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Constellation Software Inc. (CSU $2,668.77)
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Topicus.com Inc. (TOI $110.90)
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Lumine Group Inc. (LMN $24.05)
Q: If CSU beats their numbers for Q4 handily, do you think the stock may still continue to go down because AI still hasn't had a full effect on their numbers?
thanks
thanks
5i Research Answer:
It is an interesting question. Because sentiment is not so highly correlated with AI, it is possible that investors will continue to expect the worst, in the absence of hard evidence that there is no negative impact. But we think a 'normal' quarter with M&A activity would still be more positive than negative.