View Past PerformanceCGI バランスシートの健全性財務の健全性 基準チェック /56CGIの総株主資本はCA$10.0B 、総負債はCA$3.7Bで、負債比率は37.5%となります。総資産と総負債はそれぞれCA$19.3BとCA$9.3Bです。 CGIの EBIT はCA$2.7Bで、利息カバレッジ比率26.2です。現金および短期投資はCA$716.0Mです。主要情報37.47%負債資本比率CA$3.75b負債インタレスト・カバレッジ・レシオ26.2x現金CA$716.04mエクイティCA$10.00b負債合計CA$9.30b総資産CA$19.30b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesDeclared 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 0.8%, which is lower than the industry average of 2.2%. 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 the US. 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.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.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.Seeking Alpha • Apr 15CGI Inc.: A 'Show Me' Story With Asymmetric SetupSummary CGI Inc., a Canada-based technology services provider, delivers solid cash generation and disciplined execution but lacks the growth acceleration currently rewarded in AI-driven markets. GIB trades at an attractive 11.1% earnings yield and 13.3% ROIC, both above its cost of capital, yet organic growth remains muted and ROIC is trending down. Leading indicators like book-to-bill (110%) and backlog (~1.9x revenue) signal robust demand, but this has not yet translated into meaningful revenue growth. I maintain a neutral rating on GIB, with a positive bias. Clear organic revenue acceleration and margin expansion are needed for a bullish stance. Read the full article on Seeking Alpha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.Upcoming Dividend • Feb 13Upcoming 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 American dividend payers (4.2%). Lower than average of industry peers (2.7%).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.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 0.6%, which is lower than the industry average of 2.2%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 7%.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 the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, 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.Buy Or Sell Opportunity • Jan 20Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at US$87.32. The fair value is estimated to be US$113, 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.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.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.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 of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 21st November 2025 Payment date: 19th December 2025 Dividend yield will be 0.6%, which is lower than the industry average of 2.2%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 8%.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 the US.Buy Or Sell Opportunity • Nov 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to US$84.81. The fair value is estimated to be US$107, 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.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.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 09Upcoming 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 American dividend payers (4.6%). Lower than average of industry peers (2.5%).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 the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.0% to US$97.07. The fair value is estimated to be US$123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 9.5%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.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, 2025Upcoming 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 American dividend payers (4.8%). 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 9.6% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% 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 10Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to US$98.21. The fair value is estimated to be US$126, 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 13% in 2 years. Earnings are forecast to grow by 18% 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 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.8% to US$98.73. The fair value is estimated to be US$125, 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 • Feb 16Insider recently sold US$1.8m worth of stockOn the 11th of February, Benoit Dubé sold around 15k shares on-market at roughly US$121 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 US$5.2m more than they bought in the last 12 months.Seeking Alpha • Feb 11CGI Shows Some Promise, But Valuation Looks FullSummary CGI Inc. reported year-over-year revenue growth, with non-GAAP earnings per share meeting expectations. The digital transformation consulting market is expected to grow significantly, but CGI's consulting and systems integration revenue is declining. Despite cost reduction efforts and strong free cash flow, CGI's stock appears fully valued at $121, with limited upside absent significant revenue growth. Given valuation and revenue growth concerns, I maintain a Hold rating for CGI. Read the full article on Seeking AlphaUpcoming 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 American dividend payers (4.5%). Lower than average of industry peers (2.0%).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 9.6% growth forecast for the IT industry in the US. 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 9% 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.New Risk • Nov 24New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.Upcoming Dividend • Nov 13Upcoming dividend of CA$0.15 per shareEligible shareholders must have bought the stock before 20 November 2024. Payment date: 20 December 2024. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (2.3%).お知らせ • Nov 11CGI Inc., Annual General Meeting, Jan 29, 2025CGI Inc., Annual General Meeting, Jan 29, 2025.Reported Earnings • Nov 07Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: CA$7.31 (up from CA$6.97 in FY 2023). Revenue: CA$14.7b (up 2.7% from FY 2023). Net income: CA$1.69b (up 3.8% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in the US. 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 8% per year.お知らせ • Nov 07CGI Inc. Approves Quarterly Cash Dividend for Holders of Class A Subordinate Voting Shares and Class B Shares, Payable on December 20, 2024CGI Inc.'s Board of Directors approved a quarterly cash dividend for holders of Class A subordinate voting shares and Class B shares (multiple voting) of $0.15per share. This dividend is payable on December 20, 2024 to shareholders of record as of the close of business on November 20, 2024. The dividend is designated as an "eligible dividend" for Canadian tax purposes.