Consensus Cloud Solutions (NASDAQ:CCSI) Issues Earnings Results, Beats Estimates By $0.12 EPS

Consensus Cloud Solutions (NASDAQ:CCSI) issued its earnings results on Thursday. The company reported $1.52 earnings per share for the quarter, topping the consensus estimate of $1.40 by $0.12, FiscalAI reports. The firm had revenue of $88.47 million for the quarter, compared to analyst estimates of $87.34 million. Consensus Cloud Solutions had a negative return on equity of 1,869.04% and a net margin of 25.09%. Consensus Cloud Solutions updated its Q2 2026 guidance to 1.430-1.530 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 $58.7M, up 8.2% YoY, with trailing‑12‑month net revenue retention above 102% and ~65,000 corporate customers (≈+7% YoY), indicating accelerating upmarket momentum.
• Management soft‑launched a rearchitected eFax platform and the Clarity AI framework to move from a transport layer to an intelligence layer, which they expect will improve deal conversion and enable sustained double‑digit corporate growth over time.
• Strong cash generation—Q1 free cash flow of $38.5M, $92.3M cash on hand, and ~600k shares repurchased in the quarter (≈$17M) with $28M remaining under the $100M buyback—supports continued repurchases and capital flexibility while debt maturities are distant.
• The SOHO channel remains a strategic cash engine: Q1 SOHO revenue declined 9.5% YoY to $29.7M, an improvement versus the prior quarter’s -11.1%, as management prioritizes yield and contribution margin over subscriber longevity.
• The company reaffirmed FY‑2026 guidance (revenue $350–364M, adj. EBITDA $182–193M, adj. EPS $5.55–5.95) and cautioned margins may normalize toward the midpoint as planned hiring in go‑to‑market and product accelerates.

Consensus Cloud Solutions Price Performance

Consensus Cloud Solutions stock traded up $5.71 during trading hours on Friday, hitting $34.00. 612,408 shares of the company traded hands, compared to its average volume of 101,389. Consensus Cloud Solutions has a 1-year low of $19.42 and a 1-year high of $37.30. The firm has a market cap of $625.60 million, a P/E ratio of 7.42 and a beta of 1.49. The firm’s 50-day simple moving average is $27.17 and its two-hundred day simple moving average is $25.07. The company has a quick ratio of 1.79, a current ratio of 1.79 and a debt-to-equity ratio of 40.03.

Hedge Funds Weigh In On Consensus Cloud Solutions

Several hedge funds have recently modified their holdings of the company. State of Tennessee Department of Treasury acquired a new stake in shares of Consensus Cloud Solutions in the fourth quarter valued at $182,000. Verdad Advisers LP bought a new stake in Consensus Cloud Solutions in the fourth quarter worth about $327,000. Engineers Gate Manager LP raised its position 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 acquiring an additional 6,110 shares in the last quarter. AQR Capital Management LLC lifted its holdings in Consensus Cloud Solutions by 1.1% in the 4th quarter. AQR Capital Management LLC now owns 335,431 shares of the company’s stock valued at $7,319,000 after acquiring an additional 3,784 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its holdings in Consensus Cloud Solutions by 3.4% in 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 during the last quarter. 93.93% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Consensus Cloud Solutions

Here are the key news stories impacting Consensus Cloud Solutions this week:

• Positive Sentiment: Q1 earnings came in above expectations, with Consensus Cloud Solutions reporting $1.52 EPS versus the $1.40 consensus estimate, while revenue of $88.47 million also topped forecasts. Article Title
• Positive Sentiment: The company raised guidance for both Q2 2026 and FY 2026, with earnings and revenue targets coming in slightly ahead of Wall Street expectations, signaling management confidence in continued performance.
• Neutral Sentiment: Investors are also reviewing the earnings call presentation and transcript for details on margin trends, demand outlook, and management commentary following the report. Article Title
• Neutral Sentiment: Consensus Cloud Solutions’ recent results showed strong profitability on a net margin basis, but the company still carries a very high debt-to-equity ratio, which may remain a longer-term watch item for investors.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on CCSI shares. Weiss Ratings upgraded shares of Consensus Cloud Solutions from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday. Wall Street Zen cut shares of Consensus Cloud Solutions from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, BTIG Research boosted their price objective on Consensus Cloud Solutions from $37.00 to $40.00 and gave the stock a “buy” rating in a research report on Tuesday, February 17th. Two analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $37.50.

Consensus Cloud Solutions Company Profile

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.