
Bentley Systems (BSY) Stock Forecast & Price Target
Bentley Systems (BSY) Analyst Ratings
Bulls say
Bentley Systems is a market leader in specialized software for civil engineers, with a strong focus on infrastructure design and management. Their recent acquisition of Talon Aerolytics and Pointivo expands their asset analytics capabilities and their growing presence in the growing field of AI-driven engineering tools. With solid Q4 results expected and continued demand for infrastructure tools, we believe that the company's ARR growth and margins will continue to improve, making Bentley Systems a strong stock choice in the enterprise software market. However, potential risks include high valuations of enterprise software companies, competition from larger vendors, and macroeconomic fluctuations and government debt levels.
Bears say
Bentley Systems is expecting 10.5%-12.5% ARR growth for FY26 with a potential contribution from programmatic acquisitions, and services are expected to rebound by 15-20% in 2026, which could diversify the growth drivers within the business. However, market multiples are compressing, and the adjusted operating margins are set to expand only by ~100bps. These factors suggest that profitability may not be as strong as expected, and there is potential downside risk to the stock's price.
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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