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/CNSWF
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Constellation Software Inc

Constellation Software Inc

CNSWF
$2,002.69USD↓-0.36%-7.31 today

MARKET CAP

47.3B

P/E (TTM)

17.8x

FWD P/E

16.9x

DAY RANGE

$1,961 – $2,040

52W RANGE

$1,610
$3,680

AI Summary

Stalk
Buy NowMedium

CNSWF is in a Stage 2 corrective reset within a repaired uptrend, characterized by a HH/HL sequence above rising short-term EMAs and constructive volume. The medium-term bias is bullish, supported by a flat-to-rising 50 DMA and no active exhaustion patterns. Short-term timing aligns, with price tightly tracking rising EMAs, neutral RSI, and no overbought/extreme stress, allowing for immediate participation. We will buy into shallow pullbacks toward the 9/21 EMA cluster and support near the 50 DMA to engage the ongoing advance.

  • ↑Revenue up 20% YoY to $1.5B with gross margin rising to 80%.
  • ↑50+ AI projects launched to enhance workflows and drive future growth.
  • ↓AI disruption risk could erode revenues if adaptation lags peers.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Constellation Software Inc. (CNSWF) is an established leader in the software sector, specializing in vertical market software solutions. The company leverages a decentralized structure to provide tailored software services to a diverse set of clients across multiple industries. As a prominent player in the software space, Constellation is positioned to capitalize on the ongoing digital transformation, particularly through its integration of AI technologies, which aligns with the growing demand for advanced software solutions and operational efficiencies.

Bull says

  • ↑Revenue up 20% YoY to $1.5B with gross margin rising to 80%.
  • ↑50+ AI projects launched to enhance workflows and drive future growth.
  • ↑95% retention rate underpins stable recurring cash flows and pricing power.
  • ↑PEMS partnerships optimize capital deployment while mitigating M&A risk.
  • ↑$400M operating cash flow and low leverage reflect a strong balance sheet.
  • ↑Proactive AI integration offsets disruption risk and supports digital transformation.

Bear says

  • ↓AI disruption risk could erode revenues if adaptation lags peers.
  • ↓High volatility and negative momentum may deter risk-averse investors.
  • ↓Negative earnings yield and weak profitability suggest margin compression.
  • ↓Cautious M&A stance risks missing strategic acquisition opportunities.
  • ↓Decentralized structure may yield inconsistent AI adoption across units.
  • ↓Negative liquidity and elevated short interest signal capital constraints.

Investment themes with CNSWF

Software↑ +1.28%

Cloud-based digital tools powering business productivity and innovation

PLTR · IBM · CRM

Earnings Call · Q4 2025 · Mgmt. Guidance

Updated 07-10-2026bullish

Transcript signals

Bull points

  • We're starting to see opportunities for small language models, AI agents and new applications for machine learning throughout our business.
  • Our customers rely on us for mission-critical software. We believe that the trusted partner position we've earned in our verticals is now extending to guiding them on how to safely and effectively bring AI into their own businesses.
Read full transcript analysis ›