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

Consensus Cloud Solutions (NASDAQ:CCSI) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 5.550-5.950 for the period, compared to the consensus earnings per share 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 Stock Down 5.9%

Shares of CCSI opened at $35.14 on Friday. The company has a market capitalization of $646.58 million, a price-to-earnings ratio of 7.11 and a beta of 1.57. Consensus Cloud Solutions has a 52 week low of $20.20 and a 52 week high of $41.40. The stock’s 50-day moving average price is $36.02 and its 200-day moving average price 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 (NASDAQ:CCSI) last posted its earnings results on Thursday, August 6th. The company reported $1.49 earnings per share for the quarter, beating the consensus estimate of $1.48 by $0.01. Consensus Cloud Solutions had a net margin of 26.69% and a return on equity of 849.75%. The firm had revenue of $91.36 million during the quarter, compared to analyst estimates of $89.63 million. 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 predict that Consensus Cloud Solutions will post 5.08 EPS for the current year.

Analyst Ratings Changes

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

Insider Buying and Selling at Consensus Cloud Solutions

In other news, Director Elaine Healy sold 4,000 shares of the firm’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $34.27, for a total value of $137,080.00. Following the transaction, the director directly owned 27,658 shares of the company’s stock, valued at approximately $947,839.66. This trade represents a 12.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Corporate insiders own 3.65% of the company’s stock.

Institutional Investors Weigh In On Consensus Cloud Solutions

A number of large investors have recently made changes to their positions in CCSI. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Consensus Cloud Solutions by 4.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 10,810 shares of the company’s stock worth $249,000 after buying an additional 468 shares in the last quarter. First Trust Advisors LP grew its holdings in shares of Consensus Cloud Solutions by 0.9% in the third quarter. First Trust Advisors LP now owns 58,614 shares of the company’s stock valued at $1,721,000 after purchasing an additional 504 shares during the period. Franklin Resources Inc. raised its stake in Consensus Cloud Solutions by 3.9% during the third quarter. Franklin Resources Inc. now owns 14,066 shares of the company’s stock worth $413,000 after purchasing an additional 529 shares during the period. Tower Research Capital LLC TRC boosted its holdings in Consensus Cloud Solutions by 40.5% in the 2nd quarter. Tower Research Capital LLC TRC now owns 1,978 shares of the company’s stock valued at $46,000 after purchasing an additional 570 shares during the last quarter. Finally, New York State Common Retirement Fund grew its stake in shares of Consensus Cloud Solutions by 0.6% in the 4th quarter. New York State Common Retirement Fund now owns 95,336 shares of the company’s stock valued at $2,080,000 after buying an additional 600 shares during the period. 93.93% of the stock is currently owned by hedge funds and other 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.