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Constellation Software Inc
Symbol CSU
Shares Issued 21,191,530
Close 2025-12-24 C$ 3,316.17
Market Cap C$ 70,274,716,040
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Globe says Constellation Software slapped by AI threat

2025-12-29 06:43 ET - In the News

The Globe and Mail reports in its Saturday edition that Constellation Software's stock tanking after an unprecedented 20-year run-up in share price was a shocker. The Globe's Tim Shufelt writes that since it went public in 2006, up to its peak in May, Constellation's stock rose by roughly 30,000 per cent, or 35 per cent annually. The stock had just one negative year in that time -- in 2022, when the entire tech sector corrected. Now Constellation is mired in its worst sell-off to date and investors are spooked about the threat posed by artificial intelligence. Constellation has amassed a giant roster of small software companies with niche products for specific lines of business, such as marinas and fitness clubs. The concern is that AI will render these products obsolete by making do-it-yourself alternatives viable with tools such as ChatGPT. And with that, a glorious streak ended. Is there another act ahead for Constellation? That is the question for investors to ponder as we enter 2026.

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