Bentley Systems: Positive On Q4 Outperformance And Above-Consensus Guide

The Value PendulumInvesting Group LeaderFollow5ShareSavePlay(8min)CommentsSummaryBentley Systems remains a Buy-rated stock, considering its strong Q4 results and better-than-expected FY26 guidance.BSY's 4Q25 EPS grew 28.6% YoY, thanks to higher enterprise subscription share and increased small-to-midsized business penetration.FY26 revenue guidance of $1.7B implies 12% constant currency growth outpacing consensus, driven by enterprise upgrades and service revenue reacceleration.Looking for more investing ideas like this one? Get them exclusively at Asia Value & Moat Stocks. Learn More » Oselote/iStock via Getty Images I'm still a bull on Bentley Systems, Incorporated (BSY). The company's prospects are bright, considering the read-throughs from its 4Q results and the new full-year guidance. My earlier October 21, 2024 write-up highlighted its externalThis article was written byThe Value Pendulum13.33K FollowersFollowThe Value Pendulum is an Asian equity market specialist with over a decade of experience on both the buy and sell sides.He is the author of the investing group Asia Value & Moat Stocks, providing ideas for value investors seeking investment opportunities listed in Asia, with a particular focus on the Hong Kong market. He hunts for deep value balance sheet bargains and wide moat stocks and provides a range of watch lists with monthly updates within his investing group.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.