Latest news with #BSY
Yahoo
5 days ago
- Business
- Yahoo
When Should You Buy Bentley Systems, Incorporated (NASDAQ:BSY)?
Bentley Systems, Incorporated (NASDAQ:BSY) received a lot of attention from a substantial price increase on the NASDAQGS over the last few months. The recent jump in the share price has meant that the company is trading at close to its 52-week high. As a large-cap stock with high coverage by analysts, you could assume any recent changes in the company's outlook is already priced into the stock. However, what if the stock is still a bargain? Let's examine Bentley Systems's valuation and outlook in more detail to determine if there's still a bargain opportunity. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. What Is Bentley Systems Worth? The stock seems fairly valued at the moment according to our valuation model. It's trading around 17.14% above our intrinsic value, which means if you buy Bentley Systems today, you'd be paying a relatively fair price for it. And if you believe the company's true value is $49.35, then there isn't really any room for the share price grow beyond what it's currently trading. Is there another opportunity to buy low in the future? Since Bentley Systems's share price is quite volatile, we could potentially see it sink lower (or rise higher) in the future, giving us another chance to buy. This is based on its high beta, which is a good indicator for how much the stock moves relative to the rest of the market. See our latest analysis for Bentley Systems What kind of growth will Bentley Systems generate? Investors looking for growth in their portfolio may want to consider the prospects of a company before buying its shares. Buying a great company with a robust outlook at a cheap price is always a good investment, so let's also take a look at the company's future expectations. Bentley Systems' earnings over the next few years are expected to increase by 84%, indicating a highly optimistic future ahead. This should lead to more robust cash flows, feeding into a higher share value. What This Means For You Are you a shareholder? BSY's optimistic future growth appears to have been factored into the current share price, with shares trading around its fair value. However, there are also other important factors which we haven't considered today, such as the financial strength of the company. Have these factors changed since the last time you looked at the stock? Will you have enough conviction to buy should the price fluctuates below the true value? Are you a potential investor? If you've been keeping tabs on BSY, now may not be the most optimal time to buy, given it is trading around its fair value. However, the optimistic prospect is encouraging for the company, which means it's worth diving deeper into other factors such as the strength of its balance sheet, in order to take advantage of the next price drop. So while earnings quality is important, it's equally important to consider the risks facing Bentley Systems at this point in time. At Simply Wall St, we found 2 warning signs for Bentley Systems and we think they deserve your attention. If you are no longer interested in Bentley Systems, you can use our free platform to see our list of over 50 other stocks with a high growth potential. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
17-07-2025
- Business
- Yahoo
Buy Like Big Money: Bentley Systems Lifting Off
BSY develops software for infrastructure engineering, including roads, bridges, rail, transit, water, wastewater, public works, utilities, campuses, mining, and industrial facilities. BSY's first-quarter fiscal 2025 earnings report showed quarterly revenue of $371 million, 11% subscription growth, and $216 million in free cash flow for further expansion. No wonder BSY shares are up 22% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock. Bentley Systems Sees Huge Inflows Institutional volumes reveal plenty. In the last year, BSY has enjoyed strong investor demand, which we believe to be institutional support. Each green bar signals unusually large volumes in BSY shares. They reflect our proprietary inflow signal, pushing the stock higher: Plenty of technology names are under accumulation right now. But there's a powerful fundamental story happening with Bentley Systems. Bentley Systems Fundamental Analysis Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, BSY has had strong sales and earnings growth: 3-year sales growth rate (+11.9%) 3-year EPS growth rate (+47.3%) Source: FactSet Also, EPS is estimated to ramp higher this year by +13.3%. Now it makes sense why the stock has been generating Big Money interest. BSY has a track record of strong financial performance. Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term. Bentley Systems recently became a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis. It just received four rare Outlier 20 inflow signals. The blue bars below show when BSY was a top pick…Big Money is making it rise: Tracking unusual volumes reveals the power of money flows. This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward. Bentley Systems Price Prediction The BSY action isn't new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio. Disclosure: the author holds no position in BSY at the time of publication. If you are a Registered Investment Advisor (RIA) or are a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights. This article was originally posted on FX Empire More From FXEMPIRE: Some Gains for the Aussie Dollar After the RBA Unexpectedly Holds SoFi Shares See Huge Bullish Signal, Could Rise More Spot Outliers Like AI Star Broadcom Before They Pop Credo's Revenue Soars, Attracts Big Money Inflows Limited Bounce for the Dollar After a Stronger NFP Why Nextracker Could Be the Next Big Money Outlier
Yahoo
09-07-2025
- Business
- Yahoo
The 5 Most Interesting Analyst Questions From Bentley's Q1 Earnings Call
