BSY Bentley Systems, Incorporated Class B Common Stock Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
05:34
Jun 22
Jun 22
Author discloses an existing position in BSY as part of a multi-year Physical AI thematic.
Author discloses an existing position in BSY as part of a multi-year Physical AI thematic basket, viewing it as an important but non-obvious component of the theme.
MED
03:59
Jun 11
Jun 11
Author explicitly states they bought three new positions in software stocks for their Physical.
Author explicitly states they bought three new positions in software stocks for their Physical AI portfolio, listing ten tickers as names their screen brought them to, indicating a bullish long bias on the Physical AI theme.
12:00
Jun 04
Jun 04
The author outlines a multi-layer Physical AI thematic framework with a watchlist of companies.
The author outlines a multi-layer Physical AI thematic framework with a watchlist of companies but does not disclose current positions or explicit forward calls for any ticker.
LOW
17:43
Apr 30
Apr 30
Buy BSY as earnings call highlights strong adjusted free cash flow margin (30%) and 16% CAGR.
Buy BSY as earnings call highlights strong adjusted free cash flow margin (30%) and 16% CAGR in AOI less SBC, signaling underlying profitability not diluted by stock compensation.
MED
10:30
Mar 03
Mar 03
BSY (Bentley Systems) is a niche software provider for civil engineering and infrastructure projects with sticky, moat-protected products (iTwin technology). Despite the market-wide sell-off, the long-term thesis for infrastructure spending remains intact. BSY provides a unique, software-based way to gain exposure to this secular trend, potentially at a discount during a panic. BSY is a high-quality, niche software company with a strong product moat, offering a compelling long-term investment opportunity for those bullish on infrastructure spending, especially on a market down-day. The company's debt, taken on via convertible notes for acquisitions, was noted as a potential concern.
About BSY Analyst Coverage
Buzzberg tracks BSY (Bentley Systems, Incorporated Class B Common Stock) across 3 sources. 3 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (60%). 5 total trade ideas tracked. Latest voices: crux_capital_, Jared Sleeper, r/stocks community.