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

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Constellation Software Inc. (CSU.TO)

3,041.21

-34.68 (1.13%)

as of Aug 21, 2026, 8:00:00 pm Market Open.

639 watching

Investor Insights

Aug 23, 2026, 12:00 am

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

Constellation Software Inc. (CSU) has generated mixed reviews from experts, reflecting a blend of optimism and caution. Many recognize the company's strong track record of acquiring software businesses and its ability to generate stable cash flows. Despite its impressive history, concerns about the impact of AI and a recent CEO transition have led to a bearish sentiment among some analysts. Several experts noted that while the stock has experienced significant declines, it now presents a potential buying opportunity, especially for long-term investors. However, the varying opinions on its valuation and growth prospects indicate uncertainty about its future performance amidst evolving market dynamics.

Consensus

Cautious

Valuation

Undervalued

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SAP, SAP

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)

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.

Showing 301 to 315 of 444 entries

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Constellation Software Inc. (CSU.TO)