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

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Constellation Software Inc. (CSU.TO)

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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TOP PICK

It is his largest position and he has owned it since 2014. The management team is one of the best on the planet. They continue to acquire and integrate software companies. Roll up strategies can be disastrous, but some do it very well, not getting distracted. (Analysts’ price target is $1598.11)

PAST TOP PICK

(A Top Pick Jun 24/19, Up 21%) The whole group has gone up and so has this one. It made a bigger acquisition in Europe and wants to now spin off this company to make more acquisitions. It is not expensive.

BUY ON WEAKNESS

He has added to his portfolios over the last 6 months. It is an interesting software company. They sell niche products. It grows by acquisition. They are a cash cow and could pay a dividend but they are rolling up the industry successfully. Don’t chase it here. Buy a quarter of your position and then the rest on a check back in the markets.

COMMENT

Canadian tech? OTEX and SHOP would be good Canadian tech companies, along with CSU. All well situated for the cloud and e-commerce. He expects to see a market correction, so would wait for lower pricing.

PAST TOP PICK

(A Top Pick May 02/19, Up 16%) A huge fan. Amazing management. They continue to buy software companies. They see a large runway for growth ahead and want to buy more. 3.5% is their free cash flow yield. Watch their upcoming AGM.

TOP PICK

You want software companies with good revenues streams and good balance sheets. About 69% of their revenue is recurring. They have done good acquisition and have ammunition to do more in this distressed environment. He thinks earnings will grow by over 20% going forward. Yield 0.42% (Analysts’ price target is $1566.22)

WAIT

He once owned it, did well, and took profits in late-2019. Will be interesting to see how CSU maneuvers the next few months. They acquire lucrative runway companies at a discount--and those are now trading at discount. He expects CSU to buy in coming months. An interesting play, but a little early to enter CSU.

HOLD

One of his favorites. Volatility is common with this one. They are a vertical market software company, having very specific software for niche customers. This makes it very hard to compete against them. The contracts tend to be higher margin as well. The concern people have is that now they are as big as they are, can they keep the runway going? He thinks so.

HOLD

He does not own this one. He sold it about $120 ago and he kicks himself for it. Their business thesis is about business acquisitions and when he say them slowing down on that front he decided to take profit. A holder may consider some option strategies like covered calls.

COMMENT

CGI has been on a monster tear. There are rare non-commodity, utility or financial companies. There is a premium on these. They missed on a quarter and organic growth is slowing. It is an acquisition story, however. He would prefer Constellation Software that they own.

BUY ON WEAKNESS

They are probably one of the best in making acquisitions in Canada and in the US. This stock has been consolidating and he thinks there could be a re-acceleration up. You would have a chance to buy it now before it moves up.

PAST TOP PICK

(A Top Pick Feb 20/19, Up 25%) It is slow and steady. They make good acquisitions and they have never issued new stock. He likes it a lot.

TOP PICK

This one had an excellent run. It is one of the two strongest stocks on the TSX over the last 10 years. Their CEO is considered one of the best capital allocators in the world, not just in Canada. This is in his view a forever-hold stock. (Analysts’ price target is $1423.00)

PAST TOP PICK

(A Top Pick Dec 28/18, Up 52%) Really likes infotech. CSU is now consolidating, a little choppy, but it remains a core holding. He expects near-time weakness along with the overall market in January.

COMMENT

It’s a surprising story that has gone up. An expensive stock in terms of overall price. However, it is a project-by-project company so as long as the economics of the internet continues to grow, they will be fine. A good acquirer with positive results that will continue to show capital appreciation.

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Constellation Software Inc. (CSU.TO)