お知らせ • Oct 30CGI Inc. to Report Q4, 2024 Results on Nov 06, 2024CGI Inc. announced that they will report Q4, 2024 results Pre-Market on Nov 06, 2024お知らせ • Oct 26CGI Announces the Launch of the Redesigned CGI ProperPayCGI announced the launch of the redesigned CGI ProperPay, a cloud-based solution designed to elevate payment and revenue integrity through advanced Artificial Intelligence (AI) capabilities. This integrated, transformational platform empowers healthcare payers and providers to streamline billing processes to ensure accurate claims processing from submission to payment. For over 30 years, CGI has strategically partnered with healthcare insurers and providers to ensure claims billing and payment accuracy. Leveraging CGI ProperPay and a team of industry experts, CGI's clients have recovered over USD 3 billion of improperly paid medical claims. CGI ProperPay is part of a holistic payment and revenue integrity solution that supports pre-submission, prepay, and post-pay reviews through a modular, plug-and-play approach. Healthcare insurers and providers that use the latest version of CGI ProperPay will benefit from increased automation and efficiencies in addition to more quickly identifying inaccurate medical claim coding and payments to preserve healthcare funds and revenue.Seeking Alpha • Oct 17CGI Is A Resilient, Well-Managed Business With Moderate ReturnsSummary CGI has a strong management team focused on M&A, cost efficiency, and diversified revenue streams, but I rate it a Hold, due to moderate growth potential. The company has proven it can improve its margins even during periods of revenue contraction. This shows strong management and leads me to consider the company a viable long-term holding. Given its valuation, I expect that its stock will only increase by 10% over the next 12 months. I find annual returns higher than this unlikely over the long term. A key risk includes emerging technology disruption from robotics, which means management will have to prepare well in advance for new trends, market demands, and cyber threats. Read the full article on Seeking Alphaお知らせ • Sep 05CGI Inc. announced that it expects to receive CAD 750 million in fundingCGI Inc. announced a private placement of senior unsecured notes for the gross proceeds of CAD 750 million on September 3, 2024. The transaction consists of CAD 300 million aggregate principal amount of three-year notes and CAD 450 million aggregate principal amount of five-year notes. The three-year notes will bear interest at the rate of 3.987% per annum, and the five-year notes will bear interest at the rate of 4.147% per annum. The offering is expected to close on or about Sept. 5, 2024, subject to customary closing conditions.Recent Insider Transactions • Aug 28Insider recently sold US$1.1m worth of stockOn the 22nd of August, Timothy Hurlebaus sold around 10k shares on-market at roughly US$109 per share. This transaction amounted to 46% 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 US$1.9m more than they bought in the last 12 months.Seeking Alpha • Aug 01CGI: A New 0.4% Dividend Isn't Enough To Get Me On The BandwagonSummary CGI Inc is a well-diversified IT consulting company with annual revenues of over $10 billion and over 5,500 clients globally. Q3 2024 results showed revenue slightly below consensus, with a book-to-bill ratio of 1.17x and a backlog of $27.56 billion. The company also announced a new $0.15 quarterly dividend, which represents a yield of 0.4%. I view this as a negative as it highlights that cash returns to shareholders are increasing, rather than being spent to grow the business (either organically or through M&A). Despite positive signs of stability in the macro-environment, I view CGI's stock as fully valued at current prices, hence the 'hold' rating. Read the full article on Seeking AlphaReported Earnings • Aug 01Third quarter 2024 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2024 results: EPS: CA$1.94 (up from CA$1.78 in 3Q 2023). Revenue: CA$3.67b (up 1.3% from 3Q 2023). Net income: CA$440.1m (up 6.1% from 3Q 2023). Profit margin: 12% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 8% per year.お知らせ • Jul 24CGI Inc. to Report Q3, 2024 Results on Jul 31, 2024CGI Inc. announced that they will report Q3, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 31, 2024お知らせ • May 23+ 1 more updateCGI Inc. Announces Board and Management ChangesCGI Inc. Board of Directors announced the appointment of François Boulanger as President and a member of the Board of Directors, effective October 1, 2024. Mr. Boulanger is currently President and Chief Operating Officer for CGI's operations in Canada, U.S. Commercial and State Government, Asia Pacific Global Delivery Centers of Excellence, and Global IP Solutions. George D. Schindler, currently President will retire effective September 30, 2024. Mr. Schindler will continue to serve on the Board and, for a transition period, will serve as strategic advisor to Serge Godin, Founder and Executive Chairman of the Board.Reported Earnings • May 01Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: CA$1.86 (up from CA$1.78 in 2Q 2023). Revenue: CA$3.74b (flat on 2Q 2023). Net income: CA$426.9m (up 1.8% from 2Q 2023). Profit margin: 11% (in line with 2Q 2023). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 1.9%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 26CGI Inc. to Report Q2, 2024 Results on May 01, 2024CGI Inc. announced that they will report Q2, 2024 results Pre-Market on May 01, 2024Seeking Alpha • Apr 23CGI Looks Fully Valued Here, But M&A Opportunities May Be AttractiveSummary CGI Inc. provides consulting and outsourcing services globally, but slower client spending may continue to affect the company. The global market for digital transformation consulting is expected to reach $235 billion by 2031, driving growth for CGI. A larger portion of CGI's revenue is generated from outsourcing services, which have proven to be more stable than its consulting segment. Until clients increase their discretionary spending, I'm on Hold for CGI Inc., although management may see greater M&A opportunities in the near term. Read the full article on Seeking AlphaBuy Or Sell Opportunity • Feb 06Now 20% undervaluedOver the last 90 days, the stock has risen 13% to US$112. The fair value is estimated to be US$140, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period.お知らせ • Feb 02CGI Inc. Elects Jacynthe Côté as DirectorCGI Inc. at the Annual General Meeting of Shareholders held on January 31, 2024, Jacynthe Côté was elected by shareholders as director.Reported Earnings • Feb 01First quarter 2024 earnings: Revenues in line with analyst expectationsFirst quarter 2024 results: Revenue: CA$3.60b (up 4.4% from 1Q 2023). Net income: CA$389.8m (up 1.9% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue was in line with analyst estimates. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in the US.お知らせ • Jan 18CGI Inc. to Report Q1, 2024 Results on Jan 31, 2024CGI Inc. announced that they will report Q1, 2024 results Pre-Market on Jan 31, 2024Buying Opportunity • Jan 17Now 20% undervaluedOver the last 90 days, the stock is up 7.1%. The fair value is estimated to be US$132, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 7.4% per annum over the same time period.