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BSYBentley Systems, IncorporatedBuy Wait5.6·$30.55-0.06%
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Bentley Systems, Incorporated (BSY) Stock Analysis

Falling Knife setup

Buy WaitDEATH CROSS (EXEMPT)Moderate Confidence

Technology · Software - Application

Wait for pullback to $30.15. Weak momentum — blocks BUY_NOW at $30.55. Engine's entry $30.15 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Geographic: outside U.S. (59.0%); Elevated risk factors.

Bentley Systems develops infrastructure engineering software across public works/utilities, resources, industrial, and commercial sectors, serving nearly 42,000 accounts in 189 countries. Revenue flows primarily from E365 consumption subscriptions and SELECT perpetual licenses,... Read more

$30.55+31.0% A.UpsideScore 5.6/10#59 of 98 Software - Application
QualityF-score7 / 9FCF yield4.49%
IncomeYield0.91%(5y avg 0.42%)Payout32.18%sustainable
Entry $30.15(Support Atr Sticky)Stop $27.32Target $39.52(analyst − 13%)A.R:R 3.1:1Setup A.R:R 5.8:1
Analyst target$45.43+48.7%14 analysts
$39.52our TP
$30.55price
$45.43mean
$61

Wait for pullback to $30.15. Weak momentum — blocks BUY_NOW at $30.55. Engine's entry $30.15 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Geographic: outside U.S. (59.0%); Elevated risk factors. Chart setup: Death cross, below all MAs, RSI 38, MACD bearish. Maintain position. Not compelling to add more. | News modifier +1 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Score 5.6/10, moderate confidence.

Passes 9/11 gates (positive momentum, favorable risk/reward ratio, clean insider activity, positive momentum, no SEC red flags, news events none recent, earnings proximity 52d clear, semi cycle peak clear, materials cycle peak clear). Suitability: moderate.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Aug 5, 202652d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Earnings estimates trending UP
High-quality business
Risks
Concentration risk — Geographic: outside U.S. (59.0%)
Elevated risk factors
Below 200-MA, MA slope -7.7%/30d (confirmed downtrend)

Key Metrics

P/E (TTM)35.3
P/E (Fwd)19.4
Mkt Cap$9.3B
EV/EBITDA24.0
Profit Mgn18.1%
ROE24.3%
Rev Growth14.5%
Beta0.99
Dividend0.91%
Rating analysts20

Quality Signals

Piotroski F7/9MoatWideCompounder

Options Flow

P/C1.33bearish
IV99%elevated
Max Pain$45+47.3% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHGeographicoutside U.S.59%
    10-K Item 1A: 'Approximately 59%, 58%, and 58% of our total revenues were from outside the U.S. for the years ended December 31, 2025, 2024, and 2023, respectively.'
  • LOWGeographicAPAC including China18%
    10-K Item 1A: 'Approximately 18% of our total revenues for the years ended December 31, 2025, 2024, and 2023 relate to infrastructure projects in APAC, including China.'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Value Rank
3.2
Growth Rank
4.7
Quality Rank
7.3
GatesMomentum 5.0<5.5 (soft — BUY_NOW allowed but watch)Death cross exempted (quality + momentum high enough)Momentum 5.0>=4.5A.R:R 3.1 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 52d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARFalling KnifeSuitability: Moderate
RSI
38 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $29.45Resistance $35.27

Price Targets

$27
$30
$40
A.Upside+29.4%
A.R:R3.1:1
Setup A.R:R (at entry)5.8:1

Position Sizing

ConvictionHigh conviction
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! NEWS_MOD=+1: HOLD_IF_HOLDING → STRONG_BUY_WAIT

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-08-05 (52d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BSY stock a buy right now?

Wait for pullback to $30.15. Weak momentum — blocks BUY_NOW at $30.55. Engine's entry $30.15 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Geographic: outside U.S. (59.0%); Elevated risk factors. Chart setup: Death cross, below all MAs, RSI 38, MACD bearish. Maintain position. Not compelling to add more. | News modifier +1 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Target $39.52 (+29.4%), stop $27.32 (−11.8%), Setup A.R:R 5.8:1. Score 5.6/10, moderate confidence.

What is the BSY stock price target?

Take-profit target: $39.52 (+31.0% upside). Target $39.52 (+29.4%), stop $27.32 (−11.8%), Setup A.R:R 5.8:1. Stop-loss: $27.32.

What are the risks of investing in BSY?

Concentration risk — Geographic: outside U.S. (59.0%); Elevated risk factors; Below 200-MA, MA slope -7.7%/30d (confirmed downtrend).

Is BSY overvalued or undervalued?

Bentley Systems, Incorporated trades at a P/E of 35.3 (forward 19.4). TrendMatrix value score: 5.5/10. Verdict: Buy (Wait for Entry).

What do analysts say about BSY?

20 analysts cover BSY with a consensus score of 4.0/5. Average price target: $45.

What does Bentley Systems, Incorporated do?Bentley Systems develops infrastructure engineering software across public works/utilities, resources, industrial, and...

Bentley Systems develops infrastructure engineering software across public works/utilities, resources, industrial, and commercial sectors, serving nearly 42,000 accounts in 189 countries. Revenue flows primarily from E365 consumption subscriptions and SELECT perpetual licenses, with direct sales generating approximately 94% of 2025 revenues.

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