CGI（GIB.A）株式概要CGIはその子会社とともに、情報技術（IT）およびビジネス・プロセス・サービスを提供している。 詳細GIB.A ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長1/6過去の実績2/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より51.1%で取引されている 収益は年間6.62%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が30.5%上昇するだろうとほぼ一致している。 リスク分析リスクチェックの結果、GIB.A 、リスクは検出されなかった。すべてのリスクチェックを見るGIB.A Community Fair Values Create NarrativeSee what 63 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN25.0% undervaluedAnalystConsensusTarget•1mo agoGIB.A: Shares Will Benefit From Artificial Intelligence And Resolved Tariff Uncertainty1.1k029AN38.9% undervaluedAnalystHighTarget•3d agoAI Adoption And Long Term Managed Services Will Drive Powerful Upside Potential9101AN5.4% undervaluedAnalystLowTarget•17d agoAI Integration Headwinds And Public Sector Risks May Still Support Gradual Long Term Upside2900Top Analyst NarrativesAN25.0% undervaluedAnalystConsensusTarget•1mo agoGIB.A: Shares Will Benefit From Artificial Intelligence And Resolved Tariff Uncertainty1.1k029AN38.9% undervaluedAnalystHighTarget•3d agoAI Adoption And Long Term Managed Services Will Drive Powerful Upside Potential9101AN5.4% undervaluedAnalystLowTarget•17d agoAI Integration Headwinds And Public Sector Risks May Still Support Gradual Long Term Upside2900View all narrativesCGI Inc. 競合他社Descartes Systems GroupSymbol: TSX:DSGMarket cap: CA$8.2bTopicus.comSymbol: TSXV:TOIMarket cap: CA$7.6bConstellation SoftwareSymbol: TSX:CSUMarket cap: CA$55.2bBlackBerrySymbol: TSX:BBMarket cap: CA$7.4b価格と性能株価の高値、安値、推移の概要CGI過去の株価現在の株価CA$89.8652週高値CA$142.4852週安値CA$83.34ベータ0.171ヶ月の変化1.35%3ヶ月変化-9.54%1年変化-35.09%3年間の変化-31.03%5年間の変化-20.01%IPOからの変化88,377.10%最新ニュースナラティブ更新 • Jul 20GIB.A: Share Repurchases And Public Sector Wins Will Support Future UpsideThe analyst fair value estimate for CGI has been revised down from about CA$183.39 to CA$147.00. This change reflects a series of reduced Street price targets and more measured assumptions on revenue growth and valuation multiples.ライブニュース • Jul 10CGI Launches Cloud Financial Management System for Massachusetts as Mosaic Goes LiveCGI announced the successful launch of Mosaic, a new cloud-based statewide financial management system for the Commonwealth of Massachusetts, built on the CGI Advantage platform as part of the MA BEST Program. The Mosaic system replaces legacy financial infrastructure with a SaaS-based platform aimed at improving efficiency, transparency and data-driven decision-making. This marks a significant milestone in CGI’s long-running public sector partnership with Massachusetts. CGI’s stock last traded at CA$94.70, with the share price down 24.4% year to date. This contract win reinforces CGI’s position in large-scale government enterprise systems, an area where long implementation timelines and embedded platforms can support recurring SaaS revenue and potential follow-on work. The key risk is execution: statewide financial systems are complex, and any delays, cost overruns or operational issues could affect margins or future public sector opportunities.ナラティブ更新 • Jul 06GIB.A: Cautious Outlook Will Balance Space And AI Wins With Execution RisksThe analyst price target for CGI has been revised from CA$100 to CA$95, reflecting a series of recent target reductions from several firms as analysts adjust for a slightly higher discount rate and updated P/E assumptions while keeping revenue growth and margin expectations broadly steady. Analyst Commentary Recent research on CGI points to a more cautious tone, with several bearish analysts trimming price targets and, in at least one case, lowering their overall rating on the stock.ライブニュース • Jul 01CGI Earns Microsoft AI Cloud Partner Status for ERP Software Targeting Public SectorCGI has earned the Solutions Partner with certified software designation for its CGI Advantage ERP platform within the Microsoft AI Cloud Partner Program, recognizing its interoperability with Microsoft Cloud and use of Azure and AI for government clients. The designation reinforces CGI’s credibility with public sector customers that rely on Microsoft infrastructure, which can support future contract discussions by signaling that its software has been vetted within a major cloud ecosystem. CGI’s stock last traded at CA$91.67, with the share price down 26.8% year to date. This Microsoft recognition ties CGI’s government-focused software more tightly to a widely adopted cloud stack, which can matter when agencies shortlist vendors and run RFPs. It also raises the bar for CGI to keep investing in AI and cloud expertise to maintain that status and the client trust that comes with it.お知らせ • Jun 25CGI Inc. Announces Transition of Stephanie Mango to Executive Vice-President and Chief Administrative Officer for Global OperationsCGI Inc. announced that Stephanie Mango, current President of CGI Federal, transitioned to the role of Executive Vice-President and Chief Administrative Officer for CGI's global operations.ライブニュース • Jun 23CGI Expands NetApp Alliance to Accelerate Hybrid Cloud and AI Data ProjectsCGI and NetApp expanded their global alliance, with NetApp Keystone now powering CGI’s block storage solutions within its shared services platform to support IT modernization, data management and AI projects across hybrid cloud environments. The deeper partnership is aimed at delivering measurable outcomes for CGI clients worldwide, which could help the company compete for complex, data-heavy workloads where reliability and scalable storage are critical. CGI shares trade at CA$86.79, with the stock down 30.7% year to date, so this kind of service expansion may draw attention from investors watching how the company refreshes its technology stack. The read-through is that CGI is leaning more on a specialist partner for core storage infrastructure. This approach can reduce execution risk on complex projects but also increases dependence on a single vendor relationship.最新情報をもっと見るRecent updatesナラティブ更新 • Jul 20GIB.A: Share Repurchases And Public Sector Wins Will Support Future UpsideThe analyst fair value estimate for CGI has been revised down from about CA$183.39 to CA$147.00. This change reflects a series of reduced Street price targets and more measured assumptions on revenue growth and valuation multiples.ライブニュース • Jul 10CGI Launches Cloud Financial Management System for Massachusetts as Mosaic Goes LiveCGI announced the successful launch of Mosaic, a new cloud-based statewide financial management system for the Commonwealth of Massachusetts, built on the CGI Advantage platform as part of the MA BEST Program. The Mosaic system replaces legacy financial infrastructure with a SaaS-based platform aimed at improving efficiency, transparency and data-driven decision-making. This marks a significant milestone in CGI’s long-running public sector partnership with Massachusetts. CGI’s stock last traded at CA$94.70, with the share price down 24.4% year to date. This contract win reinforces CGI’s position in large-scale government enterprise systems, an area where long implementation timelines and embedded platforms can support recurring SaaS revenue and potential follow-on work. The key risk is execution: statewide financial systems are complex, and any delays, cost overruns or operational issues could affect margins or future public sector opportunities.ナラティブ更新 • Jul 06GIB.A: Cautious Outlook Will Balance Space And AI Wins With Execution RisksThe analyst price target for CGI has been revised from CA$100 to CA$95, reflecting a series of recent target reductions from several firms as analysts adjust for a slightly higher discount rate and updated P/E assumptions while keeping revenue growth and margin expectations broadly steady. Analyst Commentary Recent research on CGI points to a more cautious tone, with several bearish analysts trimming price targets and, in at least one case, lowering their overall rating on the stock.ライブニュース • Jul 01CGI Earns Microsoft AI Cloud Partner Status for ERP Software Targeting Public SectorCGI has earned the Solutions Partner with certified software designation for its CGI Advantage ERP platform within the Microsoft AI Cloud Partner Program, recognizing its interoperability with Microsoft Cloud and use of Azure and AI for government clients. The designation reinforces CGI’s credibility with public sector customers that rely on Microsoft infrastructure, which can support future contract discussions by signaling that its software has been vetted within a major cloud ecosystem. CGI’s stock last traded at CA$91.67, with the share price down 26.8% year to date. This Microsoft recognition ties CGI’s government-focused software more tightly to a widely adopted cloud stack, which can matter when agencies shortlist vendors and run RFPs. It also raises the bar for CGI to keep investing in AI and cloud expertise to maintain that status and the client trust that comes with it.お知らせ • Jun 25CGI Inc. Announces Transition of Stephanie Mango to Executive Vice-President and Chief Administrative Officer for Global OperationsCGI Inc. announced that Stephanie Mango, current President of CGI Federal, transitioned to the role of Executive Vice-President and Chief Administrative Officer for CGI's global operations.ライブニュース • Jun 23CGI Expands NetApp Alliance to Accelerate Hybrid Cloud and AI Data ProjectsCGI and NetApp expanded their global alliance, with NetApp Keystone now powering CGI’s block storage solutions within its shared services platform to support IT modernization, data management and AI projects across hybrid cloud environments. The deeper partnership is aimed at delivering measurable outcomes for CGI clients worldwide, which could help the company compete for complex, data-heavy workloads where reliability and scalable storage are critical. CGI shares trade at CA$86.79, with the stock down 30.7% year to date, so this kind of service expansion may draw attention from investors watching how the company refreshes its technology stack. The read-through is that CGI is leaning more on a specialist partner for core storage infrastructure. This approach can reduce execution risk on complex projects but also increases dependence on a single vendor relationship.ナラティブ更新 • Jun 22GIB.A: Future Upside Will Rely On AI Modernization And Nordic ContractsAnalysts have trimmed their fair value estimate for CGI to about CA$120 from CA$121, reflecting a series of reduced Street price targets, including cuts to CA$95 at Scotiabank and other target reductions across multiple firms. Analyst Commentary Recent Street research on CGI shows a cluster of lower price targets and at least one downgrade, which gives you a clearer view of how analysts are weighing valuation against execution and growth expectations.分析記事 • Jun 19CGI (TSX:GIB.A) Stock Could Be 25.9% Undervalued After Quantum And AI PushCGI (TSX:GIB.A) has moved into the spotlight after becoming a founding partner of the Quantum Communication Fieldlab Rotterdam, a new testbed focused on real world deployment of quantum secure communication infrastructure. See our latest analysis for CGI. Despite CGI’s role in quantum secure communication projects and recent AI focused launches, the stock’s 1 day share price return of 3.43% comes after a year to date share price return that is down 28.43% and a 1 year total shareholder return...ライブニュース • Jun 12CGI Deepens Nordic Presence With Telia Finland Acquisition and Major Finnish Education ContractCGI agreed to acquire Telia Finland’s cloud and IT end user services business, with around 250 employees expected to transfer to CGI. The transaction includes a long term cooperation arrangement with Telia Finland focused on secure and scalable IT services in the Nordic region. CGI also signed a multi-year digital services agreement with the Finnish National Agency for Education tied to its largest ICT procurement to date, centered on the Studyinfo system. These moves indicate a deeper push into the Nordic IT services market, adding both headcount and long duration contracts with large institutional clients. Investors may want to monitor how integration costs, contract terms and execution in Finland affect margins and future deal flow in the region.お知らせ • Jun 04CGI Launches Modern Human Capital Management Platform For State Of UtahCGI announced the successful go-live of a modern, integrated SaaS-based human capital management (HCM) and payroll platform for the State of Utah, advancing the state's efforts to modernize its workforce systems and improve operational efficiency. The implementation replaces a fragmented legacy HR and payroll environment with the CGI Advantage Software-as-a-Service (SaaS) HCM solution, integrated with the state's existing CGI Advantage Financial Management solution. By consolidating systems into a single platform, the state now benefits from improved payroll accuracy, stronger compliance and reporting, and enhanced tools for recruiting, onboarding, and employee retention. Through the implementation of the new platform, the state has reduced duplicate data entry, minimized manual handoffs, and streamlined processes across agencies. At the same time, the modernization effort has lowered risk and reduced technical debt by eliminating complex system interfaces and transitioning to a secure, cloud-based environment with standardized workflows and administration. The state has also gained enhanced visibility into its workforce operations, including improved position control, increased labor-cost transparency, and more advanced analytics and reporting capabilities to support informed decision-making across payroll, grants, and budget management. The new system also improves the experience for Utah state agencies and employees. Agencies benefit from better insight into staffing, budgets, and workforce costs, while employees gain access to intuitive self-service tools, mobile capabilities, streamlined onboarding processes, and more reliable payroll and leave management. CGI Advantage is a unified SaaS ERP platform featuring a powerful combination of modern technology and built-for-government solutions. This secure, intuitive platform organically meets state and local government requirements and streamlines financial management, human resources, performance budgeting, procurement, and business intelligence operations.