11 Stocks in Focus: Jim Cramer on NVIDIA, Callers’ Picks, and Recent AI Data Center Rally

8. Bentley Systems, Incorporated (NASDAQ:BSY)

Bentley Systems, Incorporated (NASDAQ:BSY) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. Answering a caller’s query about the stock, Cramer said:

Okay, this is one of those that I’ve gotta tell you… It should work theoretically, but you know how people feel if it’s a software company. They think it can be disintermediated by AI, and there’s just no turning back. They’re not going to let it go up. So, I’m going to have to say no.

Bentley Systems, Incorporated (NASDAQ:BSY) provides infrastructure engineering software, including open modeling, simulation, and geoprofessional applications for subsurface conditions. Moreover, it provides infrastructure cloud services and digital representation platforms for architects, engineers, city planners, and contractors. Conestoga Capital Advisors stated the following regarding Bentley Systems, Incorporated (NASDAQ:BSY) in its fourth quarter 2025 investor letter:

Bentley Systems, Incorporated (NASDAQ:BSY) provides infrastructure engineering software used in the design and operation of transportation, utilities, and industrial assets. The stock traded lower as revenue growth decelerated modestly and margins were affected by increased investment in product development and go-to market initiatives. Concerns around project timing and public-sector spending also weighed on sentiment. Despite durable demand for infrastructure software, the market reacted to near-term execution and growth variability.