Bentley Systems, Incorporated (NASDAQ:BSY<\/b>) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally<\/b>. Answering a caller\u2019s query about the stock, Cramer said:<\/p>\n Okay, this is one of those that I\u2019ve gotta tell you\u2026 It should work theoretically, but you know how people feel if it\u2019s a software company. They think it can be disintermediated by AI, and there\u2019s just no turning back. They\u2019re not going to let it go up. So, I\u2019m going to have to say no.<\/p>\n<\/blockquote>\n A technical stock market chart. Photo by Energepic from Pexels<\/p>\n 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:<\/p>\n 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.<\/p>\n<\/blockquote>\n While we acknowledge the potential of BSY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock<\/b>.<\/p>\n READ NEXT: <\/b>33 Stocks That Should Double in 3 Years<\/b> and <\/b>15 Stocks That Will Make You Rich in 10 Years<\/b>\u00a0<\/b><\/p>\n Disclosure: None. Follow Insider Monkey on Google News<\/b>.<\/b><\/p>\n<\/p><\/div>\n\n
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