BSY Earnings
Thursday, May 07 2026
EPS Estimate
$0.36
$0.33 – $0.40
Revenue Estimate
$420M
Current Price
$35.00
Our Position
bullishUBS lifts target on 11.5% ARR growth
structured data
est. revisions rising
(+1.9pp / 30d)
The double-digit ARR growth and 109% net retention signal Bentley's infrastructure software is sticking and expanding within its customer base. UBS raised its price target from $40 to $43 but kept a Neutral rating—acknowledging momentum while staying cautious on valuation.
Watch: Watch whether ARR growth holds above 10% in upcoming quarters and if net retention stays above 105%. Any dip below those thresholds would challenge the premium valuation embedded in the current multiple.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.5 (bullish skew)
Price downtrend
Key Context
Insider Activity
mixed
Price Trend
downtrend
From 52w High
-0.6%
P/E Ratio
41.4
Est. Revisions (30d)
+0.0% 5up/3dn
Analyst Target (mean)
$47 $42–$61 +35%
Options P/C Ratio
0.46
Est. Dispersion
20% 15 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Renaissance, D.E. Shaw
Recent Activity
insider trades
151 transactions
Award
·
BENTLEY KEITH ARTHUR (Director and Beneficial Owner of more than 10% of a Class of Security)
·845 shares
Award
·
CUMINS NICHOLAS (Chief Executive Officer)
·707 shares
Award
·
BALLARD BROCK (Officer)
·163 shares
Award
·
TRIMBACK THOMAS F. (Officer)
·35 shares
Award
·
LEE JAMES K (Chief Operating Officer)
·375 shares
146 more
Award
·
MOUTTE JULIEN
·173 shr
Award
·
BENTLEY GREGORY SMITH
·3,019 shr
Award
·
BENTLEY RAYMOND B
·1,671 shr
Award
·
BENTLEY BARRY J
·3 shr
Award
·
GRISWOLD KIRK B.
·70 shr
Award
·
ANDRE WERNER
·243 shr
Award
·
SHAMAN DAVID R.
·546 shr
Other
·
BENTLEY RAYMOND B
·250,000 shr
Sell
·
BENTLEY GREGORY SMITH
·100 shr
·$4,001
Award
·
CUMINS NICHOLAS
·102,946 shr
Award
·
BALLARD BROCK
·19,769 shr
Award
·
TRIMBACK THOMAS F.
·3,982 shr
Award
·
LEE JAMES K
·48,904 shr
Award
·
MOUTTE JULIEN
·20,493 shr
Award
·
ANDRE WERNER
·21,706 shr
Award
·
SHAMAN DAVID R.
·18,769 shr
Other
·
BENTLEY GREGORY SMITH
·1,344 shr
Award
·
CUMINS NICHOLAS
·24,532 shr
·$952,823
Award
·
BALLARD BROCK
·17,343 shr
·$673,602
Award
·
TRIMBACK THOMAS F.
·3,652 shr
·$141,844
Award
·
LEE JAMES K
·12,396 shr
·$481,461
Award
·
MOUTTE JULIEN
·17,240 shr
·$669,602
Award
·
BENTLEY GREGORY SMITH
·36,765 shr
·$1,427,953
Award
·
ANDRE WERNER
·20,659 shr
·$802,396
Award
·
SHAMAN DAVID R.
·18,456 shr
·$716,831
Other
·
SHAMAN DAVID R.
·2,500 shr
Award
·
BENTLEY BARRY J
·4 shr
Award
·
BENTLEY KEITH ARTHUR
·1,284 shr
Award
·
CUMINS NICHOLAS
·485 shr
Award
·
BALLARD BROCK
·78 shr
Award
·
TRIMBACK THOMAS F.
·16 shr
Award
·
LEE JAMES K
·264 shr
Award
·
MOUTTE JULIEN
·72 shr
Award
·
BENTLEY GREGORY SMITH
·3,958 shr
Award
·
BENTLEY RAYMOND B
·1,730 shr
Award
·
BENTLEY BARRY J
·5 shr
Award
·
GRISWOLD KIRK B.