お知らせ • Jan 16CGI's Machine Vision Solution Delivers A Powerful Source of IoT Business Intelligence by Leveraging Artificial IntelligenceCGI announced the launch of new computer vision solution, CGI Machine Vision, which uses the power of artificial intelligence (AI) to transform asset and infrastructure monitoring. The solution enables organizations across industries to improve processes, increase efficiencies and reduce costs by generating business intelligence not previously possible through traditional monitoring solutions or human-only inspection. CGI Machine Vision, developed by CGI AI experts in Australia, uses deep neural network AI and edge-computing technologies to extract data from Internet of Things (IoT) sensors. Data captured by cameras, drones, and other IoT devices is processed by AI at the site of its collection and only relevant data is pushed to data operations. Edge-computing eliminates transmission delays and bandwidth concerns. With this real-time and relevant data, organizations benefit from deeper levels of data analysis, enabling the adoption of predictive and proactive operational models. With CGI Machine Vision, industries such as utilities, transportation, and telecommunications can continuously monitor remote infrastructure, identifying foliage incursion, deterioration through wear and tear, and other issues more effectively. Further, enabling computer vision on moving platforms, such as trains and trucks, improves citizen safety. In addition, CGI Machine Vision increases worker safety by monitoring safety compliance and threats. The Australian launch of CGI Machine Vision follows several successful pilots, including in the United Kingdom where it has been used by water treatment operators to enhance existing alert systems and provide real-time monitoring of remote and unattended sites. CGI Machine Vision can be deployed on a range of vision capture devices and other sensors, and its AI-processed output can be tailored to integrate with a variety of client applications. The flexibility of the solution addresses a broad range of computer vision-oriented business challenges. CGI's end-to-end capabilities in data science and machine learning, combined with its deep domain knowledge and technology engineering skills, help clients generate new insights, experiences, and business models powered by AI.Buying Opportunity • Dec 20Now 21% undervaluedOver the last 90 days, the stock is up 7.0%. The fair value is estimated to be US$135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings is also forecast to grow by 7.3% per annum over the same time period.お知らせ • Nov 10CGI Inc., Annual General Meeting, Jan 31, 2024CGI Inc., Annual General Meeting, Jan 31, 2024.Reported Earnings • Nov 09Full year 2023 earnings released: EPS: CA$6.97 (vs CA$6.13 in FY 2022)Full year 2023 results: EPS: CA$6.97 (up from CA$6.13 in FY 2022). Revenue: CA$14.3b (up 11% from FY 2022). Net income: CA$1.63b (up 11% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.Seeking Alpha • Nov 03CGI: Charting The Future Of Digital Transformation With Superior Profitability And Greater ResilienceSummary CGI has a strong business model, with a global presence, substantial scale, a suite of related services, and deep expertise. It represents a compelling offering for large multinationals/Governments, and smaller ones. The technology industry is, and has always experienced several tailwinds that allow it to maintain strong growth decade-on-decade, with the likes of AI and Cloud being key drivers going forward. The company has an impressive backlog of ~2x FY22 revenue, ensuring its growth in the coming years will be strong despite the macroeconomic conditions. CGI performs well relative to its peers, with superior profitability and greater resilience expected in the coming year. This outperformance is enhanced by its consistency historically and competitive advantage. CGI’s valuation is attractive without screaming undervalued. Given its history of buybacks and financial progression, the stock is unlikely to ever be cheap. Read the full article on Seeking Alphaお知らせ • Nov 02CGI Inc. to Report Q4, 2023 Results on Nov 08, 2023CGI Inc. announced that they will report Q4, 2023 results Pre-Market on Nov 08, 2023お知らせ • Oct 12CGI Inc. (TSX:GIB.A) acquired Momentum Consulting Corporation.CGI Inc. (TSX:GIB.A) acquired Momentum Consulting Corporation on October 11, 2023. JEGI CLARITY acted as financial advisor to Momentum Consulting Corporation. CGI Inc. (TSX:GIB.A) completed the acquisition of Momentum Consulting Corporation on October 11, 2023.Seeking Alpha • Oct 03CGI Inc.: I Like The Business But Not The ValuationSummary CGI Inc. is a high-quality business with solid profitability and strong current revenue growth momentum. The company has a wide range of offerings and comprehensive geographical coverage, positioning it well to capture industry tailwinds. GIB's fair value is close to the current market price, with limited upside potential, leading to a neutral "Hold" rating. Read the full article on Seeking Alphaお知らせ • Sep 20CGI Inc. Announces the Availability of CGI All PaymentsCGI Inc. announced the availability of CGI All Payments, a flexible cloud-ready enterprise payments solution, in the Microsoft Azure Marketplace, an online store providing applications and services for use on Azure. The availability of CGI All Payments on the trusted Microsoft Azure Marketplace delivers the flexibility needed by clients to streamline purchase, deployment and management of CGI's industry-leading solution. CGI brings four decades of deep expertise and industry knowledge to the payments sector. The breadth of the company's offering, including consulting services and solutions, enables CGI consultants to support clients from strategy definition to solution design and implementation, to systems integration and operational support. As an independent technology partner, CGI All Payments is fully deployable on or across multiple ecosystems.Reported Earnings • Jul 26Third quarter 2023 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2023 results: EPS: CA$1.78 (up from CA$1.53 in 3Q 2022). Revenue: CA$3.62b (up 11% from 3Q 2022). Net income: CA$415.0m (up 14% from 3Q 2022). Profit margin: 12% (in line with 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year.Seeking Alpha • Jun 29CGI Inc.: Proving Why It's A Solid Long-Term PositionSummary CGI Inc., a Canadian IT consulting company, has shown strong growth over the years, with net incomes growing 39% annually in the last 10 years. The company's revenue mix includes managed IT and business process services, which is expected to see a 7.9% CAGR globally between 2021 and 2026. Despite the potential for volatile earnings due to fluctuations in the dollar, the company's financials remain solid, with net debt decreasing yearly and cash flows growing. Read the full article on Seeking AlphaRecent Insider Transactions • May 28Insider recently sold US$81k worth of stockOn the 24th of May, Leena-Mari Lähteenmaa sold around 800 shares on-market at roughly US$101 per share. This transaction amounted to 30% 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 US$2.2m more than they bought in the last 12 months.