Bentley Systems (NASDAQ:BSY) Price Target Cut to $50.00 by Analysts at Mizuho

Bentley Systems (NASDAQ:BSY) had its target price dropped by analysts at Mizuho from $62.00 to $50.00 in a report issued on Friday,Benzinga reports. The firm presently has an “outperform” rating on the stock. Mizuho’s target price indicates a potential upside of 35.91% from the company’s current price.

BSY has been the topic of a number of other reports. BMO Capital Markets assumed coverage on shares of Bentley Systems in a research report on Thursday, January 22nd. They set an “outperform” rating and a $48.00 price target on the stock. Piper Sandler cut their price objective on Bentley Systems from $63.00 to $60.00 and set an “overweight” rating for the company in a report on Thursday, November 6th. Rosenblatt Securities lowered their price target on shares of Bentley Systems from $58.00 to $50.00 and set a “buy” rating for the company in a report on Tuesday. Oppenheimer dropped their target price on shares of Bentley Systems from $53.00 to $43.00 and set an “outperform” rating on the stock in a report on Friday. Finally, Royal Bank Of Canada reduced their target price on shares of Bentley Systems from $65.00 to $48.00 and set an “outperform” rating for the company in a report on Monday, January 5th. Eight research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Bentley Systems has a consensus rating of “Moderate Buy” and an average price target of $49.83.

Bentley Systems Price Performance

BSY stock traded down $0.25 during trading on Friday, reaching $36.79. 1,875,667 shares of the company were exchanged, compared to its average volume of 2,951,974. Bentley Systems has a twelve month low of $30.97 and a twelve month high of $59.25. The company has a debt-to-equity ratio of 1.04, a current ratio of 0.61 and a quick ratio of 0.61. The company has a market capitalization of $10.74 billion, a price-to-earnings ratio of 43.80, a P/E/G ratio of 2.25 and a beta of 1.21. The company has a 50-day moving average of $36.76 and a two-hundred day moving average of $44.83.

Bentley Systems (NASDAQ:BSY) last released its quarterly earnings results on Thursday, February 26th. The company reported $0.27 EPS for the quarter, meeting analysts’ consensus estimates of $0.27. The firm 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 business’s revenue was up 11.9% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.21 EPS. As a group, equities analysts predict that Bentley Systems will post 0.88 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. Allworth Financial LP lifted its stake in Bentley Systems by 37.6% in the 2nd quarter. Allworth Financial LP now owns 702 shares of the company’s stock valued at $38,000 after purchasing an additional 192 shares during the last quarter. Thrive Wealth Management LLC raised its position in shares of Bentley Systems by 2.5% in the third quarter. Thrive Wealth Management LLC now owns 8,301 shares of the company’s stock valued at $427,000 after purchasing an additional 200 shares during the period. Genesis Private Wealth LLC lifted its stake in Bentley Systems by 5.4% in the 3rd quarter. Genesis Private Wealth LLC now owns 3,967 shares of the company’s stock worth $204,000 after purchasing an additional 204 shares in the last quarter. Shell Asset Management Co. raised its position in shares of Bentley Systems by 4.8% during the 3rd quarter. Shell Asset Management Co. now owns 5,421 shares of the company’s stock valued at $279,000 after buying an additional 246 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its position in Bentley Systems by 2.3% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 11,203 shares of the company’s stock worth $589,000 after acquiring an additional 247 shares during the last quarter. 44.16% of the stock is currently owned by hedge funds and other institutional investors.

Bentley Systems News Summary

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

• Positive Sentiment: Q4 results and above-consensus FY26 guide — Bentley reported stronger subscription mix and 4Q25 EPS growth (28.6% YoY) and issued revenue guidance of ~$1.7B (roughly 12% constant-currency growth), which analysts view as evidence of enterprise upgrades and services reacceleration. Bentley Systems: Positive On Q4 Outperformance And Above-Consensus Guide
• Positive Sentiment: Top-line beat — Revenue for the quarter came in at ~$391.6M vs. consensus ~$381.8M; EPS matched consensus ($0.27). The mix shift toward enterprise subscriptions and accelerating service revenue are the main drivers cited for the rally. Bentley Systems’s Q4 CY2025 Sales Top Estimates, Stock Soars
• Positive Sentiment: Dividend declared — Bentley announced a quarterly dividend of $0.07 (annualized yield ~0.8%), which may modestly support investor demand for the shares. (Ex-dividend: March 10; record date March 10; pay date March 19.)
• Neutral Sentiment: Earnings call materials available — The Q4 earnings call transcript and investor slide deck are posted for deeper detail on product mix, margins and guidance assumptions for FY26. Useful for investors who want to probe management’s cadence and revenue drivers. Q4 2025 Earnings Call Transcript Press Release / Slide Deck
• Neutral Sentiment: Analyst commentary and metric breakdowns — Coverage pieces (Zacks, MarketBeat) note EPS met estimates and provide granular metric views; they help investors assess sustainability of growth and margins but don’t change fundamentals immediately. Zacks: Q4 Earnings Meet Estimates
• Negative Sentiment: Analyst price-target cuts — Oppenheimer trimmed its PT from $53 to $43 (still an outperform rating) and Rosenblatt lowered its PT to $50; such trims can reduce upside expectations and weigh on near-term trading. Benzinga: Oppenheimer Lowers Price Target Rosenblatt Lowers Price Target
• Negative Sentiment: Rising short interest — Short interest increased in February to ~17.7M shares (≈7.6% of float) with a ~4.7 days-to-cover figure at prior volume levels, which can add selling pressure or volatility if sentiment turns negative.

About Bentley Systems

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.