CSG Systems International (CSGS)

• Market cap: $1.9B
• 1 day: -0.44%
• 5 days: 0.23%
• 1 month: 18.45%
• 3 months: 15.96%
• 6 months: 38.16%
• Year to date: 26.60%
• 1 year: 20.64%
• 5 years: 23.76%
• 10 years: 109.59%
• 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)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $1.42B [Q3] → $1.53B (+$113M) [Q4]

3.15% more ownership

Funds ownership: 98.79% [Q3] → 101.93% (+3.15%) [Q4]

1% more funds holding

Funds holding: 255 [Q3] → 257 (+2) [Q4]

0% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 89

67% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 1 (-2) [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 2% upside
• Avg. target: $70 10% upside
• High target: $80 25% upside

5 analyst ratings

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

Stifel Shlomo Rosenbaum 53% 1-year accuracy 10 / 19 met price target	3% upside $66	Buy Maintained	6 Feb 2025
RBC Capital Matthew Hedberg 72% 1-year accuracy 154 / 213 met price target	8% upside $69	Outperform Maintained	6 Feb 2025
Wells Fargo Michael Berg 63% 1-year accuracy 5 / 8 met price target	2% upside $65	Equal-Weight Maintained	6 Feb 2025
Cantor Fitzgerald Brett Knoblauch 68% 1-year accuracy 55 / 81 met price target	12% upside $72	Overweight Maintained	6 Feb 2025
Northland Capital Markets Nehal Chokshi 36% 1-year accuracy 5 / 14 met price target	25% upside $80	Outperform Reiterated	6 Feb 2025