Constellation Software reported fourth-quarter 2025 results on March 9, 2026.
Based on 7 news sources
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the company reported Q4 adjusted EPS of $0.18, beating the $0.13 consensus by 38%, on revenue of $444.3 million versus the $422.3 million estimate, according to Benzinga. The company issued FY2027 guidance of $0.65–$0.69 adjusted EPS (vs.
This is a comprehensive earnings beat across every metric that mattered. The $22 million revenue upside — a 5% beat — directly addresses the bear case that had built around the stock after last quarter's significant EPS miss ($0.01 vs. $0.12 estimate) and more recent concerns about underwhelming revenue guidance. The FY2027 outlook is the real accelerant: guidance for $1.97 billion in revenue implies roughly 10% upside to where the Street was modeling, while the EPS range of $0.65–$0.69 exceeds consensus by 10–17%.
Volume at 7.1x normal confirms heavy institutional participation — this is not a thin-market gap but a broad re-rating. The stock is outperforming its peer group by roughly 17 percentage points on a day when the S&P 500 is down over 1.5% and the Technology sector (XLK) is off 1.3%, underscoring the purely stock-specific nature of the move.
Sell-side reaction has been swift. Wells Fargo maintained Overweight and raised its price target to $46, while BTIG kept its Buy rating but trimmed its target to $45. Both targets sit well above current levels, suggesting analysts see further upside even after today's surge. The results also resolve the confusion from earlier this week, when prior analyses referenced mixed preliminary results — the official print decisively favors the bulls. ARR ended at $1.458 billion for FY2025, up 32% year-over-year, with 2,506 customers above $100,000 in ARR. This is the stock's largest single-day gain in recent history, erasing weeks of pre-earnings uncertainty in a single session.
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CSU.TO fell 4.3% on 2026-03-11 as post-earnings selloff deepens as net income drop and analyst target cuts weigh on shares.
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