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 engineering. Operating in the Information Technology sector, it focuses on application software that helps organizations design, construct, and operate infrastructure projects more efficiently, which is increasingly important as global infrastructure needs grow.

Key Metrics to Watch

EPS

Earnings per share is a crucial indicator of the company's profitability and is closely watched by investors.

$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 expectations by 16.92%. The stock reacted positively, gaining 4.83% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Bentley Systems to report solid earnings, with a consensus EPS of $0.32 and revenue of $412M. The company has a strong track record of beating earnings estimates.

Bull Case

If Bentley continues its trend of beating estimates, it could see a significant stock price increase, especially if it also provides positive guidance for future quarters.

Bear Case

Conversely, if the company fails to meet expectations or if macroeconomic conditions worsen, it could lead to a decline in stock price, especially given the high implied volatility in options.

Key Metrics to Watch

EPS

$0.32

Earnings per share is a crucial indicator of the company's profitability and is closely watched by investors.

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 Bentley Systems achieve an EPS of $0.32 or higher?

Given the company's history of beating EPS estimates, this figure will be critical in determining market sentiment post-earnings.

What are the revenue figures and growth outlook for the next quarter?

Revenue performance will indicate the company's ability to sustain growth and meet investor expectations in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Bentley's ability to leverage its software solutions in a growing infrastructure market, especially given its recent strong performance.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating stronger operational performance than analysts predict.

Options pricing suggests a significant move, which may reflect underlying bullish sentiment not captured in consensus estimates.

Key Risk

If revenue growth significantly outpaces expectations, it could shift market sentiment dramatically.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Bentley can maintain its strong growth trajectory amidst potential economic headwinds.

Bull Confirmed If

An EPS of $0.35 or higher with revenue exceeding $418M would confirm the bull case.

Bear Confirmed If

An EPS below $0.29 or revenue below $408M would confirm the bear case.

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 a potential stock increase of around +3.32%, confirming a positive growth outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline in stock price, with historical data suggesting an average drop of around -3.21%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on new software contracts or partnerships that could drive future revenue.
2Insights into customer demand trends in the infrastructure sector.
3Updates on product development and innovation initiatives.
4Management's outlook on macroeconomic factors affecting the business.
5Any guidance on future earnings or revenue expectations.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a crucial indicator of the company's profitability and is closely watched by investors.

$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 expectations by 16.92%. The stock reacted positively, gaining 4.83% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Bentley Systems to report solid earnings, with a consensus EPS of $0.32 and revenue of $412M. The company has a strong track record of beating earnings estimates.

Bull Case

If Bentley continues its trend of beating estimates, it could see a significant stock price increase, especially if it also provides positive guidance for future quarters.

Bear Case

Conversely, if the company fails to meet expectations or if macroeconomic conditions worsen, it could lead to a decline in stock price, especially given the high implied volatility in options.

Key Metrics to Watch

EPS

$0.32

Earnings per share is a crucial indicator of the company's profitability and is closely watched by investors.

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 Bentley Systems achieve an EPS of $0.32 or higher?

Given the company's history of beating EPS estimates, this figure will be critical in determining market sentiment post-earnings.

What are the revenue figures and growth outlook for the next quarter?

Revenue performance will indicate the company's ability to sustain growth and meet investor expectations in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Bentley's ability to leverage its software solutions in a growing infrastructure market, especially given its recent strong performance.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating stronger operational performance than analysts predict.

Options pricing suggests a significant move, which may reflect underlying bullish sentiment not captured in consensus estimates.

Key Risk

If revenue growth significantly outpaces expectations, it could shift market sentiment dramatically.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Bentley can maintain its strong growth trajectory amidst potential economic headwinds.

Bull Confirmed If

An EPS of $0.35 or higher with revenue exceeding $418M would confirm the bull case.

Bear Confirmed If

An EPS below $0.29 or revenue below $408M would confirm the bear case.

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 a potential stock increase of around +3.32%, confirming a positive growth outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline in stock price, with historical data suggesting an average drop of around -3.21%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on new software contracts or partnerships that could drive future revenue.
2Insights into customer demand trends in the infrastructure sector.
3Updates on product development and innovation initiatives.
4Management's outlook on macroeconomic factors affecting the business.
5Any guidance on future earnings or revenue expectations.