CSG Systems International

Acquisition Agreement Will Cap Upside But Reduce Uncertainty For Shareholders

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

14 Sep 24

Updated

12 Dec 25

Views

100

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

50.8%

7D

-0.04%

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1Y

50.8%

7D

-0.04%

You can edit this narrative until Dec 13 5:10 PM. Then, changes will post as Updates.

Author's Valuation

US$80.74.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 12 Dec 25

CSGS: Share Price Will Track All-Cash Offer Amid Downgrades And Deal Risk

Analysts have raised their price target on CSG Systems International to $80.70 per share, effectively aligning it with NEC Corporation's agreed all cash acquisition price, as they see limited upside beyond the deal consideration. Analyst Commentary Analysts broadly view the NEC transaction as a valuation ceiling in the near term, leading to a wave of rating downgrades as the risk and reward profile shifts from operational execution to deal completion.

Shared on 27 Nov 25

CSGS: Share Price Will Remain Stable Following $80.70 All-Cash Acquisition

Analysts have raised their price target on CSG Systems International to $80.70 per share, up from a prior range of $70 to $72, reflecting the acquisition agreement with NEC Corporation and aligning with the announced all-cash deal value. Analyst Commentary Following the acquisition announcement, analysts provided updates on their outlook and ratings for CSG Systems International, highlighting both optimism and caution regarding the company's valuation and prospects.

Shared on 13 Nov 25

Fair value Increased 0.021%

CSGS: Acquisition Proposal Will Anchor Share Price Pending Deal Completion

The analyst price target for CSG Systems International was raised from previous levels to $80.70 per share. This change reflects broad consensus among analysts following NEC Corporation's announced acquisition of the company at that price.

Shared on 29 Oct 25

Fair value Increased 4.40%

The analyst price target for CSG Systems International has increased to $80.70 per share from the prior $77.29. Analysts are adjusting their valuations to reflect the acquisition agreement with NEC Corporation.

Shared on 01 May 25

Fair value Increased 7.45%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 3.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

AnalystConsensusTarget Fair Value

US$80.7

4.6% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

1.83%

Professional Services revenue growth rate

0.22%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.66%

Calculation

US$123.47m

Earnings '28

x

21.19x

PE Ratio '28

=

US$2.62b

Market Cap '28

US$2.62b

Market Cap '28

/

26.23m

No. shares '28

=

US$99.76

Share Price '28

US$99.76 Share Price '28

Discounted to 2025 @ 7.64% p.a.

=

US$80.00

Fair Value '25