Consensus Cloud Solutions (NASDAQ:CCSI) Releases Earnings Results, Beats Estimates By $0.01 EPS

Consensus Cloud Solutions (NASDAQ:CCSI) announced its quarterly earnings data on Thursday. The company reported $1.49 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.48 by $0.01, FiscalAI reports. The firm had revenue of $91.36 million for the quarter, compared to analysts’ expectations of $89.63 million. Consensus Cloud Solutions had a return on equity of 849.75% and a net margin of 26.69%. Consensus Cloud Solutions updated its Q3 2026 guidance to 1.340-1.440 EPS and its FY 2026 guidance to 5.550-5.950 EPS.

Here are the key takeaways from Consensus Cloud Solutions’ conference call:

• Corporate revenue reached a record $60.5 million, up 9.3% year over year, supported by strong usage, customer acquisition, retention, advanced products, and a 103.1% net revenue retention rate.
• Management reaffirmed full-year 2026 guidance but expects revenue to land between the midpoint and high end of the range, with adjusted EBITDA and EPS tracking slightly above midpoint; free cash flow is still expected to approximate $106 million.
• The VA rollout is approximately 65%-80% complete, with management expecting more than $9 million of 2026 revenue and seeing additional opportunities among government contractors and other public-sector organizations.
• The board increased the share-repurchase authorization to $200 million; Consensus repurchased approximately $9.6 million of stock in Q2 and indicated that further buybacks remain attractive given an estimated 16%-17% free-cash-flow yield.
• SOHO revenue declined 4.7% year over year to $30.9 million, and management expects declines of roughly 5%-7% in each of the next two quarters; hospital customers are also becoming more cautious and focused on ROI, which could slow sales cycles.

Consensus Cloud Solutions Trading Down 5.9%

Shares of NASDAQ:CCSI traded down $2.19 during midday trading on Friday, hitting $35.14. 186,393 shares of the stock traded hands, compared to its average volume of 119,654. The stock has a market capitalization of $646.58 million, a PE ratio of 7.11 and a beta of 1.57. The business’s 50 day moving average is $36.02 and its two-hundred day moving average is $30.06. The company has a quick ratio of 1.80, a current ratio of 1.80 and a debt-to-equity ratio of 24.99. Consensus Cloud Solutions has a one year low of $20.20 and a one year high of $41.40.

Analysts Set New Price Targets

Several brokerages recently weighed in on CCSI. Wall Street Zen upgraded Consensus Cloud Solutions from a “hold” rating to a “buy” rating in a report on Sunday, May 17th. Oppenheimer lifted their price target on Consensus Cloud Solutions from $32.00 to $35.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 12th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Consensus Cloud Solutions in a research report on Tuesday. Finally, BTIG Research increased their price objective on Consensus Cloud Solutions from $40.00 to $45.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Three analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $38.33.

Insider Activity

In related news, Director Elaine Healy sold 4,000 shares of the firm’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $34.27, for a total value of $137,080.00. Following the sale, the director directly owned 27,658 shares of the company’s stock, valued at $947,839.66. This trade represents a 12.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 3.65% of the stock is owned by insiders.

Institutional Investors Weigh In On Consensus Cloud Solutions

A number of large investors have recently modified their holdings of the stock. State of Tennessee Department of Treasury purchased a new position in shares of Consensus Cloud Solutions during the fourth quarter valued at about $182,000. Verdad Advisers LP bought a new position in Consensus Cloud Solutions in the fourth quarter worth about $327,000. Engineers Gate Manager LP lifted its holdings in Consensus Cloud Solutions by 69.6% in the fourth quarter. Engineers Gate Manager LP now owns 14,894 shares of the company’s stock worth $325,000 after buying an additional 6,110 shares during the period. AQR Capital Management LLC lifted its holdings in Consensus Cloud Solutions by 1.1% in the fourth quarter. AQR Capital Management LLC now owns 335,431 shares of the company’s stock worth $7,319,000 after buying an additional 3,784 shares during the period. Finally, Price T Rowe Associates Inc. MD boosted its position in Consensus Cloud Solutions by 3.4% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 40,747 shares of the company’s stock valued at $890,000 after acquiring an additional 1,342 shares in the last quarter. Institutional investors own 93.93% of the company’s stock.

About Consensus Cloud Solutions

Consensus Cloud Solutions (NASDAQ: CCSI) is a provider of cloud consulting and managed services focused on helping organizations accelerate digital transformation. The company specializes in designing, deploying and supporting cloud architectures that leverage leading public and private cloud platforms, including infrastructure as a service (IaaS), platform as a service (PaaS) and software as a service (SaaS) environments. Its end-to-end approach encompasses strategy, implementation and ongoing optimization to align technology investments with business objectives.

The firm’s core offerings include cloud migration and deployment, application modernization, data analytics and cybersecurity solutions.