Bentley Systems, Incorporated Class B (BSY)

Over the past six months, Bentley Systems' stock has experienced fluctuations, falling by -14.08% over the last six months and -20.82% in the last month. In Q3 CY2025, Bentley Systems reported results that exceeded market revenue expectations, with sales up 12% year-on-year. The company announced a quarterly dividend of $0.07 per share. Analyst ratings saw changes, including a downgrade from 'Buy' to 'Neutral' by Rosenblatt and a price target cut by JPMorgan Chase & Co. As of November 26, 2025, the stock closed at $41.12.

Demand for Bentley Systems' products and services is driven by long-term trends in global infrastructure investment and digital transformation rather than distinct seasonal patterns. The company benefits from ongoing global infrastructure investment and the increasing adoption of advanced AI and cloud solutions. China's market has shown strong demand, with the government mandating the use of 3D modeling for new road projects. The company's recurring revenue contributes to stable demand.

Bentley Systems, Inc. is a U.S.-based software development company providing software solutions for infrastructure engineering globally. They operate within the Information Technology sector, specifically in the Software and Infrastructure Engineering Software industries. Bentley Systems is known for pioneering digital twins for infrastructure projects, offering software for designing, building, and operating infrastructure across various sectors. Key product lines include Open Modeling Engineering Applications, Open Simulation Engineering Applications, Geoprofessional Applications, Project Delivery Systems, Asset and Network Performance Systems, iTwin Platform, and Bentley Infrastructure Cloud.

Bentley Systems, Inc. has a significant global presence, providing infrastructure engineering software solutions across the Americas, Europe, the Middle East, Africa, and the Asia-Pacific regions. The company is headquartered in Exton, Pennsylvania, U.S., and maintains departments in over 50 countries. In 2021, Bentley Systems generated revenue in 186 countries and supports over three million users in more than 170 countries.

Bentley Systems maintains a strong brand reputation as a pioneer in digital twins and for its commitment to open, interoperable solutions. They have been integrating AI into their offerings, announcing new applications and initiatives. Bentley Systems announced the winners of its 2025 Partner Excellence Awards and the 2025 Going Digital Awards. The company has addressed security and data privacy concerns regarding AI, emphasizing user control over data.

Bentley Systems' ownership includes institutional, insider, and retail investors. Major institutional shareholders include Vanguard Group Inc and BlackRock, Inc. Individual insiders own a significant proportion of the company, including Aktiengesellschaft Siemens, Spt Invest Management Sarl, Corinne Bentley, Marie Bentley, Keith A. Bentley, Raymond B. Bentley, Barry J. Bentley, and Gregory S. Bentley. The general public owns approximately 11% to 41.11% of the company's stock.