Application Software

Bentley Systems - B

Bentley Systems - B released FY2026 Q1 earnings on May 7 Pre-Market (EST), actual revenue USD 424.18 M (forecast USD 419.89 M), actual EPS USD 0.3 (forecast USD 0.3061)

Bentley Systems - B to Release FY2026 Q1 Earnings on May 7 Pre-Market EST, Forecast Revenue USD 419.89 M, EPS USD 0.3061

Bentley Systems released FY2025 annual earnings on February 26 Pre-Market (EST), actual revenue USD 1.502 B (forecast USD 1.491 B), actual EPS USD 0.8499 (forecast USD 0.8646)

Bentley Systems - B released FY2025 Q4 earnings on February 26, 2026, pre-market EST: Actual Revenue USD 391.58 M (Forecast USD 381.79 M), Actual EPS USD 0.1813 (Forecast USD 0.2163)

Bentley Systems Reports 13% Increase in Q4 Subscription Revenue

Bentley Systems - B to Release FY2025 Q4 Earnings on February 26, 2026 Pre-Market EST, Forecast Revenue USD 381.79 M, EPS USD 0.2163

Bentley Systems Acquires Talon Aerolytics and Pointivo Technologies

Bentley Systems Announces Extension of Share Repurchase Program

Bentley Systems' CFO Sells Company's Common Stock

Cohesive Selected to Support UK Ministry of Defence's DEEAMS Program

Robert W. Baird lowers Bentley Systems target price

Bentley Systems Reports Strong Q3 Earnings, ARR Up 10.5%

Bentley Systems released FY2025 Q3 earnings on November 5 Pre-Market EST, actual revenue USD 375.55 M (forecast USD 369.63 M), actual EPS USD 0.1799 (forecast USD 0.2294)

Bentley Systems - B released FY2025 9 Months Earnings on November 5 Pre-Market EST, actual revenue USD 1.11 B, actual EPS USD 0.6728

Bentley Systems reports Q3 pretax profit of $83.707 million

Bentley Systems Inc. Partners with EARTHBRAIN to Enhance Digital Construction Technology

Bentley Systems - B to Release FY2025 Q3 Earnings on November 5, Pre-Market EST; Forecast Revenue USD 369.57 M, EPS USD 0.2294

Vanguard Personalized Indexing Management LLC Increased Holdings in Bentley Systems, Inc.

Bentley Systems Reveals New AI Capabilities and Strengthens Partnerships

Bentley Systems Launches Bentley Infrastructure Cloud Connect Platform

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Oxford Industries(OXM) fell 17.01%, with a trading turnover 58.5 Million USD, and a year-to-date rose 8.4%. Dana(DAN) fell 15.11%, with a trading turnover 155.1 Million USD, and a year-to-date rose 27.6%. PTC(PTC) fell 12.36%, with a trading turnover 366.7 Million USD, and a year-to-date fell 32%.

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Oxford Industries shares fell 6.6% in pre-market trading despite beating Q1 earnings estimates, as sales missed expectations and the company narrowed its sales outlook while raising FY2026 earnings guidance. The stock dropped to $40.42. Other major stocks including Oracle, Swarmer, Purecycle Technologies, and Bentley Systems also declined in pre-market trading due to various corporate announcements and market movements.

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Oxford Industries Posts Mixed Q1 Results, Joins Oracle, Swarmer And Other Big Stocks Moving Lower In Thursday's Pre-Market Session

Bentley Systems (BSY) stock shows mixed valuation signals. A Discounted Cash Flow analysis suggests the stock is undervalued by 17.3%, with an intrinsic value of $39.81 versus the current price of $32.93. However, its P/E ratio of 36.58x exceeds the Fair Ratio of 28.40x, indicating overvaluation on this metric. Despite recent short-term gains, the stock remains down significantly year-to-date and over the past year.

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Is Bentley Systems (BSY) Now Attractive After Prolonged Share Price Weakness?

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Legal & General Group Plc increased its stake in Bentley Systems (NASDAQ:BSY) by 10.5% in Q4, holding 839,300 shares valued at approximately $32 million. Other institutional investors, including Shell Asset Management and Cresset Asset Management, also boosted their positions. Bentley Systems recently reported quarterly earnings of $0.38 per share, beating estimates, with revenue up 14.5% year-over-year. The company declared a $0.07 quarterly dividend. Several analysts recently lowered price targets for BSY.

