BSY Bentley Systems, Incorporated

Autodesk (ADSK) stock has lost 22% over the past month following its recent earnings release, outstripping declines in peers such as Bentley Systems (down 16.4%) while the S&P 500 barely moved. If you own the shares, the worry now is a market-wide sell-off landing on top of that loss. So how low could Autodesk stock go if the whole market turns.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Autodesk (ADSK) stock has fallen 23% since late August. A $10,000 holding bought at the high is now worth about $7,700. A fall that fast pulls you toward buying, but the shares still cost more than the market on earnings. The reason to buy is that past Autodesk drops this deep mostly paid off, and the business is still sound.

Over the last six months, Bentley Systems’s shares have sunk to $31.87, producing a disappointing 9.2% loss - a stark contrast to the S&P 500’s 16.9% gain. This may have investors wondering how to approach the situation.

Autodesk (ADSK) has one fast-growing business in an industry that still uses little technology. That matters because the stock has fallen. Autodesk shares lost 33% over the past year as of September 23, 2026, while the S&P 500 returned 13%. A business like that could change how investors value the whole company. So which business is it, and is there proof it is working.

The $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead. They also usually carry less risk than penny stocks, though they’re not immune to volatility as many lack the scale advantages of their larger peers.

Autodesk (ADSK) trades near $217, about 32% lower than a year ago. Investors fear AI tools could disrupt its software, and the shares dropped after the late-August report. Yet revenue over the past twelve months reached $7.8 billion, up 17.9%. A three-year scenario on its own numbers shows how much of that growth could reach the stock.

If you own Workday (WDAY) or Autodesk (ADSK), you hold the same bet: the company that already keeps a customer's data gets paid as that customer adopts AI. Workday keeps HR and finance records, and Autodesk keeps design, manufacturing, and construction data.

Bentley Systems, Incorporated recently declared a US$0.07 per share cash dividend for the third quarter of 2026, payable on September 29 to stockholders of record as of September 22. The company also opened a new technology hub in Philadelphia’s historic Curtis Center, deepening its integration of Cesium’s 3D geospatial engine with the iTwin Platform and positioning the city as a center for 3D digital twins and open-source geospatial innovation. We’ll now examine how the new Philadelphia...

Autodesk (ADSK) stock has 23.6% of room above it before it meets a ceiling that has turned it back three times, and 5% below it before the reason to be there stops being true. In dollars: $272.34 overhead, $220.31 Wednesday, $209.29 underneath. The stock has lost about 31% over the past twelve months, so the easy read is that the business broke. Its own numbers say it did not.

If you own Autodesk (ADSK) or Fair Isaac (FICO), you own the same idea: software that customers keep paying more for. Fair Isaac grows by charging more for a score it already owns. Autodesk now grows partly by buying a business it did not have. Both raised guidance, and that fork makes the two raises different kinds of news.

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

Autodesk (ADSK) shares fell 16.6% in the eight days from their Sep 1 close to Wednesday, Sep 9, ending at $206.62 while the S&P 500 gained 0.1%. The drop came less than two weeks after the software company reported revenue and earnings per share above the top of its guidance and raised its full-year outlook for billings and revenue. For a shareholder, the live question is what Autodesk's growth looks like without a one-time boost to fiscal 2027 revenue.

The design software giant is betting on a new strategy, and its stock history offers a strong blueprint for buying on weakness.

Imagine two very different futures for your Autodesk (ADSK) stock a year from now. In one, it’s trading near $165. In the other, it’s pushing past $402.44. The options market isn’t picking a winner; it’s telling you that both are plausible destinations. For a shareholder, that’s not a theoretical exercise. It’s the risk you already own.

Here is a way to collect an attractive income stream right now that you keep no matter what, while lining up a chance to buy a top-tier software franchise at a significant discount if it ever gets cheap.

What the new Chief Revenue Officer means for Bentley Systems stock Bentley Systems (BSY) has drawn fresh attention after promoting Andy Rahden to Chief Revenue Officer, shifting responsibility for revenue generation to an executive with experience across software sales, education technology and infrastructure engineering. See our latest analysis for Bentley Systems. Recent trading reflects mixed sentiment around Bentley Systems, with a 30 day share price return of 11.04% and a stronger 90 day...