Bentley's first quarter results were shaped by expanding recurring revenues, ongoing account diversification, and robust demand from infrastructure-focused sectors. Management credited the company's improved business mix, particularly its reduced exposure to cyclical commercial and industrial segments, and highlighted the strength of its E365 enterprise subscription program. CEO Nicholas Cumins noted that the addition of over 600 new small and mid-size business customers, as well as high retention rates, contributed to steady annual recurring revenue growth. Public Works and Utilities remained strong, with infrastructure funding and engineering workforce shortages supporting software adoption. Is now the time to buy BSY? Find out in our full research report (it's free). Revenue: $370.5 million vs analyst estimates of $365.4 million (9.7% year-on-year growth, 1.4% beat) Adjusted EPS: $0.35 vs analyst estimates of $0.30 (16.6% beat) Adjusted Operating Income: $143.5 million vs analyst estimates of $130.7 million (38.7% margin, 9.8% beat) Operating Margin: 31.1%, up from 27.2% in the same quarter last year Net Revenue Retention Rate: 110%, in line with the previous quarter Annual Recurring Revenue: $1.32 billion at quarter end, up 11.2% year on year Billings: $368.8 million at quarter end, up 13.4% year on year Market Capitalization: $16.94 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Joe Vruwink (Baird) asked about the mix of state versus federal funding in U.S. infrastructure and the impact of shifting federal priorities. CEO Greg Bentley and CEO Nicholas Cumins explained that while the headline funding amount is steady, a greater focus on roads and permitting reform could benefit Bentley. Matt Hedberg (RBC) inquired about macroeconomic pressures in sensitive segments like commercial facilities and industrial. Cumins noted continued softness in commercial facilities, but said industrial sentiment is improving due to U.S. manufacturing initiatives. Jason Celino (KeyBanc) sought clarity on ARR growth seasonality and linearity through the year. CFO Werner Andre detailed that sequential growth is expected to be higher in Q2 and Q4, with Q3 as a seasonal low due to timing of deals. Siti Panigrahi (Mizuho) asked about the progress integrating Cesium and the Google partnership into asset analytics. Cumins reported successful adoption and expects expanded reach and win rates, noting ongoing development of new use cases. Blair Abernethy (Rosenblatt Securities) questioned how Bentley is using AI to address the engineering talent shortage. Cumins described automating drawing production and leveraging customer data—with consent—to train AI agents, while also using AI internally to improve developer productivity. In the coming quarters, the StockStory team will be watching (1) the pace of adoption for AI-powered automation in Bentley's engineering applications, (2) the monetization and traction of asset analytics platforms, especially those integrating Google's data, and (3) continued growth in public sector infrastructure funding across key geographies. Expansion in asset operations and maintenance will also be a critical indicator for future recurring revenue growth. Bentley currently trades at $53.86, up from $43.75 just before the earnings. Is the company at an inflection point that warrants a buy or sell? See for yourself in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.
Yahoo
04-07-2025
- Business
- Yahoo
Are Computer and Technology Stocks Lagging Bentley Systems (BSY) This Year?
For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Bentley Systems, Incorporated (BSY) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question. Bentley Systems, Incorporated is a member of the Computer and Technology sector. This group includes 607 individual stocks and currently holds a Zacks Sector Rank of #5. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. Bentley Systems, Incorporated is currently sporting a Zacks Rank of #2 (Buy). Over the past three months, the Zacks Consensus Estimate for BSY's full-year earnings has moved 4.3% higher. This shows that analyst sentiment has improved and the company's earnings outlook is stronger. According to our latest data, BSY has moved about 18.5% on a year-to-date basis. In comparison, Computer and Technology companies have returned an average of 8.2%. This means that Bentley Systems, Incorporated is performing better than its sector in terms of year-to-date returns. One other Computer and Technology stock that has outperformed the sector so far this year is Flex (FLEX). The stock is up 34.6% year-to-date. In Flex's case, the consensus EPS estimate for the current year increased 1.7% over the past three months. The stock currently has a Zacks Rank #2 (Buy). Breaking things down more, Bentley Systems, Incorporated is a member of the Internet - Software industry, which includes 173 individual companies and currently sits at #47 in the Zacks Industry Rank. This group has gained an average of 16.2% so far this year, so BSY is performing better in this area. Flex, however, belongs to the Electronics - Miscellaneous Products industry. Currently, this 37-stock industry is ranked #165. The industry has moved +16.8% so far this year. Bentley Systems, Incorporated and Flex could continue their solid performance, so investors interested in Computer and Technology stocks should continue to pay close attention to these stocks. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Bentley Systems, Incorporated (BSY) : Free Stock Analysis Report Flex Ltd. (FLEX) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
New Indian Express
26-06-2025
- Health
- New Indian Express
NMDC to offer free courses for ST students
HYDERABAD: The National Mineral Development Corporation Limited (NMDC) has announced two key education initiatives under its Corporate Social Responsibility (CSR) programme, aimed at empowering tribal youth through free, high-quality professional education. The initiatives — Balika Shiksha Yojana (BSY) for tribal girls and a Medical Technology Programme in partnership with Apollo University, Chittoor — are designed to bridge the opportunity gap for tribal communities. As part of BSY, NMDC is offering 100% free nursing education to young tribal girls from Bastar, Dantewada, Sukma, Kondagaon, Bijapur, and Narayanpur. The selected students can pursue BSc Nursing (4 years) or GNM (General Nursing and Midwifery, 3 years) courses at reputed institutions such as Apollo School of Nursing, Yashoda School of Nursing, and KIMS College of Nursing in Hyderabad.
