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

Consensus Cloud Solutions (NASDAQ:CCSI) released its quarterly earnings data on Thursday. The company reported $1.49 earnings per share for the quarter, topping analysts’ consensus estimates of $1.48 by $0.01, FiscalAI reports. Consensus Cloud Solutions had a return on equity of 849.75% and a net margin of 26.69%.The firm had revenue of $91.36 million during the quarter, compared to analyst estimates of $89.63 million. 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 trading on Friday, reaching $35.14. The company’s stock had a trading volume of 186,393 shares, 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. Consensus Cloud Solutions has a 12 month low of $20.20 and a 12 month high of $41.40. The company has a current ratio of 1.80, a quick ratio of 1.80 and a debt-to-equity ratio of 24.99. The firm’s 50 day simple moving average is $36.02 and its two-hundred day simple moving average is $30.06.

Insiders Place Their Bets

In other Consensus Cloud Solutions news, Director Elaine Healy sold 4,000 shares of the business’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $34.27, for a total transaction of $137,080.00. Following the sale, the director directly owned 27,658 shares of the company’s stock, valued at $947,839.66. The trade was a 12.64% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 3.65% of the stock is owned by insiders.

Hedge Funds Weigh In On Consensus Cloud Solutions

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Quarry LP purchased a new stake in Consensus Cloud Solutions during the 4th quarter valued at $25,000. Tower Research Capital LLC TRC boosted its stake in Consensus Cloud Solutions by 40.5% during the second quarter. Tower Research Capital LLC TRC now owns 1,978 shares of the company’s stock worth $46,000 after buying an additional 570 shares during the period. BNP Paribas Financial Markets increased its position in Consensus Cloud Solutions by 104.9% during the third quarter. BNP Paribas Financial Markets now owns 3,793 shares of the company’s stock valued at $111,000 after acquiring an additional 1,942 shares during the last quarter. Quantbot Technologies LP bought a new position in Consensus Cloud Solutions during the second quarter valued at $112,000. Finally, Strs Ohio purchased a new stake in shares of Consensus Cloud Solutions in the first quarter valued at $134,000. Hedge funds and other institutional investors own 93.93% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the company. Weiss Ratings reissued a “hold (c+)” rating on shares of Consensus Cloud Solutions in a report on Tuesday. Wall Street Zen raised shares of Consensus Cloud Solutions from a “hold” rating to a “buy” rating in a report on Sunday, May 17th. BTIG Research lifted their price objective on shares of 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 target price on shares of Consensus Cloud Solutions from $32.00 to $35.00 and gave the stock an “outperform” rating in a report on Tuesday, May 12th. Three equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $38.33.

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.