Consensus Cloud Solutions (NASDAQ:CCSI) Issues Quarterly Earnings Results

Consensus Cloud Solutions (NASDAQ:CCSI) announced its earnings results on Thursday. The company reported $1.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.40 by $0.12, FiscalAI reports. Consensus Cloud Solutions had a net margin of 25.09% and a negative return on equity of 1,869.04%. The company had revenue of $88.47 million for the quarter, compared to the consensus estimate of $87.34 million. 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 Stock Up 20.2%

Shares of NASDAQ CCSI traded up $5.71 during mid-day trading on Friday, reaching $34.00. The company had a trading volume of 612,408 shares, compared to its average volume of 101,389. Consensus Cloud Solutions has a twelve month low of $19.42 and a twelve month high of $37.30. The company has a debt-to-equity ratio of 40.03, a quick ratio of 1.79 and a current ratio of 1.79. The stock has a market capitalization of $625.60 million, a PE ratio of 7.42 and a beta of 1.49. The stock’s 50 day moving average is $27.17 and its 200-day moving average is $25.07.

Analyst Ratings Changes

Several analysts have issued reports on the stock. Weiss Ratings raised shares of Consensus Cloud Solutions from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday. BTIG Research boosted their target price on shares of Consensus Cloud Solutions from $37.00 to $40.00 and gave the company a “buy” rating in a research note on Tuesday, February 17th. Finally, Wall Street Zen downgraded shares of Consensus Cloud Solutions from a “buy” rating to a “hold” rating in a research note on Saturday. Two analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $37.50.

Consensus Cloud Solutions News Summary

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.

Hedge Funds Weigh In On Consensus Cloud Solutions

A number of hedge funds have recently modified their holdings of CCSI. Quarry LP bought a new stake in Consensus Cloud Solutions in the fourth quarter worth $25,000. Tower Research Capital LLC TRC lifted its position in shares of Consensus Cloud Solutions by 40.5% in 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 last quarter. BNP Paribas Financial Markets lifted its position in shares of Consensus Cloud Solutions by 104.9% in the third quarter. BNP Paribas Financial Markets now owns 3,793 shares of the company’s stock worth $111,000 after buying an additional 1,942 shares during the last quarter. Quantbot Technologies LP acquired a new stake in shares of Consensus Cloud Solutions in the second quarter worth about $112,000. Finally, Strs Ohio acquired a new stake in shares of Consensus Cloud Solutions in the first quarter worth about $134,000. 93.93% of the stock is owned by institutional investors and hedge funds.

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.