ナラティブ更新 • Jun 04GIB.A: Future Upside Will Rely On AI Public Sector ContractsAnalysts have trimmed their fair value estimate for CGI to CA$121.00 from CA$149.62. This reflects lower CA$ price targets across several firms as they factor in more conservative revenue growth, slightly softer profit margins, and a reduced future P/E assumption.お知らせ • Jun 02CGI Inc. (TSX:GIB.A) agreed to acquire cloud and capacity services for enterprises and IT end-user services of Telia Company AB from Telia Company AB (publ) (OM:TELIA).CGI Inc. (TSX:GIB.A) agreed to acquire cloud and capacity services for enterprises and IT end-user services of Telia Company AB from Telia Company AB (publ) (OM:TELIA) on June 1, 2026. 250 Telia Company AB (publ) employees will join CGI Inc. The transaction is subject to approval by regulatory board / committee.お知らせ • May 24Cgi Expands Governed Ai Capabilities for GovernmentCGI Inc. announced expanded artificial intelligence (AI) capabilities within CGI Advantage, its enterprise resource planning (ERP) platform purpose-built for state and local government. These enhancements embed AI directly into core business processes and system workflows, enabling agencies to improve efficiency, strengthen decision-making, and modernize operations while maintaining the transparency, control, and accountability that governments require. CGI Advantage integrates AI natively within ERP processes across finance, human resources, procurement, and operations. Platform users can access AI-driven guidance, insights, and automation within the context of their day-to-day work, without introducing separate systems or disconnected experiences. The latest CGI Advantage AI capabilities enhance how users interact with complex ERP processes and include context-aware assistance and guidance, natural language access to knowledge and processes, AI-powered summaries and decision support, intelligent recommendations and proactive insights, and agentic AI workflow support. These capabilities are designed to support users with guidance, insights, and recommendations, while ensuring people remain in control of decisions, approvals, and outcomes across every step in the process. AI capabilities within CGI Advantage are governed through built-in controls that allow agencies to enable features intentionally and manage how they are used. AI functionality is configurable, role-based and auditable, with transparency into how data is used and how outputs are generated. This ensures agencies retain full control over adoption while meeting regulatory, security and policy requirements. CGI has also applied this governance-first approach internally, using AI across its own development and operations lifecycle to improve quality, speed, and consistency. Through its expanded Global Alliance partnership network, CGI is further advancing this approach by embedding AI capabilities, such as Codex, across its workflows, with the governance, security, and controls required for enterprise environments.新しいナラティブ • May 20AI Integration Headwinds And Public Sector Risks May Still Support Gradual Long Term UpsideCatalysts About CGI CGI provides IT and business consulting, systems integration, managed services and software solutions to clients across public and private sectors worldwide. What are the underlying business or industry changes driving this perspective?ライブニュース • May 13CGI Secures Eight-Year Finnish Education Deal With AI Delivery ModelCGI has been selected by the Finnish National Agency for Education to provide development and maintenance services for Studyinfo, the agency’s largest digital service by user volume. The contract is part of the agency’s largest ICT procurement to date and runs for eight years. CGI will use its AI-enabled Application Factory delivery model to support continuous development of the Studyinfo platform. Winning a long-duration public sector contract of this size highlights CGI’s presence in government digital services and extends its visibility on related revenue over several years. Investors may want to watch how effectively CGI executes on this AI-enabled delivery model, since performance on a high-profile national platform can influence future government and education-sector contract opportunities, as well as operational risks.お知らせ • May 12+ 1 more updateCGI Inc. Announces Chief Executive Officer ChangesCGI Inc. announced the appointment of Tim Hurlebaus as Chief Executive Officer (CEO), effective May 12, 2026. For the past two years, Mr. Hurlebaus served as President and Chief Operating Officer (COO) with responsibility for CGI's operations across the United States, United Kingdom and Australia which collectively represent nearly half of the company's annual revenue. Mr. Hurlebaus succeeds François Boulanger who will be retiring after nearly 40 successful years in the IT services industry, 30 years at CGI. Mr. Hurlebaus began his career at CGI as a developer and consultant. Over the years, he led CGI's business and growth strategies across the U.S., UK, Europe and Asia in every major commercial and government industry sector. Prior to his appointment as COO, Mr. Hurlebaus led each of CGI's strategic business units serving clients in the U.S.--the largest technology services market globally. As a member of CGI's senior executive team for over a decade, he has played an integral role in shaping and driving the company's profitable growth strategy across all of its end-to-end services: consulting, systems integration, managed services and intellectual property.Declared Dividend • May 01Second quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 15th May 2026 Payment date: 19th June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (7% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 30Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: CA$2.10 (up from CA$1.92 in 2Q 2025). Revenue: CA$4.16b (up 3.3% from 2Q 2025). Net income: CA$444.7m (up 3.5% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 7.1%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the IT industry in North America. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 29Price target decreased by 7.2% to CA$138Down from CA$149, the current price target is an average from 13 analysts. New target price is 54% above last closing price of CA$89.78. Stock is down 39% over the past year. The company is forecast to post earnings per share of CA$8.85 for next year compared to CA$7.45 last year.お知らせ • Apr 29CGI Inc. Approves Quarterly Cash Dividend, Payable on June 19, 2026On April 28, 2026, the Board of Directors of CGI Inc. approved a quarterly cash dividend of CAD 0.17 per share. This dividend is payable to holders of Class A subordinate voting shares and Class B shares (multiple voting) on June 19, 2026, to shareholders of record as of the close of business on May 15, 2026.お知らせ • Apr 28CGI Inc. Launches High-Security Sovereign AI Platform In FinlandCGI has launched a high-security sovereign AI and data services platform in Finland. The service provides an KATAKRI-compliant (National Security Auditing Criteria) environment enabling organizations to develop and operate AI applications in a secure and compliant environment. CGI's new high-security sovereign AI platform offers a deployment model delivered from a Finland-based data center, supporting enterprise and public sector clients that require the highest levels of security aligned with KATAKRI standards and control over their data and workloads, while enabling scalable adoption. The platform is delivered from CGI's high-security hybrid service, one of the few data centers certified against Finland's national KATAKRI security audit criteria, which assesses information, physical, and administrative security for environments handling classified and other sensitive workloads. It supports the secure deployment of modern AI applications, enabling multiple large language models, seamless integration with existing systems via an OpenAI-compatible API, and a standardized delivery model that provides cost efficiency and predictability for enterprise-scale use. CGI helps clients assess different AI implementation options and select the most suitable approach for each use case. CGI's sovereign AI platform complements this by enabling organizations to operate data and AI applications within CGI's data centers in Finland, under client governance and control, in a KATAKRI-certified setting. Generative AI offers significant potential for innovation and efficiency, and organizations are currently evaluating different ways to integrate AI into their overall architecture. CGI's high-security AI platform provides a trusted alternative to public cloud and hybrid solutions, enabling clients to adopt AI quickly and securely while maintaining strong control over their data and environment.新しいナラティブ • Apr 26AI Adoption And Long Term Managed Services Will Drive Powerful Upside PotentialCatalysts About CGI CGI provides IT services, consulting, managed services and IP-led solutions to public and private sector clients globally. What are the underlying business or industry changes driving this perspective?お知らせ • Apr 25CGI Inc. Implements Multi-Agent AI Solution For SOK FinanceCGI Inc. has implemented a multi-agent AI solution built on AWS Bedrock for SOK Finance to bring AI into production use in financial administration and customer service. The solution significantly accelerates processes such as invoice copy requests and due date changes, improving efficiency and consistency compared with previous manual handling. The solution was deployed in SOK Finance's Palveluässä service center, which provides financial management and payroll services for the S Group, a customer-owned Finnish network of retail and service companies with approximately 2,000 outlets. While many organizations are still piloting AI solutions, the collaboration between SOK Finance and CGI has moved this solution into production use, demonstrating how AI can deliver value in day-to-day financial service operations. In this solution, AI agents process incoming customer service messages, retrieve required data from backend systems and automatically execute parts of the process. This improves workflow consistency and efficiency. CGI was responsible for the design, implementation and deployment of the solution, as well as its integration with SOK Finance's key systems. Many AI initiatives remain at the pilot stage, but real business value is achieved when solutions become part of everyday operations. SOK Finance has been a frontrunner in this respect: the multi-agent solution built on AWS Bedrock was successfully deployed into production, demonstrating how AI can be applied in a practical way to strengthen financial administration customer service.ナラティブ更新 • Apr 20GIB.A: Future Upside Will Rely On AI Led Public Sector WinsAnalyst price targets for CGI have been trimmed by about CA$1.50, as mixed recent Street research, including small target cuts from Canaccord and CIBC alongside a raise from TD Securities and fresh coverage from Scotiabank, contributes to slightly higher discount rate assumptions and a modestly lower future P/E in updated models. Analyst Commentary The latest batch of research on CGI points to a mixed but generally engaged analyst base, with some trimming targets and others lifting or initiating them, all while fine tuning valuation frameworks rather than making wholesale changes to the thesis.ナラティブ更新 • Apr 05GIB.A: Future Upside Will Rely On AI Led Public Sector ContractsAnalyst price targets on CGI have been adjusted in a mixed way, with some firms trimming their views by CA$5 to CA$7 and others lifting targets by CA$8, as analysts factor in modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research updates on CGI reflect a split view, with some analysts trimming price targets and others lifting them as they recalibrate models for discount rates, revenue outlook, margins, and P/E assumptions.お知らせ • Apr 01CGI Inc. Launches New AI Capabilities In CGI Credit StudioCGI Inc. announced the launch of new AI capabilities within CGI Credit Studio, its cloud-native platform for default management. The embedded AI agents are designed to help collections organizations improve recovery performance, increase operational efficiency, and maintain compliance in highly regulated environments. CGI's approach integrates AI directly into day-to-day collections workflows and enables organizations to deploy targeted use cases quickly, measure outcomes, and scale with confidence. The latest CGI Credit Studio AI capabilities are purpose-built to support collectors and include: Call Summarization — Up to 30% reduction in after-call effort, enabling greater focus on customer engagement while strengthening quality assurance and coaching. 'Ask Cleo' (AI Knowledge Assistant) — Enables collectors to ask questions in natural language and instantly access approved account context, policies, and process guidance, which can result in up to a 20% improvement in agent productivity. Agent Assist — Planned capability that will deliver real-time prompts and guided next steps to support disclosures, hardship programs, objection handling, and payment plan discussions. The expected results include up to 20% improvement in promise-to-pay conversion and up to 20% reduction in agent attrition. Together, these capabilities increase capacity and consistency across collections operations and help organizations drive stronger recoveries, improve documentation quality and execute more efficiently across the collections life cycle. CGI's AI capabilities are purpose-built for the collections environment and aligned to clients' governance, risk, and compliance frameworks. All AI-driven insights and recommendations are delivered within the platform, supporting a human-in-the-loop (HITL) approach where collectors and leaders retain control and oversight. This approach enables audit-ready documentation, improves transparency, and helps organizations confidently scale AI adoption. CGI Credit Studio is a cloud-native, AI-enabled platform that helps organizations improve recovery performance while enhancing operational efficiency and customer experience. The platform supports the full default management life cycle, from pre-collections through recovery.ナラティブ更新 • Mar 22GIB.A: Future Upside Will Rely On Buybacks And Arctic AI ContractsAnalyst price targets for CGI have been adjusted in a mixed fashion, with some firms trimming estimates by CA$5 to CA$7 and others lifting them by CA$8. Analysts are reassessing the stock using slightly lower discount rate and P/E assumptions while keeping long term growth and margin expectations broadly unchanged.