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Bentley Systems (DE:BS81)
XETRA:BS81

Bentley Systems (BS81) Price & Analysis

3 Followers

BS81 Stock Chart & Stats

€32.56
€1.75(5.98%)
At close: 4:00 PM EDT
€32.56
€1.75(5.98%)

Bulls Say, Bears Say

Bulls Say
Recurring Revenue And RetentionHigh retention and expansion within the installed base support predictable recurring revenue and reduce dependence on constant new-customer acquisition. This strengthens customer lifetime value, creates a durable platform for cross-selling, and improves visibility into growth over the next several quarters.
Strong Margins And Cash GenerationThe combination of high software margins and strong free cash flow indicates that reported earnings convert effectively into financial resources. This supports continued product investment, debt reduction, and shareholder returns while providing resilience if infrastructure spending or growth temporarily moderates.
Electric-grid Market ExpansionPLS expansion links Bentley to a sustained need for electric-grid investment and modernization across international markets. Growing adoption in this specialized workflow can deepen Bentley’s position with infrastructure customers, broaden its addressable market, and create durable cross-sell potential.
Bears Say
Meaningful LeverageAlthough leverage has improved, debt remains material for a software company and reduces financial flexibility if growth slows or financing conditions tighten. Interest obligations and refinancing needs can limit the capital available for acquisitions, product investment, or shareholder returns during a downturn.
Delayed AI MonetizationBentley is advancing its infrastructure AI initiative, but the deliberate delay in monetization means near-term financial benefits may not reflect the strategic investment. Execution risk remains around converting adoption into repeatable revenue while competitors and customers continue shaping expectations.
China And Geopolitical ConstraintsPersistent geopolitical obstacles constrain Bentley’s ability to penetrate and expand in China, limiting the contribution from that infrastructure market. Even with modest current exposure, restricted access can reduce geographic diversification and make international growth more dependent on other regions.

Bentley Systems News

BS81 FAQ

What was Bentley Systems’s price range in the past 12 months?
Bentley Systems lowest stock price was €24.76 and its highest was €44.40 in the past 12 months.
    What is Bentley Systems’s market cap?
    Bentley Systems’s market cap is €10.71B.
      When is Bentley Systems’s upcoming earnings report date?
      Bentley Systems’s upcoming earnings report date is Nov 05, 2026 which is in 12 days.
        How were Bentley Systems’s earnings last quarter?
        Bentley Systems released its earnings results on Aug 06, 2026. The company reported €0.312 earnings per share for the quarter, beating the consensus estimate of €0.282 by €0.03.
          Is Bentley Systems overvalued?
          According to Wall Street analysts Bentley Systems’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Bentley Systems pay dividends?
            Bentley Systems does not currently pay dividends.
            What is Bentley Systems’s EPS estimate?
            Bentley Systems’s EPS estimate is 0.3.
              How many shares outstanding does Bentley Systems have?
              Bentley Systems has 290,577,760 shares outstanding.
                What happened to Bentley Systems’s price movement after its last earnings report?
                Bentley Systems reported an EPS of €0.312 in its last earnings report, beating expectations of €0.282. Following the earnings report the stock price went up 0.879%.
                  Which hedge fund is a major shareholder of Bentley Systems?
                  Currently, no hedge funds are holding shares in DE:BS81
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Bentley Systems

                    Bentley Systems, Inc., along with its affiliated companies, delivers specialized software solutions for infrastructure engineering across a global footprint, encompassing the Americas, Europe, the Middle East, Africa, and the Asia-Pacific regions. Its offerings encompass open modeling and simulation software for integrated infrastructure design, featuring tools such as MicroStation, OpenRoads, OpenRail, OpenPlant, OpenBuildings, OpenBridge, OpenSite, OpenFlows, STAAD and RAM, SACS, MOSES, AutoPIPE, SITEOPS, CUBE, DYNAMEQ, EMME, and LEGION. Additionally, it provides geoprofessional applications specifically for modeling and simulating near and deep subsurface environments, including Leapfrog, AGS Workbench, GeoStudio, Imago, MX Deposit, Oasis montaj, PLAXIS, and OpenGround. Bentley Systems further supplies project delivery platforms engineered to foster collaboration, facilitate work-sharing, and enable 4D construction modeling for entities managing infrastructure projects; these include ProjectWise, ProjectWise Design Review Service, and SYNCHRO. The firm also furnishes systems for optimizing asset and network performance, such as AssetWise ALIM, AssetWise Asset Reliability, AssetWise Enterprise Interoperability, AssetWise 4D Analytics, AssetWise Linear, and Seequent Central. Moreover, a range of specialized industry solutions is available, consisting of AssetWise Linear SUPERLOAD, AssetWise Linear Analytics, AssetWise Inspections, ContextCapture, OpenCities, OpenUtilities, OpenTower, OpenWindPower, Power Line, SPIDA, OrbitGT, sensemetrics, PlantSight, and WaterSight. Its diverse clientele spans a broad spectrum of professionals, including civil, structural, geotechnical, and geoscience engineers, architects, geospatial experts, urban and regional planners, as well as contractors, fabricators, and operations and maintenance personnel. Established in 1984, Bentley Systems, Inc. maintains its primary corporate office in Exton, Pennsylvania.

                    Bentley Systems (BS81) Earnings & Revenues

                    BS81 Company Deck

                    BS81 Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed a predominantly positive operational and financial story: solid recurring revenue and ARR growth (ARR +12% YoY CC), high retention (NRR 109%), improving free cash flow (LTM FCF $498M), and strong momentum in strategic areas like PLS and resources. Management emphasized disciplined capital allocation (share repurchases, debt reduction) and significant progress on the infrastructure AI initiative (multiple MCP servers released, open model strategy). Lowlights were largely timing, macro and execution-related (China/geopolitics, FX headwinds, front-loaded investments, lumpy Asset Analytics monetization and the deliberate delay to monetize AI until validated). Overall, positive fundamentals and clear strategic initiatives outweigh near-term risks and timing effects.View all DE:BS81 earnings summaries

                    BS81 Stock 12 Month Forecast

                    Average Price Target

                    €39.63
                    ▲(21.72% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":42.663,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 10,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":35.321,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n          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13,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":30.212,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 13,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":29.868,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n   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