Bentley Systems, Incorporated (BSY) Matches Q3 Earnings Estimates

Group 1: Earnings Performance - Bentley Systems reported quarterly earnings of $0.27 per share, matching the Zacks Consensus Estimate, and an increase from $0.24 per share a year ago [1] - The company posted revenues of $375.55 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 2.59% and up from $335.17 million year-over-year [2] - Over the last four quarters, Bentley Systems has surpassed consensus EPS estimates two times and revenue estimates three times [2][1] Group 2: Stock Performance and Outlook - Bentley Systems shares have increased approximately 4.8% since the beginning of the year, while the S&P 500 has gained 15.1% [3] - The company's earnings outlook will be crucial for future stock movements, with current consensus EPS estimates at $0.28 for the coming quarter and $1.21 for the current fiscal year [7] - The estimate revisions trend for Bentley Systems was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Group 3: Industry Context - The Internet - Software industry, to which Bentley Systems belongs, is currently in the top 34% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]