BENTLEY SYSTEMS INC
No SEC Form 4 filings for $BSY in the last 30 days.
Bentley Systems (BSY) summarized its Q2 2026 earnings call, citing demand in infrastructure engineering and growth in Resources and Public Works and Utilities, including Power Line Systems (PLS). Management outlined a hybrid AI strategy, expects double-digit growth with potential to reach the high end of guidance, and plans AI monetization starting in 2027. It secured a $550m term loan and targets ~2x leverage.
Bentley Systems (NASDAQ:BSY) reported Q2 CY2026 revenue of $410.7 million, up 12.8% year on year and in line with Wall Street expectations, with non-GAAP EPS of $0.35, 9.8% above consensus. ARR was $1.54 billion, net revenue retention was 109%, and the stock fell 3.6% to $34.74 after results.
Bentley Systems (BSY) shares fell about 2.9% pre-open after Q2 2026 results. Adjusted EPS was $0.35 versus $0.32 expected, but revenue was $410.7M, below the ~$412.2M consensus and down from $424.2M in Q1. Subscriptions rose 13.6% YoY to $378.6M. Analysts kept a consensus buy and ~$44 target.
Over the past 7 days, alphai's AI scored 5 news stories mentioning BSY (BENTLEY SYSTEMS INC). Coverage has skewed bullish: 2 bullish, 2 neutral, and 1 bearish.
Recent BSY coverage spans earnings, market movers and regulation.
The call frames AI as a trust-and-validation ramp, while balance-sheet actions (term loan, buybacks) support capital return and reduce near-term financing risk.
Results look broadly in-line on revenue but slightly supportive on profitability, with billings described as a mild miss and the stock down 3.6% post-results.
The immediate driver is a headline top-line miss plus sequential revenue decline, despite EPS and subscription growth.
The filing provides fresh quarterly performance and cash-flow metrics, supporting near-term valuation and positioning around ARR durability and margin trajectory.
Earnings setup centers on whether BSY can avoid another revenue miss despite prior adjusted operating income outperformance.
alphai scores every news story that mentions BSY with an AI model for sentiment and relevance, and aggregates insider trades from BENTLEY SYSTEMS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Bentley Systems (BSY) summarized its Q2 2026 earnings call, citing demand in infrastructure engineering and growth in Resources and Public Works and Utilities, including Power Line Systems (PLS). Management outlined a hybrid AI strategy, expects double-digit growth with potential to reach the high end of guidance, and plans AI monetization starting in 2027. It secured a $550m term loan and targets ~2x leverage.
7 min readBentley Systems (NASDAQ:BSY) reported Q2 CY2026 revenue of $410.7 million, up 12.8% year on year and in line with Wall Street expectations, with non-GAAP EPS of $0.35, 9.8% above consensus. ARR was $1.54 billion, net revenue retention was 109%, and the stock fell 3.6% to $34.74 after results.
4 min readBentley Systems (BSY) shares fell about 2.9% pre-open after Q2 2026 results. Adjusted EPS was $0.35 versus $0.32 expected, but revenue was $410.7M, below the ~$412.2M consensus and down from $424.2M in Q1. Subscriptions rose 13.6% YoY to $378.6M. Analysts kept a consensus buy and ~$44 target.
3 min readBENTLEY SYSTEMS INC (BSY) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a26q2exhibit991.htm EX-99.1 Document Exhibit 99.1 Bentley Systems Announces Second Quarter 2026 Results EXTON, PA – August 6, 2026 – Bentley Systems, Incorporated (Nasdaq: BSY), the infrastructure engineering software company, today announced results for the quarter end
6 min readBentley Systems (NASDAQ: BSY) is set to report earnings. The company’s last quarter revenue was $424.2 million, up 14.5% year on year, beating revenue expectations but missing billings estimates. For the upcoming quarter, analysts expect about 13% revenue growth. The article cites an average analyst price target of $44.80 versus a $35.50 share price.
2 min readAfter a drop in Treasury yields and concerns easing about the AI investment cycle, enterprise software stocks rose in the afternoon session. Asana (ASAN) gained 6.5%, Paycom (PAYC) 7.2%, Bentley Systems (BSY) 6.2%, PagerDuty (PD) 6.1%, and Upland Software (UPLD) 10.5%. Upland was cited as up 226% YTD and $4.89 per share.
5 min readThe article reviews US antitrust enforcement in healthcare in 1H 2026, highlighting the FTC’s March 20 launch of a Healthcare Task Force. It cites FTC-required divestitures in Sevita’s $835M BrightSpring deal and Ascension’s $3.9B AmSurg deal, plus PBM settlements reshaping rebate models, including Express Scripts and Optum. It also notes ongoing DOJ/State focus on payor contracting and algorithmic pricing.
7 min readThe article reviews Q1 results for vertical software peers. It says the group’s revenues beat consensus by 3.7% and next-quarter guidance was 0.9% above. Bentley Systems (BSY) reported $424.2M revenue, up 14.5% YoY, beating estimates by 1.2% but missing billings, and its stock was down 1.3% to $31.65. Other companies cited include Alarm.com (ALRM), Guidewire (GWRE), and Manhattan Associates (MANH).
5 min readBentley Systems said it is expanding its Japan presence by opening a Tokyo regional headquarters and planning workforce growth over the next three years to support i-Construction 2029. The company will provide expertise, technical support and training for shifting from 2D to 3D workflows, using its iTwin, Cesium and Seequent tools and partnering with EARTHBRAIN and others.
4 min readGuggenheim analyst John DiFucci upgraded Salesforce and ServiceNow to Buy on valuation, saying near-term AI monetization is unlikely and AI risks are “very real” (CRM ~3.7x EV/recurring revenue; NOW $125 target at 7.5x EV/NTM recurring revenue). The read-through lifted enterprise SaaS and related names: Bentley Systems +6.4%, Qualys +7.4%, SoundHound AI +5.5%. Qualys was also recently boosted by a JPMorgan upgrade to Neutral and a $139 target.
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