お知らせ • May 24CGI Inc. Appoints Sophie Brochu to its Board of Directors, Effective September 2023CGI Inc. announced that Sophie Brochu will join its Board of Directors in September 2023. Ms. Brochu has over 30 years of experience in the energy sector. From 2020 to April 2023, she served as President and Chief Executive Officer of Hydro-Québec. Ms. Brochu spent most of her career at Énergir, where she served as President and Chief Executive Officer from 2007 to 2019. Under her leadership, the Québec gas distributor added renewable natural gas to its supply portfolio and became a major player in the wind and solar energy spaces in both Canada and the U.S. Sophie Brochu holds a bachelor's degree in economics from Université Laval and sits on the board of Banque de Montréal (BMO). Very active in the community, she has been involved with Centraide of Greater Montreal for many years and co-founded ruelle de l'avenir, a non-profit organization that encourages students in the Centre-Sud and Hochelaga neighborhoods of Montréal to stay in school. She also chairs the board of Fondation Forces AVENIR and volunteers as a leader of The A Effect, an initiative whose aim is to promote the participation of women at all organizational levels. Ms. Brochu was awarded honorary doctorates by Université de Montréal (HEC Montréal) and Bishop's University. She is a member of the Order of Canada and an officer of the Ordre national du Québec.Recent Insider Transactions • May 06Insider recently sold US$71k worth of stockOn the 1st of May, Laurent Gerin sold around 700 shares on-market at roughly US$102 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$541k. Insiders have been net sellers, collectively disposing of US$2.1m more than they bought in the last 12 months.Reported Earnings • Apr 27Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: CA$1.78 (up from CA$1.55 in 2Q 2022). Revenue: CA$3.72b (up 14% from 2Q 2022). Net income: CA$419.4m (up 13% from 2Q 2022). Profit margin: 11% (in line with 2Q 2022). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 3.3%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year.Recent Insider Transactions • Feb 27Key Executive recently sold US$245k worth of stockOn the 22nd of February, Julie Godin sold around 3k shares on-market at roughly US$92.13 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$541k. This was Julie's only on-market trade for the last 12 months.Recent Insider Transactions • Feb 23Insider recently sold US$541k worth of stockOn the 16th of February, Bernard Labelle sold around 6k shares on-market at roughly US$93.35 per share. This transaction amounted to 73% 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 US$1.8m more than they bought in the last 12 months.Reported Earnings • Feb 03First quarter 2023 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2023 results: EPS: CA$1.62 (up from CA$1.51 in 1Q 2022). Revenue: CA$3.45b (up 12% from 1Q 2022). Net income: CA$382.4m (up 4.1% from 1Q 2022). Profit margin: 11% (in line with 1Q 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Jan 30CGI and Laurentian Bank of Canada extend business partnershipCGI (NYSE:GIB) has announced a five-year contract extension with the Laurentian Bank of Canada. Under the new agreement, CGI will help the Laurentian Bank of Canada manage its digital transformation process, while supporting its efforts to improve and simplify the end-user experience for both external and internal customers. Over the term of the agreement, both organizations will contribute towards a co-innovation fund, designed to help the Bank leverage CGI's business and technology services, to deliver an enhanced end-user experience. "CGI values its long-standing business partnership with the Laurentian Bank of Canada, which began more than two decades ago," says Michael Godin, CGI Senior Vice-President, Greater Montréal.お知らせ • Jan 26CGI Inc. to Report Q1, 2023 Results on Feb 01, 2023CGI Inc. announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Feb 01, 2023Seeking Alpha • Jan 18CGI adds RISE with SAP to portfolio of services in CanadaCGI (NYSE:GIB) said on Wednesday that it is bracing its long-standing global integration with SAP (NYSE:SAP) by adding RISE with SAP to its portfolio of services in Canada, which already includes S/4HANA. The RISE with SAP certification enables CGI to accelerate clients' transitions to the cloud. With the move, CGI is well positioned to modernize ERP solutions for a broader segment of the market and offer enhanced end-to-end capabilities for its clients. The qualification helps CGI provide enhanced services to clients who advances their move to the cloud. Shares of SAP are up 0.89% premarket.Recent Insider Transactions • Dec 15Insider recently sold US$112k worth of stockOn the 12th of December, George Mattackal sold around 1k shares on-market at roughly US$85.37 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$372k. Insiders have been net sellers, collectively disposing of US$1.4m more than they bought in the last 12 months.Seeking Alpha • Dec 08CGI Faces Headwinds But Will Continue M&A EffortsSummary CGI reported FQ4 2022 financial results on November 9, 2022. The firm provides a wide array of IT and business consulting services worldwide. CGI is facing headwinds from foreign exchange and a macroeconomic slowdown, which may slow client decisions or reduce budgets. Management looks to continue growth via M&A, which may benefit from lower valuations in 2023. I'm on Hold for GIB until we learn more about its trajectory in the slowdown ahead.Recent Insider Transactions • Nov 22Insider recently sold US$167k worth of stockOn the 17th of November, Guy Vigeant sold around 2k shares on-market at roughly US$84.62 per share. This transaction amounted to 7.5% 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 US$1.1m more than they bought in the last 12 months.お知らせ • Nov 11CGI Inc., Annual General Meeting, Feb 01, 2023CGI Inc., Annual General Meeting, Feb 01, 2023. Agenda: Annual General Meeting.Reported Earnings • Nov 10Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: CA$6.13 (up from CA$5.50 in FY 2021). Revenue: CA$12.9b (up 6.1% from FY 2021). Net income: CA$1.47b (up 7.1% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Seeking Alpha • Nov 08CGI Group FQ4 2022 Earnings PreviewCGI Group (NYSE:GIB) is scheduled to announce FQ4 earnings results on Wednesday, November 9th, before market open. The consensus EPS Estimate is $1.13 and the consensus Revenue Estimate is $2.34B Over the last 2 years, GIB has beaten EPS estimates 100% of the time and has beaten revenue estimates 50% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 3 downward. Revenue estimates have seen 0 upward revisions and 2 downward.財務状況分析短期負債: GIBの 短期資産 ( CA$5.0B ) は 短期負債 ( CA$5.2B ) をカバーしていません。長期負債: GIBの短期資産 ( CA$5.0B ) が 長期負債 ( CA$4.1B ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: GIBの 純負債対資本比率 ( 30.3% ) は 満足できる 水準であると考えられます。負債の削減: GIBの負債対資本比率は、過去 5 年間で52.5%から37.5%に減少しました。債務返済能力: GIBの負債は 営業キャッシュフロー によって 十分にカバー されています ( 66% )。インタレストカバレッジ: GIBの負債に対する 利息支払い は EBIT ( 26.2 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend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2026/05/06 16:14終値2026/05/06 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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。30 アナリスト機関Harriet LiAccountability Research CorporationRobert PetersATB Cormark Historical (Cormark Securities)Gabriel LeungBeacon Securities Limited27 その他のアナリストを表示
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 0.8%, which is lower than the industry average of 2.2%. 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 the US. 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.
