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TSX:CSU News 2 December 2025 - 4 February 2026

Constellation Software hits a 1-year low — why analysts still see upside in CSU

Constellation Software hits a 1-year low — why analysts still see upside in CSU

Constellation Software shares hovered near a 52-week low Wednesday on the Toronto Stock Exchange, trading around C$2,342 after a steep two-day drop. Several banks cut price targets, but analysts tracked by MarketBeat kept a “moderate buy” consensus. The Sequoia Fund called the valuation “compelling” in a shareholder letter. Leadership changes continue after founder Mark Leonard stepped down last September.
4 February 2026
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Constellation Software’s 48% slide has investors split as AI fears rattle software stocks

Constellation Software’s 48% slide has investors split as AI fears rattle software stocks

Constellation Software shares have fallen about 48% in the past year amid investor concerns over AI’s impact on software pricing and a CEO transition. Founder Mark Leonard stepped down for health reasons, with Mark Miller now president. Ruane Cunniff says the stock trades at a high-teens forward P/E and sees the valuation as compelling despite ongoing uncertainty.
3 February 2026
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Fresh CSU.DB buy-and-short levels land as Constellation’s March coupon reset nears

Fresh CSU.DB buy-and-short levels land as Constellation’s March coupon reset nears

A technical report set new buy and short targets for Constellation Software’s Series 1 debentures (CSU.DB), recommending buys near 116.78 and shorts near 119.15. The CPI-linked coupon resets March 31 at 8.6%. CSU.DB last traded near 117.78% of face value, after peaking at 120.15%. The bond was rated “Neutral” with a warning that key triggers may have already passed.
3 February 2026
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Constellation Software resets CSU.DB debenture rate to 8.6% as Canada’s inflation cools

Constellation Software resets CSU.DB debenture rate to 8.6% as Canada’s inflation cools

Toronto, Jan 21, 2026, 10:46 (EST) Constellation Software Inc announced it will lower the annual interest rate on its unsecured subordinated floating rate debentures, Series 1, to 8.6% starting March 31, down from the current 8.9%. The adjustment reflects the annual average change in Canada’s all-items Consumer Price Index for the 12 months ending Dec. 31, 2025, plus a fixed spread of 6.5 percentage points. (GlobeNewswire) The Toronto market was active at the time of publication, shining a spotlight on a lesser-known slice of Constellation’s capital structure. Investors hold notes whose coupons rise with inflation, untouched by changes to the
21 January 2026
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Constellation Software resets CSU.DB debenture rate to 8.6% as CPI-linked coupon steps down

Constellation Software resets CSU.DB debenture rate to 8.6% as CPI-linked coupon steps down

Toronto, Jan 20, 2026, 10:42 EST Constellation Software Inc said the interest rate on its unsecured subordinated floating rate debentures, Series 1, will be reset to 8.6% per year on March 31, trimming the coupon from the current 8.9%. The company said the new rate is based on the annual average change in Canada’s all-items Consumer Price Index (CPI) over the 12 months ending Dec. 31, 2025, plus 6.5%. (GlobeNewswire) The reset matters for holders of CSU.DB because the coupon is built to move with inflation, not with overnight interest rates. It also sets the company’s interest bill for another
20 January 2026
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Constellation Software hits 52-week low: investors probe the deal-driven growth story

Constellation Software hits 52-week low: investors probe the deal-driven growth story

Toronto, January 16, 2026, 10:52 EST Constellation Software’s shares fell to a new 52-week low in Toronto trading on Wednesday, extending a steep pullback as investors questioned how long its acquisition-heavy growth model can keep compounding at a premium valuation. The stock touched C$3,001.11 and was down 6.3% at C$3,008.19 by mid-afternoon, according to market data cited by TS2.tech. (TechStock²) The drop matters because Constellation is a heavyweight on Canada’s main index and a bellwether for “buy-and-build” software companies—firms that rely on frequent deals to grow. When a stock like this slides hard, it can reset expectations for the whole
16 January 2026
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Constellation Software stock tumbles to new 52-week low as investors question acquisition-led growth

Constellation Software stock tumbles to new 52-week low as investors question acquisition-led growth

Toronto, Jan 14, 2026, 14:48 EST Shares of Constellation Software dropped 6.3% to C$3,008.19 by 2:45 p.m. EST Wednesday, having earlier touched a fresh 52-week low of C$3,001.11 in Toronto, according to market data. https://www.investing.com/equities/constellation-software-inc The decline puts the TSX heavyweight roughly 43% under its 52-week peak, yet it still carries a hefty valuation for a firm defined by frequent acquisitions. Constellation’s market cap stood near C$68 billion. https://stockanalysis.com/quote/tsx/CSU/ The drop is significant since Constellation ranks among Canada’s most closely watched “buy-and-build” software companies. Its moves often dictate investor appetite for acquisition-driven growth. Early Wednesday, a Motley Fool column flagged
14 January 2026
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Constellation Software (TSX:CSU) Stock in December 2025: Price, Dividend, AI Risks and 2026 Forecast

Constellation Software (TSX:CSU) Stock in December 2025: Price, Dividend, AI Risks and 2026 Forecast

As of the start of December 2025, Constellation Software Inc. (TSX:CSU, OTC: CNSWF) is coming off one of the toughest years in its public-market history: the shares are deep below their highs, yet analysts still see meaningful upside and the acquisition engine is running at full speed. This article pulls together the latest price action, dividend dates, forecasts, and analyst commentary up to and including December 1–2, 2025, to give a current, news-ready snapshot of the stock. 1. Where Constellation Software Stock Stands Now Share price and 52‑week range Despite the drawdown, Constellation remains a large-cap software name: In other
2 December 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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