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SELL · CSU

Sell CSU by Aug 12, 2026.

T
theunknown996reddit
via r/ValueInvesting
· Published Aug 11, 2026 21:18 · Valid until Aug 12, 2026 · ACTIVE
Entry
$33.54
Now
$33.54 +0.0%
Target
—
Score
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First things that jumped out at me: \- 1% organic growth after adjusting for FX (last quarter I think was 2%). Their Maintenance and other recurring organic growth (2%) is the lowest we've seen (largely due to Altera business decline); it's 4% excluding that which is ok but still tied as the lowest. This is not going to squash the AI fears. \- Very healthy capital deployment of $893 million in Q2 and another $818 million since end of June. …