Rosenblatt Securities Cuts Bentley Systems (NASDAQ:BSY) Price Target to $50.00

Bentley Systems (NASDAQ:BSY) had its target price decreased by Rosenblatt Securities from $58.00 to $50.00 in a research report released on Tuesday morning,Benzinga reports. Rosenblatt Securities currently has a buy rating on the stock.

Several other equities analysts also recently issued reports on the company. Royal Bank Of Canada cut their target price on Bentley Systems from $65.00 to $48.00 and set an “outperform” rating on the stock in a research report on Monday, January 5th. JPMorgan Chase & Co. cut their price objective on Bentley Systems from $56.00 to $51.00 and set a “neutral” rating on the stock in a report on Thursday, November 6th. Oppenheimer decreased their target price on Bentley Systems from $65.00 to $53.00 and set an “outperform” rating for the company in a report on Tuesday, January 20th. UBS Group dropped their target price on Bentley Systems from $60.00 to $40.00 and set a “neutral” rating on the stock in a research report on Monday. Finally, Barclays cut their price target on shares of Bentley Systems from $57.00 to $47.00 and set an “equal weight” rating on the stock in a report on Monday, January 12th. Eight research 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, Bentley Systems currently has a consensus rating of “Moderate Buy” and a consensus price target of $50.67.

Bentley Systems Trading Up 14.0%

Shares of NASDAQ:BSY opened at $37.04 on Tuesday. The business’s 50-day moving average is $36.76 and its 200 day moving average is $44.83. 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 has a 1 year low of $30.97 and a 1 year high of $59.25. The firm has a market capitalization of $10.82 billion, a P/E ratio of 44.10, a P/E/G ratio of 2.25 and a beta of 1.21.

Bentley Systems (NASDAQ:BSY) last issued its quarterly earnings results on Thursday, February 26th. The company reported $0.27 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.27. The business had revenue of $391.58 million for the quarter, compared to analyst estimates of $381.79 million. Bentley Systems had a return on equity of 28.16% and a net margin of 18.45%.The company’s revenue was up 11.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.21 earnings per share. On average, research analysts predict that Bentley Systems will post 0.88 earnings per share for the current fiscal year.

Bentley Systems Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Tuesday, March 10th will be paid a $0.07 dividend. This represents a $0.28 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Tuesday, March 10th. Bentley Systems’s payout ratio is currently 33.33%.

Institutional Investors Weigh In On Bentley Systems

Several hedge funds have recently modified their holdings of the company. AGF Management Ltd. boosted its stake in Bentley Systems by 64.2% during the third quarter. AGF Management Ltd. now owns 180,633 shares of the company’s stock worth $9,299,000 after buying an additional 70,650 shares during the period. Manning & Napier Advisors LLC acquired a new position in shares of Bentley Systems in the 3rd quarter worth approximately $122,028,000. Rakuten Investment Management Inc. acquired a new position in shares of Bentley Systems in the 3rd quarter worth approximately $4,305,000. Pacer Advisors Inc. boosted its position in shares of Bentley Systems by 90.8% during the 3rd quarter. Pacer Advisors Inc. now owns 676,740 shares of the company’s stock worth $34,839,000 after purchasing an additional 322,012 shares during the period. Finally, Envestnet Asset Management Inc. increased its holdings in Bentley Systems by 5.7% in the 3rd 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 last quarter. 44.16% of the stock is owned by hedge funds and other institutional investors.

Key Bentley Systems News

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

• Positive Sentiment: Q4 sales topped Street estimates: Bentley reported revenue of $391.6M vs. consensus ~$381.8M, driving the immediate market move higher. Bentley Systems’s (NASDAQ:BSY) Q4 CY2025 Sales Top Estimates, Stock Soars
• Positive Sentiment: Earnings met expectations and showed year‑over‑year improvement: GAAP EPS of $0.27 matched consensus (vs. $0.21 a year ago) and net margin/ROE remained healthy, supporting the stock’s upside. Bentley Systems, Incorporated (BSY) Q4 Earnings Meet Estimates
• Positive Sentiment: FY‑2026 revenue guidance was reiterated/updated around ~$1.7B (above prior consensus ~$1.6B), which markets view as constructive for growth visibility and valuation support. (Company guidance release / slide deck available with earnings materials.)
• Neutral Sentiment: Investors are parsing the full earnings call — management commentary and the Q&A may influence near‑term sentiment; the transcript is available for deeper review. Bentley Systems, Incorporated (BSY) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analysts and outlets are publishing post‑earnings takes and metric breakdowns (Zacks coverage), useful for modeling recurring revenues and margin trajectory. Compared to Estimates, Bentley Systems (BSY) Q4 Earnings: A Look at Key Metrics
• Negative Sentiment: Analyst pushback: Rosenblatt cut its price target to $50, signaling some analyst skepticism on upside despite the quarter. Rosenblatt Securities Lowers Bentley Systems (NASDAQ:BSY) Price Target to $50.00
• Negative Sentiment: Elevated short interest: Recent filings showed ~17.7M shares short (~7.6% of shares), with a days‑to‑cover near ~4.7 — this raises volatility risk (pressure if shorts cover, or downside if negative headlines continue).

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.