BENTLEY SYSTEMS INC
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Bentley Raymond B. sold 155,797 shares of BENTLEY SYSTEMS INC (BSY) at an average of $40.05 ($40.00–$40.05, $6.24M total) across 2 trades over 2026-10-23 to 2026-10-26 under a Rule 10b5-1 trading plan.
Rosenblatt maintained a Buy rating and $50 price target for Bentley Systems, implying a 27.2% upside from the Oct 27 close. The firm expects 14% Q3/FY26 subscription revenue growth, driven by U.S. infrastructure demand and E365 upselling. AI integration and Asset Analytics are seen as long-term growth drivers.
Alarm.com (ALRM) beat estimates and raised guidance, with shares up 11% to $62.50. Bentley Systems (BSY) reported in-line revenue of $410.7M, up 12.8%, and shares rose 10.2% to $39.71. Guidewire Software (GWRE) surpassed expectations with $411.1M revenue, up 15.3%, but shares fell 6.5% to $189.58. Market risks have shifted from AI to geopolitics.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning BSY (BENTLEY SYSTEMS INC). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent BSY coverage spans financial news, market movers and insider activity.
In the last 30 days, BSY insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($6.2M). The most active reporter was Bentley Raymond B. with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Significant insider sell by a major shareholder may signal negative sentiment.
Analyst upgrade and higher price target suggest positive pressure on the stock.
Mixed earnings may lead to modest price movement, likely sideways to slight upside.
Analyst upgrade with higher price target suggests upside potential.
The AI solution could enhance Bentley's Imago platform offering, potentially driving new subscriptions and upsell opportunities.
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.
Bentley Raymond B. sold 155,797 shares of BENTLEY SYSTEMS INC (BSY) at an average of $40.05 ($40.00–$40.05, $6.24M total) across 2 trades over 2026-10-23 to 2026-10-26 under a Rule 10b5-1 trading plan.
1 min readRosenblatt maintained a Buy rating and $50 price target for Bentley Systems, implying a 27.2% upside from the Oct 27 close. The firm expects 14% Q3/FY26 subscription revenue growth, driven by U.S. infrastructure demand and E365 upselling. AI integration and Asset Analytics are seen as long-term growth drivers.
1 min readAlarm.com (ALRM) beat estimates and raised guidance, with shares up 11% to $62.50. Bentley Systems (BSY) reported in-line revenue of $410.7M, up 12.8%, and shares rose 10.2% to $39.71. Guidewire Software (GWRE) surpassed expectations with $411.1M revenue, up 15.3%, but shares fell 6.5% to $189.58. Market risks have shifted from AI to geopolitics.
3 min readCantor Fitzgerald raised its price target for Bentley Systems (NASDAQ:BSY) to $42 from $37, citing long-term infrastructure demand and strong financial health. The stock trades at $36.23, with a Fair Value of $44.5 according to InvestingPro. The firm expects double-digit revenue growth and low-to-mid teens free cash flow growth. Bentley reported Q2 2026 earnings beating EPS estimates but missing slightly on revenue.
2 min readSeequent, a Bentley Systems subsidiary, launched an AI add-on for its Imago platform to analyze drill core imagery faster. The AI can process 600 meters of imagery in 2 minutes, according to the company. The tool aims to save time and improve data consistency for geologists.
1 min readThe Nasdaq 100 hit a record high, while the iShares MSCI Brazil ETF (EWZ) surged 13.5% following Brazil's election results. The S&P 500 gained 0.5%, and the 10-year Treasury yield rose to 5.33%. Nu Holdings (NU) rose 13% amid the Brazil rally.
3 min readBentley Systems (BSY) stock rose 5.1% premarket after Schneider Electric agreed to acquire PTC for $23.7B, offering a 42% premium. The deal lifted sentiment in the industrial software sector, potentially benefiting peers like Bentley. BSY shares are volatile, down 8.2% YTD and 38.4% from their 52-week high.
2 min readAlarm.com (ALRM) stock rose 22% post-Q2 earnings, trading at $205.10. Bentley Systems (BSY) reported $410.7M revenue, up 12.8%, missing billings estimates, and stock fell 9.1% to $32.76. Guidewire Software (GWRE) reported $411.1M revenue, up 15.3%, beating estimates, but stock dropped 23.9% to $154.32. Market focus shifted from AI to geopolitics and back to fundamentals.
2 min readAnalysts 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 read
