Latest news with #BentleySystems
Yahoo
a day ago
- Business
- Yahoo
Bentley Systems (BSY) Reported the 13th Quarter of Double-Digit ARR Growth
Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter began with a historically poor start but gained momentum later as tariff fears subsided and market volatility dropped precipitously. Conestoga Mid Cap Composite returned 3.46% net-of-fees in the quarter, trailing the Russell Mid Cap Growth Index's 18.20% return. After a strong first quarter in 2025, investor enthusiasm shifted towards high-beta and AI stocks following the "Liberation Day" announcements, creating a narrow leadership group that posed challenges for the Mid Cap Strategy in the second quarter. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, Conestoga Capital Advisors highlighted stocks such as Bentley Systems, Incorporated (NASDAQ:BSY). Bentley Systems, Incorporated (NASDAQ:BSY) is an infrastructure engineering software solutions provider. The one-month return of Bentley Systems, Incorporated (NASDAQ:BSY) was 8.56%, and its shares gained 20.63% of their value over the last 52 weeks. On July 25, 2025, Bentley Systems, Incorporated (NASDAQ:BSY) stock closed at $58.59 per share, with a market capitalization of $17.775 billion. Conestoga Capital Advisors stated the following regarding Bentley Systems, Incorporated (NASDAQ:BSY) in its second quarter 2025 investor letter: "Bentley Systems, Incorporated (NASDAQ:BSY), a provider of infrastructure engineering software, outperformed the benchmark in 2Q, delivering its thirteenth consecutive quarter of double-digit annual recurring revenue growth (ARR). Management saw strength in Public Works, Utilities, and Small/Medium sized customers, as well as a resilient infrastructure spending environment, underpinned by the flow through in government funding (IIJA)." A computer engineer in front of his screen monitoring a 3D model of a building, representing the company's open modeling and open simulation applications. Bentley Systems, Incorporated (NASDAQ:BSY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 38 hedge fund portfolios held Bentley Systems, Incorporated (NASDAQ:BSY) at the end of the first quarter compared to 35 in the previous quarter. Bentley Systems, Incorporated (NASDAQ: BSY) reported total revenues of $371 million for the first quarter, representing a 10% increase compared to the previous year and an 11% rise on a constant currency basis. While we acknowledge the potential of Bentley Systems, Incorporated (NASDAQ:BSY) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Bentley Systems, Incorporated (NASDAQ:BSY) and shared the list of AI news and ratings you probably missed. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
20-07-2025
- 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.
Hans India
19-07-2025
- Automotive
- Hans India
Bentley Systems' digital twins to accelerate infrastructure growth
Hyderabad: Bentley Systems, into infrastructure engineering software, hosted its flagship Innovation Day —Hyderabad, bringing together senior stakeholders from government agencies, engineering firms, and infrastructure consultancies to highlight the transformative impact of digital twins on India's infrastructure landscape. The full-day event highlighted Bentley's cutting-edge technologies for transportation and water infrastructure, emphasising how digital twins—virtual replicas of physical infrastructure—are driving real-time decision-making, enhancing operational efficiency, and enabling sustainable development. Through a combination of live demonstrations, case studies, and interactive sessions, Bentley showcased its commitment to advancing India's digital infrastructure journey in alignment with national programs like Gati Shakti, Smart Cities, and the Jal Jeevan Mission. In recent years, Andhra Pradesh and Telangana have made significant strides in multi-sector infrastructure development. Andhra Pradesh is expanding regional connectivity through new railways, highways, ports, and airports, while Telangana focuses on urban modernisation, road development, and industrial zone creation. Bentley's technologies are playing a pivotal role in these initiatives by offering scalable digital solutions tailored to both public and private sector needs. 'Innovation Day is not just an event—it's a platform to bring together leaders shaping the future of infrastructure,' said Kamalakannan Thiruvadi, Regional Executive – South Asia, Bentley Systems. 'As India scales its ambition in digital delivery, Bentley is proud to support this journey through technologies that make infrastructure more intelligent, interconnected, and resilient.' The event featured a keynote by Abhishek Sinha, Solution Architect at Bentley, who outlined how Bentley's solutions address modern infrastructure challenges across the asset lifecycle—from design and construction to operation and maintenance. Topics included subsurface modeling, stormwater management, 4D/5D visualisation, and the integration of AI, geospatial intelligence, IoT, and Python scripting within Bentley's digital twin platforms.
