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TSE:CSU

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
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Investor Insights
star iconJun 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.

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Consensus
Mixed
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Valuation
Fair Value
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TOP PICK
They buy other software companies, around 200 now and could acquire many more. Managers own a lot of stock, and that's a great sign. They know what they're doing. (Analysts’ price target is $1223.33)
PARTIAL SELL
It has been a darling stock for a long time. The just keep consolidating. They don't squeeze out much synergies. This was not the business model he was looking for over the years. They will have to make bigger and bigger acquisitions.
BUY
They are serial acquirers with heavy cash flow. This can continue without limit. However, they have heavy competition now. So, CSU is now increasing its balance sheet. This has done incredibly well, a no-brainer.
PAST TOP PICK
(A Top Pick Apr 09/19, Up 1%) He still likes it. A strong chart and a great performer. The longer-term trend is up. It's consolidating these days. Expect choppiness then a breakout to new highs.
TOP PICK
It has been a core holding of his for a long time. They are extremely well run. They are run by a competent intelligent operator. They acquire software companies. When they are put on the world stage they shine. They are a bit expensive right now but one you should own. (Analysts’ price target is $1176.30)
PAST TOP PICK
(A Top Pick Feb 21/19, Up 3%) A beautiful chart and story. Good performer in the past month with new all-time highs. It's been on a sharp upswing since the start of 2019. Loves it.
TOP PICK
It's long been a top pick of his. It's made new all-time highs. Loves it. (Also a Past Top Pick today.) (Analysts’ price target is $1163.67)
BUY
Have to think longer term with this name. They trade at a premium valuation. This is one of the best performers in Canada. Strong management team. They have a strict focus on shareholder value. They paid a special dividend last quarter.
DON'T BUY
They have done well over a long time period. He thinks it may be over valued right now. Without a sizable dividend, he is staying away. With a marketcap of $23 billion, they need to take on bigger and bigger ventures.
PAST TOP PICK
(A Top Pick Aug 21/18, Up 26%) We saw a choppy consolidation. Then it broke to all time highs. He loaded up even more in late December.
TOP PICK
It just broke out to new all time highs with strong, strong volume. (Analysts’ price target is $1163.67)
TOP PICK
At 23 times earnings, it is still good value. There is really no great competitor. They have a mountain of cash and management is well invested. They do great acquisitions, are cost conscious, and he has great confidence in their strategy. Yield 0.45% (Analysts’ price target is $1163.67)
HOLD
Another 10 bagger. Growth by acquisition. Latest quarter was way better than expected. They've now started to declare the value of the assets. There's also some organic growth. Management team's fantastic. Paid a one-time dividend, which is good, but does it mean they have nothing else to spend their money on. Hang on to it.
BUY
They had a nice beat today and they are declaring a special dividend. They always manage to hit their numbers and have a good return on equity.
HOLD
It is well managed. They made a plethora of acquisitions. They are making tiny ones with a model that works. Don’t sell a company doing this well, although he prefers OTEX-T, which is a more sure bet. (Analysts’ price target is $11.32)
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