Bentley Systems, Incorporated Class B (BSY)
Heartland Mid Cap Value Fund Q3 2026 Portfolio Activity
Bentley Systems, a newly initiated position during the quarter, is an example of a stock getting heavily discounted by a negative top-down industry narrative, with defensible and compelling long-term prospects. Watsco announced the acquisition of two separate family-run businesses. These acquisitions should increase revenue and cash flow by roughly 10%. We remained committed to MarketAxess stock for several reasons, including the fact that the company was exiting a heavy investment cycle, setting up strong operating leverage.
Bentley Systems Q2 Earnings Call Highlights
Bentley Systems NASDAQ: BSY reported second-quarter revenue growth of 12.8% year over year, supported by continued demand for infrastructure engineering software across resources, public works and utilities, and electric-grid markets.
Bentley Systems, Incorporated (BSY) Surpasses Q2 Earnings Estimates
Bentley Systems, Incorporated (BSY) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.32 per share. This compares to earnings of $0.32 per share a year ago.
Compared to Estimates, Bentley Systems (BSY) Q2 Earnings: A Look at Key Metrics
Although the revenue and EPS for Bentley Systems (BSY) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Ahead of Bentley Systems (BSY) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Evaluate the expected performance of Bentley Systems (BSY) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Is the Options Market Predicting a Spike in Bentley Systems Stock?
Investors need to pay close attention to BSY stock based on the movements in the options market lately.
Bentley Systems, Incorporated (BSY) Presents at 54th Nasdaq & Jefferies Investor Conference Transcript
Bentley Systems, Incorporated (BSY) Presents at 54th Nasdaq & Jefferies Investor Conference Transcript
Bentley Systems Bets on Infrastructure AI as Monetization Remains in Early Innings
Bentley Systems NASDAQ: BSY Chairman Greg Bentley used an appearance at the J.P. Morgan Boston TMC Conference to outline why the infrastructure software company sees artificial intelligence as a long-term growth driver, while acknowledging that commercial monetization of some AI-related capabilities is still in its early stages.
Bentley Systems, Incorporated (BSY) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Bentley Systems, Incorporated (BSY) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Bentley Systems: Street-Beating Earnings And Structural Tailwinds Justify A 'Buy'
I stick with a "Buy" rating for Bentley Systems after assessing its outlook over different time horizons. Its near-term outlook is favorable, given the outperformance of its Resources business, Seequent, and a shift towards a higher subscription revenue mix. AI and geopolitics offer long-term catalysts; BSY should benefit from an increased emphasis on energy security and agentic AI's rise, supporting increased software expenditures.
Bentley Systems, Incorporated (BSY) Q1 2026 Earnings Call Transcript
Bentley Systems, Incorporated (BSY) Q1 2026 Earnings Call Transcript
Compared to Estimates, Bentley Systems (BSY) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Bentley Systems (BSY) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
