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 12, 2026, 12:00 am

This summary was created by AI, based on 88 opinions in the last 12 months.

Constellation Software Inc. (CSU) has experienced significant volatility recently, notably due to fears over AI's impact on software companies and the retirement of its long-serving CEO, Mark Leonard. While some analysts express concerns regarding its future growth trajectory and the potential loss of pricing power, many experts believe the company remains fundamentally strong with a robust history of acquisition and capital deployment. The stock is perceived to be undervalued by several analysts, particularly as it trades at lower multiples compared to its historical values. Despite some bearish sentiment, there's a consensus among many that the fears regarding AI displacement may be overstated and could pave the way for the company to leverage AI in enhancing its software offerings. Overall, the prevailing view suggests that CSU presents a buying opportunity for long-term investors, though caution is advised due to technical indicators suggesting potential further downside in the short term.

Consensus

Buy

Valuation

Undervalued

Similar

Shopify,SHOP

TOP PICK

Going into a bit of correction so it is timely. Analysts won't put any growth in because they haven't acquired anything but it's only March. Phenomenal cash flow.

TOP PICK

Own about 45 different software businesses globally. Recently doubled their dividend. Has phenomenal free cash flow.

TOP PICK

His top holding. Likes them because of value creation, return on capital. Had a great move this year. 52 week high today. Will perform very, very well next year. Has held it since he started the fund, but was buying a week and a half ago.

TOP PICK

Stock is up about 50% this year and feels the earnings will also be up 50% this year. Inexpensive on a PE multiple. Fantastic management.

PAST TOP PICK

(A Top Pick Aug 30/10. Up 73.91%.) Varied software programs. They acquire relatively small “best of breed” software companies and keep the cash flows lean and mean and use cash flows to buy more companies. One of the top companies to own in Canada.

BUY

Expectation that it will be sold and if that happens, it will be at $85 or better. If it doesn't get sold and the stock is still public 12 months from now, it will be worth way more than $85. Superb management.

PAST TOP PICK

(A Top Pick May 14/10. Up 80.65%.) Expect they will be sold in the next 90 days at over $90.

STRONG BUY

His top holding. His guess is that they put themselves up for sale. These guys aren’t dummies and won’t sell it cheap. His guess is they won’t take an offer under $100. Doesn’t think the process will take more than 90 days.

TOP PICK

Software that are probably in 35-40 different silos. Very good at identifying best-of-breed software and making acquisitions. Everything from transportation to government services to housing, etc. Capital management of this company is superb. Growing at about 35% per annum. Very undervalued.

TOP PICK

Software company that mainly grows by acquisition. Excellent top line growth. ROE is somewhere in the 35%-40% range. Great “buy and hold”.

TOP PICK

Big company without a huge profile. 30-40 companies under it to do all kinds of things in Canada and the US. Able to buy companies at a very good valuation. Single digit P/E. Thinks stock is worth double.

PAST TOP PICK

(A Top Pick Nov 11/08. Up 25.84%.) Still likes.

TOP PICK

Niche software. 70% of its business is government related. Growth is mostly through acquisition but lately has 6%-7% organic growth. Most of its revenues are recurring ones. (Recommends you do partial buys on a gradual basis.)

Showing 436 to 448 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)