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What Analyst Projections for Key Metrics Reveal About Bentley Systems (BSY) Q4 Earnings
ZACKS· 2026-02-24 15:15
Core Insights - Analysts forecast Bentley Systems, Incorporated (BSY) will report quarterly earnings of $0.27 per share, reflecting a year-over-year increase of 28.6% [1] - Expected revenues are projected to be $379.17 million, indicating an 8.4% increase compared to the same quarter last year [1] Earnings Estimates - There has been no revision in the consensus EPS estimate for the quarter over the last 30 days, indicating stability in analysts' forecasts [2] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Projections - The consensus estimate for 'Revenues- Subscriptions and licenses' is $358.03 million, with a year-over-year change of +8.5% [5] - 'Revenues- Services' is expected to reach $21.12 million, reflecting a +6% year-over-year change [5] - 'Revenues- Subscriptions' is projected to be $342.47 million, indicating an +8.5% change from the previous year [5] Additional Revenue Insights - 'Revenues- Perpetual licenses' are estimated at $12.80 million, showing a -10.5% change from the year-ago quarter [6] - Total revenue year-over-year growth is expected to be 8.4%, down from 12.6% in the previous year [6] - Annualized Recurring Revenues (ARR) are anticipated to reach $1.43 billion, up from $1.28 billion reported in the same quarter last year [7] - Revenue from subscriptions is projected to grow by 8.5% year-over-year, compared to a previous growth rate of 15.8% [7] Stock Performance - Bentley Systems shares have decreased by 16.5% in the past month, contrasting with the Zacks S&P 500 composite's decline of 1% [7] - The company holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near term [7]
What Analyst Projections for Key Metrics Reveal About Bentley Systems (BSY) Q2 Earnings
ZACKS· 2025-08-05 14:15
Core Insights - Wall Street analysts expect Bentley Systems, Incorporated (BSY) to report quarterly earnings of $0.29 per share, reflecting a year-over-year decline of 6.5% [1] - Revenue projections stand at $363.09 million, indicating a 9.9% increase from the same quarter last year [1] Earnings Projections - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of their initial projections [1][2] - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [2] Revenue Estimates - Analysts forecast 'Revenues- Subscriptions and licenses' to reach $344.96 million, representing an 11.9% year-over-year increase [4] - 'Revenues- Services' are expected to be $19.30 million, showing a decline of 12.4% year-over-year [4] - The average prediction for 'Revenues- Subscriptions' is $334.07 million, indicating a 12.3% increase year-over-year [4] Additional Revenue Metrics - 'Revenues- Perpetual licenses' are projected at $11.64 million, reflecting a 7.2% year-over-year increase [5] - The consensus estimate for total revenue year-over-year growth is 9.9%, down from 11.3% in the previous year [5] - Estimated 'Annualized Recurring Revenues (ARR)' is projected at $1.35 billion, up from $1.22 billion in the same quarter last year [5] Subscription Growth - 'Revenue - Subscriptions - YoY growth' is expected to be 12.3%, compared to 14.7% in the same quarter last year [6] - Over the past month, Bentley Systems shares have increased by 4.3%, outperforming the Zacks S&P 500 composite's 1% change [6] - The company holds a Zacks Rank 3 (Hold), suggesting performance in line with the overall market [6]
Exploring Analyst Estimates for Bentley Systems (BSY) Q1 Earnings, Beyond Revenue and EPS
ZACKS· 2025-05-05 14:21
Core Insights - Bentley Systems, Incorporated (BSY) is expected to report quarterly earnings of $0.30 per share, reflecting a decline of 3.2% year-over-year, while revenues are forecasted to be $364.69 million, indicating an 8% increase compared to the previous year [1] Revenue Estimates - Analysts project 'Revenues- Subscriptions and licenses' to reach $342.85 million, representing a year-over-year change of +8.3% [4] - The estimated 'Revenues- Services' is $20.27 million, indicating a decline of -4.2% from the prior-year quarter [4] - 'Revenues- Subscriptions' are expected to be $333.21 million, reflecting an increase of +8.5% from the previous year [4] - 'Revenues- Perpetual licenses' are projected at $9.59 million, showing a year-over-year change of +0.9% [5] - Total revenue year-over-year growth is expected to reach 7.5%, slightly up from 7.4% reported in the same quarter last year [5] - 'Annualized Recurring Revenues (ARR)' are anticipated to be $1.30 billion, compared to $1.19 billion from the previous year [5] Subscription Revenue Growth - 'Revenue - Subscriptions - YoY growth' is projected to be 8.5%, down from 10.5% reported in the same quarter last year [6] Stock Performance - Shares of Bentley Systems have returned +12.9% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.4% change [7] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to mirror overall market performance in the near future [7]