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.
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.
Seeking Alpha • Apr 15CGI Inc.: A 'Show Me' Story With Asymmetric SetupSummary CGI Inc., a Canada-based technology services provider, delivers solid cash generation and disciplined execution but lacks the growth acceleration currently rewarded in AI-driven markets. GIB trades at an attractive 11.1% earnings yield and 13.3% ROIC, both above its cost of capital, yet organic growth remains muted and ROIC is trending down. Leading indicators like book-to-bill (110%) and backlog (~1.9x revenue) signal robust demand, but this has not yet translated into meaningful revenue growth. I maintain a neutral rating on GIB, with a positive bias. Clear organic revenue acceleration and margin expansion are needed for a bullish stance. Read the full article on Seeking Alpha
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.
Upcoming Dividend • Feb 13Upcoming 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 American dividend payers (4.2%). Lower than average of industry peers (2.7%).
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.
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 0.6%, which is lower than the industry average of 2.2%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 7%.
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 the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, 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.
Buy Or Sell Opportunity • Jan 20Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at US$87.32. The fair value is estimated to be US$113, 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.
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.
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.
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 of CA$0.17 announcedShareholders will receive a dividend of CA$0.17. Ex-date: 21st November 2025 Payment date: 19th December 2025 Dividend yield will be 0.6%, which is lower than the industry average of 2.2%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 8%.
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 the US.
Buy Or Sell Opportunity • Nov 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to US$84.81. The fair value is estimated to be US$107, 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.
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.
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
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 09Upcoming 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 American dividend payers (4.6%). Lower than average of industry peers (2.5%).
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 the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.0% to US$97.07. The fair value is estimated to be US$123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 9.5%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
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
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 American dividend payers (4.8%). 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 9.6% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% 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 10Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.8% to US$98.21. The fair value is estimated to be US$126, 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 13% in 2 years. Earnings are forecast to grow by 18% 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 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.8% to US$98.73. The fair value is estimated to be US$125, 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 • Feb 16Insider recently sold US$1.8m worth of stockOn the 11th of February, Benoit Dubé sold around 15k shares on-market at roughly US$121 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 US$5.2m more than they bought in the last 12 months.
Seeking Alpha • Feb 11CGI Shows Some Promise, But Valuation Looks FullSummary CGI Inc. reported year-over-year revenue growth, with non-GAAP earnings per share meeting expectations. The digital transformation consulting market is expected to grow significantly, but CGI's consulting and systems integration revenue is declining. Despite cost reduction efforts and strong free cash flow, CGI's stock appears fully valued at $121, with limited upside absent significant revenue growth. Given valuation and revenue growth concerns, I maintain a Hold rating for CGI. Read the full article on Seeking Alpha
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 American dividend payers (4.5%). Lower than average of industry peers (2.0%).
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 9.6% growth forecast for the IT industry in the US. 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 9% 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.
New Risk • Nov 24New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Nov 13Upcoming dividend of CA$0.15 per shareEligible shareholders must have bought the stock before 20 November 2024. Payment date: 20 December 2024. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (2.3%).
お知らせ • Nov 11CGI Inc., Annual General Meeting, Jan 29, 2025CGI Inc., Annual General Meeting, Jan 29, 2025.
Reported Earnings • Nov 07Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: CA$7.31 (up from CA$6.97 in FY 2023). Revenue: CA$14.7b (up 2.7% from FY 2023). Net income: CA$1.69b (up 3.8% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in the US. 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 8% per year.
お知らせ • Nov 07CGI Inc. Approves Quarterly Cash Dividend for Holders of Class A Subordinate Voting Shares and Class B Shares, Payable on December 20, 2024CGI Inc.'s Board of Directors approved a quarterly cash dividend for holders of Class A subordinate voting shares and Class B shares (multiple voting) of $0.15per share. This dividend is payable on December 20, 2024 to shareholders of record as of the close of business on November 20, 2024. The dividend is designated as an "eligible dividend" for Canadian tax purposes.
お知らせ • Oct 30CGI Inc. to Report Q4, 2024 Results on Nov 06, 2024CGI Inc. announced that they will report Q4, 2024 results Pre-Market on Nov 06, 2024
お知らせ • Oct 26CGI Announces the Launch of the Redesigned CGI ProperPayCGI announced the launch of the redesigned CGI ProperPay, a cloud-based solution designed to elevate payment and revenue integrity through advanced Artificial Intelligence (AI) capabilities. This integrated, transformational platform empowers healthcare payers and providers to streamline billing processes to ensure accurate claims processing from submission to payment. For over 30 years, CGI has strategically partnered with healthcare insurers and providers to ensure claims billing and payment accuracy. Leveraging CGI ProperPay and a team of industry experts, CGI's clients have recovered over USD 3 billion of improperly paid medical claims. CGI ProperPay is part of a holistic payment and revenue integrity solution that supports pre-submission, prepay, and post-pay reviews through a modular, plug-and-play approach. Healthcare insurers and providers that use the latest version of CGI ProperPay will benefit from increased automation and efficiencies in addition to more quickly identifying inaccurate medical claim coding and payments to preserve healthcare funds and revenue.
