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

Home

Daily Stock Opinions and Ratings

Constellation Software Inc. (CSU.TO)

3,002.99

-17.03 (0.56%)

as of Jul 31, 2026, 8:00:00 pm Market Open.

636 watching

Investor Insights

Aug 3, 2026, 12:00 am

This summary was created by AI, based on 90 opinions in the last 12 months.

Constellation Software Inc. (CSU) has experienced significant fluctuations amid fears surrounding AI's impact on software companies and the recent retirement of its long-serving CEO. Expert opinions vary, with some highlighting the company’s strong fundamentals, potential for future growth, and the attractiveness of its valuation, especially compared to the recent drop in stock prices. While some analysts advocate for the stock as a buying opportunity due to its ability to acquire undervalued companies, others express concerns about its reliance on acquisitions and question whether it can maintain its historical growth trajectory in the changing tech landscape. Overall, a common sentiment is that although CSU has proven resilient over the long term, it faces immediate challenges that necessitate cautious evaluation.

Consensus

Mixed

Valuation

Undervalued

Similar

Topicus, TOI

BUY

Luckily, be bought this on a dip. A great Canadian tech company. They buy software companies in a vertical strategy, geared to specific industries like healthcare. He targets $2,665, so a nice runway lies ahead. During dips, the stock hasn't fallen that much.

COMMENT

They grow by acquisition. Had held up well in the face of rising interest rates. Weakness in tech companies opens opportunities for CSU to acquire other tech companies. A strong company with good managers, however, there's not much organic growth.

BUY

Big acquisition in healthcare last night is what people have been waiting for. It will be materially accretive to the share price. Runway of growth is huge.

STRONG BUY

The Michael Jordan of Canadian tech. Hold and never sell it. Consistently high returns on capital. The PE is never low, always a little high, but he can live with that. He made a mistake trimming this at $600, and now look where it is. CSU is best in class, must-own.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Comfortable with the most recent results. Revenues missed estimates marginally. Revenue rose 27%. Cash flow was $341M. Acquisitions have slowed down this year. Unlock Premium - Try 5i Free

DON'T BUY

Many tech sector companies trading at extreme valuations. Even well run/profitable companies will be negatively affected by rising interest rates. Company has grown large which makes it hard to grow. Not a good time to buy into the tech sector.

TOP PICK

Fantastic management team. 12-month target $2665. Acquire software startups. Separate business divisions targeting various industries. The beauty of this diversification is that it protects them. ROIC is 32%. Great Canadian story. Yield is 0.23%. (Analysts’ price target is $2441.25)

DON'T BUY

A high-growth stock, but have been excellent at acquiring to build their business. However, today's prices are hard to justify from a valuation standpoint. (He's a value investor.) Their PE is over 100x.

BUY

It is a great stock. His firm tends to buy software stocks on the U.S. side. There is a good opportunity to buy CSU once we get the buyers back.

TOP PICK

Largest position and believes company is very well run. Predictable business with very good capital allocation record. Founder led company. Financial metrics very strong (return on equity, cash flow). Good time to buy with recent selloff.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A steady and historically solid performer. The business model is strong and the management team is good. They reinvest free cash flow into acquiring more businesses to generate free cash flow. Low volatility. Unlock Premium - Try 5i Free

PAST TOP PICK

(A Top Pick Nov 25/20, Up 47%) Still plans for acquisitions. High free cashflow. Still opportunities. Spun off Topicus.com. Many speculate there will be more spinoffs.

HOLD

Fabulous management. Its companies are spread through 6 operating segments. Acquires software startups and holds for the long term. 10-year ROIC of 32%. Money machine. 12-month price target of $2600. Terrific Canadian company.

DON'T BUY

Likes it. A top pick in the past. Has done very well but it is no longer cheap. As expensive as Microsoft. Likes Topicus a lot. Would not chase CSU at these levels.

PAST TOP PICK

(A Top Pick Jul 06/20, Up 35%) Canadians should be really proud of this one. It stacks up with the best. Extremely well run. Founder is still involved. Doesn't spend a lot of money. Not a lot of debt. High and consistent ROIC. Doesn't issue shares. His largest position.

Showing 226 to 240 of 442 entries

Most Recent Experts

Amy Raskin, CIO, Chevy Chase Trust

Chevy Chase Trust

Stephanie Link, Chief investment strategist, Hightower

Hightower

Rob Sechan, Managing Partner, New Edge Capital

New Edge Capital

Jim Lebenthal

Cerity Partners

Brianne Gardner

Raymond James

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Constellation Software Inc. (CSU.TO)