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How Alabama’s AI-Driven Highway Asset Overhaul Could Reframe Bentley Systems' (BSY) Infrastructure Intelligence Story

Simply Wall St·02/14/2026 07:24:25
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  • In February 2026, Bentley Systems announced that the Alabama Department of Transportation is using its Blyncsy AI analytics solution to automate asset condition assessments across the state’s 11,000-mile highway network, replacing more manual, inconsistent surveys.
  • This adoption highlights how Bentley’s crowdsourced, AI-powered asset analytics can provide highly accurate, data-driven inputs for performance-based budgeting in large-scale infrastructure maintenance.
  • We’ll now examine how ALDOT’s use of Blyncsy’s AI analytics could shape Bentley Systems’ investment narrative around infrastructure asset intelligence.

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Bentley Systems Investment Narrative Recap

To own Bentley Systems, you need to believe in long term demand for digital infrastructure tools and Bentley’s ability to keep monetizing its software and asset analytics. The ALDOT rollout of Blyncsy reinforces the asset intelligence story but does not fundamentally change the near term focus on stabilizing earnings after last year’s margin compression. Key risk remains whether newer AI driven offerings can scale into predictable, recurring revenues without adding too much cost and complexity.

The most relevant recent announcement is BMO Capital’s January 2026 initiation with an Outperform rating and a US$48 target, which highlighted lower near term AI disruption risk and durable growth opportunities in data driven construction and permitting. ALDOT’s use of Bentley’s AI analytics fits directly into that thesis by showing how cloud and AI tools can be embedded in day to day infrastructure operations, an area some analysts already see as an important potential catalyst.

Yet investors should be aware that if emerging AI tools start to bypass traditional design software and Bentley’s user based pricing model, it could...

Read the full narrative on Bentley Systems (it's free!)

Bentley Systems' narrative projects $1.9 billion revenue and $443.2 million earnings by 2028. This requires 9.7% yearly revenue growth and about a $188.9 million earnings increase from $254.3 million today.

Uncover how Bentley Systems' forecasts yield a $58.21 fair value, a 71% upside to its current price.

Exploring Other Perspectives

BSY 1-Year Stock Price Chart
BSY 1-Year Stock Price Chart

The bullish analysts who were assuming revenue could reach about US$1.9 billion and earnings roughly US$521 million by 2028 see Blyncsy style asset analytics as evidence for faster AI driven upside, but you should weigh that optimism against concerns that slow adoption of these cloud and AI tools relative to rivals could still cap how much of that potential Bentley actually captures.

Explore 4 other fair value estimates on Bentley Systems - why the stock might be worth as much as 91% more than the current price!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.