Consensus Cloud Solutions (NASDAQ:CCSI) Updates FY 2026 Earnings Guidance

Consensus Cloud Solutions (NASDAQ:CCSI) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 5.550-5.950 for the period, compared to the consensus estimate of 5.700. The company issued revenue guidance of $350.0 million-$364.0 million, compared to the consensus revenue estimate of $357.3 million. Consensus Cloud Solutions also updated its Q3 2026 guidance to 1.340-1.440 EPS.

Consensus Cloud Solutions Price Performance

Consensus Cloud Solutions stock traded down $0.84 during midday trading on Thursday, reaching $37.33. 92,425 shares of the stock were exchanged, compared to its average volume of 120,916. Consensus Cloud Solutions has a 52 week low of $20.11 and a 52 week high of $41.40. The company has a debt-to-equity ratio of 24.99, a quick ratio of 1.80 and a current ratio of 1.80. The firm has a market cap of $686.87 million, a PE ratio of 7.71 and a beta of 1.57. The company’s fifty day moving average is $36.01 and its 200-day moving average is $30.03.

Consensus Cloud Solutions (NASDAQ:CCSI) last announced its quarterly earnings results on Thursday, August 6th. The company reported $1.49 EPS for the quarter, beating the consensus estimate of $1.48 by $0.01. The firm had revenue of $91.36 million during the quarter, compared to the consensus estimate of $89.63 million. Consensus Cloud Solutions had a net margin of 25.09% and a return on equity of 5,736.13%. Consensus Cloud Solutions has set its Q3 2026 guidance at 1.340-1.440 EPS and its FY 2026 guidance at 5.550-5.950 EPS. On average, sell-side analysts forecast that Consensus Cloud Solutions will post 5.08 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on CCSI shares. Weiss Ratings reissued a “hold (c+)” rating on shares of Consensus Cloud Solutions in a research note on Tuesday. Wall Street Zen raised Consensus Cloud Solutions from a “hold” rating to a “buy” rating in a report on Sunday, May 17th. BTIG Research lifted their price target on Consensus Cloud Solutions from $40.00 to $45.00 and gave the company a “buy” rating in a research report on Friday, July 24th. Finally, Oppenheimer boosted their price objective on Consensus Cloud Solutions from $32.00 to $35.00 and gave the stock an “outperform” rating in a report on Tuesday, May 12th. Three investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $38.33.

Insider Activity

In other news, Director Elaine Healy sold 4,000 shares of the stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $34.27, for a total transaction of $137,080.00. Following the transaction, the director directly owned 27,658 shares in the company, valued at approximately $947,839.66. This represents a 12.64% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 3.65% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of CCSI. Russell Investments Group Ltd. raised its holdings in Consensus Cloud Solutions by 239.3% during the 3rd quarter. Russell Investments Group Ltd. now owns 170,445 shares of the company’s stock valued at $5,006,000 after buying an additional 120,205 shares during the last quarter. Kent Lake PR LLC boosted its position in Consensus Cloud Solutions by 92.6% during the 2nd quarter. Kent Lake PR LLC now owns 250,000 shares of the company’s stock valued at $5,765,000 after buying an additional 120,200 shares during the period. Heron Bay Capital Management grew its holdings in Consensus Cloud Solutions by 4.1% in the 4th quarter. Heron Bay Capital Management now owns 1,253,487 shares of the company’s stock worth $27,351,000 after acquiring an additional 49,761 shares during the last quarter. Two Sigma Investments LP bought a new stake in Consensus Cloud Solutions in the 3rd quarter worth $1,442,000. Finally, Lazard Asset Management LLC increased its position in shares of Consensus Cloud Solutions by 367.8% in the third quarter. Lazard Asset Management LLC now owns 57,959 shares of the company’s stock valued at $1,702,000 after acquiring an additional 45,569 shares during the period. 93.93% of the stock is currently owned by institutional investors.

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.