Bentley Systems, Inc. (BSY) saw its stock price surge 9.81% during intraday trading on Thursday, following the release of its fourth-quarter financial results that exceeded analyst expectations.

The infrastructure software firm reported adjusted earnings per share of $0.27, beating the consensus estimate of $0.26. Quarterly revenue reached $391.58 million, surpassing estimates of $381.82 million. Subscription revenue showed particularly strong growth, increasing 13% year-over-year to $356.6 million, which was a key driver of the overall performance.

Adding to the positive sentiment, Bentley Systems provided an optimistic outlook for 2026, forecasting total revenue in the range of $1.685 billion to $1.715 billion. The company also highlighted strategic initiatives, including acquisitions to strengthen its Asset Analytics platform and an increased focus on AI-driven automation and digital twin technologies, which are seen as significant growth drivers for the future.