Mizuho Issues Pessimistic Forecast for Bentley Systems (NASDAQ:BSY) Stock Price

Bentley Systems (NASDAQ:BSY) had its price objective reduced by research analysts at Mizuho from $62.00 to $50.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has an “outperform” rating on the stock. Mizuho’s price objective would suggest a potential upside of 36.80% from the stock’s previous close.

A number of other equities analysts have also weighed in on BSY. JPMorgan Chase & Co. lowered their target price on Bentley Systems from $56.00 to $51.00 and set a “neutral” rating on the stock in a research note on Thursday, November 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of Bentley Systems in a research report on Wednesday, January 21st. UBS Group reduced their target price on shares of Bentley Systems from $60.00 to $40.00 and set a “neutral” rating for the company in a research report on Monday, February 23rd. Oppenheimer lowered their price target on shares of Bentley Systems from $53.00 to $43.00 and set an “outperform” rating on the stock in a research report on Friday. Finally, BMO Capital Markets began coverage on shares of Bentley Systems in a report on Thursday, January 22nd. They issued an “outperform” rating and a $48.00 price objective for the company. Eight investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $49.83.

Bentley Systems Price Performance

NASDAQ:BSY opened at $36.55 on Friday. The company has a market cap of $10.67 billion, a P/E ratio of 42.50, a P/E/G ratio of 2.53 and a beta of 1.21. The firm’s fifty day moving average price is $36.70 and its two-hundred day moving average price is $44.66. Bentley Systems has a one year low of $30.97 and a one year high of $59.25. The company has a debt-to-equity ratio of 1.04, a current ratio of 0.61 and a quick ratio of 0.61.

Bentley Systems (NASDAQ:BSY) last posted its earnings results on Thursday, February 26th. The company reported $0.27 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.27. Bentley Systems had a net margin of 18.50% and a return on equity of 29.05%. The company had revenue of $391.58 million during the quarter, compared to analysts’ expectations of $381.79 million. During the same quarter last year, the company posted $0.21 EPS. Bentley Systems’s quarterly revenue was up 11.9% compared to the same quarter last year. Equities analysts expect that Bentley Systems will post 0.88 earnings per share for the current year.

Hedge Funds Weigh In On Bentley Systems

Several hedge funds and other institutional investors have recently modified their holdings of the business. Geneos Wealth Management Inc. boosted its stake in Bentley Systems by 1,529.3% in the first quarter. Geneos Wealth Management Inc. now owns 668 shares of the company’s stock valued at $26,000 after buying an additional 627 shares in the last quarter. Wealthfront Advisers LLC lifted its holdings in shares of Bentley Systems by 14.8% in the second quarter. Wealthfront Advisers LLC now owns 10,993 shares of the company’s stock worth $593,000 after acquiring an additional 1,419 shares during the last quarter. Teacher Retirement System of Texas boosted its stake in shares of Bentley Systems by 4.2% in the 2nd quarter. Teacher Retirement System of Texas now owns 24,350 shares of the company’s stock valued at $1,314,000 after purchasing an additional 975 shares in the last quarter. World Investment Advisors acquired a new stake in shares of Bentley Systems in the 2nd quarter valued at approximately $240,000. Finally, Assetmark Inc. grew its holdings in shares of Bentley Systems by 682.8% during the 2nd quarter. Assetmark Inc. now owns 728 shares of the company’s stock valued at $39,000 after purchasing an additional 635 shares during the last quarter. Institutional investors own 44.16% of the company’s stock.

Key Bentley Systems News

Here are the key news stories impacting Bentley Systems this week:

• Positive Sentiment: Q4 outperformance and above‑consensus FY26 guide — Management reported stronger enterprise subscription mix and SMB penetration, 4Q25 EPS +28.6% YoY, and issued FY26 revenue guidance of ~$1.7B (≈12% constant‑currency growth), which underpins the bullish thesis on reaccelerating service revenue and upgrades. Article Title
• Positive Sentiment: Top‑line beat with margin strength — Q4 revenue of $391.6M topped consensus (~$381.8M); EPS matched estimates at $0.27 and revenue was up ~11.9% YoY, supporting the company’s growth narrative. Article Title
• Positive Sentiment: Board approved quarterly dividend — BSY declared a $0.07 quarterly dividend (yield ~0.8%), which may modestly support investor demand for the shares. (Ex‑dividend March 10)
• Neutral Sentiment: Conference materials and call available — Earnings call transcript and slide deck were published for deeper diligence; investors can review management remarks for cadence on enterprise upgrades and margin assumptions. Article Title
• Negative Sentiment: Analysts trimmed price targets — Several firms cut PTs after the print (Mizuho $62→$50, Oppenheimer $53→$43, Rosenblatt to $50). Ratings largely stayed as “outperform,” but lower PTs reduce upside expectations and can drive near‑term selling. Article Title Article Title
• Negative Sentiment: Elevated short interest — Short interest rose in February to ~17.7M shares (≈7.6% of float) with a ~4.7 days‑to‑cover figure, increasing downside pressure and volatility if bearish flows persist.

About Bentley Systems

Bentley Systems, Inc is a global software provider specializing in infrastructure engineering applications for the design, construction, and operations of roads, bridges, rail and transit systems, water and wastewater networks, power plants and grids, industrial facilities, and communications infrastructure. Founded in 1984 by brothers Keith and Barry Bentley, the company is headquartered in Exton, Pennsylvania, and maintains offices and development centers across North America, Europe, Asia, and Australia.