ナラティブ更新 • Mar 07GIB.A: Future Upside Will Depend On Buybacks And Consistent ExecutionAnalysts have made modest adjustments to their CGI price targets, with cuts of CA$7 and CA$5 from some firms offset by a CA$8 increase from another. These changes reflect updated views on sector conditions and valuation assumptions.ナラティブ更新 • Feb 21GIB.A: Future Returns Will Rely On Buybacks And Steady ExecutionAnalyst price targets for CGI have been adjusted slightly, with a modest net change centered around CA$ level updates as firms recalibrate for a higher discount rate, make a small tweak to assumed future P/E, and incorporate fresh research from CIBC, Canaccord, TD Securities and Scotiabank. Analyst Commentary Recent research updates show a mixed but generally constructive view on CGI, with some firms trimming their price targets while others have raised theirs or reiterated constructive ratings after transferring coverage.Upcoming Dividend • Feb 14Upcoming dividend of CA$0.17 per shareEligible shareholders must have bought the stock before 18 February 2026. Payment date: 20 March 2026. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Canadian dividend payers (5.6%). Lower than average of industry peers (2.6%).お知らせ • Feb 05CGI Inc. to Report Q2, 2026 Results on Apr 29, 2026CGI Inc. announced that they will report Q2, 2026 results on Apr 29, 2026お知らせ • Feb 04CGI Inc. (TSX : GIB.A) entered into an agreement to acquire Stratfield Consulting.CGI Inc. (TSX : GIB.A) entered into an agreement to acquire Stratfield Consulting on February 4, 2026. The transaction is expected to be completed in February 2026, subject to customary closing conditions.ナラティブ更新 • Feb 04GIB.A: Future Returns Will Rely On Consistent Execution And Share RepurchasesAnalysts have trimmed their price target on CGI to about $151 from $154, reflecting slightly lower assumed profit margins and P/E multiples, even as they factor in modestly higher revenue growth following a mix of target cuts and one increase in recent research updates. Analyst Commentary Recent research on CGI shows a split between analysts who see upside based on execution and those who are more cautious given growth mix and valuation assumptions.お知らせ • Feb 03CGI Appoints Gopal Chhetri to Lead Its Global Capability Centers BusinessCGI has appointed Gopal Chhetri, Senior Vice-President, Asia Pacific Global Delivery Centers of Excellence, to lead CGI's Global Capability Centers (GCCs) business. Gopal will lead CGI's AI-first GCC strategy, helping scale delivery and transformation capabilities for clients and strengthening India's role in CGI's global delivery ecosystem. As GCCs move beyond scale to become strategic engines for innovation, modernization, and resilience, CGI is strengthening its capabilities to help clients embed GCCs at the core of their enterprise agenda, aligned to strategic priorities and accountable for measurable business outcomes. Gopal's appointment reinforces CGI's focus on client proximity and its commitment to enabling clients to set up, scale, and transform their GCCs, leveraging its global delivery model and decades of experience to create sustained value from their investments. As the GCC leader, Gopal will focus on expanding CGI's GCC business, and scaling capabilities across digital engineering, cloud, and AI, as well as talent development, leadership pipelines, collaboration and market-ready delivery blueprints. With over 25 years of industry experience, Gopal's appointment strengthens its ability to help the clients move from process efficiency to measurable business outcomes, including improved customer experience and business performance.Declared Dividend • Jan 30First quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 18th February 2026 Payment date: 20th March 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 7%.分析記事 • Jan 30CGI Inc. (TSE:GIB.A) Just Released Its First-Quarter Earnings: Here's What Analysts ThinkLast week, you might have seen that CGI Inc. ( TSE:GIB.A ) released its first-quarter result to the market. The early...Reported Earnings • Jan 29First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: CA$2.05 (up from CA$1.95 in 1Q 2025). Revenue: CA$4.08b (up 7.7% from 1Q 2025). Net income: CA$442.0m (flat on 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the IT industry in North America. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Jan 28Cgi Inc. Approves Quarterly Cash Dividend, Payable on March 20, 2026On January 27, 2026, The Board of Directors of CGI Inc. approved a quarterly cash dividend of $0.17 per share. This dividend is payable to holders of Class A subordinate voting shares and Class B shares (multiple voting) on March 20, 2026, to shareholders of record as of the close of business on February 18, 2026. The dividend is designated as an 'eligible dividend' for Canadian tax purposes.ナラティブ更新 • Jan 21GIB.A: Future Upside Will Depend On Resilient Organic Execution In Softer MarketsAnalysts have trimmed their price targets on CGI, with one recent cut to $81 from $105 and another to C$149 from C$180. These changes reflect concerns about softer organic growth in certain regions and sectors, as well as the potential for downside risk to earnings estimates.Buy Or Sell Opportunity • Jan 20Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.5% to CA$121. The fair value is estimated to be CA$158, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.ナラティブ更新 • Jan 06GIB.A: Future Returns Will Rely On Resilient Organic Execution In Weaker MarketsAnalysts have trimmed their price targets on CGI to around C$149 and US$81. This reflects concerns about slower organic growth in certain regions and sectors, as well as the potential downside risk they see for consensus estimates into 2026.Buy Or Sell Opportunity • Jan 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.1% to CA$125. The fair value is estimated to be CA$157, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 8.5% per annum over the same time period.分析記事 • Dec 31CGI (TSE:GIB.A) Hasn't Managed To Accelerate Its ReturnsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...ナラティブ更新 • Dec 21GIB.A: Future Upside Will Depend On Generative AI And Tariff ResolutionAnalysts have trimmed their fair value estimate for CGI slightly to $154.25 from about $155.08, reflecting a modestly higher discount rate and lower future P E assumptions as they balance concerns over softer organic growth in certain regions with ongoing opportunities tied to generative AI and easing tariff headwinds. Analyst Commentary Street research on CGI reflects a more balanced risk reward profile, with recent target cuts and rating changes highlighting both near term execution risks and longer term upside tied to structural themes like generative AI.お知らせ • Dec 09San Diego County Modernizes Budgeting with Cloud-Based Cgi AdvantageCGI Technologies and Solutions Inc. announced that San Diego County, California has launched the CGI Advantage cloud-based Performance Budgeting solution. This upgrade builds on the County's existing system that leverages CGI Advantage Insight, TestSavvy, and CGI Advantage Academy to deliver a robust and secure end-to-end budgeting platform that aligns with the County's strategic priorities. The County's move from an on-premises system to CGI Advantage in the cloud represents a key milestone in its broader modernization strategy. The transition simplifies updates and feature modifications, with the aim of enhancing the user experience. The upgrade also reduces operational costs, improves system functionality, and strengthens the County's security and compliance posture. Key benefits of the transition include migration to a SaaS model leveraging the new analytics-first paradigm of CGI Advantage, enabling County analysts to access critical information in real time. As part of the initiative, CGI is also helping the County convert legacy reports to CGI Advantage Insight, a step that will modernize reporting and improve decision-making. Enhanced user support will be provided through the CGI Advantage Academy, ensuring that employees can fully utilize the platform's capabilities, while automated testing via TestSavvy will streamline the update process and enhance system reliability. The CGI Advantage platform, widely recognized for its flexibility and security, enables the County to achieve a seamless and efficient budgeting process that supports operational excellence and enhances public service delivery.ナラティブ更新 • Dec 07GIB.A: Future Upside Will Depend On Generative AI Adoption MomentumAnalysts have modestly reduced their price target on CGI to about $155 per share from roughly $155 previously. This reflects slightly higher discount rate assumptions and tempered expectations for organic growth given the company’s lagging performance in certain regions and verticals, partially offset by long term opportunities tied to generative AI adoption.Recent Insider Transactions Derivative • Dec 05Strategic Advisor & Director exercised options and sold CA$4.9m worth of stockOn the 3rd of December, George Schindler exercised 80k options at a strike price of around CA$63.23 and sold these shares for an average price of CA$124 per share. This trade did not impact their existing holding. Since December 2024, George's direct individual holding has increased from 216.31k shares to 218.06k. Company insiders have collectively bought CA$1.9m more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • Dec 03CGI Inc. (TSX:GIB.A) acquired Online Business Systems, Inc.CGI Inc. (TSX:GIB.A) acquired Online Business Systems, Inc. on December 3, 2025. CGI Inc. (TSX:GIB.A) completed the acquisition of Online Business Systems, Inc. on December 3, 2025.ナラティブ更新 • Nov 23GIB.A: Future Gains Will Rely On Artificial Intelligence Opportunities ExpandingAnalysts have lowered their price target for CGI by over $8. They cite slower organic growth, increased exposure to underperforming markets, and tempered expectations for industry trends in the near term.Recent Insider Transactions Derivative • Nov 16President exercised options to buy CA$1.8m worth of stock.On the 10th of November, Jean-Michel Baticle exercised options to buy 15k shares at a strike price of around CA$121, costing a total of CA$1.8m. This transaction amounted to 105% of their direct individual holding at the time of the trade. Since December 2024, Jean-Michel has owned 14.18k shares directly. Company insiders have collectively sold CA$9.7m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Nov 10CGI Inc., Annual General Meeting, Jan 28, 2026CGI Inc., Annual General Meeting, Jan 28, 2026.Declared Dividend • Nov 07Fourth quarter dividend increased to CA$0.17Dividend of CA$0.17 is 13% higher than last year. Ex-date: 21st November 2025 Payment date: 19th December 2025 Dividend yield will be 0.5%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 8%.Buy Or Sell Opportunity • Nov 06Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.3% to CA$120. The fair value is estimated to be CA$154, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.Reported Earnings • Nov 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CA$7.45. Revenue: CA$15.9b (up 8.4% from FY 2024). Net income: CA$1.66b (down 2.0% from FY 2024). Profit margin: 10% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the IT industry in North America.お知らせ • Nov 06CGI Inc. Approves Quarterly Cash Dividend on Class A Subordinate Voting Shares and Class B Shares, Payable on December 19, 2025On November 4, 2025, the Board of Directors of CGI Inc. approved a quarterly cash dividend of $0.17 per share, a 13% increase. This dividend is payable to holders of Class A subordinate voting shares and Class B shares (multiple voting) on December 19, 2025 to shareholders of record as of the close of business on November 21, 2025.ナラティブ更新 • Nov 05GIB.A: Shares Will Benefit From Artificial Intelligence And Resolved Tariff UncertaintyAnalysts have reduced their average price target for CGI from approximately C$167 to C$164, citing tempered growth expectations. Recent research highlights both ongoing sector opportunities and a more cautious outlook on valuation.ナラティブ更新 • Oct 21Analysts Temper Outlook for CGI Despite Growth in AI Opportunities and New Contract WinsAnalysts have revised their price targets for CGI downward. The consensus fair value has decreased by approximately C$4 to C$166.83, citing shifting profit margin expectations and evolving opportunities in artificial intelligence as key factors.お知らせ • Oct 13CGI Inc. to Report Q1, 2026 Results on Jan 28, 2026CGI Inc. announced that they will report Q1, 2026 results on Jan 28, 2026分析記事 • Sep 29Why Investors Shouldn't Be Surprised By CGI Inc.'s (TSE:GIB.A) P/EWith a median price-to-earnings (or "P/E") ratio of close to 16x in Canada, you could be forgiven for feeling...お知らせ • Sep 24CGI Inc. to Report Q4, 2025 Results on Nov 05, 2025CGI Inc. announced that they will report Q4, 2025 results on Nov 05, 2025お知らせ • Aug 29CGI Inc. (TSX:GIB.A) completed the acquisition of APSIDE SA from Groupe Siparex, Crédit Agricole Group and others.CGI Inc. (TSX:GIB.A) signed exclusivity agreement to acquire APSIDE SA from Groupe Siparex, Crédit Agricole Group and others on March 28, 2025. The transaction is subject to approval by regulatory board / committee. The transaction is expected to complete in June 2025. Kate Romain, Karine Angel, Caroline Combes, Jean-Baptiste Frantz, Yelena Trifounovitch and Guillaume Léonard of Bredin Prat & Associes acted as legal advisor to CGI Inc. (TSX:GIB.A). CGI Inc. (TSX:GIB.A) completed the acquisition of APSIDE SA from Groupe Siparex, Crédit Agricole Group and others on August 28, 2025.Upcoming Dividend • Aug 08Upcoming dividend of CA$0.15 per shareEligible shareholders must have bought the stock before 15 August 2025. Payment date: 19 September 2025. Payout ratio is a comfortable 5.9% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Canadian dividend payers (6.2%). Lower than average of industry peers (2.4%).Reported Earnings • Jul 31Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: CA$1.84 (down from CA$1.94 in 3Q 2024). Revenue: CA$4.09b (up 11% from 3Q 2024). Net income: CA$408.6m (down 7.2% from 3Q 2024). Profit margin: 10.0% (down from 12% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in North America. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.お知らせ • Jul 30CGI Inc. Declares Quarterly Dividend, Payable on September 19, 2025On July 29, 2025, CGI Inc. approved a quarterly cash dividend for holders of Class A subordinate voting shares and Class B shares (multiple voting) of CAD 0.15 per share. This dividend is payable on September 19, 2025 to shareholders of record as of the close of business on August 15, 2025.お知らせ • Jul 23CGI Inc. to Report Q3, 2025 Results on Jul 30, 2025CGI Inc. announced that they will report Q3, 2025 results Pre-Market on Jul 30, 2025Recent Insider Transactions • May 11Independent Lead Director recently bought CA$1.2m worth of stockOn the 6th of May, George Cope bought around 8k shares on-market at roughly CA$144 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold CA$3.2m more in shares than they bought in the last 12 months.Upcoming Dividend • May 09Upcoming dividend of CA$0.15 per shareEligible shareholders must have bought the stock before 16 May 2025. Payment date: 20 June 2025. Payout ratio is a comfortable 3.9% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Canadian dividend payers (6.4%). Lower than average of industry peers (2.2%).Reported Earnings • May 01Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: CA$1.92 (up from CA$1.86 in 2Q 2024). Revenue: CA$4.02b (up 7.6% from 2Q 2024). Net income: CA$429.7m (flat on 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.2%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the IT industry in North America. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.お知らせ • May 01CGI Inc. announces Quarterly dividend, payable on June 20, 2025CGI Inc. announced Quarterly dividend of CAD 0.1500 per share payable on June 20, 2025, ex-date on May 16, 2025 and record date on May 16, 2025.お知らせ • Apr 23CGI Inc. to Report Q2, 2025 Results on Apr 30, 2025CGI Inc. announced that they will report Q2, 2025 results Pre-Market on Apr 30, 2025お知らせ • Apr 17CGI Advantage® first ERP solution to achieve GovRAMP Authorized statusCGI announced that its CGI Advantage®Enterprise Resource Planning (ERP) solution has obtained GovRAMP Authorized status. As the first and only ERP solution to receive this designation, GovRAMP-authorized CGI Advantage offers a simplified, independent, and trusted solution that ensures government systems meet the most rigorous security standards. The State of Arizona served as the government sponsor for this important GovRAMP authorization, providing essential support in ensuring that CGI Advantage ERP complies with the highest standards for cybersecurity. GovRAMP certification simplifies security verification for public sector organizations by providing a common and robust method for validating cloud security providers. With this designation, CGI Advantage ERP aims to ensure that government agencies can confidently meet evolving regulatory requirements while safeguarding sensitive data such as Personally Identifiable Information (PII), Protected Health Information (PHI), and Payment Card Industry (PCI) data. With the key benefit of simplified security assurance, GovRAMP certification provides government clients with independent validation that CGI Advantage ERP complies with security standards established by the National Institute of Standards and Technology (NIST) while offering streamlined compliance and data security. CGI Advantage ERP has long been a pioneer in public sector solutions, achieving several firsts: the first ERP designed specifically for government; the first ERP to be deployed in both FedRAMP and GovRAMP Authorized environments; and now, the first ERP to achieve GovRAMP Authorized status. These accomplishments solidify CGI's commitment to setting new benchmarks in delivering secure, innovative technology outcomes for the public sector.Buy Or Sell Opportunity • Apr 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to CA$141. The fair value is estimated to be CA$177, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 9.9%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.お知らせ • Apr 01CGI Inc. (TSX:GIB.A) signed exclusivity agreement to acquire APSIDE SA from Groupe Siparex, Crédit Agricole Group and others.CGI Inc. (TSX:GIB.A) signed exclusivity agreement to acquire APSIDE SA from Groupe Siparex, Crédit Agricole Group and others on March 28, 2025. The transaction is subject to approval by regulatory board / committee. The transaction is expected to complete in June 2025.お知らせ • Mar 31Ventura County Successfully Launches CGI Advantage Cloud-Based Financial Management SystemCGI Inc. announced the upgrade of Ventura County Financial Management System (VCFMS), with a transition to the CGI Advantage Cloud - marking a significant milestone in the County's journey toward enhanced operational efficiency and resiliency. For nearly 30 years, CGI has been a trusted partner of Ventura County, supporting the implementation and evolution of its financial systems. This latest upgrade advances the County's VCFMS by enabling CGI Advantage Financial and Vendor Self-Service (VSS) applications with the CGI Advantage Insight reporting tool. The move to a cloud-based platform underscores the County's commitment to staying at the forefront of technology while maintaining operational continuity and user familiarity. Ventura County is seeking to modernize its financial management system to address the growing need for seamless disaster recovery solutions, improved operational agility, and continuous software updates without the need for disruptive upgrades. Integrated reporting within the system eliminates the need for additional solutions, providing a cohesive experience for County staff and simplifying data-driven decision-making.お知らせ • Mar 26CGI Inc. (TSX:GIB.A) acquired Momentum Technologies.CGI Inc. (TSX:GIB.A) acquired Momentum Technologies on March 25, 2025. More than 250 highly skilled consultants and professionals will join CGI Inc. CGI Inc. (TSX:GIB.A) completed the acquisition of Momentum Technologies on March 25, 2025.Buy Or Sell Opportunity • Mar 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.5% to CA$145. The fair value is estimated to be CA$183, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 9.9%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.お知らせ • Feb 27CGI Inc. (TSX:GIB.A) completed the acquisition of BJSS Ltd.CGI Inc. (TSX:GIB.A) signed a share purchase agreement to acquire BJSS Ltd on January 29, 2025. Upon successful completion of the acquisition, CGI will have operations across 26 locations in the UK, enabling our consultants to partner with clients through a proximity-based model, while drawing on the support of the company's broad international presence and wide range of services to deliver value. CGI’s move for BJSS will take the technology consultancy’s British headcount to almost 9,000 experts. The transaction is subject to regulatory approvals and other customary closing conditions and is expected to close in February 2025. CGI Inc. (TSX:GIB.A) completed the acquisition of BJSS Ltd on February 25, 2025.Recent Insider Transactions Derivative • Feb 18Strategic Advisor & Director exercised options and sold CA$13m worth of stockOn the 13th of February, George Schindler exercised 120k options at a strike price of around CA$63.23 and sold these shares for an average price of CA$174 per share. This trade did not impact their existing holding. Since March 2024, George's direct individual holding has increased from 85.16k shares to 216.28k. Company insiders have collectively sold CA$14m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Feb 16Insider recently sold CA$2.6m worth of stockOn the 11th of February, Benoit Dubé sold around 15k shares on-market at roughly CA$172 per share. This transaction amounted to 72% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$7.3m more than they bought in the last 12 months.Upcoming Dividend • Feb 07Upcoming dividend of CA$0.15 per shareEligible shareholders must have bought the stock before 14 February 2025. Payment date: 21 March 2025. Payout ratio is a comfortable 2.0% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Canadian dividend payers (6.4%). Lower than average of industry peers (1.9%).Recent Insider Transactions Derivative • Feb 05Strategic Advisor & Director exercised options to buy CA$17m worth of stock.On the 31st of January, George Schindler exercised options to buy 99k shares at a strike price of around CA$172, costing a total of CA$17m. This transaction amounted to 84% of their direct individual holding at the time of the trade. Since March 2024, George's direct individual holding has increased from 85.16k shares to 117.62k. Company insiders have collectively bought CA$10m more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • Jan 30+ 1 more updateCGI Inc. (TSX:GIB.A) signed a share purchase agreement to acquire BJSS Ltd.CGI Inc. (TSX:GIB.A) signed a share purchase agreement to acquire BJSS Ltd on January 29, 2025. Upon successful completion of the acquisition, CGI will have operations across 26 locations in the UK, enabling our consultants to partner with clients through a proximity-based model, while drawing on the support of the company's broad international presence and wide range of services to deliver value. CGI’s move for BJSS will take the technology consultancy’s British headcount to almost 9,000 experts. The transaction is subject to regulatory approvals and other customary closing conditions and is expected to close in February 2025.Reported Earnings • Jan 29First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: CA$1.95 (up from CA$1.69 in 1Q 2024). Revenue: CA$3.79b (up 5.1% from 1Q 2024). Net income: CA$438.6m (up 13% from 1Q 2024). Profit margin: 12% (in line with 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the IT industry in North America. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.お知らせ • Jan 29CGI Inc. Announces Board ChangesIn line with the comprehensive succession strategies that CGI INC established several years ago, Julie Godin is appointed Executive Chair of the Board of Directors, effective following 29 January 2025's Annual General Meeting of Shareholders. In conjunction with Ms. Godin's appointment, CGI Founder Serge Godin will assume the role of Board Co-Chair and continue to focus on transformational acquisitions for CGI and on large-scale engagements with clients. Ms. Godin currently serves as Co-Chair of the Board and Executive Vice-President, Strategic Planning and Corporate Development. Over the past 15 years, she has incrementally assumed responsibility for leading a range of enterprise functions that serve to set and drive the company's long-term strategic direction and Build and Buy profitable growth strategy. These critical global functions span human resources including the design of CGI's executive compensation programs; strategic planning; mergers and acquisitions; business consulting; enterprise information technology; marketing and communications; cybersecurity and global business shared services. Ms. Godin also is responsible for the ongoing evolution of the CGI Management Foundation which encompasses the key elements that define and guide the management of the company's operations.お知らせ • Jan 22CGI Inc. to Report Q1, 2025 Results on Jan 29, 2025CGI Inc. announced that they will report Q1, 2025 results Pre-Market on Jan 29, 2025お知らせ • Dec 12CGI Inc. (TSX:GIB.A) agreed to acquire Daugherty Systems, Inc.CGI Inc. (TSX:GIB.A) agreed to acquire Daugherty Systems, Inc. on November 29, 2024. For the period ending December 31, 2023, Daugherty Systems, Inc. reported total revenue of $312 million. The transaction is expected to close in December 2024.Recent Insider Transactions • Nov 24Insider recently sold CA$1.3m worth of stockOn the 20th of November, Timothy Hurlebaus sold around 8k shares on-market at roughly CA$155 per share. This transaction amounted to 63% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$3.6m more than they bought in the last 12 months.株主還元GIB.ACA ITCA 市場7D-6.1%-6.1%-0.05%1Y-35.1%-35.3%27.8%株主還元を見る業界別リターン: GIB.A過去 1 年間で-35.3 % のリターンをもたらしたCanadian IT業界と一致しました。リターン対市場: GIB.Aは、過去 1 年間で27.8 % のリターンを上げたCanadian市場を下回りました。価格変動Is GIB.A's price volatile compared to industry and market?GIB.A volatilityGIB.A Average Weekly Movement5.6%IT Industry Average Movement11.1%Market Average Movement9.5%10% most volatile stocks in CA Market16.5%10% least volatile stocks in CA Market3.6%安定した株価: GIB.A 、 Canadian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: GIB.Aの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト197694,000Tim Hurlebauswww.cgi.comCGI社は、その子会社とともに、情報技術（IT）およびビジネス・プロセス・サービスを提供している。同社のサービスには、ビジネスおよび戦略的ITコンサルティング、システムインテグレーション、ソフトウェアソリューションが含まれる。また、アプリケーション開発、アプリケーションポートフォリオ管理、品質エンジニアリングとテスト、アプリケーションの近代化、近代化とメンテナンス、DevOpsトランスフォーメーション、デジタルトランスフォーメーション、インテリジェントオートメーション、サイバーセキュリティ、高度な分析、ビジネスプロセスサービス、知的財産ベースのソリューション、ビジネスコンサルティング、マネージドITサービス、ITインフラストラクチャサービスも提供している。政府、銀行・資本市場、医療、公益事業、通信・メディア、石油・ガス、宇宙、製造、保険、ライフサイエンス、小売・消費者サービス、運輸・物流などの業界を顧客に持つ。同社はカナダ、フランス、スペイン、ポルトガル、米国、ドイツ、スウェーデン、ノルウェー、英国、オーストラリア、フィンランド、ポーランド、バルト、オランダ、デンマーク、チェコ共和国、インド、アジア太平洋地域、および国際的に事業を展開している。以前はCGIグループ株式会社として知られていたが、2019年1月に株式会社CGIに社名変更した。CGI Inc.は1976年に設立され、カナダのモントリオールに本社を置いている。もっと見るCGI Inc. 基礎のまとめCGI の収益と売上を時価総額と比較するとどうか。GIB.A 基礎統計学時価総額CA$19.35b収益（TTM）CA$1.68b売上高(TTM)CA$16.34b11.2xPER（株価収益率1.2xP/SレシオGIB.A は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計GIB.A 損益計算書（TTM）収益CA$16.34b売上原価CA$12.99b売上総利益CA$3.34bその他の費用CA$1.67b収益CA$1.68b直近の収益報告Mar 31, 2026次回決算日Jul 29, 2026一株当たり利益（EPS）8.01グロス・マージン20.47%純利益率10.26%有利子負債／自己資本比率37.5%GIB.A の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.8%現在の配当利回り8%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/23 18:07終値2026/07/23 00:00収益2026/03/31年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋CGI Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31 アナリスト機関Harriet LiAccountability Research CorporationRobert PetersATB Cormark Historical (Cormark Securities)Gabriel LeungBeacon Securities Limited28 その他のアナリストを表示
ナラティブ更新 • Jul 20GIB.A: Share Repurchases And Public Sector Wins Will Support Future UpsideThe analyst fair value estimate for CGI has been revised down from about CA$183.39 to CA$147.00. This change reflects a series of reduced Street price targets and more measured assumptions on revenue growth and valuation multiples.