Hans India
18-07-2025
- Business
- Hans India
Bentley Systems' Innovation Day—Hyderabad Spotlights the Power of Digital Twins to Advance India's Infrastructure
Bentley Systems, Incorporated (Nasdaq: BSY), the infrastructure engineering software company, successfully concluded its Innovation Day—Hyderabad on July 17, 2025. The full-day event brought together senior leaders from government agencies, engineering firms, and infrastructure consultancies to explore how digital twins and open, integrated digital delivery are transforming the way India designs, builds, and manages infrastructure. The event focused on Bentley's industry-leading capabilities in transportation and water infrastructure, showcasing how digital twin technology is enabling real-time decision-making, operational resilience, and long-term sustainability. The diverse agenda reflected Bentley's commitment to helping infrastructure stakeholders accelerate their digital maturity through automation, AI integration, geospatial intelligence, and collaborative digital workflows. Over the past year, Andhra Pradesh and Telangana have made notable progress in infrastructure development across transportation, urban planning, industrial growth, and energy sectors. Andhra Pradesh has focused on enhancing regional connectivity through new railways, ports, highways, and airport projects, while also advancing metro systems and industrial parks to support economic expansion. In Telangana, infrastructure efforts have centered on road development, and urban modernization. Major upgrades in Hyderabad's transport network, including metro expansion and new flyovers, have complemented the state's push for the creation of new industrial zones. Enabling India's Infrastructure Vision Through Digital Leadership Bentley Innovation Day—Hyderabad reinforced the company's strategic role in India's digital infrastructure evolution. Through live demonstrations, local case studies, and interactive knowledge-sharing, attendees saw firsthand how Bentley is enabling: · Real-time visibility across infrastructure assets · Cost-effective operations and predictive maintenance · Scalable solutions for government missions and private sector innovation As India pushes forward under national programs like Gati Shakti, Smart Cities, and Jal Jeevan Mission, Bentley is equipping engineers, planners, and public agencies with the digital tools and insights needed to deliver projects that are sustainable, resilient, and future-ready. Both Andhra Pradesh and Telangana are actively pursuing integrated, multi-sector development to strengthen connectivity, attract investment, and drive long-term regional growth—contributing to the national vision of Viksit Bharat 2047. Aligned with this vision, Bentley Systems is committed to supporting resilient infrastructure and enabling inclusive, sustainable development across the Andhra Pradesh and Telangana region. Event Highlights and Key Sessions The day began with a welcome address by Kamalakannan Thiruvadi, Regional Executive – South Asia, Bentley Systems, that set the tone for industry transformation by highlighting Bentley's longstanding partnership with India's infrastructure ecosystem: 'Innovation Day is not just an event—it's a platform to bring together leaders shaping the future of infrastructure. As India scales its ambition in digital delivery, Bentley is proud to support this journey through technologies that make infrastructure more intelligent, interconnected, and resilient.' Abhishek Sinha, Solution Architect at Bentley, delivered the keynote, illustrating how Bentley addresses modern infrastructure challenges from design to operations. He highlighted cutting-edge capabilities including: · Subsurface modeling and structural engineering · Stormwater and wastewater network management · 4D/5D construction visualization · Next-generation solutions including AI, 3D Geospatial, Python integration, IoT, and Digital Twin applications User Success Stories: Digital Twins in Action In a session led by Amit Shrivastava, Senior Director, Solution Engineering, attendees heard firsthand how Indian organizations are leveraging Bentley's digital twin technology: · NHAI's live digital twin platform for highway project management · Orange City Water's integration of SCADA and GIS to optimize Nagpur's water system Bentley Technology in Action · Geospatial Intelligence and Infrastructure Delivery: Bentley team members demonstrated how the company's geospatially-enabled digital twins—powered by the iTwin Platform—enable smarter, faster decisions across the infrastructure lifecycle. · Integrated Workflows for Linear Infrastructure Projects:This session featured Bentley's Open applications and digital collaboration platforms, with insights from Prithviraj Singh of Arth Design Build. It also included a spotlight on workflow automation from Jacobs' engineering leads, Pradeep Devarabhotla and Sowmen Pradhan, focused on highways and rail. · Empowering Resilient Water Infrastructure: Biswajit Saha of GKW Consult GmbH explored how Bentley's OpenFlows drives performance in water networks—aligned with India's Smart Cities Mission and sustainable utility management. · Next-Gen Structural and Geotechnical Solutions: This session explored automation across PLAXIS, and Leapfrog. Tadepalli Prasanth of SECMEC Consultants shared unique challenges and digital solutions in the cement industry, further illustrating the breadth of Bentley's engineering applications. Reflecting on the event, Thiruvadi concluded,' India's infrastructure ambitions demand more than physical assets — they require a digital foundation that scales. The power of technology to accelerate project delivery, upskill the workforce, and drive data-driven decision-making is key to unlocking a more self-reliant, sustainable, and future-ready India. Bentley is proud to support this transformation, helping empower engineers and organizations shaping India's leadership on a global stage.'
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
