BSYBentley Systems, Incorporated Class B

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.