Consensus Cloud Solutions (NASDAQ:CCSI) Updates Q3 2026 Earnings Guidance

Consensus Cloud Solutions (NASDAQ:CCSI) updated its third quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.340-1.440 for the period, compared to the consensus estimate of 1.440. The company issued revenue guidance of $89.2 million-$93.2 million, compared to the consensus revenue estimate of $89.6 million. Consensus Cloud Solutions also updated its FY 2026 guidance to 5.550-5.950 EPS.

Consensus Cloud Solutions Stock Performance

CCSI traded down $0.84 during trading on Thursday, hitting $37.33. The company’s stock had a trading volume of 92,425 shares, compared to its average volume of 174,760. The business’s 50 day simple moving average is $35.90 and its 200-day simple moving average is $29.92. The firm has a market cap of $686.87 million, a PE ratio of 8.15 and a beta of 1.57. Consensus Cloud Solutions has a one year low of $20.11 and a one year high of $41.40. 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 quarterly earnings data on Thursday, August 6th. The company reported $1.49 EPS for the quarter, topping the consensus estimate of $1.48 by $0.01. The firm had revenue of $91.36 million during the quarter, compared to analyst estimates of $89.63 million. Consensus Cloud Solutions had a return on equity of 5,736.13% and a net margin of 25.09%.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. As a group, sell-side analysts predict that Consensus Cloud Solutions will post 5.08 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

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

Insiders Place Their Bets

In related news, Director Elaine Healy sold 4,000 shares of the company’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $34.27, for a total transaction of $137,080.00. Following the sale, the director owned 27,658 shares of the company’s stock, valued at $947,839.66. This represents a 12.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 3.65% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Heron Bay Capital Management raised its position in Consensus Cloud Solutions by 4.1% during the fourth quarter. Heron Bay Capital Management now owns 1,253,487 shares of the company’s stock valued at $27,351,000 after purchasing an additional 49,761 shares during the period. State Street Corp raised its holdings in Consensus Cloud Solutions by 3.4% during the 4th quarter. State Street Corp now owns 497,026 shares of the company’s stock valued at $10,845,000 after buying an additional 16,421 shares during the period. New South Capital Management Inc. boosted its stake in Consensus Cloud Solutions by 9.5% during the fourth quarter. New South Capital Management Inc. now owns 470,453 shares of the company’s stock worth $10,265,000 after buying an additional 40,879 shares during the period. AQR Capital Management LLC increased its position in Consensus Cloud Solutions by 1.1% during the fourth quarter. AQR Capital Management LLC now owns 335,431 shares of the company’s stock valued at $7,319,000 after acquiring an additional 3,784 shares during the last quarter. Finally, Dimensional Fund Advisors LP raised its stake in shares of Consensus Cloud Solutions by 8.3% in the fourth quarter. Dimensional Fund Advisors LP now owns 321,617 shares of the company’s stock valued at $7,018,000 after acquiring an additional 24,741 shares during the period. 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.