Bentley Systems, Incorporated - Class B Common Stock (BSY)

Infrastructure engineering software company Bentley Systems (NASDAQ:BSY) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 11.9% year on year to $391.6 million. The company’s full-year revenue guidance of $1.7 billion at the midpoint came in 3.2% above analysts’ estimates. Its non-GAAP profit of $0.27 per share was in line with analysts’ consensus estimates.

Bentley Systems, Incorporated (Nasdaq: BSY), the infrastructure engineering software company, today announced results for the quarter ended December 31, 2025 and its financial outlook for 2026.

Infrastructure engineering software company Bentley Systems (NASDAQ:BSY) will be reporting earnings this Thursday before market hours. Here’s what to expect.

A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. The anxiety stemmed from the rapid adoption of new 'agentic AI' tools, which some investors believed could dismantle traditional Software-as-a-Service (SaaS) business models. This 'AI Panic' led to indiscriminate selling across the sector. The market move reflected growing concerns about the downside of the AI boom for established software companies.

A number of stocks jumped in the afternoon session after analysts suggested that the recent "SaaSpocalypse" sell-off had pushed valuations into deeply oversold territory, sparking a wave of opportunistic buying. 

Seequent, The Bentley Subsurface Company, has streamlined laboratory testing in OpenGround, the leading cloud-connected geotechnical data management solution. The new OpenGround Labs capability enables seamless transfer of soil and rock sample data from field collection to laboratory testing and reporting, with results delivered directly to engineers.

A number of stocks fell in the afternoon session after fears of disruption from artificial intelligence spooked investors, leading to a broad-based sell-off. The market witnessed a "basket-style reaction," a term for when investors reduce exposure to an entire segment without differentiating between individual company business models. The negative sentiment was widespread, pulling down all of the Magnificent Seven stocks and sending the S&P 500 Information Technology Sector down nearly 3%.

Seequent, the Bentley Subsurface company, says mining and civil geoprofessionals turning to AI still struggle to unlock value from increasingly complex, multisource datasets, according to its 7th Geoprofessionals Data Management Report.

Bentley Systems, Incorporated (Nasdaq: BSY), the infrastructure engineering software company, will release its fourth quarter and full year 2025 results and 2026 financial outlook before the market opens on Thursday, February 26, 2026. Senior management will host a webcast to discuss the company’s results at 8:15 a.m. ET. The results press release and link to the webcast will be available prior to the start of the webcast on the company’s investor relations website at https://investors.bentley.com

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A number of stocks jumped in the afternoon session after reports of easing geopolitical tensions in Greenland boosted investor sentiment. 

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Bentley Systems (NASDAQ:BSY) and the best and worst performers in the vertical software industry.

Bentley Systems, Incorporated (Nasdaq: BSY), the infrastructure engineering software company, today announced it has repaid at maturity the $678 million principal balance and accrued interest on its 0.125% Convertible Senior Notes due 2026. The repayment was funded by cash on hand and $610MM drawn from the company’s previously unused revolving credit facilities. $575 million of 0.375% Convertible Senior notes due mid-2027 remain outstanding.

A number of stocks jumped in the afternoon session after a broader market rally drove investor optimism in artificial intelligence and big tech stocks. The S&P 500, Dow Jones, and Nasdaq all pushed higher, approaching record levels set late last year. 

Bentley Systems, Incorporated (Nasdaq: BSY), the infrastructure engineering software company, today announced the acquisitions of Talon Aerolytics and the technology and technical expertise of Pointivo. These acquisitions, which closed in December, significantly strengthen Bentley’s Asset Analytics portfolio, which applies digital twins and AI to help owner-operators improve asset performance and resilience across infrastructure sectors.

Date: December 25, 2025 Introduction As 2025 draws to a close, Autodesk, Inc. (NASDAQ: ADSK) stands at a critical juncture in its 43-year history. Long regarded as the undisputed titan of Computer-Aided Design (CAD), the company has recently navigated a turbulent period characterized by accounting investigations, a high-stakes battle with activist investor Starboard Value, and [...]

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Bentley Systems’s stock price has taken a beating over the past six months, shedding 24.5% of its value and falling to $39.65 per share. This may have investors wondering how to approach the situation.

A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official bolstered hopes for an interest rate cut. The positive sentiment followed comments from New York Federal Reserve President John Williams, a voting member of the rate-setting Federal Open Market Committee (FOMC), who indicated he sees room for further policy easing. Following his remarks, the probability of a December rate cut surged from 39% to 71%, according to the CME FedWatch Tool, causing Treasury yields to fall. Lower interest rates can be particularly beneficial for growth-oriented sectors like software, as they increase the present value of future earnings. This renewed hope provided a boost to the sector, which had recently faced pressure from concerns over high valuations in artificial intelligence.

Bentley Systems, Incorporated (NASDAQ:BSY), a leading infrastructure engineering software company, recently announced a quarterly dividend of $0.07 per share and a significant extension of its stock repurchase program, authorizing up to $500 million in buybacks through December 31, 2028. These strategic financial maneuvers immediately signal the company's robust

Bentley Systems, Incorporated (Nasdaq: BSY) (the “Company”), the infrastructure engineering software company, today announced that its Board of Directors (the “Board”) declared a $0.07 per share dividend for the fourth quarter of 2025. The cash dividend is payable on December 11, 2025, to all stockholders of record of Class A and Class B common stock as of the close of business on December 4, 2025.

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