Seeking Alpha • Oct 17CGI Is A Resilient, Well-Managed Business With Moderate ReturnsSummary CGI has a strong management team focused on M&A, cost efficiency, and diversified revenue streams, but I rate it a Hold, due to moderate growth potential. The company has proven it can improve its margins even during periods of revenue contraction. This shows strong management and leads me to consider the company a viable long-term holding. Given its valuation, I expect that its stock will only increase by 10% over the next 12 months. I find annual returns higher than this unlikely over the long term. A key risk includes emerging technology disruption from robotics, which means management will have to prepare well in advance for new trends, market demands, and cyber threats. Read the full article on Seeking Alpha
お知らせ • Sep 05CGI Inc. announced that it expects to receive CAD 750 million in fundingCGI Inc. announced a private placement of senior unsecured notes for the gross proceeds of CAD 750 million on September 3, 2024. The transaction consists of CAD 300 million aggregate principal amount of three-year notes and CAD 450 million aggregate principal amount of five-year notes. The three-year notes will bear interest at the rate of 3.987% per annum, and the five-year notes will bear interest at the rate of 4.147% per annum. The offering is expected to close on or about Sept. 5, 2024, subject to customary closing conditions.
Recent Insider Transactions • Aug 28Insider recently sold US$1.1m worth of stockOn the 22nd of August, Timothy Hurlebaus sold around 10k shares on-market at roughly US$109 per share. This transaction amounted to 46% 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 US$1.9m more than they bought in the last 12 months.
Seeking Alpha • Aug 01CGI: A New 0.4% Dividend Isn't Enough To Get Me On The BandwagonSummary CGI Inc is a well-diversified IT consulting company with annual revenues of over $10 billion and over 5,500 clients globally. Q3 2024 results showed revenue slightly below consensus, with a book-to-bill ratio of 1.17x and a backlog of $27.56 billion. The company also announced a new $0.15 quarterly dividend, which represents a yield of 0.4%. I view this as a negative as it highlights that cash returns to shareholders are increasing, rather than being spent to grow the business (either organically or through M&A). Despite positive signs of stability in the macro-environment, I view CGI's stock as fully valued at current prices, hence the 'hold' rating. Read the full article on Seeking Alpha
Reported Earnings • Aug 01Third quarter 2024 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2024 results: EPS: CA$1.94 (up from CA$1.78 in 3Q 2023). Revenue: CA$3.67b (up 1.3% from 3Q 2023). Net income: CA$440.1m (up 6.1% from 3Q 2023). Profit margin: 12% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Jul 24CGI Inc. to Report Q3, 2024 Results on Jul 31, 2024CGI Inc. announced that they will report Q3, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 31, 2024
お知らせ • May 23+ 1 more updateCGI Inc. Announces Board and Management ChangesCGI Inc. Board of Directors announced the appointment of François Boulanger as President and a member of the Board of Directors, effective October 1, 2024. Mr. Boulanger is currently President and Chief Operating Officer for CGI's operations in Canada, U.S. Commercial and State Government, Asia Pacific Global Delivery Centers of Excellence, and Global IP Solutions. George D. Schindler, currently President will retire effective September 30, 2024. Mr. Schindler will continue to serve on the Board and, for a transition period, will serve as strategic advisor to Serge Godin, Founder and Executive Chairman of the Board.
Reported Earnings • May 01Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: CA$1.86 (up from CA$1.78 in 2Q 2023). Revenue: CA$3.74b (flat on 2Q 2023). Net income: CA$426.9m (up 1.8% from 2Q 2023). Profit margin: 11% (in line with 2Q 2023). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 1.9%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 26CGI Inc. to Report Q2, 2024 Results on May 01, 2024CGI Inc. announced that they will report Q2, 2024 results Pre-Market on May 01, 2024
Seeking Alpha • Apr 23CGI Looks Fully Valued Here, But M&A Opportunities May Be AttractiveSummary CGI Inc. provides consulting and outsourcing services globally, but slower client spending may continue to affect the company. The global market for digital transformation consulting is expected to reach $235 billion by 2031, driving growth for CGI. A larger portion of CGI's revenue is generated from outsourcing services, which have proven to be more stable than its consulting segment. Until clients increase their discretionary spending, I'm on Hold for CGI Inc., although management may see greater M&A opportunities in the near term. Read the full article on Seeking Alpha
Buy Or Sell Opportunity • Feb 06Now 20% undervaluedOver the last 90 days, the stock has risen 13% to US$112. The fair value is estimated to be US$140, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period.
お知らせ • Feb 02CGI Inc. Elects Jacynthe Côté as DirectorCGI Inc. at the Annual General Meeting of Shareholders held on January 31, 2024, Jacynthe Côté was elected by shareholders as director.
Reported Earnings • Feb 01First quarter 2024 earnings: Revenues in line with analyst expectationsFirst quarter 2024 results: Revenue: CA$3.60b (up 4.4% from 1Q 2023). Net income: CA$389.8m (up 1.9% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue was in line with analyst estimates. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in the US.
お知らせ • Jan 18CGI Inc. to Report Q1, 2024 Results on Jan 31, 2024CGI Inc. announced that they will report Q1, 2024 results Pre-Market on Jan 31, 2024
Buying Opportunity • Jan 17Now 20% undervaluedOver the last 90 days, the stock is up 7.1%. The fair value is estimated to be US$132, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 7.4% per annum over the same time period.
