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

Consensus Cloud Solutions (NASDAQ:CCSI) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 5.550-5.950 for the period, compared to the consensus EPS 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 Price Performance

Shares of CCSI opened at $37.33 on Friday. The business has a 50-day simple moving average of $36.01 and a two-hundred day simple moving average of $30.03. The stock 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 12-month low of $20.11 and a 12-month 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 announced its earnings results on Thursday, August 6th. The company reported $1.49 EPS for the quarter, topping the consensus estimate of $1.48 by $0.01. Consensus Cloud Solutions had a return on equity of 5,736.13% and a net margin of 25.09%.The firm had revenue of $91.36 million for the quarter, compared to the consensus estimate 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. Analysts anticipate that Consensus Cloud Solutions will post 5.08 earnings per share for the current fiscal year.

Analyst Ratings Changes

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

Insider Transactions at Consensus Cloud Solutions

In other Consensus Cloud Solutions news, Director Elaine Healy sold 4,000 shares of Consensus Cloud Solutions 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 sale, the director owned 27,658 shares of the company’s stock, valued at approximately $947,839.66. The trade was a 12.64% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 3.65% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in CCSI. Heron Bay Capital Management lifted its holdings 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 last quarter. State Street Corp grew its stake in Consensus Cloud Solutions by 3.4% in 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 in the last quarter. New South Capital Management Inc. raised its holdings in Consensus Cloud Solutions by 9.5% during the 4th quarter. New South Capital Management Inc. now owns 470,453 shares of the company’s stock valued at $10,265,000 after acquiring an additional 40,879 shares during the period. AQR Capital Management LLC lifted its position in shares of Consensus Cloud Solutions by 1.1% during the fourth quarter. AQR Capital Management LLC now owns 335,431 shares of the company’s stock worth $7,319,000 after acquiring an additional 3,784 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its holdings 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 worth $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.

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.