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Legal & General Group Plc Grows Position in Bentley Systems, Incorporated $BSY

Bentley Systems (BSY) faces reassessment after prolonged share price weakness, with returns down 31.2% over the past year. Valuation analysis presents conflicting signals: a Discounted Cash Flow model suggests the stock is undervalued by 19.6%, trading at a discount to its intrinsic value of $40.58. Conversely, Price-to-Earnings metrics indicate overvaluation, as the current P/E of 36.25x exceeds the fair ratio of 27.00x and the software industry average.

Is It Time To Reassess Bentley Systems (BSY) After Its Prolonged Share Price Weakness

Bentley Systems Chairman Greg Bentley highlighted the company's focus on 'infrastructure AI' at the J.P. Morgan Boston TMC Conference, emphasizing its potential as a long-term growth driver despite early monetization challenges. He discussed the need for efficiency tools in engineering due to workforce shortages and outlined opportunities for AI in design optimization and asset maintenance. Bentley noted that while the recently launched STAAD MCP server is still in the exploration phase, the company aims to encourage customer experimentation without immediate monetization. Asset Analytics has reached a $50 million revenue run rate.

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Bentley Systems Bets on Infrastructure AI as Monetization Remains in Early Innings

Bentley Systems reported Q1 revenue of $424.18 million and net income of $95.39 million, alongside launching NXT Activate, a $3 million accelerator for AEC software startups. This performance and initiative aim to enhance Bentley's role in AEC software innovation. Analysts project $2.1 billion revenue and $494.4 million earnings by 2029, with a fair value estimate of $47.14, indicating a 42% upside. However, rising AI and automation may impact product usage and pricing models.

How Strong Q1 Results and NXT Activate Could Shape Bentley Systems’ (BSY) Innovation-Centric Narrative

Bentley Systems reported Q1 2026 results with revenue increasing to $424.18 million and net income rising to $95.39 million, driven by strong subscription and recurring revenues. The company announced a new $550 million term loan maturing in 2029, enhancing liquidity and supporting AI product development. However, the increased debt levels pose risks if growth slows or pricing pressures arise. Analysts project $2.1 billion revenue and $494.4 million earnings by 2029, with a fair value estimate of $47.14, indicating a potential 40% upside from the current price.

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The Bull Case For Bentley Systems (BSY) Could Change Following Strong Q1 Recurring Revenue And New Term Loan

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Yesterday's closing, Bentley Systems (BSY.US) continued its recent adjustment trend, with the stock price remaining below the moving averages. The daily MACD formed a bearish crossover signal again below the zero axis, which is a second confirmation of the weak technical pattern— the rebound strength is insufficient to reverse the trend, and the bears have begun to apply pressure after regrouping at lower levels. The trading volume was approximately $92 million, performing relatively well among mid-cap stocks in the application software sector, but the capital flow is leaning bearish. The short-term moving average system is arranged downward, with each rebound encountering selling pressure near the moving averages, indicating that the bulls are clearly struggling. On the news front, the application software sector has recently shown a clear differentiation pattern. AI-enabled SaaS companies like Datadog surged over 31% yesterday, Snowflake soared 10%, and CrowdStrike jumped 8%, with capital flooding into software targets with AI narratives. In contrast, Bentley Systems, as a company focused on infrastructure engineering software, has relatively weak expectations for AI transformation and is in a "forgotten" corner in an environment where capital chases high-elasticity AI targets. Additionally, a Goldman Sachs report pointed out that the power demand for data centers will double, indirectly benefiting software vendors related to AI infrastructure, but Bentley is more inclined towards traditional infrastructure, with limited benefits. On a macro level, high interest rates also suppress the valuation center of SaaS companies. Technically, the MACD dead cross below the zero axis combined with the bearish arrangement of moving averages indicates a clear short-term bearish signal

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Pre-market trend | Bentley Systems (BSY) continues to be under pressure from moving average resistance on 5/7, is the infrastructure software leader facing short-term pressure?

Bentley Systems - B(BSY.US)