Bentley Systems is expected to report Q2 2026 revenue of $412.12 million and adjusted EPS of $0.32, as the stock trades near $35.90 against an average analyst price target of $44.80.
Investors are primarily focused on the growth of Annual Recurring Revenue (ARR), which management expects to increase between 10.5% and 12.5% on a constant-currency basis for the full year 2026.
The company’s recent acquisitions of Pointivo and Talon Aerolytics are being watched for their contribution to AI-driven asset analytics, a key growth vector.
Strong demand in the resources and public works sectors bolstered Q1 results and is expected to provide continued momentum for the subscription-heavy business model.