Bentley Systems

BSY

Market cap $9.92B

Bentley profits from infrastructure projects lasting decades, not quarterly hype cycles or momentum trades. AI-enhanced infrastructure software could become indispensable to governments, utilities, and engineering firms.

EXTON, Pa.--(BUSINESS WIRE)--Bentley Systems, Incorporated declares second quarter 2026 dividend.

Bentley Systems NASDAQ: BSY Chairman Greg Bentley used an appearance at the J.P. Morgan Boston TMC Conference to outline why the infrastructure software company sees artificial intelligence as a long-term growth driver, while acknowledging that commercial monetization of some AI-related capabilities is still in its early stages.

Bentley Systems, Incorporated (BSY) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

CAPE TOWN, South Africa--(BUSINESS WIRE)--Western Cape Department of Infrastructure to implement Bentley Systems' AI-powered Blyncsy technology across strategic sections of its road network.

LONDON--(BUSINESS WIRE)--NXT BLD, Bentley Systems announce NXT Activate, an accelerator for early-stage companies building transformative software for the AEC sectors.

I stick with a "Buy" rating for Bentley Systems after assessing its outlook over different time horizons. Its near-term outlook is favorable, given the outperformance of its Resources business, Seequent, and a shift towards a higher subscription revenue mix. AI and geopolitics offer long-term catalysts; BSY should benefit from an increased emphasis on energy security and agentic AI's rise, supporting increased software expenditures.

Bentley Systems, Incorporated (BSY) Q1 2026 Earnings Call Transcript

While the top- and bottom-line numbers for Bentley Systems (BSY) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Bentley Systems, Incorporated (BSY) came out with quarterly earnings of $0.38 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.35 per share a year ago.