Constellation Software Inc. reported a slight earnings miss in its latest quarterly results, raising questions about its growth trajectory amidst a competitive landscape.
Recent earnings trend
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Constellation Software Inc.
CSU.TO
CSU.TO
Constellation Software Inc.
WealthAwesomeMarket cap
$64.63B
P/E
48.3x
Div. yield
0.13%
Div. / share
$4.00
52W high
$4626.50
52W low
$2193.59
1W change
-0.75%
Beta
0.69
Analyst Price Targets
Based on analyst covering CSU
Wall Street analysts forecast CSU stock price to rise 29.7% over the next 12 months.
Consensus
BullishBased on avg. target vs last close (formal rating unavailable for Canadian listings)
Avg. Target
C$3953.62
+29.7% Upside
Current Price
C$3047.11
Last close
Analyst ratings and price targets are updated periodically. Not financial advice.
Wealth Awesome Price Forecast
WA ModelStatistical 90-day price range based on CSU's historical volatility
30-Day Vol
47.9%
Annualized
90-Day Vol
47.3%
Annualized
Trend (90d)
+11.8%
Annualized drift
90d Mean
C$3178.75
Expected price
| Horizon | Expected | 68% Range (1σ) |
|---|---|---|
| 30 trading days | C$3090.37 | C$2619.53 – C$3645.85 |
| 60 trading days | C$3134.25 | C$2480.91 – C$3959.66 |
| 90 trading days | C$3178.75 | C$2387.35 – C$4232.51 |
Methodology: Range is calculated using 30-day realized volatility via geometric Brownian motion (log-normal model). 68% band = ±1σ, 95% band = ±2σ. This is a statistical model, not a prediction. Past volatility does not guarantee future results. Not financial advice.
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Analyst coverage: 5 analyst(s) cover this name; upcoming EPS consensus is available.
Beat estimates in 2 of the last 4 comparable quarter(s).
| Fiscal period | Report date | Actual EPS | Estimate | Surprise |
|---|---|---|---|---|
| 2026-09-30 | 2026-11-06 | — | 28.3500 | — |
| 2026-06-30 | 2026-08-10 | 26.6100 | 26.9200 | -1.2% |
| 2026-03-31 | 2026-05-12 | 27.3700 | 24.3100 | +12.6% |
| 2025-12-31 | 2026-03-09 | 21.4900 | 28.0000 | -23.3% |
| 2025-09-30 | 2025-11-07 | 28.8500 | 25.6100 | +12.7% |
| 2025-06-30 | 2025-08-08 | 11.9300 | 21.1500 | -43.6% |
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On August 10, 2026, Constellation Software Inc. (CSU.TO) released its Q2 2026 earnings report, revealing an earnings per share (EPS) of $26.61, which fell short of the analysts' consensus estimate of $26.92. This marks a surprise of -1.15%, a concerning trend for investors who have seen mixed performance in recent quarters.
Investor takeaway: Despite the earnings miss, Constellation Software's strong revenue growth and ongoing acquisitions signal its commitment to long-term growth. However, the deceleration in organic growth raises flags that investors should monitor closely in the coming quarters.
Earnings Miss by 1.2%
Constellation Software's EPS of $26.61 is a 126.2% increase year-over-year, but the miss against estimates highlights potential growth challenges.
Bull case
The company’s strong acquisition strategy and the potential benefits of AI-driven productivity enhancements could lead to long-term gains, especially if organic growth rebounds.
Bear case
The recent decline in organic growth and the challenges of integrating larger acquisitions could hinder Constellation Software’s performance, especially if competition intensifies.
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