
Bentley Systems (BSY) Stock Forecast & Price Target
Bentley Systems (BSY) Analyst Ratings
Bulls say
Bentley Systems demonstrated a robust financial performance in Q4, with subscription revenue of $316 million, reflecting a year-over-year increase of 16%, showcasing strong demand despite challenging macroeconomic conditions. The company achieved an annual recurring revenue (ARR) growth of 12% at constant currency, driven by higher adoption of its E365 platform and strong traction in the small to medium-sized business (SMB) segment through its Virtuosity offering. Furthermore, Bentley's net retention rate improved to 110%, indicating strong customer loyalty and an expanding base, supported by increasing infrastructure project activity in the U.S. boosted by government funding initiatives.
Bears say
Bentley Systems faces significant challenges that contribute to a negative outlook, primarily due to ongoing weakness in key markets such as commercial real estate and mining, resulting in muted overall growth expectations. The transition in the China market continues to exert pressure, impacting revenue generation while competition from larger vendors intensifies, creating risks related to pricing strategies and market positioning. Additionally, macroeconomic fluctuations, potential changes in go-to-market approaches, and shifting customer preferences towards comprehensive cloud-based solutions heighten the risk profile and cast uncertainty on long-term success.
This aggregate rating is based on analysts' research of Bentley Systems and is not a guaranteed prediction by Public.com or investment advice.
Bentley Systems (BSY) Analyst Forecast & Price Prediction
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