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BSY

Bentley Systems, Incorporated

BSY

NASDAQ·Technology·Software - Application·Mkt cap $9.9B

$33.71

-5.28%

P/E

36.64

Mkt Cap

$9.9B

52-Wk Range

$28.08–$57.25

52-Week Range

$28.08 - $57.25

P/E

36.64

Fwd P/E

24.13

Beta

0.98

Div Yield

0.83%

Avg Vol

2.9M

Shares Out

291.7M

Mkt Cap

$9.9B

Price action

Price chart

Down 37.9% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Comprehensive integrated software ecosystem across infrastructure disciplines
  • Deep domain expertise and decades-long customer relationships
  • Strong switching costs through mission-critical workflows
  • Global presence with localized solutions for regional markets

Bear Case

2 risks

  • Average volatility.
  • Premium valuation to Enterprise SaaS peers

Growth

Stable outlook

Increasing digital transformation spending in infrastructure and construction

Value

Premium valuation to Enterprise SaaS peers

Momentum

Stable

+2.1% over 3m

Quality

Excellent

Strong fundamentals

Dividend

Modest

0.83% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 4, 2026

Q3 26 RECAP

AUG 6, 2026

Reported EPS of $0.35 vs $0.32 consensus (+10.7% surprise). Revenue of $410.7M vs $412.1M expected (-0.3%).

EPS beat +10.7%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+10.7%

Revenue trend · last 8Q

+10%

+10%

+12%

+12%

+14%

+13%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$335.2M

$349.8M

$370.5M

$364.1M

$375.5M

$391.6M

$424.2M

$410.7M

Margins · last 8Q

Gross

82.0%

Operating

21.6%

Profit

19.1%

Wall Street consensus

6 analysts · 67% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

4

67%

Hold

2

33%

Sell

0%

Median Price Target

Latest: BMO Capital · Aug 7, 2026

vs Industry

How BSY stacks vs Software - Application

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.