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Bentley Systems, Incorporated (BSY) Presents at 53rd Annual Nasdaq Investor Conference Transcript
I've upgraded Bentley Systems to Buy at around $42, driven by AI infrastructure growth and a recent stock price decline. BSY benefits from strong free cash flow, shareholder-friendly capital allocation, and a recurring revenue model in a rapidly expanding engineering software market. The company's focus on AI-enabled workflows, enterprise migration to E365, and expansion into new segments supports long-term growth potential.
| Software Industry | Information Technology Sector | Nicholas H. Cumins CEO | XBER Exchange | US08265T2087 ISIN |
| US Country | 5,500 Employees | 4 Dec 2025 Last Dividend | - Last Split | 23 Sep 2020 IPO Date |
Bentley Systems, Incorporated is a prominent company that specializes in providing comprehensive infrastructure engineering software solutions across multiple regions including the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company distinguishes itself by offering a wide range of tools aimed at professionals in the fields of civil, structural, geotechnical, subsurface, and process engineering, as well as architects, geospatial professionals, city and regional planners, contractors, fabricators, and operations and maintenance engineers. Founded in 1984 and headquartered in Exton, Pennsylvania, Bentley Systems, Incorporated has grown to encompass a broad portfolio of subsidiaries, further amplifying its impact on the global infrastructure engineering industry.
Applications such as OpenBridge, OpenBuildings, and OpenRail support tasks ranging from bridge design to building information modeling (BIM) and rail network design. Additionally, simulation tools like RAM and SACS cater to specific engineering analysis needs.
These tools assist professionals in accurately modeling and simulating near and deep subsurface conditions, essential for effective project planning and risk management in infrastructure projects.
The iTwin platform is another innovative solution that enables the creation and curation of 4D/5D digital twins of physical infrastructure, enhancing the lifecycle management of assets through digital representation.