Bentley Systems Shares Face Technical Headwinds Despite Product Launch

Bentley Systems, Inc. (BSY) shares continued to trade cautiously on Tuesday, even as the infrastructure software company announced the general availability of a significant new product. The introduction of “Bentley Infrastructure Cloud Connect” has so far failed to provide sufficient momentum for the stock to overcome persistent technical resistance levels. The share price was last observed trading near $39.98.

Analyst Confidence Contrasts with Price Action

Despite the stock’s recent weakness, analyst sentiment toward Bentley Systems remains largely positive. Consensus data from late 2025 points to an average price target of approximately $56.73. This figure suggests a potential upside of more than 40% from current trading levels. Firms including Baird and Rosenblatt Securities maintain favorable ratings, citing the long-term value embedded in Bentley’s ongoing transition to cloud-native infrastructure solutions.

This optimism stands in contrast to the market’s muted reaction to the company’s latest strategic move. After retreating from its yearly highs, the BSY share price has struggled to regain upward traction.

New Platform Aims to Unify Workflows

The focal point of this week’s announcement is the full launch of Bentley Infrastructure Cloud Connect. This integration service is designed to consolidate fragmented data workflows within infrastructure project planning. By supporting over 50 different file formats and leveraging the company’s Cesium 3D geospatial technology, the platform creates a centralized view of project data.

Should investors sell immediately? Or is it worth buying Bentley Systems?

Early adoption signals are encouraging. Infrastructure firm WSB reported using the connector across 72 active projects, a deployment that facilitates data access for over 900 external stakeholders from 86 distinct organizations. This launch represents a core component of Bentley’s broader strategy to deepen customer engagement and create upsell opportunities within its “iTwin” digital twin ecosystem.

Technical Picture Presents Short-Term Hurdles

The near-term technical chart outlook presents a clear challenge for the equity. The stock is trading notably below its key moving averages. Verified market data from early December 2025 places the 200-day moving average at $51.30 and the 50-day line at $47.83. With the current price hovering around $40.00, this positioning confirms a phase of declining momentum.

For a sustainable trend reversal to take hold, the shares would first need to reclaim the $42.00 level and then advance consistently toward the $48.00 zone. Conversely, a decisive break below the psychologically significant $39-$40 support area could precipitate further losses toward the stock’s annual lows. The next major catalyst for the company is expected to be the release of its Q4 and full-year 2025 financial results, scheduled for late February 2026. This report will offer critical insight into whether the new Cloud Connect solution is beginning to accelerate revenue recognition.