Consensus Cloud Solutions (NASDAQ:CCSI) Sets New 1-Year High on Earnings Beat

Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) reached a new 52-week high on Friday following a stronger than expected earnings report. The company traded as high as $42.52 and last traded at $41.5960, with a volume of 27,142 shares traded. The stock had previously closed at $36.47.

The company reported $1.50 earnings per share for the quarter, topping analysts’ consensus estimates of $1.41 by $0.09. Consensus Cloud Solutions had a return on equity of 502.63% and a net margin of 26.69%. The business had revenue of $91.00 million for the quarter, compared to analyst estimates of $90.96 million. Consensus Cloud Solutions has set its Q4 2026 guidance at 1.480-1.580 EPS and its FY 2026 guidance at 6.000-6.100 EPS.

More Consensus Cloud Solutions News

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

• Positive Sentiment: Q3 EPS was $1.50, topping the $1.41 analyst consensus, while revenue of $91.0 million edged past the roughly $91.0 million estimate. EPS also increased from $1.38 a year earlier. Zacks earnings report
• Positive Sentiment: CCSI raised its 2026 adjusted EPS guidance to $6.00–$6.10, above the $5.69 consensus. Q4 EPS guidance of $1.48–$1.58 also exceeds the $1.42 estimate. Company results and guidance
• Positive Sentiment: Management said the corporate channel delivered more than 9% revenue growth for a second consecutive quarter, while SoHo improved within expectations. The company also repurchased about 550,000 shares in Q3. Company results and guidance
• Neutral Sentiment: Full-year revenue guidance is $360–$364 million, close to the $360.2 million consensus; Q4 revenue guidance of $88.9–$92.9 million also brackets the $90.1 million estimate. The company narrowed full-year revenue and adjusted EBITDA guidance, but the report does not specify whether that change reflects a lower outlook. Company results and guidance

Analyst Upgrades and Downgrades

Several research firms recently commented on CCSI. Weiss Ratings reiterated a “hold (c+)” rating on shares of Consensus Cloud Solutions in a research report on Monday. BTIG Research reissued a “buy” rating and set a $50.00 target price on shares of Consensus Cloud Solutions in a report on Friday, September 25th. Finally, Oppenheimer upped their price target on shares of Consensus Cloud Solutions from $35.00 to $40.00 and gave the company an “outperform” rating in a research report on Monday, August 10th. Two investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $45.00.

Insider Buying and Selling

In other Consensus Cloud Solutions news, CTO Jeffrey Sullivan sold 5,400 shares of the company’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $37.70, for a total value of $203,580.00. Following the sale, the chief technology officer owned 114,968 shares in the company, valued at approximately $4,334,293.60. The trade was a 4.49% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 3.65% of the company’s stock.

Hedge Funds Weigh In On Consensus Cloud Solutions

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Integrated Wealth Concepts LLC acquired a new position in shares of Consensus Cloud Solutions in the 2nd quarter worth approximately $49,000. Legal & General Group Plc acquired a new stake in shares of Consensus Cloud Solutions during the second quarter worth $68,000. State of Alaska Department of Revenue increased its position in shares of Consensus Cloud Solutions by 44.6% during the third quarter. State of Alaska Department of Revenue now owns 3,098 shares of the company’s stock worth $107,000 after buying an additional 956 shares during the period. Fifth Third Bancorp acquired a new stake in shares of Consensus Cloud Solutions during the first quarter worth $120,000. Finally, Empowered Funds LLC bought a new position in Consensus Cloud Solutions during the first quarter worth $211,000. 93.93% of the stock is owned by institutional investors and hedge funds.

Consensus Cloud Solutions Price Performance

The firm has a market cap of $765.67 million, a P/E ratio of 8.48 and a beta of 1.56. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 13.19. The business’s 50 day moving average is $36.34 and its two-hundred day moving average is $32.18.

Consensus Cloud Solutions Company Profile

Consensus Cloud Solutions, Inc provides secure cloud-based information delivery and communication solutions, with a primary focus on the healthcare industry. Its services are designed to help healthcare organizations, businesses and government entities exchange sensitive documents and data while supporting regulatory, privacy and security requirements.

The company’s offerings include cloud faxing, secure messaging, electronic document delivery and interoperability tools that connect healthcare providers, hospitals, laboratories, pharmacies and other organizations.