Bentley Systems, Incorporated Class B (BSY)
Bentley Systems Faces Political Uncertainties Amid High Valuation (Downgrade)
Bentley Systems reported Q4 2024 results, meeting revenue estimates but missing non-GAAP EPS. Bentley's software market is projected to grow significantly, driven by digital twins and cloud environments, but it faces stiff competition and ongoing challenges in China. Financial trends show stable revenue but declining operating income and EPS, with increased SG&A and R&D expenses impacting operating leverage and margins.
Bentley Systems, Incorporated (BSY) Q4 2024 Earnings Call Transcript
Bentley Systems, Incorporated (NASDAQ:BSY ) Q4 2024 Results Conference Call February 26, 2025 8:15 AM ET Company Participants Eric Boyer - Investor Relations Officer Greg Bentley - Executive Chair Nicholas Cumins - Chief Executive Officer Werner Andre - Chief Financial Officer Conference Call Participants Matt Hedberg - RBC Jason Celino - KeyBanc Siti Panigrahi - Mizuho Kristen Owen - Oppenheimer Dylan Becker - William Blair Jay Vleeschhouwer - Griffin Securities Michael Funk - Bank of America Alexei Gogolev - JPMorgan Joshua Tilton - Wolfe Research Blair Abernethy - Rosenblatt Securities Eric Boyer Good morning, and thank you for joining Bentley Systems Q4 2024 Results and 2025 Outlook Webcast. I'm Eric Boyer, Bentley's Investor Relations Officer.
Compared to Estimates, Bentley Systems (BSY) Q4 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 December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Bentley Systems, Incorporated (BSY) Misses Q4 Earnings and Revenue Estimates
Bentley Systems, Incorporated (BSY) came out with quarterly earnings of $0.21 per share, missing the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.20 per share a year ago.
What Analyst Projections for Key Metrics Reveal About Bentley Systems (BSY) Q4 Earnings
Get a deeper insight into the potential performance of Bentley Systems (BSY) for the quarter ended December 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Meet the Supercharged Growth Stock That Could Make You a Millionaire
Bentley Systems (BSY -0.45%) is a growth stock with a big future. The infrastructure-engineering software company is a leader in its industry and offers investors a unique combination of exposure to infrastructure spending (a bipartisan-supported activity) and the exciting megatrend of digitizing engineering processes.
Bentley Systems: Undervalued Stock With Robust Operational Efficiency Presents A Buying Opportunity
Depressed valuation as compared to its historical range, unjustified by its sustainably strong margins. Niche and unrivalled product suite within infrastructure engineering, on top of the increasing adoption of digital twin and engagement of asset owner-operators. Strong operational efficiency, as evidenced by its consistently high free cash flow conversion and account retention.
Bentley Systems: Rating Upgrade On Cheaper Valuation And Positive Growth Outlook
Upgraded BSY rating to buy due to attractive valuation at 40x forward PE and expected revenue growth acceleration to mid-teens percentage in coming years. Growth drivers include new AI-powered "Plus" applications and increased E365 subscription adoption, enhancing productivity and reducing procurement friction. Valuation decline creates an attractive entry point; BSY deserves to trade at its historical average of 46x forward PE if growth accelerates.
Is the Options Market Predicting a Spike in Bentley Systems (BSY) Stock?
Investors need to pay close attention to Bentley Systems (BSY) stock based on the movements in the options market lately.
Bentley Systems, Incorporated (BSY) Q3 2024 Earnings Call Transcript
Bentley Systems, Incorporated (NASDAQ:BSY ) Q3 2024 Earnings Conference Call November 7, 2024 8:15 AM ET Company Participants Eric Boyer - IR Greg Bentley - Executive Chair Nicholas Cumins - Chief Executive Officer Werner Andre - Chief Financial Officer Julien Moutte - Chief Technology Officer Conference Call Participants Joseph Vruwink - Robert W. Baird & Co. Matt Hedberg - RBC Clarke Jeffries - Piper Sandler Kristen Owen - Oppenheimer Jason Celino - KeyBanc Jay Vleeschhouwer - Griffin Michael Funk - Bank of America Dylan Becker - William Blair Joshua Tilton - Wolfe Research Eric Boyer Good morning and thank you for joining Bentley Systems' Q3 2024 Results Webcast.
Bentley Motors further delays all-EV plan amid weak demand as it embraces plug-in hybrids
Bentley Motors is once again pushing back a target to exclusively offer all-electric vehicles, with plans to continue leaning into plug-in hybrid electric vehicles through at least 2035. The Volkswagen-owned carmaker initially said in 2020 that it planned to exclusively offer all-electric vehicles by the end of this decade.
Here's What Key Metrics Tell Us About Bentley Systems (BSY) Q3 Earnings
Although the revenue and EPS for Bentley Systems (BSY) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
