Constellation Software Inc.

1 month ago · seekingalpha.com

Constellation Software is experiencing one of the largest price drops in its history, given that prior to 2025, it had never fallen more than 30% from its highs. CNSWF's decentralized model empowers its six autonomous groups to pursue numerous small, niche software acquisitions, sustaining inorganic growth. Organic growth concerns persist, but AI integration promises enhanced efficiency, additional services, and potential pricing power for vertical market software.

3 months ago · zacks.com

Constellation Software (CNSWF) could produce exceptional returns because of its solid growth attributes.

3 months ago · seekingalpha.com

Maintenance and other recurring revenue, which is ~77% of total revenue, grew just +2% (FXN) organically in 2Q'26, decelerating from +4% in 1Q'26 and +6% in 4Q'25.

3 months ago · zacks.com

Constellation Software Inc. (CNSWF) came out with quarterly earnings of $28.7 per share, beating the Zacks Consensus Estimate of $24.6 per share. This compares to earnings of $24.31 per share a year ago.

3 months ago · wsj.com

The Canadian company reported a second-quarter profit of $274 million, up from $56 million a year earlier.

4 months ago · seekingalpha.com

Constellation Software remains a compelling long-term investment despite recent stock declines and AI-driven market skepticism. CSU's moat is anchored in deep vertical integration, high switching costs, and mission-critical software, making AI disruption less threatening than perceived. Q1 2026 results showed ~20% revenue growth, driven mainly by acquisitions, with proprietary FCFA2S cash flow up 44%, highlighting disciplined capital allocation.