ライブニュース • Jul 10CGI Launches Cloud Financial Management System for Massachusetts as Mosaic Goes LiveCGI announced the successful launch of Mosaic, a new cloud-based statewide financial management system for the Commonwealth of Massachusetts, built on the CGI Advantage platform as part of the MA BEST Program. The Mosaic system replaces legacy financial infrastructure with a SaaS-based platform aimed at improving efficiency, transparency and data-driven decision-making. This marks a significant milestone in CGI’s long-running public sector partnership with Massachusetts. CGI’s stock last traded at CA$94.70, with the share price down 24.4% year to date. This contract win reinforces CGI’s position in large-scale government enterprise systems, an area where long implementation timelines and embedded platforms can support recurring SaaS revenue and potential follow-on work. The key risk is execution: statewide financial systems are complex, and any delays, cost overruns or operational issues could affect margins or future public sector opportunities.
ナラティブ更新 • Jul 06GIB.A: Cautious Outlook Will Balance Space And AI Wins With Execution RisksThe analyst price target for CGI has been revised from CA$100 to CA$95, reflecting a series of recent target reductions from several firms as analysts adjust for a slightly higher discount rate and updated P/E assumptions while keeping revenue growth and margin expectations broadly steady. Analyst Commentary Recent research on CGI points to a more cautious tone, with several bearish analysts trimming price targets and, in at least one case, lowering their overall rating on the stock.
ライブニュース • Jul 01CGI Earns Microsoft AI Cloud Partner Status for ERP Software Targeting Public SectorCGI has earned the Solutions Partner with certified software designation for its CGI Advantage ERP platform within the Microsoft AI Cloud Partner Program, recognizing its interoperability with Microsoft Cloud and use of Azure and AI for government clients. The designation reinforces CGI’s credibility with public sector customers that rely on Microsoft infrastructure, which can support future contract discussions by signaling that its software has been vetted within a major cloud ecosystem. CGI’s stock last traded at CA$91.67, with the share price down 26.8% year to date. This Microsoft recognition ties CGI’s government-focused software more tightly to a widely adopted cloud stack, which can matter when agencies shortlist vendors and run RFPs. It also raises the bar for CGI to keep investing in AI and cloud expertise to maintain that status and the client trust that comes with it.
お知らせ • Jun 25CGI Inc. Announces Transition of Stephanie Mango to Executive Vice-President and Chief Administrative Officer for Global OperationsCGI Inc. announced that Stephanie Mango, current President of CGI Federal, transitioned to the role of Executive Vice-President and Chief Administrative Officer for CGI's global operations.
ライブニュース • Jun 23CGI Expands NetApp Alliance to Accelerate Hybrid Cloud and AI Data ProjectsCGI and NetApp expanded their global alliance, with NetApp Keystone now powering CGI’s block storage solutions within its shared services platform to support IT modernization, data management and AI projects across hybrid cloud environments. The deeper partnership is aimed at delivering measurable outcomes for CGI clients worldwide, which could help the company compete for complex, data-heavy workloads where reliability and scalable storage are critical. CGI shares trade at CA$86.79, with the stock down 30.7% year to date, so this kind of service expansion may draw attention from investors watching how the company refreshes its technology stack. The read-through is that CGI is leaning more on a specialist partner for core storage infrastructure. This approach can reduce execution risk on complex projects but also increases dependence on a single vendor relationship.
ナラティブ更新 • Jul 20GIB.A: Share Repurchases And Public Sector Wins Will Support Future UpsideThe analyst fair value estimate for CGI has been revised down from about CA$183.39 to CA$147.00. This change reflects a series of reduced Street price targets and more measured assumptions on revenue growth and valuation multiples.
ライブニュース • Jul 10CGI Launches Cloud Financial Management System for Massachusetts as Mosaic Goes LiveCGI announced the successful launch of Mosaic, a new cloud-based statewide financial management system for the Commonwealth of Massachusetts, built on the CGI Advantage platform as part of the MA BEST Program. The Mosaic system replaces legacy financial infrastructure with a SaaS-based platform aimed at improving efficiency, transparency and data-driven decision-making. This marks a significant milestone in CGI’s long-running public sector partnership with Massachusetts. CGI’s stock last traded at CA$94.70, with the share price down 24.4% year to date. This contract win reinforces CGI’s position in large-scale government enterprise systems, an area where long implementation timelines and embedded platforms can support recurring SaaS revenue and potential follow-on work. The key risk is execution: statewide financial systems are complex, and any delays, cost overruns or operational issues could affect margins or future public sector opportunities.
ナラティブ更新 • Jul 06GIB.A: Cautious Outlook Will Balance Space And AI Wins With Execution RisksThe analyst price target for CGI has been revised from CA$100 to CA$95, reflecting a series of recent target reductions from several firms as analysts adjust for a slightly higher discount rate and updated P/E assumptions while keeping revenue growth and margin expectations broadly steady. Analyst Commentary Recent research on CGI points to a more cautious tone, with several bearish analysts trimming price targets and, in at least one case, lowering their overall rating on the stock.
ライブニュース • Jul 01CGI Earns Microsoft AI Cloud Partner Status for ERP Software Targeting Public SectorCGI has earned the Solutions Partner with certified software designation for its CGI Advantage ERP platform within the Microsoft AI Cloud Partner Program, recognizing its interoperability with Microsoft Cloud and use of Azure and AI for government clients. The designation reinforces CGI’s credibility with public sector customers that rely on Microsoft infrastructure, which can support future contract discussions by signaling that its software has been vetted within a major cloud ecosystem. CGI’s stock last traded at CA$91.67, with the share price down 26.8% year to date. This Microsoft recognition ties CGI’s government-focused software more tightly to a widely adopted cloud stack, which can matter when agencies shortlist vendors and run RFPs. It also raises the bar for CGI to keep investing in AI and cloud expertise to maintain that status and the client trust that comes with it.
お知らせ • Jun 25CGI Inc. Announces Transition of Stephanie Mango to Executive Vice-President and Chief Administrative Officer for Global OperationsCGI Inc. announced that Stephanie Mango, current President of CGI Federal, transitioned to the role of Executive Vice-President and Chief Administrative Officer for CGI's global operations.
ライブニュース • Jun 23CGI Expands NetApp Alliance to Accelerate Hybrid Cloud and AI Data ProjectsCGI and NetApp expanded their global alliance, with NetApp Keystone now powering CGI’s block storage solutions within its shared services platform to support IT modernization, data management and AI projects across hybrid cloud environments. The deeper partnership is aimed at delivering measurable outcomes for CGI clients worldwide, which could help the company compete for complex, data-heavy workloads where reliability and scalable storage are critical. CGI shares trade at CA$86.79, with the stock down 30.7% year to date, so this kind of service expansion may draw attention from investors watching how the company refreshes its technology stack. The read-through is that CGI is leaning more on a specialist partner for core storage infrastructure. This approach can reduce execution risk on complex projects but also increases dependence on a single vendor relationship.
ナラティブ更新 • Jun 22GIB.A: Future Upside Will Rely On AI Modernization And Nordic ContractsAnalysts have trimmed their fair value estimate for CGI to about CA$120 from CA$121, reflecting a series of reduced Street price targets, including cuts to CA$95 at Scotiabank and other target reductions across multiple firms. Analyst Commentary Recent Street research on CGI shows a cluster of lower price targets and at least one downgrade, which gives you a clearer view of how analysts are weighing valuation against execution and growth expectations.
分析記事 • Jun 19CGI (TSX:GIB.A) Stock Could Be 25.9% Undervalued After Quantum And AI PushCGI (TSX:GIB.A) has moved into the spotlight after becoming a founding partner of the Quantum Communication Fieldlab Rotterdam, a new testbed focused on real world deployment of quantum secure communication infrastructure. See our latest analysis for CGI. Despite CGI’s role in quantum secure communication projects and recent AI focused launches, the stock’s 1 day share price return of 3.43% comes after a year to date share price return that is down 28.43% and a 1 year total shareholder return...
ライブニュース • Jun 12CGI Deepens Nordic Presence With Telia Finland Acquisition and Major Finnish Education ContractCGI agreed to acquire Telia Finland’s cloud and IT end user services business, with around 250 employees expected to transfer to CGI. The transaction includes a long term cooperation arrangement with Telia Finland focused on secure and scalable IT services in the Nordic region. CGI also signed a multi-year digital services agreement with the Finnish National Agency for Education tied to its largest ICT procurement to date, centered on the Studyinfo system. These moves indicate a deeper push into the Nordic IT services market, adding both headcount and long duration contracts with large institutional clients. Investors may want to monitor how integration costs, contract terms and execution in Finland affect margins and future deal flow in the region.
