Information Technology·Application Software·$10.1B
Bentley Systems, Inc. (BSY) is a technology company that provides software solutions for infrastructure engineering....
EPS
Earnings per share is a key indicator of profitability and financial health, reflecting how much money the company makes for each share of stock.
Revenue
Total revenue shows the company's ability to generate sales and is critical for assessing growth and market demand.
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EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+31.47%
Avg Stock Reaction
+3.04%
In Q4 2025, Bentley reported an EPS of $0.27, exceeding expectations by 21.62%. The stock reacted positively, increasing by over 14% the following day.
Management Promises & Guidance
Analysts expect Bentley to report solid earnings, with a consensus EPS of $0.36 and revenue of $420M. The company's strong track record of beating earnings estimates adds to the optimistic outlook.
Bull Case
If Bentley exceeds the EPS estimate, it could signal robust demand for its software solutions, potentially leading to a significant stock price increase.
Bear Case
Conversely, if the company fails to meet expectations, it may raise concerns about demand and growth prospects, leading to a negative market reaction.
EPS
$0.36Earnings per share is a key indicator of profitability and financial health, reflecting how much money the company makes for each share of stock.
Revenue
$420MTotal revenue shows the company's ability to generate sales and is critical for assessing growth and market demand.
The print will turn on these two things.
Q1
Will Bentley's EPS exceed the consensus estimate of $0.36?
A beat on EPS would reinforce confidence in the company's growth trajectory and could lead to a positive stock reaction.
Q2
What is the outlook for revenue growth relative to the $420M consensus?
Revenue performance will be crucial in assessing market demand and the company's ability to capitalize on infrastructure spending.
Why consensus could be wrong
The consensus may underestimate Bentley's growth potential due to its unique focus on digital twin technology, which is increasingly in demand as infrastructure projects become more complex.
Supporting Evidence
The company has consistently beaten EPS estimates, indicating stronger-than-expected performance.
Recent trends in infrastructure spending suggest a favorable environment for Bentley's software solutions.
The lack of options data suggests uncertainty, which could lead to mispricing of the stock.
Key Risk
If Bentley's revenue growth significantly outpaces the expected $420M, it could challenge the current market narrative.
Pre-commit to what would confirm each case.
The market is closely watching Bentley's ability to maintain its growth momentum amidst competitive pressures and economic conditions.
Bull Confirmed If
An EPS of $0.40 or higher would confirm strong demand and operational efficiency.
Bear Confirmed If
An EPS below $0.33 would raise concerns about demand and growth sustainability.
Implied Move
±4.2%
There is no available options market data to provide further insights into investor sentiment.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Bentley beats expectations, history suggests a potential stock increase of around 3% on the following day, confirming strong operational performance.
In-Line / Cautious
If results are in line with expectations, the stock may see a muted reaction as investors await further guidance from management.
Miss
Should the company miss expectations, the average historical reaction indicates a potential decline, which could lead to increased scrutiny of its growth strategy.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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PARAMOUNT SKYDANCE C Class B
May 4, 2026