BSY Bentley Systems, Incorporated Class B Common Stock Loading...

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Time Author Thesis Company / ticker Signal Since call Position Source
15:26
Oct 06
u/MaxTA00
r/wallstreetbets
AI decompilation enables cheap software clones; puts recommended
MaxTA00 lists BSY among software-service companies not fully tied to a server-side client and recommends puts on such names. The mechanism: current frontier AI models make decompiling machine code fast and cheap, so open-source or low-cost alternatives can be built from existing software and undercut incumbents' pricing. The author's main stated uncertainty is how IP law will handle this and whether companies move fully server-side; no time horizon is given. This is a bearish options trade on BSY, not a disclosed share short.
BSY Bentley Systems, Incorporated Class B Common Stock Short 1ST — —
05:34
Jun 22
crux_capital_
Author discloses an existing position in BSY as part of a multi-year Physical AI thematic. Portfolio
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.
BSY Bentley Systems, Incorporated Class B Common Stock Long 1ST — —
17:43
Apr 30
Jared Sleeper
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.
BSY Bentley Systems, Incorporated Class B Common Stock Long 1ST — —
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About BSY Investor Commentary

Across the available history and selected sources, Buzzberg tracks BSY (Bentley Systems, Incorporated Class B Common Stock) across 6 sources: 3 bullish vs 1 bearish calls from 6 authors. Historical directional balance: 25% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 8 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: u/MaxTA00, crux_capital_, Jared Sleeper.