Bentley Systems (BSY)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-14
$31.70+2.36%
Close 2026-09-14 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-14
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Put BSY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 13% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 17%.
View QualityManagement screens strong on capital allocation, margins, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 27% growth a year, above the roughly 13% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 50% in its worst 12-month stretch.
View RiskBSY's growth relies on advancing AI integration in infrastructure software. Revenue grew 12.8% year over year, and the last quarter beat expectations. It trades at 28× P/E versus a peer median of 27×. The market is pricing in more growth than forecasted, suggesting expectations look full. A specific risk is that if BSY cuts guidance on the next call, it could lead to a significant decline. Peer multiples imply a price about 27% below where it trades. Our read remains intact.
Trailing returns as of 2026-09-14. BSY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 17 analysts currently covering BSY (as of Sep 2026).
Based on 3 Wall Street analysts offering 12-month price targets for BSY in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BSY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put BSY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Dividend declaration supports disciplined capital allocation objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $31.70
The last 12 months of price, then the range of analyst 12-month targets from today’s $31.70.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Advance AI integration in infrastructure software
AI strategy aligns with management's objective to advance AI integration.
Advances: Sustain revenue and ARR growth
Q2 EPS beat supports revenue and ARR growth objective.
Advances: Sustain revenue growth
Signals strong future cash flow and growth potential.
Threatens: Sustain revenue growth
Earnings decline may hinder revenue growth objectives.
Partnership enhances growth potential and aligns with revenue objectives.
Stock hitting a low may indicate market concerns affecting growth.