お知らせ • Jun 04CGI Launches Modern Human Capital Management Platform For State Of UtahCGI announced the successful go-live of a modern, integrated SaaS-based human capital management (HCM) and payroll platform for the State of Utah, advancing the state's efforts to modernize its workforce systems and improve operational efficiency. The implementation replaces a fragmented legacy HR and payroll environment with the CGI Advantage Software-as-a-Service (SaaS) HCM solution, integrated with the state's existing CGI Advantage Financial Management solution. By consolidating systems into a single platform, the state now benefits from improved payroll accuracy, stronger compliance and reporting, and enhanced tools for recruiting, onboarding, and employee retention. Through the implementation of the new platform, the state has reduced duplicate data entry, minimized manual handoffs, and streamlined processes across agencies. At the same time, the modernization effort has lowered risk and reduced technical debt by eliminating complex system interfaces and transitioning to a secure, cloud-based environment with standardized workflows and administration. The state has also gained enhanced visibility into its workforce operations, including improved position control, increased labor-cost transparency, and more advanced analytics and reporting capabilities to support informed decision-making across payroll, grants, and budget management. The new system also improves the experience for Utah state agencies and employees. Agencies benefit from better insight into staffing, budgets, and workforce costs, while employees gain access to intuitive self-service tools, mobile capabilities, streamlined onboarding processes, and more reliable payroll and leave management. CGI Advantage is a unified SaaS ERP platform featuring a powerful combination of modern technology and built-for-government solutions. This secure, intuitive platform organically meets state and local government requirements and streamlines financial management, human resources, performance budgeting, procurement, and business intelligence operations.
ナラティブ更新 • Jun 04GIB.A: Future Upside Will Rely On AI Public Sector ContractsAnalysts have trimmed their fair value estimate for CGI to CA$121.00 from CA$149.62. This reflects lower CA$ price targets across several firms as they factor in more conservative revenue growth, slightly softer profit margins, and a reduced future P/E assumption.
お知らせ • Jun 02CGI Inc. (TSX:GIB.A) agreed to acquire cloud and capacity services for enterprises and IT end-user services of Telia Company AB from Telia Company AB (publ) (OM:TELIA).CGI Inc. (TSX:GIB.A) agreed to acquire cloud and capacity services for enterprises and IT end-user services of Telia Company AB from Telia Company AB (publ) (OM:TELIA) on June 1, 2026. 250 Telia Company AB (publ) employees will join CGI Inc. The transaction is subject to approval by regulatory board / committee.
お知らせ • May 24Cgi Expands Governed Ai Capabilities for GovernmentCGI Inc. announced expanded artificial intelligence (AI) capabilities within CGI Advantage, its enterprise resource planning (ERP) platform purpose-built for state and local government. These enhancements embed AI directly into core business processes and system workflows, enabling agencies to improve efficiency, strengthen decision-making, and modernize operations while maintaining the transparency, control, and accountability that governments require. CGI Advantage integrates AI natively within ERP processes across finance, human resources, procurement, and operations. Platform users can access AI-driven guidance, insights, and automation within the context of their day-to-day work, without introducing separate systems or disconnected experiences. The latest CGI Advantage AI capabilities enhance how users interact with complex ERP processes and include context-aware assistance and guidance, natural language access to knowledge and processes, AI-powered summaries and decision support, intelligent recommendations and proactive insights, and agentic AI workflow support. These capabilities are designed to support users with guidance, insights, and recommendations, while ensuring people remain in control of decisions, approvals, and outcomes across every step in the process. AI capabilities within CGI Advantage are governed through built-in controls that allow agencies to enable features intentionally and manage how they are used. AI functionality is configurable, role-based and auditable, with transparency into how data is used and how outputs are generated. This ensures agencies retain full control over adoption while meeting regulatory, security and policy requirements. CGI has also applied this governance-first approach internally, using AI across its own development and operations lifecycle to improve quality, speed, and consistency. Through its expanded Global Alliance partnership network, CGI is further advancing this approach by embedding AI capabilities, such as Codex, across its workflows, with the governance, security, and controls required for enterprise environments.
新しいナラティブ • May 20AI Integration Headwinds And Public Sector Risks May Still Support Gradual Long Term UpsideCatalysts About CGI CGI provides IT and business consulting, systems integration, managed services and software solutions to clients across public and private sectors worldwide. What are the underlying business or industry changes driving this perspective?
ライブニュース • May 13CGI Secures Eight-Year Finnish Education Deal With AI Delivery ModelCGI has been selected by the Finnish National Agency for Education to provide development and maintenance services for Studyinfo, the agency’s largest digital service by user volume. The contract is part of the agency’s largest ICT procurement to date and runs for eight years. CGI will use its AI-enabled Application Factory delivery model to support continuous development of the Studyinfo platform. Winning a long-duration public sector contract of this size highlights CGI’s presence in government digital services and extends its visibility on related revenue over several years. Investors may want to watch how effectively CGI executes on this AI-enabled delivery model, since performance on a high-profile national platform can influence future government and education-sector contract opportunities, as well as operational risks.
お知らせ • May 12+ 1 more updateCGI Inc. Announces Chief Executive Officer ChangesCGI Inc. announced the appointment of Tim Hurlebaus as Chief Executive Officer (CEO), effective May 12, 2026. For the past two years, Mr. Hurlebaus served as President and Chief Operating Officer (COO) with responsibility for CGI's operations across the United States, United Kingdom and Australia which collectively represent nearly half of the company's annual revenue. Mr. Hurlebaus succeeds François Boulanger who will be retiring after nearly 40 successful years in the IT services industry, 30 years at CGI. Mr. Hurlebaus began his career at CGI as a developer and consultant. Over the years, he led CGI's business and growth strategies across the U.S., UK, Europe and Asia in every major commercial and government industry sector. Prior to his appointment as COO, Mr. Hurlebaus led each of CGI's strategic business units serving clients in the U.S.--the largest technology services market globally. As a member of CGI's senior executive team for over a decade, he has played an integral role in shaping and driving the company's profitable growth strategy across all of its end-to-end services: consulting, systems integration, managed services and intellectual property.
Declared Dividend • May 01Second quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 15th May 2026 Payment date: 19th June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (7% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 30Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: CA$2.10 (up from CA$1.92 in 2Q 2025). Revenue: CA$4.16b (up 3.3% from 2Q 2025). Net income: CA$444.7m (up 3.5% from 2Q 2025). Profit margin: 11% (in line with 2Q 2025). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 7.1%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the IT industry in North America. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 29Price target decreased by 7.2% to CA$138Down from CA$149, the current price target is an average from 13 analysts. New target price is 54% above last closing price of CA$89.78. Stock is down 39% over the past year. The company is forecast to post earnings per share of CA$8.85 for next year compared to CA$7.45 last year.
お知らせ • Apr 29CGI Inc. Approves Quarterly Cash Dividend, Payable on June 19, 2026On April 28, 2026, the Board of Directors of CGI Inc. approved a quarterly cash dividend of CAD 0.17 per share. This dividend is payable to holders of Class A subordinate voting shares and Class B shares (multiple voting) on June 19, 2026, to shareholders of record as of the close of business on May 15, 2026.
お知らせ • Apr 28CGI Inc. Launches High-Security Sovereign AI Platform In FinlandCGI has launched a high-security sovereign AI and data services platform in Finland. The service provides an KATAKRI-compliant (National Security Auditing Criteria) environment enabling organizations to develop and operate AI applications in a secure and compliant environment. CGI's new high-security sovereign AI platform offers a deployment model delivered from a Finland-based data center, supporting enterprise and public sector clients that require the highest levels of security aligned with KATAKRI standards and control over their data and workloads, while enabling scalable adoption. The platform is delivered from CGI's high-security hybrid service, one of the few data centers certified against Finland's national KATAKRI security audit criteria, which assesses information, physical, and administrative security for environments handling classified and other sensitive workloads. It supports the secure deployment of modern AI applications, enabling multiple large language models, seamless integration with existing systems via an OpenAI-compatible API, and a standardized delivery model that provides cost efficiency and predictability for enterprise-scale use. CGI helps clients assess different AI implementation options and select the most suitable approach for each use case. CGI's sovereign AI platform complements this by enabling organizations to operate data and AI applications within CGI's data centers in Finland, under client governance and control, in a KATAKRI-certified setting. Generative AI offers significant potential for innovation and efficiency, and organizations are currently evaluating different ways to integrate AI into their overall architecture. CGI's high-security AI platform provides a trusted alternative to public cloud and hybrid solutions, enabling clients to adopt AI quickly and securely while maintaining strong control over their data and environment.
新しいナラティブ • Apr 26AI Adoption And Long Term Managed Services Will Drive Powerful Upside PotentialCatalysts About CGI CGI provides IT services, consulting, managed services and IP-led solutions to public and private sector clients globally. What are the underlying business or industry changes driving this perspective?
お知らせ • Apr 25CGI Inc. Implements Multi-Agent AI Solution For SOK FinanceCGI Inc. has implemented a multi-agent AI solution built on AWS Bedrock for SOK Finance to bring AI into production use in financial administration and customer service. The solution significantly accelerates processes such as invoice copy requests and due date changes, improving efficiency and consistency compared with previous manual handling. The solution was deployed in SOK Finance's Palveluässä service center, which provides financial management and payroll services for the S Group, a customer-owned Finnish network of retail and service companies with approximately 2,000 outlets. While many organizations are still piloting AI solutions, the collaboration between SOK Finance and CGI has moved this solution into production use, demonstrating how AI can deliver value in day-to-day financial service operations. In this solution, AI agents process incoming customer service messages, retrieve required data from backend systems and automatically execute parts of the process. This improves workflow consistency and efficiency. CGI was responsible for the design, implementation and deployment of the solution, as well as its integration with SOK Finance's key systems. Many AI initiatives remain at the pilot stage, but real business value is achieved when solutions become part of everyday operations. SOK Finance has been a frontrunner in this respect: the multi-agent solution built on AWS Bedrock was successfully deployed into production, demonstrating how AI can be applied in a practical way to strengthen financial administration customer service.
ナラティブ更新 • Apr 20GIB.A: Future Upside Will Rely On AI Led Public Sector WinsAnalyst price targets for CGI have been trimmed by about CA$1.50, as mixed recent Street research, including small target cuts from Canaccord and CIBC alongside a raise from TD Securities and fresh coverage from Scotiabank, contributes to slightly higher discount rate assumptions and a modestly lower future P/E in updated models. Analyst Commentary The latest batch of research on CGI points to a mixed but generally engaged analyst base, with some trimming targets and others lifting or initiating them, all while fine tuning valuation frameworks rather than making wholesale changes to the thesis.
ナラティブ更新 • Apr 05GIB.A: Future Upside Will Rely On AI Led Public Sector ContractsAnalyst price targets on CGI have been adjusted in a mixed way, with some firms trimming their views by CA$5 to CA$7 and others lifting targets by CA$8, as analysts factor in modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research updates on CGI reflect a split view, with some analysts trimming price targets and others lifting them as they recalibrate models for discount rates, revenue outlook, margins, and P/E assumptions.
お知らせ • Apr 01CGI Inc. Launches New AI Capabilities In CGI Credit StudioCGI Inc. announced the launch of new AI capabilities within CGI Credit Studio, its cloud-native platform for default management. The embedded AI agents are designed to help collections organizations improve recovery performance, increase operational efficiency, and maintain compliance in highly regulated environments. CGI's approach integrates AI directly into day-to-day collections workflows and enables organizations to deploy targeted use cases quickly, measure outcomes, and scale with confidence. The latest CGI Credit Studio AI capabilities are purpose-built to support collectors and include: Call Summarization — Up to 30% reduction in after-call effort, enabling greater focus on customer engagement while strengthening quality assurance and coaching. 'Ask Cleo' (AI Knowledge Assistant) — Enables collectors to ask questions in natural language and instantly access approved account context, policies, and process guidance, which can result in up to a 20% improvement in agent productivity. Agent Assist — Planned capability that will deliver real-time prompts and guided next steps to support disclosures, hardship programs, objection handling, and payment plan discussions. The expected results include up to 20% improvement in promise-to-pay conversion and up to 20% reduction in agent attrition. Together, these capabilities increase capacity and consistency across collections operations and help organizations drive stronger recoveries, improve documentation quality and execute more efficiently across the collections life cycle. CGI's AI capabilities are purpose-built for the collections environment and aligned to clients' governance, risk, and compliance frameworks. All AI-driven insights and recommendations are delivered within the platform, supporting a human-in-the-loop (HITL) approach where collectors and leaders retain control and oversight. This approach enables audit-ready documentation, improves transparency, and helps organizations confidently scale AI adoption. CGI Credit Studio is a cloud-native, AI-enabled platform that helps organizations improve recovery performance while enhancing operational efficiency and customer experience. The platform supports the full default management life cycle, from pre-collections through recovery.
