BSY Earnings

BSY reported its earnings on 2026-05-07, showcasing a revenue of 424.18M against an estimate of 414.29M, resulting in a 2.39% surprise. The EPS was 0.38, surpassing the expected 0.36 by 15.15%. The stock experienced a 4.83% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following BSY's earnings announcement on 2026-05-07, the stock price moved by 4.83% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, BSY's stock price tends to shift by an average of 0.37% in the 10 days leading up to earnings and -1.7% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate BSY's annual revenue to reach 401.09M, while the EPS is projected at 0.33. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between BSY's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BSY's stock price typically moves by 0.37% in the 10 days before its earnings and -1.7% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 0.33 and revenue of 401.09M.

The earnings call highlights strong revenue growth projections, particularly in subscription and service revenues. The focus on AI and digital twins is promising, with potential for ARR growth and geographic expansion. The Q&A reveals positive sentiment towards AI initiatives and infrastructure cloud adoption. However, some concerns about data usage and management's lack of clarity on certain metrics exist. Overall, the strategic focus on AI, strong financial outlook, and positive analyst sentiment suggest a positive stock movement, but not strong due to minor uncertainties.