お知らせ • Jan 16CGI's Machine Vision Solution Delivers A Powerful Source of IoT Business Intelligence by Leveraging Artificial IntelligenceCGI announced the launch of new computer vision solution, CGI Machine Vision, which uses the power of artificial intelligence (AI) to transform asset and infrastructure monitoring. The solution enables organizations across industries to improve processes, increase efficiencies and reduce costs by generating business intelligence not previously possible through traditional monitoring solutions or human-only inspection. CGI Machine Vision, developed by CGI AI experts in Australia, uses deep neural network AI and edge-computing technologies to extract data from Internet of Things (IoT) sensors. Data captured by cameras, drones, and other IoT devices is processed by AI at the site of its collection and only relevant data is pushed to data operations. Edge-computing eliminates transmission delays and bandwidth concerns. With this real-time and relevant data, organizations benefit from deeper levels of data analysis, enabling the adoption of predictive and proactive operational models. With CGI Machine Vision, industries such as utilities, transportation, and telecommunications can continuously monitor remote infrastructure, identifying foliage incursion, deterioration through wear and tear, and other issues more effectively. Further, enabling computer vision on moving platforms, such as trains and trucks, improves citizen safety. In addition, CGI Machine Vision increases worker safety by monitoring safety compliance and threats. The Australian launch of CGI Machine Vision follows several successful pilots, including in the United Kingdom where it has been used by water treatment operators to enhance existing alert systems and provide real-time monitoring of remote and unattended sites. CGI Machine Vision can be deployed on a range of vision capture devices and other sensors, and its AI-processed output can be tailored to integrate with a variety of client applications. The flexibility of the solution addresses a broad range of computer vision-oriented business challenges. CGI's end-to-end capabilities in data science and machine learning, combined with its deep domain knowledge and technology engineering skills, help clients generate new insights, experiences, and business models powered by AI.
Buying Opportunity • Dec 20Now 21% undervaluedOver the last 90 days, the stock is up 7.0%. The fair value is estimated to be US$135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings is also forecast to grow by 7.3% per annum over the same time period.
お知らせ • Nov 10CGI Inc., Annual General Meeting, Jan 31, 2024CGI Inc., Annual General Meeting, Jan 31, 2024.
Reported Earnings • Nov 09Full year 2023 earnings released: EPS: CA$6.97 (vs CA$6.13 in FY 2022)Full year 2023 results: EPS: CA$6.97 (up from CA$6.13 in FY 2022). Revenue: CA$14.3b (up 11% from FY 2022). Net income: CA$1.63b (up 11% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.
Seeking Alpha • Nov 03CGI: Charting The Future Of Digital Transformation With Superior Profitability And Greater ResilienceSummary CGI has a strong business model, with a global presence, substantial scale, a suite of related services, and deep expertise. It represents a compelling offering for large multinationals/Governments, and smaller ones. The technology industry is, and has always experienced several tailwinds that allow it to maintain strong growth decade-on-decade, with the likes of AI and Cloud being key drivers going forward. The company has an impressive backlog of ~2x FY22 revenue, ensuring its growth in the coming years will be strong despite the macroeconomic conditions. CGI performs well relative to its peers, with superior profitability and greater resilience expected in the coming year. This outperformance is enhanced by its consistency historically and competitive advantage. CGI’s valuation is attractive without screaming undervalued. Given its history of buybacks and financial progression, the stock is unlikely to ever be cheap. Read the full article on Seeking Alpha
お知らせ • Nov 02CGI Inc. to Report Q4, 2023 Results on Nov 08, 2023CGI Inc. announced that they will report Q4, 2023 results Pre-Market on Nov 08, 2023
お知らせ • Oct 12CGI Inc. (TSX:GIB.A) acquired Momentum Consulting Corporation.CGI Inc. (TSX:GIB.A) acquired Momentum Consulting Corporation on October 11, 2023. JEGI CLARITY acted as financial advisor to Momentum Consulting Corporation. CGI Inc. (TSX:GIB.A) completed the acquisition of Momentum Consulting Corporation on October 11, 2023.
Seeking Alpha • Oct 03CGI Inc.: I Like The Business But Not The ValuationSummary CGI Inc. is a high-quality business with solid profitability and strong current revenue growth momentum. The company has a wide range of offerings and comprehensive geographical coverage, positioning it well to capture industry tailwinds. GIB's fair value is close to the current market price, with limited upside potential, leading to a neutral "Hold" rating. Read the full article on Seeking Alpha
お知らせ • Sep 20CGI Inc. Announces the Availability of CGI All PaymentsCGI Inc. announced the availability of CGI All Payments, a flexible cloud-ready enterprise payments solution, in the Microsoft Azure Marketplace, an online store providing applications and services for use on Azure. The availability of CGI All Payments on the trusted Microsoft Azure Marketplace delivers the flexibility needed by clients to streamline purchase, deployment and management of CGI's industry-leading solution. CGI brings four decades of deep expertise and industry knowledge to the payments sector. The breadth of the company's offering, including consulting services and solutions, enables CGI consultants to support clients from strategy definition to solution design and implementation, to systems integration and operational support. As an independent technology partner, CGI All Payments is fully deployable on or across multiple ecosystems.
Reported Earnings • Jul 26Third quarter 2023 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2023 results: EPS: CA$1.78 (up from CA$1.53 in 3Q 2022). Revenue: CA$3.62b (up 11% from 3Q 2022). Net income: CA$415.0m (up 14% from 3Q 2022). Profit margin: 12% (in line with 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year.
Seeking Alpha • Jun 29CGI Inc.: Proving Why It's A Solid Long-Term PositionSummary CGI Inc., a Canadian IT consulting company, has shown strong growth over the years, with net incomes growing 39% annually in the last 10 years. The company's revenue mix includes managed IT and business process services, which is expected to see a 7.9% CAGR globally between 2021 and 2026. Despite the potential for volatile earnings due to fluctuations in the dollar, the company's financials remain solid, with net debt decreasing yearly and cash flows growing. Read the full article on Seeking Alpha
Recent Insider Transactions • May 28Insider recently sold US$81k worth of stockOn the 24th of May, Leena-Mari Lähteenmaa sold around 800 shares on-market at roughly US$101 per share. This transaction amounted to 30% 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 US$2.2m more than they bought in the last 12 months.
