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The latest announcement is out from Bentley Systems ( (BSY) ).
Bentley Systems reported on February 26, 2026 that fourth-quarter 2025 revenue rose 11.9% year-on-year to $391.6 million, with subscription revenue up 13% and operating margin improving to 20%, while annualized recurring revenue reached $1.46 billion and free cash flow jumped to $136.2 million. For full year 2025, revenue climbed 11% to $1.50 billion, margins and EPS increased, free cash flow reached $520.2 million, and management highlighted disciplined execution, strong cash generation, and leverage reduced to 2.1 times, enabling dividends, buybacks and programmatic acquisitions.
The company set a 2026 outlook calling for constant-currency revenue growth of 11% to 13%, ARR growth of 10.5% to 12.5%, further margin expansion, and free cash flow of $500 million to $570 million, underlining confidence in continued double-digit growth. Bentley also underscored strategic progress in AI-driven asset analytics through the late-2025 acquisitions of Talon Aerolytics and Pointivo technology, positioning it for leadership in infrastructure asset optimization, while its board declared a first-quarter 2026 dividend of $0.07 per share payable March 19, 2026 to shareholders of record on March 10, 2026.
The most recent analyst rating on (BSY) stock is a Buy with a $50.00 price target. To see the full list of analyst forecasts on Bentley Systems stock, see the BSY Stock Forecast page.
Spark’s Take on BSY Stock
According to Spark, TipRanks’ AI Analyst, BSY is a Outperform.
Bentley Systems’ overall stock score is driven by strong financial performance and positive earnings call insights, highlighting robust ARR growth and strategic investments in AI. However, the high P/E ratio and bearish technical indicators suggest caution. The company’s strategic focus on infrastructure and digital transformation, along with its solid financial foundation, supports a positive long-term outlook, but short-term valuation and technical challenges remain.
To see Spark’s full report on BSY stock, click here.
More about Bentley Systems
Bentley Systems, Incorporated is a Nasdaq-listed infrastructure engineering software company that generates most of its revenues from subscriptions and related services. Its portfolio spans modeling, simulation, digital twins, and asset analytics solutions aimed at infrastructure owners and engineering firms globally, with growing emphasis on AI-enabled design and operations, and expansion into critical resources via its Seequent business.
Average Trading Volume: 2,526,908
Technical Sentiment Signal: Sell
Current Market Cap: $9.82B
For a thorough assessment of BSY stock, go to TipRanks’ Stock Analysis page.