ナラティブ更新 • Mar 22GIB.A: Future Upside Will Rely On Buybacks And Arctic AI ContractsAnalyst price targets for CGI have been adjusted in a mixed fashion, with some firms trimming estimates by CA$5 to CA$7 and others lifting them by CA$8. Analysts are reassessing the stock using slightly lower discount rate and P/E assumptions while keeping long term growth and margin expectations broadly unchanged.
ナラティブ更新 • Mar 07GIB.A: Future Upside Will Depend On Buybacks And Consistent ExecutionAnalysts have made modest adjustments to their CGI price targets, with cuts of CA$7 and CA$5 from some firms offset by a CA$8 increase from another. These changes reflect updated views on sector conditions and valuation assumptions.
ナラティブ更新 • Feb 21GIB.A: Future Returns Will Rely On Buybacks And Steady ExecutionAnalyst price targets for CGI have been adjusted slightly, with a modest net change centered around CA$ level updates as firms recalibrate for a higher discount rate, make a small tweak to assumed future P/E, and incorporate fresh research from CIBC, Canaccord, TD Securities and Scotiabank. Analyst Commentary Recent research updates show a mixed but generally constructive view on CGI, with some firms trimming their price targets while others have raised theirs or reiterated constructive ratings after transferring coverage.
Upcoming Dividend • Feb 14Upcoming dividend of CA$0.17 per shareEligible shareholders must have bought the stock before 18 February 2026. Payment date: 20 March 2026. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Canadian dividend payers (5.6%). Lower than average of industry peers (2.6%).
お知らせ • Feb 05CGI Inc. to Report Q2, 2026 Results on Apr 29, 2026CGI Inc. announced that they will report Q2, 2026 results on Apr 29, 2026
お知らせ • Feb 04CGI Inc. (TSX : GIB.A) entered into an agreement to acquire Stratfield Consulting.CGI Inc. (TSX : GIB.A) entered into an agreement to acquire Stratfield Consulting on February 4, 2026. The transaction is expected to be completed in February 2026, subject to customary closing conditions.
ナラティブ更新 • Feb 04GIB.A: Future Returns Will Rely On Consistent Execution And Share RepurchasesAnalysts have trimmed their price target on CGI to about $151 from $154, reflecting slightly lower assumed profit margins and P/E multiples, even as they factor in modestly higher revenue growth following a mix of target cuts and one increase in recent research updates. Analyst Commentary Recent research on CGI shows a split between analysts who see upside based on execution and those who are more cautious given growth mix and valuation assumptions.
お知らせ • Feb 03CGI Appoints Gopal Chhetri to Lead Its Global Capability Centers BusinessCGI has appointed Gopal Chhetri, Senior Vice-President, Asia Pacific Global Delivery Centers of Excellence, to lead CGI's Global Capability Centers (GCCs) business. Gopal will lead CGI's AI-first GCC strategy, helping scale delivery and transformation capabilities for clients and strengthening India's role in CGI's global delivery ecosystem. As GCCs move beyond scale to become strategic engines for innovation, modernization, and resilience, CGI is strengthening its capabilities to help clients embed GCCs at the core of their enterprise agenda, aligned to strategic priorities and accountable for measurable business outcomes. Gopal's appointment reinforces CGI's focus on client proximity and its commitment to enabling clients to set up, scale, and transform their GCCs, leveraging its global delivery model and decades of experience to create sustained value from their investments. As the GCC leader, Gopal will focus on expanding CGI's GCC business, and scaling capabilities across digital engineering, cloud, and AI, as well as talent development, leadership pipelines, collaboration and market-ready delivery blueprints. With over 25 years of industry experience, Gopal's appointment strengthens its ability to help the clients move from process efficiency to measurable business outcomes, including improved customer experience and business performance.
Declared Dividend • Jan 30First quarter dividend of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 18th February 2026 Payment date: 20th March 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 7%.
分析記事 • Jan 30CGI Inc. (TSE:GIB.A) Just Released Its First-Quarter Earnings: Here's What Analysts ThinkLast week, you might have seen that CGI Inc. ( TSE:GIB.A ) released its first-quarter result to the market. The early...
Reported Earnings • Jan 29First quarter 2026 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2026 results: EPS: CA$2.05 (up from CA$1.95 in 1Q 2025). Revenue: CA$4.08b (up 7.7% from 1Q 2025). Net income: CA$442.0m (flat on 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the IT industry in North America. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Jan 28Cgi Inc. Approves Quarterly Cash Dividend, Payable on March 20, 2026On January 27, 2026, The Board of Directors of CGI Inc. approved a quarterly cash dividend of $0.17 per share. This dividend is payable to holders of Class A subordinate voting shares and Class B shares (multiple voting) on March 20, 2026, to shareholders of record as of the close of business on February 18, 2026. The dividend is designated as an 'eligible dividend' for Canadian tax purposes.
ナラティブ更新 • Jan 21GIB.A: Future Upside Will Depend On Resilient Organic Execution In Softer MarketsAnalysts have trimmed their price targets on CGI, with one recent cut to $81 from $105 and another to C$149 from C$180. These changes reflect concerns about softer organic growth in certain regions and sectors, as well as the potential for downside risk to earnings estimates.
Buy Or Sell Opportunity • Jan 20Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.5% to CA$121. The fair value is estimated to be CA$158, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.
ナラティブ更新 • Jan 06GIB.A: Future Returns Will Rely On Resilient Organic Execution In Weaker MarketsAnalysts have trimmed their price targets on CGI to around C$149 and US$81. This reflects concerns about slower organic growth in certain regions and sectors, as well as the potential downside risk they see for consensus estimates into 2026.
Buy Or Sell Opportunity • Jan 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.1% to CA$125. The fair value is estimated to be CA$157, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 8.5% per annum over the same time period.
分析記事 • Dec 31CGI (TSE:GIB.A) Hasn't Managed To Accelerate Its ReturnsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
ナラティブ更新 • Dec 21GIB.A: Future Upside Will Depend On Generative AI And Tariff ResolutionAnalysts have trimmed their fair value estimate for CGI slightly to $154.25 from about $155.08, reflecting a modestly higher discount rate and lower future P E assumptions as they balance concerns over softer organic growth in certain regions with ongoing opportunities tied to generative AI and easing tariff headwinds. Analyst Commentary Street research on CGI reflects a more balanced risk reward profile, with recent target cuts and rating changes highlighting both near term execution risks and longer term upside tied to structural themes like generative AI.
お知らせ • Dec 09San Diego County Modernizes Budgeting with Cloud-Based Cgi AdvantageCGI Technologies and Solutions Inc. announced that San Diego County, California has launched the CGI Advantage cloud-based Performance Budgeting solution. This upgrade builds on the County's existing system that leverages CGI Advantage Insight, TestSavvy, and CGI Advantage Academy to deliver a robust and secure end-to-end budgeting platform that aligns with the County's strategic priorities. The County's move from an on-premises system to CGI Advantage in the cloud represents a key milestone in its broader modernization strategy. The transition simplifies updates and feature modifications, with the aim of enhancing the user experience. The upgrade also reduces operational costs, improves system functionality, and strengthens the County's security and compliance posture. Key benefits of the transition include migration to a SaaS model leveraging the new analytics-first paradigm of CGI Advantage, enabling County analysts to access critical information in real time. As part of the initiative, CGI is also helping the County convert legacy reports to CGI Advantage Insight, a step that will modernize reporting and improve decision-making. Enhanced user support will be provided through the CGI Advantage Academy, ensuring that employees can fully utilize the platform's capabilities, while automated testing via TestSavvy will streamline the update process and enhance system reliability. The CGI Advantage platform, widely recognized for its flexibility and security, enables the County to achieve a seamless and efficient budgeting process that supports operational excellence and enhances public service delivery.
ナラティブ更新 • Dec 07GIB.A: Future Upside Will Depend On Generative AI Adoption MomentumAnalysts have modestly reduced their price target on CGI to about $155 per share from roughly $155 previously. This reflects slightly higher discount rate assumptions and tempered expectations for organic growth given the company’s lagging performance in certain regions and verticals, partially offset by long term opportunities tied to generative AI adoption.
Recent Insider Transactions Derivative • Dec 05Strategic Advisor & Director exercised options and sold CA$4.9m worth of stockOn the 3rd of December, George Schindler exercised 80k options at a strike price of around CA$63.23 and sold these shares for an average price of CA$124 per share. This trade did not impact their existing holding. Since December 2024, George's direct individual holding has increased from 216.31k shares to 218.06k. Company insiders have collectively bought CA$1.9m more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • Dec 03CGI Inc. (TSX:GIB.A) acquired Online Business Systems, Inc.CGI Inc. (TSX:GIB.A) acquired Online Business Systems, Inc. on December 3, 2025. CGI Inc. (TSX:GIB.A) completed the acquisition of Online Business Systems, Inc. on December 3, 2025.
ナラティブ更新 • Nov 23GIB.A: Future Gains Will Rely On Artificial Intelligence Opportunities ExpandingAnalysts have lowered their price target for CGI by over $8. They cite slower organic growth, increased exposure to underperforming markets, and tempered expectations for industry trends in the near term.
Recent Insider Transactions Derivative • Nov 16President exercised options to buy CA$1.8m worth of stock.On the 10th of November, Jean-Michel Baticle exercised options to buy 15k shares at a strike price of around CA$121, costing a total of CA$1.8m. This transaction amounted to 105% of their direct individual holding at the time of the trade. Since December 2024, Jean-Michel has owned 14.18k shares directly. Company insiders have collectively sold CA$9.7m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Nov 10CGI Inc., Annual General Meeting, Jan 28, 2026CGI Inc., Annual General Meeting, Jan 28, 2026.
Declared Dividend • Nov 07Fourth quarter dividend increased to CA$0.17Dividend of CA$0.17 is 13% higher than last year. Ex-date: 21st November 2025 Payment date: 19th December 2025 Dividend yield will be 0.5%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 8%.
Buy Or Sell Opportunity • Nov 06Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.3% to CA$120. The fair value is estimated to be CA$154, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 7.5%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.
Reported Earnings • Nov 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CA$7.45. Revenue: CA$15.9b (up 8.4% from FY 2024). Net income: CA$1.66b (down 2.0% from FY 2024). Profit margin: 10% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the IT industry in North America.
お知らせ • Nov 06CGI Inc. Approves Quarterly Cash Dividend on Class A Subordinate Voting Shares and Class B Shares, Payable on December 19, 2025On November 4, 2025, the Board of Directors of CGI Inc. approved a quarterly cash dividend of $0.17 per share, a 13% increase. This dividend is payable to holders of Class A subordinate voting shares and Class B shares (multiple voting) on December 19, 2025 to shareholders of record as of the close of business on November 21, 2025.
ナラティブ更新 • Nov 05GIB.A: Shares Will Benefit From Artificial Intelligence And Resolved Tariff UncertaintyAnalysts have reduced their average price target for CGI from approximately C$167 to C$164, citing tempered growth expectations. Recent research highlights both ongoing sector opportunities and a more cautious outlook on valuation.
ナラティブ更新 • Oct 21Analysts Temper Outlook for CGI Despite Growth in AI Opportunities and New Contract WinsAnalysts have revised their price targets for CGI downward. The consensus fair value has decreased by approximately C$4 to C$166.83, citing shifting profit margin expectations and evolving opportunities in artificial intelligence as key factors.
お知らせ • Oct 13CGI Inc. to Report Q1, 2026 Results on Jan 28, 2026CGI Inc. announced that they will report Q1, 2026 results on Jan 28, 2026
分析記事 • Sep 29Why Investors Shouldn't Be Surprised By CGI Inc.'s (TSE:GIB.A) P/EWith a median price-to-earnings (or "P/E") ratio of close to 16x in Canada, you could be forgiven for feeling...