·85 shr
Award
·
ANDRE WERNER
·157 shr
Award
·
SHAMAN DAVID R.
·460 shr
Other
·
BENTLEY RAYMOND B
·121,951 shr
Sell
·
TRIMBACK THOMAS F.
·560 shr
·$24,091
Award
·
BENTLEY GREGORY SMITH
·30,135 shr
·$1,567,321
Award
·
BENTLEY KEITH ARTHUR
·1,024 shr
Award
·
CUMINS NICHOLAS
·387 shr
Award
·
BALLARD BROCK
·64 shr
Award
·
TRIMBACK THOMAS F.
·13 shr
Award
·
LEE JAMES K
·211 shr
Award
·
MOUTTE JULIEN
·58 shr
Award
·
BENTLEY GREGORY SMITH
·3,185 shr
Award
·
BENTLEY RAYMOND B
·1,380 shr
Award
·
GRISWOLD KIRK B.
·68 shr
Award
·
ANDRE WERNER
·125 shr
Award
·
SHAMAN DAVID R.
·367 shr
Sell
·
BENTLEY GREGORY SMITH
·37,160 shr
·$2,037,576
Other
·
BENTLEY BARRY J
·110,000 shr
Other
·
BENTLEY GREGORY SMITH
·351 shr
Other
·
BENTLEY KEITH ARTHUR
·100,000 shr
Other
·
BENTLEY GREGORY SMITH
·9,349 shr
Sell
·
SHAMAN DAVID R.
·400 shr
·$23,700
Award
·
BENTLEY GREGORY SMITH
·30,737 shr
·$1,793,504
Sell
·
SHAMAN DAVID R.
·20,313 shr
·$1,157,034
Sell
·
BENTLEY KEITH ARTHUR
·150,000 shr
·$8,330,511
Sell
·
SHAMAN DAVID R.
·19,156 shr
·$1,053,208
Sell
·
BENTLEY RAYMOND B
·371,803 shr
·$18,836,978
Sell
·
BENTLEY RAYMOND B
·628,197 shr
·$31,479,784
Award
·
BENTLEY KEITH ARTHUR
·1,070 shr
Award
·
CUMINS NICHOLAS
·404 shr
Award
·
BALLARD BROCK
·67 shr
Award
·
TRIMBACK THOMAS F.
·14 shr
Award
·
LEE JAMES K
·220 shr
Award
·
MOUTTE JULIEN
·60 shr
Award
·
BENTLEY GREGORY SMITH
·3,330 shr
Other
·
BENTLEY GREGORY SMITH
·285,512 shr
Award
·
BENTLEY RAYMOND B
·1,442 shr
Award
·
GRISWOLD KIRK B.
·71 shr
Award
·
ANDRE WERNER
·131 shr
Award
·
SHAMAN DAVID R.
·420 shr
Other
·
BENTLEY GREGORY SMITH
·506 shr
Other
·
BENTLEY GREGORY SMITH
·29,826 shr
Award
·
HAUGEN JANET BRUTSCHEA
·4,197 shr
Award
·
HUGHES BRIAN F
·4,197 shr
Award
·
GRISWOLD KIRK B.
·4,197 shr
Sell
·
BALLARD BROCK
·12,363 shr
·$557,270
Award
·
BENTLEY GREGORY SMITH
·47,506 shr
·$2,062,711
Award
·
BENTLEY KEITH ARTHUR
·1,302 shr
Award
·
CUMINS NICHOLAS
·497 shr
Award
·
BALLARD BROCK
·82 shr
Award
·
TRIMBACK THOMAS F.
·18 shr
Award
·
LEE JAMES K
·308 shr
Award
·
MOUTTE JULIEN
·85 shr
Award
·
BENTLEY GREGORY SMITH
·4,050 shr
Award
·
BENTLEY RAYMOND B
·1,754 shr
Award
·
GRISWOLD KIRK B.
