CSG Systems International (CSGS)

• Market cap: $1.77B
• 1 day: -1.14%
• 5 days: -1.60%
• 1 month: -7.06%
• 3 months: 18.24%
• 6 months: 23.67%
• Year to date: 18.24%
• 1 year: 16.87%
• 5 years: 46.56%
• 10 years: 95.42%
• Sector: Information Technology
• Industry: Computer Processing & Data Preparation

About: CSG Systems International Inc is a purpose-driven, SaaS platform company that enables companies in a wide variety of industry verticals to tackle the growing complexity of business in the digital age. The company's cloud-first architecture and customer-centric approach empower companies to deliver unforgettable experiences for B2B (business-to-business), B2C (business-to-consumer), and B2B2X (business-to-business-to-consumer) customers, making it easier for people and businesses to connect to, use and pay for the services the company offers. The company operates in one segment i.e. Solutions and Services. Geographically, the company generates revenue from Americas (principally the U.S.).

Employees: 6,000

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $1.42B [Q3] → $1.54B (+$118M) [Q4]

3% more funds holding

Funds holding: 255 [Q3] → 262 (+7) [Q4]

1.4% more ownership

Funds ownership: 98.78% [Q3] → 100.18% (+1.4%) [Q4]

5% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 88

33% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]

82% less call options, than puts

Call options by funds: $158K | Put options by funds: $879K

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $65 9% upside
• Avg. target: $70 18% upside
• High target: $80 34% upside

5 analyst ratings

• positive: 4 80%
• neutral: 1 20%
• negative: 0 0%

Stifel Shlomo Rosenbaum 44% 1-year accuracy 8 / 18 met price target	10% upside $66	Buy Maintained	6 Feb 2025
RBC Capital Matthew Hedberg 57% 1-year accuracy 119 / 207 met price target	15% upside $69	Outperform Maintained	6 Feb 2025
Wells Fargo Michael Berg 70% 1-year accuracy 7 / 10 met price target	9% upside $65	Equal-Weight Maintained	6 Feb 2025
Cantor Fitzgerald Brett Knoblauch 23% 1-year accuracy 18 / 77 met price target	20% upside $72	Overweight Maintained	6 Feb 2025
Northland Capital Markets Nehal Chokshi 21% 1-year accuracy 3 / 14 met price target	34% upside $80	Outperform Reiterated	6 Feb 2025