お知らせ • May 24CGI Inc. Appoints Sophie Brochu to its Board of Directors, Effective September 2023CGI Inc. announced that Sophie Brochu will join its Board of Directors in September 2023. Ms. Brochu has over 30 years of experience in the energy sector. From 2020 to April 2023, she served as President and Chief Executive Officer of Hydro-Québec. Ms. Brochu spent most of her career at Énergir, where she served as President and Chief Executive Officer from 2007 to 2019. Under her leadership, the Québec gas distributor added renewable natural gas to its supply portfolio and became a major player in the wind and solar energy spaces in both Canada and the U.S. Sophie Brochu holds a bachelor's degree in economics from Université Laval and sits on the board of Banque de Montréal (BMO). Very active in the community, she has been involved with Centraide of Greater Montreal for many years and co-founded ruelle de l'avenir, a non-profit organization that encourages students in the Centre-Sud and Hochelaga neighborhoods of Montréal to stay in school. She also chairs the board of Fondation Forces AVENIR and volunteers as a leader of The A Effect, an initiative whose aim is to promote the participation of women at all organizational levels. Ms. Brochu was awarded honorary doctorates by Université de Montréal (HEC Montréal) and Bishop's University. She is a member of the Order of Canada and an officer of the Ordre national du Québec.
Recent Insider Transactions • May 06Insider recently sold US$71k worth of stockOn the 1st of May, Laurent Gerin sold around 700 shares on-market at roughly US$102 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$541k. Insiders have been net sellers, collectively disposing of US$2.1m more than they bought in the last 12 months.
Reported Earnings • Apr 27Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: CA$1.78 (up from CA$1.55 in 2Q 2022). Revenue: CA$3.72b (up 14% from 2Q 2022). Net income: CA$419.4m (up 13% from 2Q 2022). Profit margin: 11% (in line with 2Q 2022). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 3.3%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year.
Recent Insider Transactions • Feb 27Key Executive recently sold US$245k worth of stockOn the 22nd of February, Julie Godin sold around 3k shares on-market at roughly US$92.13 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$541k. This was Julie's only on-market trade for the last 12 months.
Recent Insider Transactions • Feb 23Insider recently sold US$541k worth of stockOn the 16th of February, Bernard Labelle sold around 6k shares on-market at roughly US$93.35 per share. This transaction amounted to 73% 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 US$1.8m more than they bought in the last 12 months.
Reported Earnings • Feb 03First quarter 2023 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2023 results: EPS: CA$1.62 (up from CA$1.51 in 1Q 2022). Revenue: CA$3.45b (up 12% from 1Q 2022). Net income: CA$382.4m (up 4.1% from 1Q 2022). Profit margin: 11% (in line with 1Q 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Jan 30CGI and Laurentian Bank of Canada extend business partnershipCGI (NYSE:GIB) has announced a five-year contract extension with the Laurentian Bank of Canada. Under the new agreement, CGI will help the Laurentian Bank of Canada manage its digital transformation process, while supporting its efforts to improve and simplify the end-user experience for both external and internal customers. Over the term of the agreement, both organizations will contribute towards a co-innovation fund, designed to help the Bank leverage CGI's business and technology services, to deliver an enhanced end-user experience. "CGI values its long-standing business partnership with the Laurentian Bank of Canada, which began more than two decades ago," says Michael Godin, CGI Senior Vice-President, Greater Montréal.
お知らせ • Jan 26CGI Inc. to Report Q1, 2023 Results on Feb 01, 2023CGI Inc. announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Feb 01, 2023
Seeking Alpha • Jan 18CGI adds RISE with SAP to portfolio of services in CanadaCGI (NYSE:GIB) said on Wednesday that it is bracing its long-standing global integration with SAP (NYSE:SAP) by adding RISE with SAP to its portfolio of services in Canada, which already includes S/4HANA. The RISE with SAP certification enables CGI to accelerate clients' transitions to the cloud. With the move, CGI is well positioned to modernize ERP solutions for a broader segment of the market and offer enhanced end-to-end capabilities for its clients. The qualification helps CGI provide enhanced services to clients who advances their move to the cloud. Shares of SAP are up 0.89% premarket.
Recent Insider Transactions • Dec 15Insider recently sold US$112k worth of stockOn the 12th of December, George Mattackal sold around 1k shares on-market at roughly US$85.37 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$372k. Insiders have been net sellers, collectively disposing of US$1.4m more than they bought in the last 12 months.
Seeking Alpha • Dec 08CGI Faces Headwinds But Will Continue M&A EffortsSummary CGI reported FQ4 2022 financial results on November 9, 2022. The firm provides a wide array of IT and business consulting services worldwide. CGI is facing headwinds from foreign exchange and a macroeconomic slowdown, which may slow client decisions or reduce budgets. Management looks to continue growth via M&A, which may benefit from lower valuations in 2023. I'm on Hold for GIB until we learn more about its trajectory in the slowdown ahead.
Recent Insider Transactions • Nov 22Insider recently sold US$167k worth of stockOn the 17th of November, Guy Vigeant sold around 2k shares on-market at roughly US$84.62 per share. This transaction amounted to 7.5% 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 US$1.1m more than they bought in the last 12 months.
お知らせ • Nov 11CGI Inc., Annual General Meeting, Feb 01, 2023CGI Inc., Annual General Meeting, Feb 01, 2023. Agenda: Annual General Meeting.
Reported Earnings • Nov 10Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: CA$6.13 (up from CA$5.50 in FY 2021). Revenue: CA$12.9b (up 6.1% from FY 2021). Net income: CA$1.47b (up 7.1% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Seeking Alpha • Nov 08CGI Group FQ4 2022 Earnings PreviewCGI Group (NYSE:GIB) is scheduled to announce FQ4 earnings results on Wednesday, November 9th, before market open. The consensus EPS Estimate is $1.13 and the consensus Revenue Estimate is $2.34B Over the last 2 years, GIB has beaten EPS estimates 100% of the time and has beaten revenue estimates 50% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 3 downward. Revenue estimates have seen 0 upward revisions and 2 downward.