·91 shr
Award
·
ANDRE WERNER
·161 shr
Award
·
SHAMAN DAVID R.
·557 shr
Other
·
SHAMAN DAVID R.
·9,764 shr
Award
·
CUMINS NICHOLAS
·53,035 shr
Award
·
BALLARD BROCK
·17,054 shr
Award
·
TRIMBACK THOMAS F.
·3,591 shr
Award
·
LEE JAMES K
·12,189 shr
Award
·
ANDRE WERNER
·20,314 shr
Award
·
SHAMAN DAVID R.
·18,148 shr
Other
·
BENTLEY GREGORY SMITH
·1,210 shr
Sell
·
BENTLEY GREGORY SMITH
·53,968 shr
·$2,214,804
Sell
·
BALLARD BROCK
·7,684 shr
·$332,421
Award
·
CUMINS NICHOLAS
·77,161 shr
·$3,591,845
Award
·
ANDRE WERNER
·23,148 shr
·$1,077,539
Award
·
SHAMAN DAVID R.
·46,297 shr
·$2,155,125
Sell
·
BENTLEY KEITH ARTHUR
·1,152 shr
·$53,370
Award
·
CUMINS NICHOLAS
·19,633 shr
·$914,112
Award
·
BALLARD BROCK
·10,244 shr
·$476,961
Award
·
TRIMBACK THOMAS F.
·2,888 shr
·$134,465
Award
·
LEE JAMES K
·165,344 shr
Award
·
BENTLEY GREGORY SMITH
·22,818 shr
·$1,062,406
Award
·
ANDRE WERNER
·14,258 shr
·$663,852
Award
·
SHAMAN DAVID R.
·12,738 shr
·$593,081
Sell
·
BENTLEY KEITH ARTHUR
·69,573 shr
·$3,246,812
Other
·
SHAMAN DAVID R.
·45,763 shr
Award
·
BENTLEY KEITH ARTHUR
·1,300 shr
Award
·
CUMINS NICHOLAS
·406 shr
Award
·
CAMPBELL MICHAEL M
·68 shr
Award
·
BALLARD BROCK
·54 shr
Award
·
TRIMBACK THOMAS F.
·10 shr
Award
·
BENTLEY GREGORY SMITH
·2,914 shr
Award
·
BENTLEY RAYMOND B
·1,396 shr
Award
·
GRISWOLD KIRK B.
·81 shr
Award
·
ANDRE WERNER
·132 shr
Award
·
SHAMAN DAVID R.
·458 shr
Other
·
BENTLEY KEITH ARTHUR
·99,433 shr
Other
·
BENTLEY GREGORY SMITH
·4,041 shr
Sell
·
BENTLEY BARRY J
·50,000 shr
·$2,410,930
Sell
·
BENTLEY BARRY J
·50,000 shr
·$2,439,815
Award
·
BENTLEY GREGORY SMITH
·25,753 shr
·$1,277,606
Sell
·
BENTLEY BARRY J
·50,000 shr
·$2,447,535
Sell
·
BENTLEY BARRY J
·50,000 shr
·$2,471,815
Sell
·
BENTLEY BARRY J
·50,000 shr
·$2,545,770
Sell
·
BENTLEY BARRY J
·50,000 shr
·$2,413,763
Sell
·
BENTLEY BARRY J
·50,000 shr
·$2,529,075
Award
·
BENTLEY KEITH ARTHUR
·1,236 shr
Award
·
CUMINS NICHOLAS
·386 shr
Award
·
CAMPBELL MICHAEL M
·65 shr
Award
·
BALLARD BROCK
·53 shr
Award
·
BENTLEY GREGORY SMITH
·2,798 shr
Award
·
SHAMAN DAVID R.
·436 shr
Award
·
BENTLEY RAYMOND B
·1,328 shr
Award
·
GRISWOLD KIRK B.
·77 shr
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