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

Home

Daily Stock Opinions and Ratings

Constellation Software Inc. (CSU.TO)

2,827.94

+68.70 (2.49%)

as of Sep 11, 2026, 8:00:01 pm Market Open.

640 watching

Investor Insights

Sep 13, 2026, 12:00 am

This summary was created by AI, based on 87 opinions in the last 12 months.

Constellation Software Inc. is facing a challenging environment amid fears of AI disrupting the software sector. Experts are divided; while many acknowledge the company's solid management and acquisition strategy, there are concerns about the impact of artificial intelligence on their business model. The stock has seen significant volatility, with some analysts believing it has reached attractive valuation levels for long-term investors. The sentiment surrounding AI has led to negative market perceptions, but several analysts argue that CSU's niche in vertical market software could benefit from AI advancements rather than be harmed by them. Despite the uncertainty, CSU's historical performance and potential for future growth keep it on the radar for those looking to invest.

Consensus

Mixed

Valuation

Undervalued

Similar

Shopify, SHOP

BUY

Canadian tech stocks (DOKS - Descartes, Open Text, Kinaxis, Shopify) as a buy-and-hold strategy? His favourite among this narrow class of stocks is CSU. They make good acquisitions shrewdly, which made them grow into the dominant Canadian name. It's a better bet until Shopify starts being consistently profitable.

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.

Showing 271 to 285 of 448 entries

Most Recent Experts

Jenny Harrington, CEO, Gilman Hill Asset Management

Gilman Hill Asset Management

Jim Lebenthal

Cerity Partners

Shannon Saccocia, CIO, Boston Private

Boston Private

Kevin Simpson

Capital Wealth Planning

Greg Newman

Scotia Wealth Management

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)