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

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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

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)

TOP PICK

The beautiful chart says it all. Going through a consolidation phase. Increased his exposure to this name. Yield is 0.6%. (Analysts’ price target is $1016.67)

COMMENT

Has been a tremendous stock to own over the last decade. But the sock is quite high at a tie when it is having its largest challenges to growth. It is difficult to grow.

DON'T BUY

An enigma. Sure, their managers have grown a small company into one of the largest software companies on the TSX. Doesn't trust them, because their reporting is not transparent. Also, this is a heavy growth by acquisition story, which itself is fine, but we are in a time of rising interest rates that will weigh on this stock.

HOLD

It’s had a crazy ride. Getting sold off with the entire sector. As a holding, it looks as though it’s going higher. Hard not to see upside in the chart, it’s powerful. Unless you did it for a trade, no reason to sell it.

PAST TOP PICK

(A Top Pick Aug 21/18, Down 2%) It is one of the leadership names in the TSX but he is watching it closely for signs of a reset. You could reduce your exposure on this one. It has lost its leadership.

Showing 301 to 315 of 442 entries

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Constellation Software Inc. (CSU.TO)