The global landscape of cloud and data center infrastructure is currently experiencing an unprecedented period of dynamism, fueled by the insatiable demands of artificial intelligence (AI), widespread digital transformation, and the relentless expansion of cloud computing. This robust growth has triggered significant stock movements among key technology players, signaling a
Shares of infrastructure engineering software company Bentley Systems (NASDAQ:BSY) jumped 5.3% in the morning session after the company was set to be added to the S&P MidCap 400 index. This inclusion, effective before the market opened on Monday, October 6, meant that investment funds tracking the index needed to purchase the company's shares. Such buying activity often leads to increased demand and a higher stock price due to the added visibility. Bentley Systems replaced Western Union in the mid-cap index. Western Union, in turn, moved to the S&P SmallCap 600. The changes in the indexes were prompted by the completed acquisition of Mr. Cooper Group by Rocket Companies.
As the regular session of the US market concludes on Tuesday, let's get an insight into the after-hours session and identify the stocks leading the pack in terms of gains and losses.
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Infrastructure design software provider Bentley Systems (NASDAQ:BSY) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 10.2% year on year to $364.1 million. Its non-GAAP profit of $0.32 per share was 12% above analysts’ consensus estimates.
Infrastructure design software provider Bentley Systems (NASDAQ:BSY) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 10.2% year on year to $364.1 million. Its non-GAAP profit of $0.32 per share was 12% above analysts’ consensus estimates.
Infrastructure design software provider Bentley Systems (NASDAQ:BSY) will be reporting results this Wednesday morning. Here’s what investors should know.
Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities.
However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.
When Wall Street turns bearish on a stock, it’s worth paying attention.
These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
Software is rapidly reducing operating expenses for businesses. In the past, the undeniable tailwinds fueling SaaS companies led to lofty valuation multiples that made it easier to raise capital.
But this was a double-edged sword as the high prices exposed them to big drawdowns, and unfortunately, the industry has tumbled by 8% over the last six months. This drop was disappointing since the S&P 500 climbed 1.1%.
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the vertical software industry, including Manhattan Associates (NASDAQ:MANH) and its peers.
Infrastructure design software provider Bentley Systems (NASDAQ:BSY) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 9.7% year on year to $370.5 million. Its non-GAAP profit of $0.35 per share was 16.6% above analysts’ consensus estimates.
While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
Infrastructure design software provider Bentley Systems (NASDAQ:BSY) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 9.7% year on year to $370.5 million. Its non-GAAP profit of $0.35 per share was 16.6% above analysts’ consensus estimates.
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential.
However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the vertical software industry, including Alarm.com (NASDAQ:ALRM) and its peers.
