Bentley (BSY) Q1 Earnings Report Preview: What To Look For
Bentley met analysts' revenue expectations last quarter, reporting revenues of $349.8 million, up 12.6% year on year. It was a disappointing quarter for the company, with full-year revenue guidance slightly missing analysts' expectations and a significant miss of analysts' EBITDA estimates.
Is Bentley a buy or sell going into earnings? Read our full analysis here, it's free.
This quarter, analysts are expecting Bentley's revenue to grow 8.2% year on year to $365.4 million, in line with the 7.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.30 per share.
Bentley Total Revenue
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Bentley has missed Wall Street's revenue estimates four times over the last two years.
Looking at Bentley's peers in the software-as-a-service segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Manhattan Associates delivered year-on-year revenue growth of 3.2%, beating analysts' expectations by 2.3%, and Pegasystems reported revenues up 44.1%, topping estimates by 33.1%. Manhattan Associates traded up 5.8% following the results while Pegasystems was also up 28.8%.
Read our full analysis of Manhattan Associates's results here and Pegasystems's results here.
There has been positive sentiment among investors in the software-as-a-service segment, with share prices up 13.8% on average over the last month. Bentley is up 15.5% during the same time and is heading into earnings with an average analyst price target of $50.26 (compared to the current share price of $45.19).
Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.
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