Oppenheimer Has Lowered Expectations for Bentley Systems (NASDAQ:BSY) Stock Price

Bentley Systems (NASDAQ:BSY) had its price target lowered by research analysts at Oppenheimer from $53.00 to $43.00 in a note issued to investors on Friday,Benzinga reports. The firm presently has an “outperform” rating on the stock. Oppenheimer’s price target indicates a potential upside of 17.65% from the stock’s current price.

Other research analysts have also recently issued research reports about the company. Weiss Ratings reissued a “hold (c)” rating on shares of Bentley Systems in a research report on Wednesday, January 21st. Robert W. Baird set a $55.00 price target on shares of Bentley Systems in a report on Wednesday, January 7th. Rosenblatt Securities decreased their price objective on shares of Bentley Systems from $58.00 to $50.00 and set a “buy” rating for the company in a report on Tuesday, February 24th. BMO Capital Markets began coverage on shares of Bentley Systems in a research report on Thursday, January 22nd. They issued an “outperform” rating and a $48.00 price objective on the stock. Finally, Barclays reduced their target price on shares of Bentley Systems from $57.00 to $47.00 and set an “equal weight” rating for the company in a research report on Monday, January 12th. Eight investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $49.83.

Bentley Systems Stock Down 1.3%

Bentley Systems stock opened at $36.55 on Friday. Bentley Systems has a fifty-two week low of $30.97 and a fifty-two week high of $59.25. The company has a debt-to-equity ratio of 1.04, a quick ratio of 0.61 and a current ratio of 0.61. The firm’s 50-day simple moving average is $36.70 and its 200 day simple moving average is $44.66. The stock has a market cap of $10.67 billion, a PE ratio of 42.50, a price-to-earnings-growth ratio of 2.53 and a beta of 1.21.

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

Institutional Trading of Bentley Systems

Hedge funds and other institutional investors have recently modified their holdings of the business. AGF Management Ltd. lifted its stake in shares of Bentley Systems by 64.2% in the 3rd quarter. AGF Management Ltd. now owns 180,633 shares of the company’s stock valued at $9,299,000 after acquiring an additional 70,650 shares during the last quarter. Manning & Napier Advisors LLC bought a new position in Bentley Systems during the 3rd quarter worth approximately $122,028,000. Rakuten Investment Management Inc. purchased a new position in Bentley Systems in the 3rd quarter worth approximately $4,305,000. Pacer Advisors Inc. lifted its position in Bentley Systems by 90.8% in the third quarter. Pacer Advisors Inc. now owns 676,740 shares of the company’s stock valued at $34,839,000 after purchasing an additional 322,012 shares during the last quarter. Finally, Envestnet Asset Management Inc. boosted its stake in shares of Bentley Systems by 5.7% during the third quarter. Envestnet Asset Management Inc. now owns 954,867 shares of the company’s stock valued at $49,157,000 after purchasing an additional 51,883 shares during the period. Institutional investors own 44.16% of the company’s stock.

Key Stories Impacting Bentley Systems

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.

Bentley Systems Company Profile

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.