Bentley Systems (NasdaqGS:BSY) has appointed Andy Rahden as its new Chief Revenue Officer. Rahden previously led Bentley's global "success force" focused on customer outcomes and growth initiatives. The move signals a leadership shift that may influence how Bentley Systems approaches revenue growth and client engagement. Leadership changes like this often highlight how software companies are thinking about long term growth and customer focus, so it can be useful to compare Bentley Systems...

Consensus takes the multiple down by nearly a third in two years, and what a holder actually earns depends on what the market keeps paying.

Bentley Systems’ results for Q2 drew a modestly negative market response, despite the company meeting Wall Street’s revenue expectations and delivering a non-GAAP profit above consensus. Management attributed the quarter’s performance to ongoing strong demand in public works and utilities and robust growth in the resources sector, especially mining. CEO Nicholas Cumins highlighted that engineering productivity and the adoption of AI-driven workflows are becoming central to customer needs as infr

A familiar floor has appeared beneath Autodesk stock, a level where buyers have repeatedly stepped in before. But this time, the company arrives with a large new acquisition and a sales force in transition, asking a new question of an old pattern.

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the […]

ARR hit $1.536 billion with 12% growth as infrastructure software demand accelerates.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Infrastructure engineering software company Bentley Systems (NASDAQ:BSY) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 12.8% year on year to $410.7 million. Its non-GAAP profit of $0.35 per share was 9.8% above analysts’ consensus estimates.

Bentley Systems has had a difficult run over the past five years, yet its valuation signals are mixed, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market based multiples lean the other way. The stock has declined 42.9% over the past five years, which puts extra focus on whether today’s price fairly reflects Bentley Systems’ long term cash flow potential. Expectations for ongoing demand in infrastructure and engineering software can support the case...

Moby summary of Bentley Systems, Incorporated's Q2 2026 earnings call

Bentley Systems (NASDAQ:BSY) reported second-quarter revenue growth of 12.8% year over year, supported by continued demand for infrastructure engineering software across resources, public works and utilities, and electric-grid markets. Chief Executive Officer Nicholas Cumins said the company’s annu

Bentley Systems (BSY) delivered earnings and revenue surprises of +9.38% and -0.50%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Although the revenue and EPS for Bentley Systems (BSY) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Infrastructure engineering software company Bentley Systems (NASDAQ:BSY) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 12.8% year on year to $410.7 million. Its non-GAAP profit of $0.35 per share was 9.8% above analysts’ consensus estimates.

Evaluate the expected performance of Bentley Systems (BSY) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Opendoor Technologies (OPEN) delivered earnings and revenue surprises of -50.00% and -3.29%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The market is offering a hefty cash payout to own this software leader, but it comes with a story of major change and major risk.

Collect a healthy income stream from Autodesk now, that you keep no matter what, while lining up a chance to own this software giant at a serious discount if its big new bet creates a little turbulence.

A number of stocks jumped in the afternoon session after a drop in Treasury yields and growing concerns over the artificial intelligence investment cycle improved the market's appetite for enterprise software.

Five years ago, Autodesk spent about $1.8 billion on a string of construction acquisitions. That bet has now compounded into a business generating almost $600 million in annual revenue. This segment is still growing north of 20%, a rate faster than the company average.

At $205, Autodesk (ADSK) looks set up for roughly 49% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Bentley Systems stock has had a difficult run over the last five years, yet the current valuation picture is split, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to a sizeable upside while market multiples paint a more expensive picture. Shareholders have seen the stock decline 45.7% over the past five years, which raises the bar for any case that the current US$32.34 share price offers a compelling entry point. For a software business like Bentley Systems, expectations...

Bentley Systems (BSY) is drawing attention after recent trading, with the stock last closing at US$32.34 and showing a mixed return profile over the past week, month, 3 months, and year. See our latest analysis for Bentley Systems. While Bentley Systems’ 1 month share price return of 10.22% suggests some short term momentum, the 1 year total shareholder return, which includes dividends, is down 43.68%. This points to a weaker longer term picture and shifting risk appetite. If you are...

The software giant looks expensive on the surface, but a two-year view reveals a valuation story that is far more grounded.