Wall Street analysts forecast that Bentley Systems, Incorporated (BSY) will report quarterly earnings of $0.27 per share in its upcoming release, pointing to a year-over-year increase of 28.6%. It is anticipated that revenues will amount to $379.17 million, exhibiting an increase of 8.4% compared to the year-ago quarter.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts o ...

Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q4 2025, Conestoga Capital Advisors Mid Cap Strategy returned -5.75% net of fees compared to the Russell Midcap Growth Index’s -3.70% return. The underperformance was driven by negative stock selection in the Technology and Industrials sectors, while positive sector allocation effects partially eased underperformance. The Mid Cap Composite returned -4.73% ...

Group 1 - Bentley Systems, Incorporated (NASDAQ:BSY) is considered one of the most oversold NASDAQ stocks, with an Outperform rating and a price target of $48 set by BMO Capital [1] - The company is noted for its durable growth opportunities, particularly in data centers, and has a lower relative near-term AI disruption risk [1] - Oppenheimer adjusted its price target for Bentley Systems to $53 from $65 while maintaining an Outperform rating, citing macro factors affecting stocks in its Industrial Efficiency coverage [2] Group 2 - Bentley Systems provides software solutions for infrastructure engineering, supporting various sectors including structural, geotechnical, civil, and plant engineering [3] - The company is involved in the construction, design, and operations of various infrastructure projects such as bridges, roads, water and wastewater systems, and public utilities [3]

Core Insights - The integration of lab and field geotechnical data in OpenGround enhances efficiency and collaboration in civil infrastructure projects [1] - The new OpenGround Labs capability allows for seamless data transfer from field collection to laboratory testing, potentially revolutionizing multi-stakeholder geotechnical project delivery [1] Group 1: OpenGround Labs Capabilities - OpenGround now enables the generation of Atterberg limits test certificates directly from raw lab test data, streamlining laboratory testing processes [1] - The software eliminates fragmented processes and manual data re-entry, improving data quality and accelerating project delivery [1] - Inosys, a multi-discipline geoscience consultancy, reported that the new capabilities could fundamentally change collaboration between laboratories and engineering clients [1] Group 2: Data Collection and Integration - The OpenGround Data Collector app has been rebuilt for iOS and Android, enhancing usability and efficiency in field data collection [1] - The latest release allows independent engineering and laboratory projects to operate within the same workflows, providing organizations with full control over data management [1] - OpenGround features enterprise-grade security and compliance, including role-based access and automated backups, ensuring confident data management [1] Group 3: Industry Context - Seequent, the Bentley Subsurface Company, operates in over 145 countries, providing technology that transforms how organizations understand underground conditions [1] - The company emphasizes the importance of trusted lab testing data for developing robust geotechnical reports on major infrastructure projects [1]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Insights - Bentley Systems, Incorporated (NASDAQ:BSY) specializes in software solutions for infrastructure engineering, competing with companies like Autodesk and Trimble while focusing on infrastructure [1] Performance Summary - BSY's stock has gained approximately 0.64% over the past 30 days, indicating investor confidence and resilience [2][6] - The stock experienced a minor decline of about 1.85% in the last 10 days, which may present a buying opportunity for potential investors [2] Growth Potential - The estimated stock price growth potential for BSY is approximately 25.97%, suggesting the stock is currently undervalued and presents an attractive opportunity for growth-oriented investors [3][6] Fundamental Strength - BSY has a Piotroski Score of 9, the highest possible score, indicating robust financial health based on profitability, leverage, liquidity, and operating efficiency [4][6] - Analysts have set a target price of $49.33 for BSY, reflecting expectations of the stock's potential value and serving as a benchmark for future performance [5]

