US · Technology · Software - Application
EPS came in at 0.28 against a street estimate of 0.28 — a beat of 0.0%.
Analysts rate Bentley Systems Inc a buy (10 buy, 5 hold, 1 sell out of 16) with an average price target of $44.47.
CONFIDENT BSY delivered 12% ARR growth, accelerating YoY. Strong renewals and new SMB logos drive momentum. Infrastructure AI monetization planned for 2027; adoption phase prioritized through 2026. Q2 2026 Americas largest region with robust federal/state funding and private capital. EMEA benefits from strong renewals; Europe strong but Germany deployment slower. APAC led by Australia and India; rail and offshore oil key opportunities. China faces geopolitical headwinds. Analysts pressed AI competitive risk, monetization timing, and cash flow H2 reversal. Management emphasized open MCP architecture (not proprietary), disciplined 2027 monetization sequencing, and working capital timing (not margin deceleration) explaining H2 step-up. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 5.56% |
| NORGES BANK | 3.14% |
| Swedbank AB | 2.98% |
| Vanguard Portfolio Management, LLC | 2.97% |
| T. Rowe Price Investment Management,Inc. | 2.64% |
| Kayne Anderson Rudnick Investment Management LLC | 2.34% |
| Vanguard Capital Management, LLC | 2.18% |
| Morgan Stanley - Brokerage Accounts | 2.02% |
| Document | Date |
|---|---|
| Company announcement · Q3 2026 BENTLEY SYSTEMS, INCORPORATED – FORM 8-K SUMMARY Filing Date: September 11, 2026 --- HEADLINE NUMBERS • Dividend declared: $0.07 per share for Q3 2 | 2026-09-11 |
| Quarterly report · Q2 2026 BENTLEY SYSTEMS, INCORPORATED — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenues (6 months ended June 30, 2026): $834.9 million, up from $734. | 2026-08-06 |
| Results announced · Q3 2026 BENTLEY SYSTEMS Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Total revenues Q2 2026: $410.7 million, up 12.8% year-over-year (12.2% constant currency) | 2026-08-06 |
| Shareholder vote results · Q2 2026 BENTLEY SYSTEMS, INCORPORATED – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held May 21, 2026 • Quarterly dividend declared a | 2026-05-26 |
| Quarterly report · Q1 2026 BENTLEY SYSTEMS, INCORPORATED – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues: $424.2 million (Q1 2026) vs. $370.5 million (Q1 2025), +14.5 | 2026-05-07 |
| Results announced · Q2 2026 BENTLEY SYSTEMS Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenues: $424.2 million, up 14.5% YoY (11.9% constant currency) • Subscriptions r | 2026-05-07 |
| Material agreement · Q2 2026 BENTLEY SYSTEMS, INCORPORATED - FORM 8-K SUMMARY HEADLINE NUMBERS • Company entered into First Amendment to Credit Agreement on April 23, 2026 • New | 2026-04-27 |
| Proxy statement · Q2 2026 BENTLEY SYSTEMS, INCORPORATED – PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal No. 1: Election of director nominees listed in th | 2026-04-10 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.07 / share ex-date Sep 22, 2026 · pay Sep 29, 2026 | 2026-09-22 |
| Dividend | $0.07 / share ex-date Jun 2, 2026 · pay Jun 11, 2026 | 2026-06-02 |
| Dividend | $0.07 / share ex-date Mar 10, 2026 · pay Mar 19, 2026 | 2026-03-10 |
| Dividend | $0.07 / share ex-date Dec 4, 2025 · pay Dec 11, 2025 | 2025-12-04 |
| Dividend | $0.07 / share ex-date Sep 23, 2025 · pay Sep 30, 2025 | 2025-09-23 |
| Announcement | Date |
|---|---|
| Board approves $500M stock repurchase program extension through 2028 Bentley Systems announced two shareholder-friendly actions on November 21, 2025. First, the Board declared a quarterly dividend of $0.07 per share, payable December 11, 2025 to shareholders | 2025-11-21 |
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Google PlayApp StoreData updated 2026-09-18.