were strong, with accelerating revenue growth, solid subscription momentum, and key growth levers like E365 and Seequent gaining traction. Demand remains robust, driven by public works, utilities, and secular trends like infrastructure investment, digital adoption, and critical minerals exploration. The Google Cloud partnership enhances BSY's asset analytics, enabling instant digital twins and improving infrastructure management, which boosts the value proposition.
Neutral
Seeking Alpha
1 month ago
Bentley Systems, Incorporated (BSY) Q1 2025 Earnings Call Transcript
Bentley Systems, Incorporated (NASDAQ:BSY ) Q1 2025 Results Conference Call May 7, 2025 8:15 AM ET Company Participants Eric Boyer - Investor Relations Officer Greg Bentley - Executive Chair Nicholas Cumins - Chief Executive Officer Werner Andre - Chief Financial Officer Conference Call Participants Joe Vruwink - Baird Matt Hedberg - RBC Jason Celino - KeyBanc Siti Panigrahi - Mizuho Taylor McGinnis - UBS Jay Vleeschhouwer - Griffin Securities Kristen Owen - Oppenheimer Alexei Gogolev - JPMorgan Blair Abernethy - Rosenblatt Securities Jackson Bogli - William Blair Eric Boyer Good morning, and thank you for joining Bentley Systems Q1 2025 Results. I'm Eric Boyer, Bentley's Investor Relations Officer.
Neutral
Zacks Investment Research
1 month ago
Compared to Estimates, Bentley Systems (BSY) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Bentley Systems (BSY) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 month ago
Bentley Systems, Incorporated (BSY) Q1 Earnings and Revenues Top Estimates
Bentley Systems, Incorporated (BSY) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.30 per share. This compares to earnings of $0.31 per share a year ago.
Neutral
Business Wire
1 month ago
Bentley Systems Announces First Quarter 2025 Results
EXTON, Pa.--(BUSINESS WIRE)--Bentley Systems, Incorporated (Nasdaq: BSY) today announced results for its first quarter ended March 31, 2025.
Positive
Zacks Investment Research
1 month ago
Exploring Analyst Estimates for Bentley Systems (BSY) Q1 Earnings, Beyond Revenue and EPS
Besides Wall Street's top -and-bottom-line estimates for Bentley Systems (BSY), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.
Neutral
Business Wire
2 months ago
Bentley Systems to Announce First Quarter 2025 Results on May 7, 2025
EXTON, Pa.--(BUSINESS WIRE)--Bentley Systems, Incorporated (Nasdaq: BSY), the infrastructure engineering software company, will release its first quarter 2025 results before the market opens on Wednesday, May 7, 2025. 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 https://investors.bentley.com Webcast and Re.
Neutral
Business Wire
2 months ago
Bentley Systems Partners with Google to Improve Infrastructure Through Asset Analytics
LAS VEGAS--(BUSINESS WIRE)--Bentley Systems partners with Google to improve infrastructure through asset analytics.
Charts implemented using Lightweight Charts™