CNBC’s Jim Cramer warns investors to avoid BSY due to potential AI-driven disruption in infrastructure software markets.
Jim Cramer recommended avoiding Bentley Systems (NASDAQ:BSY) on concerns that artificial intelligence could disrupt its infrastructure engineering software business. The CNBC host cited investor skepticism about traditional software firms facing AI-driven disintermediation risks.
Bentley Systems provides modeling, simulation, and cloud services for infrastructure projects, serving architects, engineers, and contractors. The company’s stock has faced pressure as markets increasingly favor AI-exposed equities over legacy software providers.
Cramer suggested AI stocks offer better upside potential with lower downside risk compared to BSY, reflecting broader sector rotation trends.