Equity Profile

BSY

Bentley Systems, Incorporated

Information TechnologyApplication Software$11.0B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Bentley Systems, Incorporated (BSY) 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 sectors like construction and engineering, where digital transformation is increasingly important.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

$0.32

Revenue

Revenue figures provide insight into the company's sales performance and overall growth trajectory.

$412M

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 Q1-2026, Bentley Systems reported an EPS of $0.38, exceeding analyst expectations by 16.92%. The stock reacted positively, gaining 4.83% the following day.

Management Promises & Guidance

Continued focus on expanding their software offerings.
Commitment to enhancing customer support and service.
Plans to invest in research and development for innovative solutions.

Expectations

Wall Street Expectations

Analysts expect Bentley Systems to maintain its strong performance with an EPS of $0.32 and revenue of $412M. The company has consistently beaten earnings estimates in recent quarters.

Bull Case

If Bentley delivers an EPS above the consensus, it could reinforce investor confidence and lead to a significant stock price increase, similar to past performance.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about growth sustainability and lead to a decline in stock price.

Key Metrics to Watch

EPS

$0.32

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue

$412M

Revenue figures provide insight into the company's sales performance and overall growth trajectory.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.32?

A beat on EPS would confirm the company's growth momentum and could lead to a positive market reaction.

What are the revenue growth expectations for the upcoming quarter?

Revenue growth is critical for assessing the company's performance and future prospects, especially in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Bentley's ability to leverage its software solutions in a growing infrastructure market, potentially leading to higher-than-expected revenue.

Supporting Evidence

The company has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.

Options pricing suggests a significant move, indicating market anticipation that may not align with conservative estimates.

Key Risk

If revenue growth exceeds $418M, it could challenge the current consensus view and shift market sentiment positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching EPS and revenue figures to gauge the company's ability to sustain its growth trajectory.

Bull Confirmed If

An EPS of $0.35 or higher would confirm strong profitability and growth potential.

Bear Confirmed If

An EPS below $0.29 would signal potential challenges in maintaining 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, reflecting uncertainty or anticipation around the earnings report.

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 around 3.32% the following day, confirming strong growth.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further commentary.

Miss

A miss could lead to a decline, with historical patterns suggesting an average drop of around 0.0% in such scenarios.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on new software product launches and their market reception.
2Any commentary on customer acquisition and retention rates.
3Insights into competitive positioning in the infrastructure software market.
4Discussion of any macroeconomic factors impacting the business.
5Management's outlook on future revenue growth and profitability.

See the full picture

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

$0.32

Revenue

Revenue figures provide insight into the company's sales performance and overall growth trajectory.

$412M

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 Q1-2026, Bentley Systems reported an EPS of $0.38, exceeding analyst expectations by 16.92%. The stock reacted positively, gaining 4.83% the following day.

Management Promises & Guidance

Continued focus on expanding their software offerings.
Commitment to enhancing customer support and service.
Plans to invest in research and development for innovative solutions.

Expectations

Wall Street Expectations

Analysts expect Bentley Systems to maintain its strong performance with an EPS of $0.32 and revenue of $412M. The company has consistently beaten earnings estimates in recent quarters.

Bull Case

If Bentley delivers an EPS above the consensus, it could reinforce investor confidence and lead to a significant stock price increase, similar to past performance.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about growth sustainability and lead to a decline in stock price.

Key Metrics to Watch

EPS

$0.32

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue

$412M

Revenue figures provide insight into the company's sales performance and overall growth trajectory.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.32?

A beat on EPS would confirm the company's growth momentum and could lead to a positive market reaction.

What are the revenue growth expectations for the upcoming quarter?

Revenue growth is critical for assessing the company's performance and future prospects, especially in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Bentley's ability to leverage its software solutions in a growing infrastructure market, potentially leading to higher-than-expected revenue.

Supporting Evidence

The company has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.

Options pricing suggests a significant move, indicating market anticipation that may not align with conservative estimates.

Key Risk

If revenue growth exceeds $418M, it could challenge the current consensus view and shift market sentiment positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching EPS and revenue figures to gauge the company's ability to sustain its growth trajectory.

Bull Confirmed If

An EPS of $0.35 or higher would confirm strong profitability and growth potential.

Bear Confirmed If

An EPS below $0.29 would signal potential challenges in maintaining 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, reflecting uncertainty or anticipation around the earnings report.

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 around 3.32% the following day, confirming strong growth.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further commentary.

Miss

A miss could lead to a decline, with historical patterns suggesting an average drop of around 0.0% in such scenarios.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on new software product launches and their market reception.
2Any commentary on customer acquisition and retention rates.
3Insights into competitive positioning in the infrastructure software market.
4Discussion of any macroeconomic factors impacting the business.
5Management's outlook on future revenue growth and profitability.