Buy, Sell or Hold This Blue Chip Tech Stock-BSY

Acrobull UK Advisory Services Ltd.

January 06			2025
Name	Ticker	Sector/Industry		Market Cap	Risk Factor
Bentley Systems Incorporated	BSY-NASDAQ	Technology		$11.559 Billion	Medium

Bentley Systems, Incorporated, along with its subsidiaries, delivers software solutions for infrastructure engineering across the Americas, Europe, the Middle East, Africa, and the Asia-Pacific regions. The company provides open modeling applications like MicroStation, OpenBridge, and OpenBuildings.

Recent Highlights

CEO Statement- Bentley Systems, a global leader in infrastructure engineering software, has made a significant strategic move with the acquisition of Talon Aerolytics and the technology and technical expertise of Pointivo. Finalized in December, these acquisitions substantially strengthen Bentley's Asset Analytics portfolio.

By integrating advanced digital twin and AI technologies, Bentley is further positioned to empower owner-operators to enhance asset performance, optimize resilience, and drive innovation across critical infrastructure sectors worldwide.

Third Quarter 2025 Financial Highlights

For the period ending September 30, 2025, Bentley Systems reported total revenues of $375.5 million, reflecting a year-over-year increase of 12.0%, or 10.6% on a constant currency basis.

Subscription revenues amounted to $344.3 million, marking a 13.5% growth compared to the previous year, or 12.1% on a constant currency basis.

Annualized Recurring Revenues (ARR) stood at $1,405.2 million as of September 30, 2025, up from $1,270.7 million as of the same date in 2024, representing a constant currency growth rate of 10.5%.

The dollar-based net retention rate for last twelve-month recurring revenues remained strong at 109%, consistent with the prior year.

Operating income margin improved to 22.5%, compared to 20.5% for the same period in the previous year.

Stock Observation-Looking ahead, Bentley Systems (BSY) is poised for continued growth and innovation, driven by its expanded Asset Analytics portfolio, bolstered by recent strategic acquisitions like Talon Aerolytics and Pointivo. As the company continues to integrate cutting-edge digital twin and AI technologies into its solutions, Bentley is well-positioned to support the evolving needs of infrastructure sectors worldwide. With its strong focus on improving asset performance and resilience, Bentley's forward-looking trajectory suggests sustained revenue growth, enhanced market leadership, and long-term value creation for shareholders.

Risk Involved- Financial performance of the company may have an impact on the company stock performance.

Considering all the factors and financials of the company Acrobull UK maintains Buy for the stock.

Disclaimer- Though our research is fundamentally and technically based on Acrobull UK only provides general advice on the stocks and it is imperative for the investors to do the risk assessment for themselves before investing as Acrobull UK would not be liable for any loss or profit arising out through the investment made by the investors on our recommendations.

It is also advisable for the investors to consult with Financial Advisor, Broker or to seek any legal assistance as the research conducted by Acrobull UK is factually based and recommendations are given in accordance with that, but it is imperative to understand that Acrobull UK does not guarantee returns.

Acrobull UK Recommendation Based on Evaluation

Current Market Price	$38.07 USD
Acrobull Recommendation	Buy at $37.75
Target Price	$41.25 USD
RSI Level	40 RSI
Total Shares Outstanding	292.02 Million
Shares Held by Insiders Shares Held by Institutions Risk Factor Stop Loss	44.96% 47.59% Medium 5%