Constellation Software Inc. (CSU.TO) Buy,…

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Constellation Software Inc. (CSU.TO)

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2,881.02

-1.00 (0.03%)

as of Jun 17, 2026, 8:00:00 pm Market Open.

635 watching

Investor Insights

Jun 17, 2026, 12:00 am

This summary was created by AI, based on 84 opinions in the last 12 months.

Constellation Software Inc. (CSU) continues to attract attention from analysts amid recent fluctuations in its stock price, largely attributed to a change in leadership and concerns over the impact of artificial intelligence (AI) on the software industry. While some experts highlight CSU's history of successful acquisitions and strong cash flow generation, others express skepticism regarding its high valuation relative to organic growth. Analysts are divided on whether the company's reliance on acquisitions can sustain its growth trajectory, especially in a climate where competitors are developing AI solutions. Overall, many believe the current dip presents a buying opportunity, provided that the upcoming strategic initiatives clarify the company's direction in leveraging AI effectively.

Consensus

Mixed

Valuation

Fair Value

Similar

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HOLD

His #1 holding. Best creator of shareholder value on the TSX since it went public in 2006. Has done about 700 acquisitions. Exceptional capital allocation skills. Good for growth part of a portfolio. New spinoff, Lumine, is cut from the same cloth.

PAST TOP PICK

(A Top Pick Jan 21/22, Up 16%)

His top conviction weight. Exceptionally well run. Did another spinoff, and he expects the Lumine shares in his account shortly.

PAST TOP PICK

(A Top Pick Feb 02/22, Up 3%) A Canadian tech darling. A massive, well-run company with many parts. Are spinning off a segment, Volaris, in order for their Lumine segment to buy a company involved in financial services. Return on capital over the last 10 years is 32%. Have acquired 270 start-ups over their history with operations around the globe. The price target is $2,475.

TOP PICK

Exact opposite of unprofitable tech stocks (consistent cash flow and profits). Lots of M & A that has been successful. 60% return on equity last year with an average of 30%. Lots of opportunities for acquisition given recent tech sell off. Excellent management team that is founder lead.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Accelerated quarterly revenue growth. Industry leader in acquiring VMS software businesses. Mission-critical software provider with significant pricing power. Continues to be acquisitive, decentralized management. Unlock Premium - Try 5i Free

BUY

As long as it can continue to make acquisitions, you'll see fabulous growth. Plans to spin off smaller divisions, and the strategy is to get growth in each. One of the best performers on the TSX, no reason for that to slow.

BUY ON WEAKNESS

A past top pick. Licks it for price-to-growth. Still good. A quality name, but not the best. He prefers a tech name that's cheaper with better growth like Nuvei, Amazon or Alphabet. He will buy at lower levels. He targets $2,400.

STRONG BUY

A 3.5% position for him. Still a good long runway from current price. One of the best run and probably most diverse of the Canadian tech companies. Hospitality, construction, financials, agriculture, public sector. Money-producing machine. (Analysts’ price target is $2650.00)

BUY ON WEAKNESS

Phenomenal company, probably one of the best capital compounders ever created. Diversified, capital allocation is great. Have to watch the valuation. You want to own it, but just wait for a pullback.

TOP PICK

A software consolidator. They can do small acquisitions like $5-10 million per company. They are a cash-flow compounder. This usually trades at a high multiple. Free cash flow is around 4%, while price to cash flow is less than 24x. (Analysts’ price target is $2437.14)

TOP PICK

Great management team with high discipline in capital allocation. Lower valuations in recent market selloff has allowed company to make good M&A decisions. Company has good financial position (large cash flow and low debt).

BUY ON WEAKNESS

Loves it. Poster child for Canadian tech. Long runway to price target. Vertically integrated in about 6 specific business lines, and it becomes exceptional in those areas. Extremely well managed, good business model for these times. Buy under $2000. (Analysts’ price target is $2650.00)

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Healthy and stable net profit margins. Long track record of successful acquisitions. Industry leader. Macro tailwinds for several vertical market. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Excellent company. More of a defensive play compared to other technology. Wait. If it goes down to $1800 over the next month or two, that's where he'd be looking to get in.

BUY ON WEAKNESS

It grows mostly by buying smaller software companies and boast a great track record. But it's getting harder to find good companies. Also, the high valuation has always kept her away. A well-run company. Buy on pullbacks. Should do well long term.

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Summer Sale

Constellation Software Inc. (CSU.TO)