Bentley Systems Set to Announce Q4 Earnings on February 26
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2026
0mins
Should l Buy BSY?
Source: seekingalpha
- Earnings Announcement: Bentley Systems is scheduled to release its Q4 2023 earnings on February 26 before market open, with consensus EPS estimate at $0.26, reflecting a 23.8% year-over-year increase, which could significantly impact the stock price.
- Revenue Expectations: The anticipated revenue for Q4 is $381.79 million, representing a 9.1% year-over-year growth, and achieving this would further solidify the company's market position, indicating sustained business growth potential.
- Performance Beat Record: Over the past two years, Bentley Systems has exceeded EPS and revenue estimates 63% of the time, demonstrating reliability in market analysis and forecasts, which enhances investor confidence.
- Valuation Adjustments and Market Response: Despite recent upgrades based on AI infrastructure growth and valuation dips, market expectations for Bentley Systems' future performance remain cautious, reflecting investor focus on the company's long-term growth prospects.
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Analyst Views on BSY
Wall Street analysts forecast BSY stock price to rise
9 Analyst Rating
7 Buy
2 Hold
0 Sell
Strong Buy
Current: 38.760
Low
47.00
Averages
55.43
High
65.00
Current: 38.760
Low
47.00
Averages
55.43
High
65.00
About BSY
Bentley Systems, Inc is an infrastructure engineering software company. It focuses on developing and supporting a portfolio of integrated software offerings across professional disciplines, infrastructure sectors, geographies, and the infrastructure lifecycle. It serves enterprises and professionals across the infrastructure lifecycle by enabling project delivery and asset performance. Its portfolio of integrated software offerings includes Engineering Applications, Geo-Professional Applications, Bentley Infrastructure Cloud, Bentley Asset Analytics, and Cesium and iTwin Platform. Its Geo-Professional Applications include GeoStudio, for integrated geotechnical analysis of slope stability, groundwater flow, and heat and mass transfer in soil and rock, and Imago, for the capture and management of drilling core images. Bentley Asset Analytics solutions include Blyncsy, Bridge Monitoring, Dam Monitoring, OpenTower iQ, Talon Aerolytics , and Pointivo.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Source of Updates: Comprehensive information on analyst rating changes, including upgrades and downgrades, has been published on Benzinga's analyst ratings page, providing investors with a holistic view of the market.
- Market Reaction Potential: Changes in analyst ratings may trigger market volatility, prompting investors to closely monitor these shifts to timely adjust their investment strategies and risk management practices.
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- Significant Free Cash Flow Increase: The company generated $520 million in free cash flow for 2025, up 24% year-over-year, achieving a free cash flow margin of 35%, which provides ample funding for future M&A activities and enhances financial flexibility.
- Dual AI Strategy Advancement: CEO highlighted the embedding of AI into products and platforms, facilitating user and partner-built AI workflows, with projected ARR growth for 2026 expected between 10.5% and 12.5%, underscoring AI's critical role in driving business growth.
- Optimistic Future Outlook: Management anticipates total revenues for 2026 to range from $1.685 billion to $1.750 billion, with subscription revenues expected to grow between 11% and 13%, reflecting confidence in market conditions and a commitment to ongoing investment.
See More
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- Major Indices Performance: By midday in New York, the S&P 500 was down 0.9%, the Nasdaq 100 fell 1.6%, the Dow Jones slipped 0.3%, and the Russell 2000 lost 0.5%, reflecting a general weakness across the market.
- Volatility Index Surge: The CBOE Volatility Index (VIX) rallied over 10%, on track for its best session in two weeks, signaling heightened fear among investors and growing uncertainty about future market conditions.
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- Quarterly Dividend Announcement: Bentley Systems declares a quarterly dividend of $0.07 per share, consistent with previous distributions, indicating stable cash flow and profitability, which is likely to attract more investor interest.
- Yield Analysis: The forward yield of 0.8% reflects the company's relative attractiveness in the current market environment, potentially boosting shareholder confidence and stabilizing the stock price.
- Shareholder Arrangement: The dividend will be payable on March 19, with a record date of March 10 and an ex-dividend date also on March 10, ensuring shareholders receive timely returns and further solidifying the relationship between the company and its investors.
- Market Reaction Expectations: Bentley Systems has been upgraded to a “Buy” rating amid AI infrastructure growth and valuation dips, suggesting optimistic market expectations for its future growth potential, which may drive the stock price higher.
See More
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- Revenue Guidance Issued: Bentley Systems reported fourth-quarter results, projecting full-year 2026 revenue between $1.685 billion and $1.715 billion, with constant currency growth of 11% to 13%, indicating strong confidence in future growth and attracting investor interest in its long-term potential.
- Dividend Announcement: The company's Board declared a $0.07 per share dividend for Q1 2026, payable on March 19, 2026, to shareholders of record as of March 10, 2026, enhancing shareholder returns and potentially increasing market attractiveness for its stock.
- Stock Performance: In pre-market trading on Thursday, BSY shares rose by $2.35, or 7.23%, reflecting positive market reaction to the earnings report and future guidance, which may further bolster investor confidence.
- Increased Market Attention: With the release of financial guidance and dividend policy, market attention towards Bentley Systems has significantly increased, prompting investors to reassess its competitive position and growth potential in the infrastructure engineering software sector.
See More
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Stock Performance: Bentley Systems shares increased by 5% following a positive forecast for 2026.
Revenue Expectations: The company's projected revenue for 2026 is expected to exceed previous estimates.
See More
