CGI's Soft 2Q Weighs on Already Fragile Software Sentiment -- Market Talk

Dow Jones

04/29

1053 ET - CGI's weaker 2Q is unlikely to ease the negative sentiment weighing on software stocks, says TD Cowen analyst David Kwan. He points to "the modest revenue miss, organic growth remaining negative, and the 4% y/y decline in bookings driven by weaker managed-services demand." Software companies have been hit in recent months by "AI-driven share price weakness," as concerns about artificial intelligence disrupting traditional software models continue to pressure valuations. CGI shares are down 9.9% at C$90.73 and have fallen 28% so far this year. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

April 29, 2026 10:53 ET (14:53 GMT)

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He points to \"the modest revenue miss, organic growth remaining negative, and the 4% y/y decline in bookings driven by weaker managed-services demand.\" Software companies have been hit in recent months by \"AI-driven share price weakness,\" as concerns about artificial intelligence disrupting traditional software models continue to pressure valuations. CGI shares are down 9.9% at C$90.73 and have fallen 28% so far this year. (adriano.marchese@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 29, 2026 10:53 ET (14:53 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CGI's Soft 2Q Weighs on Already Fragile Software Sentiment -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCGI's Soft 2Q Weighs on Already Fragile Software Sentiment -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-29 22:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1053 ET - CGI's weaker 2Q is unlikely to ease the negative sentiment weighing on software stocks, says TD Cowen analyst David Kwan. He points to \"the modest revenue miss, organic growth remaining negative, and the 4% y/y decline in bookings driven by weaker managed-services demand.\" Software companies have been hit in recent months by \"AI-driven share price weakness,\" as concerns about artificial intelligence disrupting traditional software models continue to pressure valuations. CGI shares are down 9.9% at C$90.73 and have fallen 28% so far this year. (adriano.marchese@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 29, 2026 10:53 ET (14:53 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4134","symbol_name":"信息科技咨询与其它服务","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2631545575","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2631545575","pubTimestamp":1777474380,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1053 ET - CGI's weaker 2Q is unlikely to ease the negative sentiment weighing on software stocks, says TD Cowen analyst David Kwan. He points to \"the modest revenue miss, organic growth remaining negative, and the 4% y/y decline in bookings driven by weaker managed-services demand.\" Software companies have been hit in recent months by \"AI-driven share price weakness,\" as concerns about artificial intelligence disrupting traditional software models continue to pressure valuations. CGI shares are down 9.9% at C$90.73 and have fallen 28% so far this year. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4134":"信息科技咨询与其它服务","GIB":"CGI Group Inc Cl A","CGI":"萨拉东"},"translate_title":"CGI第二季度疲软打压了本已脆弱的软件情绪——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CGI":1.5,"GIB":0.9},"content_text":"1053 ET - CGI's weaker 2Q is unlikely to ease the negative sentiment weighing on software stocks, says TD Cowen analyst David Kwan. He points to \"the modest revenue miss, organic growth remaining negative, and the 4% y/y decline in bookings driven by weaker managed-services demand.\" Software companies have been hit in recent months by \"AI-driven share price weakness,\" as concerns about artificial intelligence disrupting traditional software models continue to pressure valuations. CGI shares are down 9.9% at C$90.73 and have fallen 28% so far this year. (adriano.marchese@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 29, 2026 10:53 ET (14:53 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}