Equity Profile

BSY

Bentley Systems, Incorporated

Information TechnologyApplication Software$9.6B

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, construction, and operations. As part of the Information Technology sector, it plays a crucial role in the growing demand for digital transformation in engineering and construction industries.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of a company's profitability and is closely watched by investors.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and drive sales, which is vital for long-term success.

N/A

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, surpassing estimates by 16.92%. The stock reacted positively, gaining 4.83% the following day.

Management Promises & Guidance

Continued focus on expanding software offerings.
Commitment to enhancing customer support and engagement.
Plans to invest in new technologies to drive innovation.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Bentley Systems' upcoming earnings, given its strong track record of beating EPS estimates.

Bull Case

If the company continues its trend of exceeding EPS expectations, it could signal robust demand for its software solutions and lead to significant stock appreciation.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could raise concerns about its growth prospects and negatively impact the stock.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

Given the company's history of beating EPS estimates, the market will closely watch this metric to gauge ongoing profitability.

What are the revenue growth expectations for the upcoming quarter?

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

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Bentley's potential for revenue growth, as its software solutions are increasingly critical for infrastructure projects.

Supporting Evidence

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

Options pricing suggests a larger expected move than historical averages, indicating heightened investor interest.

Recent trends in infrastructure spending could drive demand for Bentley's software solutions.

Key Risk

If revenue growth exceeds 15%, it could challenge the current cautious outlook from analysts.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be pivotal in determining whether Bentley Systems can maintain its momentum in a rapidly evolving technology landscape.

Bull Confirmed If

EPS growth of over 20% compared to the previous quarter would confirm strong demand for Bentley's software solutions.

Bear Confirmed If

Any decline in EPS or revenue growth below 10% would raise concerns about the company's ability to sustain its growth trajectory.

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 anticipate 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 and growth potential.

In-Line / Cautious

An in-line report may lead to muted reactions, as investors assess management's commentary for future guidance.

Miss

If the company misses expectations, the stock could decline, reflecting concerns about its growth strategy and market conditions.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on new software offerings and their expected impact on revenue.
2Updates on customer engagement and retention strategies.
3Any commentary on market trends in infrastructure spending.
4Insights into competitive positioning within the application software industry.
5Future guidance on revenue and EPS expectations.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of a company's profitability and is closely watched by investors.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and drive sales, which is vital for long-term success.

N/A

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, surpassing estimates by 16.92%. The stock reacted positively, gaining 4.83% the following day.

Management Promises & Guidance

Continued focus on expanding software offerings.
Commitment to enhancing customer support and engagement.
Plans to invest in new technologies to drive innovation.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Bentley Systems' upcoming earnings, given its strong track record of beating EPS estimates.

Bull Case

If the company continues its trend of exceeding EPS expectations, it could signal robust demand for its software solutions and lead to significant stock appreciation.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could raise concerns about its growth prospects and negatively impact the stock.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

Given the company's history of beating EPS estimates, the market will closely watch this metric to gauge ongoing profitability.

What are the revenue growth expectations for the upcoming quarter?

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

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Bentley's potential for revenue growth, as its software solutions are increasingly critical for infrastructure projects.

Supporting Evidence

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

Options pricing suggests a larger expected move than historical averages, indicating heightened investor interest.

Recent trends in infrastructure spending could drive demand for Bentley's software solutions.

Key Risk

If revenue growth exceeds 15%, it could challenge the current cautious outlook from analysts.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be pivotal in determining whether Bentley Systems can maintain its momentum in a rapidly evolving technology landscape.

Bull Confirmed If

EPS growth of over 20% compared to the previous quarter would confirm strong demand for Bentley's software solutions.

Bear Confirmed If

Any decline in EPS or revenue growth below 10% would raise concerns about the company's ability to sustain its growth trajectory.

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 anticipate 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 and growth potential.

In-Line / Cautious

An in-line report may lead to muted reactions, as investors assess management's commentary for future guidance.

Miss

If the company misses expectations, the stock could decline, reflecting concerns about its growth strategy and market conditions.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on new software offerings and their expected impact on revenue.
2Updates on customer engagement and retention strategies.
3Any commentary on market trends in infrastructure spending.
4Insights into competitive positioning within the application software industry.
5Future guidance on revenue and EPS expectations.