お知らせ • Sep 24CGI Inc. to Report Q4, 2025 Results on Nov 05, 2025CGI Inc. announced that they will report Q4, 2025 results on Nov 05, 2025
お知らせ • Aug 29CGI Inc. (TSX:GIB.A) completed the acquisition of APSIDE SA from Groupe Siparex, Crédit Agricole Group and others.CGI Inc. (TSX:GIB.A) signed exclusivity agreement to acquire APSIDE SA from Groupe Siparex, Crédit Agricole Group and others on March 28, 2025. The transaction is subject to approval by regulatory board / committee. The transaction is expected to complete in June 2025. Kate Romain, Karine Angel, Caroline Combes, Jean-Baptiste Frantz, Yelena Trifounovitch and Guillaume Léonard of Bredin Prat & Associes acted as legal advisor to CGI Inc. (TSX:GIB.A). CGI Inc. (TSX:GIB.A) completed the acquisition of APSIDE SA from Groupe Siparex, Crédit Agricole Group and others on August 28, 2025.
Upcoming Dividend • Aug 08Upcoming dividend of CA$0.15 per shareEligible shareholders must have bought the stock before 15 August 2025. Payment date: 19 September 2025. Payout ratio is a comfortable 5.9% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Canadian dividend payers (6.2%). Lower than average of industry peers (2.4%).
Reported Earnings • Jul 31Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: CA$1.84 (down from CA$1.94 in 3Q 2024). Revenue: CA$4.09b (up 11% from 3Q 2024). Net income: CA$408.6m (down 7.2% from 3Q 2024). Profit margin: 10.0% (down from 12% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in North America. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Jul 30CGI Inc. Declares Quarterly Dividend, Payable on September 19, 2025On July 29, 2025, CGI Inc. approved a quarterly cash dividend for holders of Class A subordinate voting shares and Class B shares (multiple voting) of CAD 0.15 per share. This dividend is payable on September 19, 2025 to shareholders of record as of the close of business on August 15, 2025.
お知らせ • Jul 23CGI Inc. to Report Q3, 2025 Results on Jul 30, 2025CGI Inc. announced that they will report Q3, 2025 results Pre-Market on Jul 30, 2025
Recent Insider Transactions • May 11Independent Lead Director recently bought CA$1.2m worth of stockOn the 6th of May, George Cope bought around 8k shares on-market at roughly CA$144 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold CA$3.2m more in shares than they bought in the last 12 months.
Upcoming Dividend • May 09Upcoming dividend of CA$0.15 per shareEligible shareholders must have bought the stock before 16 May 2025. Payment date: 20 June 2025. Payout ratio is a comfortable 3.9% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Canadian dividend payers (6.4%). Lower than average of industry peers (2.2%).
Reported Earnings • May 01Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: CA$1.92 (up from CA$1.86 in 2Q 2024). Revenue: CA$4.02b (up 7.6% from 2Q 2024). Net income: CA$429.7m (flat on 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.2%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the IT industry in North America. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year.
お知らせ • May 01CGI Inc. announces Quarterly dividend, payable on June 20, 2025CGI Inc. announced Quarterly dividend of CAD 0.1500 per share payable on June 20, 2025, ex-date on May 16, 2025 and record date on May 16, 2025.
お知らせ • Apr 23CGI Inc. to Report Q2, 2025 Results on Apr 30, 2025CGI Inc. announced that they will report Q2, 2025 results Pre-Market on Apr 30, 2025
お知らせ • Apr 17CGI Advantage® first ERP solution to achieve GovRAMP Authorized statusCGI announced that its CGI Advantage®Enterprise Resource Planning (ERP) solution has obtained GovRAMP Authorized status. As the first and only ERP solution to receive this designation, GovRAMP-authorized CGI Advantage offers a simplified, independent, and trusted solution that ensures government systems meet the most rigorous security standards. The State of Arizona served as the government sponsor for this important GovRAMP authorization, providing essential support in ensuring that CGI Advantage ERP complies with the highest standards for cybersecurity. GovRAMP certification simplifies security verification for public sector organizations by providing a common and robust method for validating cloud security providers. With this designation, CGI Advantage ERP aims to ensure that government agencies can confidently meet evolving regulatory requirements while safeguarding sensitive data such as Personally Identifiable Information (PII), Protected Health Information (PHI), and Payment Card Industry (PCI) data. With the key benefit of simplified security assurance, GovRAMP certification provides government clients with independent validation that CGI Advantage ERP complies with security standards established by the National Institute of Standards and Technology (NIST) while offering streamlined compliance and data security. CGI Advantage ERP has long been a pioneer in public sector solutions, achieving several firsts: the first ERP designed specifically for government; the first ERP to be deployed in both FedRAMP and GovRAMP Authorized environments; and now, the first ERP to achieve GovRAMP Authorized status. These accomplishments solidify CGI's commitment to setting new benchmarks in delivering secure, innovative technology outcomes for the public sector.
Buy Or Sell Opportunity • Apr 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to CA$141. The fair value is estimated to be CA$177, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 9.9%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
お知らせ • Apr 01CGI Inc. (TSX:GIB.A) signed exclusivity agreement to acquire APSIDE SA from Groupe Siparex, Crédit Agricole Group and others.CGI Inc. (TSX:GIB.A) signed exclusivity agreement to acquire APSIDE SA from Groupe Siparex, Crédit Agricole Group and others on March 28, 2025. The transaction is subject to approval by regulatory board / committee. The transaction is expected to complete in June 2025.
お知らせ • Mar 31Ventura County Successfully Launches CGI Advantage Cloud-Based Financial Management SystemCGI Inc. announced the upgrade of Ventura County Financial Management System (VCFMS), with a transition to the CGI Advantage Cloud - marking a significant milestone in the County's journey toward enhanced operational efficiency and resiliency. For nearly 30 years, CGI has been a trusted partner of Ventura County, supporting the implementation and evolution of its financial systems. This latest upgrade advances the County's VCFMS by enabling CGI Advantage Financial and Vendor Self-Service (VSS) applications with the CGI Advantage Insight reporting tool. The move to a cloud-based platform underscores the County's commitment to staying at the forefront of technology while maintaining operational continuity and user familiarity. Ventura County is seeking to modernize its financial management system to address the growing need for seamless disaster recovery solutions, improved operational agility, and continuous software updates without the need for disruptive upgrades. Integrated reporting within the system eliminates the need for additional solutions, providing a cohesive experience for County staff and simplifying data-driven decision-making.
お知らせ • Mar 26CGI Inc. (TSX:GIB.A) acquired Momentum Technologies.CGI Inc. (TSX:GIB.A) acquired Momentum Technologies on March 25, 2025. More than 250 highly skilled consultants and professionals will join CGI Inc. CGI Inc. (TSX:GIB.A) completed the acquisition of Momentum Technologies on March 25, 2025.
Buy Or Sell Opportunity • Mar 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.5% to CA$145. The fair value is estimated to be CA$183, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 9.9%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
お知らせ • Feb 27CGI Inc. (TSX:GIB.A) completed the acquisition of BJSS Ltd.CGI Inc. (TSX:GIB.A) signed a share purchase agreement to acquire BJSS Ltd on January 29, 2025. Upon successful completion of the acquisition, CGI will have operations across 26 locations in the UK, enabling our consultants to partner with clients through a proximity-based model, while drawing on the support of the company's broad international presence and wide range of services to deliver value. CGI’s move for BJSS will take the technology consultancy’s British headcount to almost 9,000 experts. The transaction is subject to regulatory approvals and other customary closing conditions and is expected to close in February 2025. CGI Inc. (TSX:GIB.A) completed the acquisition of BJSS Ltd on February 25, 2025.
Recent Insider Transactions Derivative • Feb 18Strategic Advisor & Director exercised options and sold CA$13m worth of stockOn the 13th of February, George Schindler exercised 120k options at a strike price of around CA$63.23 and sold these shares for an average price of CA$174 per share. This trade did not impact their existing holding. Since March 2024, George's direct individual holding has increased from 85.16k shares to 216.28k. Company insiders have collectively sold CA$14m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Feb 16Insider recently sold CA$2.6m worth of stockOn the 11th of February, Benoit Dubé sold around 15k shares on-market at roughly CA$172 per share. This transaction amounted to 72% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$7.3m more than they bought in the last 12 months.
Upcoming Dividend • Feb 07Upcoming dividend of CA$0.15 per shareEligible shareholders must have bought the stock before 14 February 2025. Payment date: 21 March 2025. Payout ratio is a comfortable 2.0% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Canadian dividend payers (6.4%). Lower than average of industry peers (1.9%).
Recent Insider Transactions Derivative • Feb 05Strategic Advisor & Director exercised options to buy CA$17m worth of stock.On the 31st of January, George Schindler exercised options to buy 99k shares at a strike price of around CA$172, costing a total of CA$17m. This transaction amounted to 84% of their direct individual holding at the time of the trade. Since March 2024, George's direct individual holding has increased from 85.16k shares to 117.62k. Company insiders have collectively bought CA$10m more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • Jan 30+ 1 more updateCGI Inc. (TSX:GIB.A) signed a share purchase agreement to acquire BJSS Ltd.CGI Inc. (TSX:GIB.A) signed a share purchase agreement to acquire BJSS Ltd on January 29, 2025. Upon successful completion of the acquisition, CGI will have operations across 26 locations in the UK, enabling our consultants to partner with clients through a proximity-based model, while drawing on the support of the company's broad international presence and wide range of services to deliver value. CGI’s move for BJSS will take the technology consultancy’s British headcount to almost 9,000 experts. The transaction is subject to regulatory approvals and other customary closing conditions and is expected to close in February 2025.
Reported Earnings • Jan 29First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: CA$1.95 (up from CA$1.69 in 1Q 2024). Revenue: CA$3.79b (up 5.1% from 1Q 2024). Net income: CA$438.6m (up 13% from 1Q 2024). Profit margin: 12% (in line with 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the IT industry in North America. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Jan 29CGI Inc. Announces Board ChangesIn line with the comprehensive succession strategies that CGI INC established several years ago, Julie Godin is appointed Executive Chair of the Board of Directors, effective following 29 January 2025's Annual General Meeting of Shareholders. In conjunction with Ms. Godin's appointment, CGI Founder Serge Godin will assume the role of Board Co-Chair and continue to focus on transformational acquisitions for CGI and on large-scale engagements with clients. Ms. Godin currently serves as Co-Chair of the Board and Executive Vice-President, Strategic Planning and Corporate Development. Over the past 15 years, she has incrementally assumed responsibility for leading a range of enterprise functions that serve to set and drive the company's long-term strategic direction and Build and Buy profitable growth strategy. These critical global functions span human resources including the design of CGI's executive compensation programs; strategic planning; mergers and acquisitions; business consulting; enterprise information technology; marketing and communications; cybersecurity and global business shared services. Ms. Godin also is responsible for the ongoing evolution of the CGI Management Foundation which encompasses the key elements that define and guide the management of the company's operations.
お知らせ • Jan 22CGI Inc. to Report Q1, 2025 Results on Jan 29, 2025CGI Inc. announced that they will report Q1, 2025 results Pre-Market on Jan 29, 2025
お知らせ • Dec 12CGI Inc. (TSX:GIB.A) agreed to acquire Daugherty Systems, Inc.CGI Inc. (TSX:GIB.A) agreed to acquire Daugherty Systems, Inc. on November 29, 2024. For the period ending December 31, 2023, Daugherty Systems, Inc. reported total revenue of $312 million. The transaction is expected to close in December 2024.
Recent Insider Transactions • Nov 24Insider recently sold CA$1.3m worth of stockOn the 20th of November, Timothy Hurlebaus sold around 8k shares on-market at roughly CA$155 per share. This transaction amounted to 63% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$3.6m more than they bought in the last 12 months.
