Jim Cramer on Bentley Systems: “I’m Going to Have to Say No”

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.

A technical stock market chart. Photo by Energepic from Pexels

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.

While we acknowledge the risk and potential of BSY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BSY and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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