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    How Investors Are Reacting To Bentley Systems (BSY) Softer Billings And Rising Competitive Pressure

    Simply Wall St·12/25/2025 10:21:03
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    • In recent months, Bentley Systems reported softer billings that point to subdued demand and intensifying competition in its infrastructure software markets.
    • This slowdown raises questions about how much newer products and services can contribute to accelerating growth, despite earlier optimism around AI-driven initiatives.
    • Next, we’ll examine how weaker billings and rising competitive pressure may influence Bentley Systems’ broader investment narrative and future expectations.

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    Bentley Systems Investment Narrative Recap

    To own Bentley Systems, you need to believe that long term demand for infrastructure engineering software and digital twins will outweigh near term bumps in growth. The recent 24.5% share price decline and softer billings put more focus on whether AI driven and cloud products can re accelerate demand, while intensifying competition looks like the most pressing risk in the short term. For now, the news mainly sharpens attention on execution rather than fundamentally changing the story.

    Against this backdrop, Bentley’s newly authorized US$500 million repurchase program stands out, especially after the recent share price weakness. While it does not address soft billings or competition directly, it signals ongoing commitment to returning capital alongside the steady quarterly dividend, which may matter for investors watching how the company balances growth investments with shareholder returns.

    Yet, despite this capital return, investors should be aware that rising competition in cloud native AEC software could...

    Read the full narrative on Bentley Systems (it's free!)

    Bentley Systems’ narrative projects $1.9 billion revenue and $443.2 million earnings by 2028. This requires 9.7% yearly revenue growth and about a $188.9 million earnings increase from $254.3 million today.

    Uncover how Bentley Systems' forecasts yield a $58.21 fair value, a 50% upside to its current price.

    Exploring Other Perspectives

    BSY 1-Year Stock Price Chart
    BSY 1-Year Stock Price Chart

    Four Simply Wall St Community fair value estimates span roughly US$37 to US$65 per share, showing how far apart individual views can be. You can weigh those opinions against concerns about softer billings and rising competitive pressure that may affect how Bentley converts its infrastructure opportunity into future performance.

    Explore 4 other fair value estimates on Bentley Systems - why the stock might be worth just $37.19!

    Build Your Own Bentley Systems Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.