Core Viewpoint - Bentley Systems, Incorporated (NASDAQ:BSY) is viewed as a promising growth stock, although recent price target reductions by analysts indicate a cautious outlook for the company in the near term [1][2]. Analyst Price Target Adjustments - Barclays analyst Guy Hardwick reduced the price target for Bentley Systems from $57 to $47 while maintaining an 'Equal Weight' rating, reflecting a revised outlook for industrial technology and distribution in 2026 [1]. - RBC Capital's Matthew Hedberg also lowered the price target from $65 to $48, keeping an 'Outperform' rating, indicating a more optimistic view despite the price cut [2]. Industry Outlook - The year 2026 is anticipated to be significant for companies with strong enterprise AI adoption, as AI-related growth drivers are expected to become more apparent, while less-prepared companies may struggle [3]. - Despite conservative management guidance for early 2026, enterprise spending is showing signs of stabilization and improvement in certain sectors, driven by innovations powered by Generative AI [3]. Company Overview - Bentley Systems, Incorporated is a Pennsylvania-based provider of infrastructure engineering software solutions, established in 1984, and is dedicated to delivering innovative software and services [4].

Company Overview - The company identifies itself as an infrastructure engineering software company, focusing on software solutions that support various infrastructure projects such as roads, bridges, tunnels, electric grids, and water networks [1]. - The company provides software for all engineering disciplines involved in infrastructure projects, including civil, structural, and geotechnical engineering [2]. Product Offering - The software covers every phase of the infrastructure life cycle, from design to construction, and through to operations and maintenance [2]. - The company serves a wide range of sectors within the infrastructure domain, ensuring comprehensive support for diverse engineering needs [2].

Summary of Bentley Systems FY Conference Call Company Overview - **Company**: Bentley Systems (NasdaqGS:BSY) - **Industry**: Infrastructure Engineering Software - **Founded**: 1984, went public in 2020 - **CEO**: Nicholas Cumins, in role for 1.5 years, first non-Bentley CEO [9][10] Core Business and Strategy - Bentley Systems focuses on software for infrastructure projects, covering all engineering disciplines and lifecycle phases from design to maintenance [9][10] - The strategy remains consistent with previous leadership, emphasizing AI integration and organizational changes for better product and technology alignment [11][12] Market Demand and Trends - There is unprecedented investment in global infrastructure to support economic growth, address climate change, and ensure energy security [13] - A significant shortage of engineers is creating a backlog in engineering firms, leading to increased demand for productivity-enhancing software [14][15] - In Europe, 50% of the water infrastructure workforce is expected to retire in the next decade, while demand for water services is expected to rise [15] Financial Performance and Outlook - Bentley Systems has over 40,000 accounts with low revenue concentration; approximately 60% of Annual Recurring Revenue (ARR) comes from public works utilities, which are countercyclical [18] - The company expects low double-digit ARR growth, with margin expansion of about 100 basis points annually and robust free cash flow generation [19][46] Growth in Small and Medium Business (SMB) - The SMB segment has been a significant growth driver, contributing approximately 300 basis points to ARR growth over the past five years [20][22] - Bentley has successfully onboarded over 600 new SMB accounts each quarter for 15 consecutive quarters [22] Asset Analytics and AI Integration - Bentley is investing in asset analytics to help owners and operators understand the physical conditions of infrastructure assets using AI and computer vision [25][26] - AI is being integrated into both traditional and next-generation applications to enhance design efficiency and productivity [27][28] Data Center Infrastructure - The company sees substantial opportunities in the data center buildout, likening data centers to mini cities requiring extensive infrastructure [35][36] - Bentley's construction modeling software is becoming the standard for data center design, driven by the demand for electric grid expansion [37] M&A Strategy - Bentley's acquisition strategy has shifted towards focusing on asset analytics startups, while still considering core engineering applications [41][44] - The company has conducted over 120 acquisitions historically, but is now more selective in targeting innovative technologies [41][44] Conclusion - The outlook for Bentley Systems remains positive, with strong demand in the infrastructure sector expected to continue into 2026, supporting the company's long-term financial goals [46]

Core Insights - The article highlights the expertise of Donovan Jones, an IPO research specialist with 15 years of experience in identifying high-quality IPO opportunities [1] - Jones leads the investing group IPO Edge, which provides actionable information on growth stocks, including first-look IPO filings and an IPO calendar [1] Group 1 - IPO Edge offers a comprehensive database of U.S. IPOs and a guide to IPO investing, covering the entire IPO lifecycle from filing to listing [1] - The platform aims to assist investors in tracking upcoming IPOs and understanding key dates such as quiet period and lockup expiration [1]