Consensus Cloud Solutions (NASDAQ:CCSI) Issues 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 EPS estimate of 5.540. The company issued revenue guidance of $350.0 million-$364.0 million, compared to the consensus revenue estimate of $355.6 million. Consensus Cloud Solutions also updated its Q2 2026 guidance to 1.430-1.530 EPS.

Consensus Cloud Solutions Stock Up 5.8%

Consensus Cloud Solutions stock traded up $1.56 during trading hours on Thursday, reaching $28.29. The stock had a trading volume of 116,378 shares, compared to its average volume of 183,132. The company has a market cap of $520.48 million, a price-to-earnings ratio of 6.50 and a beta of 1.49. The company has a debt-to-equity ratio of 40.03, a current ratio of 1.79 and a quick ratio of 1.79. The business’s 50 day moving average price is $27.21 and its 200-day moving average price is $25.05. Consensus Cloud Solutions has a 52 week low of $19.24 and a 52 week high of $31.67.

Consensus Cloud Solutions (NASDAQ:CCSI) last announced its earnings results on Thursday, May 7th. The company reported $1.52 EPS for the quarter, topping analysts’ consensus estimates of $1.40 by $0.12. The business had revenue of $88.47 million during the quarter, compared to the consensus estimate of $87.34 million. Consensus Cloud Solutions had a net margin of 24.17% and a negative return on equity of 579.06%. Consensus Cloud Solutions has set its Q2 2026 guidance at 1.430-1.530 EPS and its FY 2026 guidance at 5.550-5.950 EPS. Sell-side analysts anticipate that Consensus Cloud Solutions will post 5 EPS for the current year.

Analyst Ratings Changes

CCSI has been the topic of a number of research analyst reports. Weiss Ratings restated a “hold (c)” rating on shares of Consensus Cloud Solutions in a research note on Monday, April 20th. BTIG Research boosted their price target on Consensus Cloud Solutions from $37.00 to $40.00 and gave the stock a “buy” rating in a research note on Tuesday, February 17th. Finally, Wall Street Zen upgraded Consensus Cloud Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, April 25th. Two analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $37.50.

Institutional Investors Weigh In On Consensus Cloud Solutions

A number of large investors have recently bought and sold shares of CCSI. Russell Investments Group Ltd. boosted its position in Consensus Cloud Solutions by 239.3% in the third 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% in the 2nd quarter. Kent Lake PR LLC now owns 250,000 shares of the company’s stock worth $5,765,000 after purchasing an additional 120,200 shares in the last quarter. Heron Bay Capital Management boosted its position 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 purchasing an additional 49,761 shares in the last quarter. Two Sigma Investments LP purchased a new stake in Consensus Cloud Solutions in the 3rd quarter worth approximately $1,442,000. Finally, Lazard Asset Management LLC boosted its position in Consensus Cloud Solutions by 367.8% in the 3rd quarter. Lazard Asset Management LLC now owns 57,959 shares of the company’s stock worth $1,702,000 after purchasing an additional 45,569 shares in the last quarter. Hedge funds and other institutional investors own 93.93% of the company’s stock.

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.