Equity Profile

BSY

Bentley Systems, Incorporated

Information TechnologyApplication Software$10.0B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Bentley Systems, Incorporated is a technology company that provides software solutions for infrastructure design and management. Operating in the Information Technology sector, it plays a crucial role in areas like civil engineering and construction, which are increasingly leveraging digital tools for efficiency and innovation.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will help investors gauge financial performance this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is vital for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

BSY Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+27.64%

Avg Stock Reaction

+3.32%

Last Quarter Recap

In the last quarter, Bentley Systems reported an EPS of $0.38, exceeding expectations by nearly 17%. The stock reacted positively, gaining nearly 5% the following day.

Management Promises & Guidance

Continued focus on expanding software capabilities.
Commitment to enhancing customer support and engagement.
Plans to invest in new product development.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Bentley Systems' upcoming earnings report, especially given its history of beating EPS estimates.

Bull Case

If the company continues its trend of exceeding EPS expectations, it could see a significant stock price increase, reflecting strong demand for its software solutions.

Bear Case

On the other hand, if revenue growth fails to meet expectations or if there are signs of slowing demand, the stock could face downward pressure.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for this quarter?

Given the company's history of beating EPS estimates, this number will be crucial for investor sentiment.

How is customer retention trending?

Customer retention is vital for future revenue growth, and any decline could raise concerns about the company's competitive position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Bentley Systems to exceed EPS expectations due to its strong product pipeline and customer loyalty.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, indicating strong operational execution.

Options pricing suggests a higher expected move than historical averages, indicating potential for a positive surprise.

Key Risk

If customer retention rates show significant improvement, it could lead to higher-than-expected revenue growth.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Bentley Systems can maintain its growth trajectory amid increasing competition and market pressures.

Bull Confirmed If

An EPS of $0.40 or higher would confirm strong performance and investor confidence.

Bear Confirmed If

An EPS below $0.30 would indicate potential issues with profitability and growth.

Pre-Earnings Positioning

Options Market

Implied Move

±10.93%

Historical Avg

±4.9%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±10.9% while BSY has averaged ±4.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

38.5%

Calls (2K)P/C Ratio: 2.50Puts (500)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Bentley beats expectations, history suggests the stock could rise by around 3.32%, confirming strong demand for its products.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may see a muted reaction as investors reassess growth prospects.

Miss

A miss on EPS could lead to a decline of around 4.94%, as investors react negatively to signs of weakening performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Details on customer retention rates and how they compare to previous quarters.
3Insights into market demand for infrastructure software solutions.
4Management's outlook on competitive pressures and market trends.
5Any commentary on strategic partnerships or acquisitions.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will help investors gauge financial performance this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is vital for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

BSY Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+27.64%

Avg Stock Reaction

+3.32%

Last Quarter Recap

In the last quarter, Bentley Systems reported an EPS of $0.38, exceeding expectations by nearly 17%. The stock reacted positively, gaining nearly 5% the following day.

Management Promises & Guidance

Continued focus on expanding software capabilities.
Commitment to enhancing customer support and engagement.
Plans to invest in new product development.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Bentley Systems' upcoming earnings report, especially given its history of beating EPS estimates.

Bull Case

If the company continues its trend of exceeding EPS expectations, it could see a significant stock price increase, reflecting strong demand for its software solutions.

Bear Case

On the other hand, if revenue growth fails to meet expectations or if there are signs of slowing demand, the stock could face downward pressure.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for this quarter?

Given the company's history of beating EPS estimates, this number will be crucial for investor sentiment.

How is customer retention trending?

Customer retention is vital for future revenue growth, and any decline could raise concerns about the company's competitive position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Bentley Systems to exceed EPS expectations due to its strong product pipeline and customer loyalty.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, indicating strong operational execution.

Options pricing suggests a higher expected move than historical averages, indicating potential for a positive surprise.

Key Risk

If customer retention rates show significant improvement, it could lead to higher-than-expected revenue growth.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Bentley Systems can maintain its growth trajectory amid increasing competition and market pressures.

Bull Confirmed If

An EPS of $0.40 or higher would confirm strong performance and investor confidence.

Bear Confirmed If

An EPS below $0.30 would indicate potential issues with profitability and growth.

Pre-Earnings Positioning

Options Market

Implied Move

±10.93%

Historical Avg

±4.9%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±10.9% while BSY has averaged ±4.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

38.5%

Calls (2K)P/C Ratio: 2.50Puts (500)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Bentley beats expectations, history suggests the stock could rise by around 3.32%, confirming strong demand for its products.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may see a muted reaction as investors reassess growth prospects.

Miss

A miss on EPS could lead to a decline of around 4.94%, as investors react negatively to signs of weakening performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Details on customer retention rates and how they compare to previous quarters.
3Insights into market demand for infrastructure software solutions.
4Management's outlook on competitive pressures and market trends.
5Any commentary on strategic partnerships or acquisitions.