BENTLEY SYSTEMS INC
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No SEC Form 4 filings for $BSY in the last 30 days.
See all $BSY insider activity →Analysts made several calls on Tuesday, including upgrades for Nokia (NOK), The New York Times (NYT), Agilon (AGL), and Eli Lilly (LLY). Price targets were raised for NYT ($82), AGL ($125), and Palantir (PLTR, $250). Other notable actions include initiations on Janus Living, Vishay Intertechnology (VSH), and Samsara (IOT).
Shares of enterprise software and SaaS companies, including Procore Technologies (PCOR), Bentley Systems (BSY), PTC (PTC), Samsara (IOT), and Agilysys (AGYS), rose as investors shifted capital from semiconductor and AI-hardware stocks following calls for a slowdown in AI development. Samsara reported strong Q2 2026 results and raised its full-year revenue guidance, leading to analyst upgrades and higher price targets. The company's shares are up 23.2% year-to-date.
Bentley Systems (NasdaqGS:BSY) opened a tech hub in Philadelphia, integrating Cesium’s geospatial engine with its iTwin Platform. Analysts project $2.1B revenue and $508.3M earnings by 2029, with a 34% upside to current price. Growth depends on subscription and asset analytics performance, while R&D spending poses a risk.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning BSY (BENTLEY SYSTEMS INC). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.
Recent BSY coverage spans earnings, market movers and financial news.
Overweight rating suggests upside.
Price increase reflects temporary investor flow.
The hub may enhance product integration and talent acquisition, potentially supporting longer‑term subscription growth.
Earnings show accelerating top-line and profitability plus continued ARR growth, supporting the stock’s rebound narrative but leaving valuation risk given rich multiples.
The call frames AI as a trust-and-validation ramp, while balance-sheet actions (term loan, buybacks) support capital return and reduce near-term financing risk.
AlphAI scores every news story that mentions BSY with an AI model for sentiment and relevance, and aggregates insider trades from BENTLEY SYSTEMS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Analysts made several calls on Tuesday, including upgrades for Nokia (NOK), The New York Times (NYT), Agilon (AGL), and Eli Lilly (LLY). Price targets were raised for NYT ($82), AGL ($125), and Palantir (PLTR, $250). Other notable actions include initiations on Janus Living, Vishay Intertechnology (VSH), and Samsara (IOT).
3 min readShares of enterprise software and SaaS companies, including Procore Technologies (PCOR), Bentley Systems (BSY), PTC (PTC), Samsara (IOT), and Agilysys (AGYS), rose as investors shifted capital from semiconductor and AI-hardware stocks following calls for a slowdown in AI development. Samsara reported strong Q2 2026 results and raised its full-year revenue guidance, leading to analyst upgrades and higher price targets. The company's shares are up 23.2% year-to-date.
2 min readBentley Systems (NasdaqGS:BSY) opened a tech hub in Philadelphia, integrating Cesium’s geospatial engine with its iTwin Platform. Analysts project $2.1B revenue and $508.3M earnings by 2029, with a 34% upside to current price. Growth depends on subscription and asset analytics performance, while R&D spending poses a risk.
2 min readBentley Systems (BSY) reported Q2 2026 revenue of $410.73 million, up from $364.11 million a year earlier. Net income rose to $78.57 million from $70.48 million. ARR was $1.536 billion, up 12% YoY. The article links the stock’s rise to the earnings update and discusses AI integration and valuation versus a $54.10 fair value estimate.
6 min readBentley Systems (BSY) summarized its Q2 2026 earnings call, citing demand in infrastructure engineering and growth in Resources and Public Works and Utilities, including Power Line Systems (PLS). Management outlined a hybrid AI strategy, expects double-digit growth with potential to reach the high end of guidance, and plans AI monetization starting in 2027. It secured a $550m term loan and targets ~2x leverage.
7 min readBentley Systems (NASDAQ:BSY) reported Q2 CY2026 revenue of $410.7 million, up 12.8% year on year and in line with Wall Street expectations, with non-GAAP EPS of $0.35, 9.8% above consensus. ARR was $1.54 billion, net revenue retention was 109%, and the stock fell 3.6% to $34.74 after results.
4 min readBentley Systems (BSY) shares fell about 2.9% pre-open after Q2 2026 results. Adjusted EPS was $0.35 versus $0.32 expected, but revenue was $410.7M, below the ~$412.2M consensus and down from $424.2M in Q1. Subscriptions rose 13.6% YoY to $378.6M. Analysts kept a consensus buy and ~$44 target.
3 min readBENTLEY SYSTEMS INC (BSY) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Bentley Systems Announces Second Quarter 2026 Results EXTON, PA – August 6, 2026 – Bentley Systems, Incorporated (Nasdaq: BSY), the infrastructure engineering software company, today announced results for the quarter ended June 30, 2026. Second Quarter 2026 Results •
6 min readBentley Systems (NASDAQ: BSY) is set to report earnings. The company’s last quarter revenue was $424.2 million, up 14.5% year on year, beating revenue expectations but missing billings estimates. For the upcoming quarter, analysts expect about 13% revenue growth. The article cites an average analyst price target of $44.80 versus a $35.50 share price.
2 min readAfter a drop in Treasury yields and concerns easing about the AI investment cycle, enterprise software stocks rose in the afternoon session. Asana (ASAN) gained 6.5%, Paycom (PAYC) 7.2%, Bentley Systems (BSY) 6.2%, PagerDuty (PD) 6.1%, and Upland Software (UPLD) 10.5%. Upland was cited as up 226% YTD and $4.89 per share.
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