Consensus Cloud Solutions (NASDAQ:CCSI) Announces Q4 2026 Earnings Guidance

Consensus Cloud Solutions (NASDAQ:CCSI) updated its fourth quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.480-1.580 for the period, compared to the consensus earnings per share estimate of 1.420. The company issued revenue guidance of $88.9 million-$92.9 million, compared to the consensus revenue estimate of $90.1 million. Consensus Cloud Solutions also updated its FY 2026 guidance to 6.000-6.100 EPS.

Analysts Set New Price Targets

Several analysts have issued reports on CCSI shares. Oppenheimer boosted their price target on Consensus Cloud Solutions from $35.00 to $40.00 and gave the company an “outperform” rating in a report on Monday, August 10th. BTIG Research reaffirmed a “buy” rating and issued a $50.00 price objective on shares of Consensus Cloud Solutions in a research note on Friday, September 25th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Consensus Cloud Solutions in a research report on Monday. Two analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $45.00.

Consensus Cloud Solutions Stock Down 1.9%

Shares of CCSI opened at $36.47 on Friday. Consensus Cloud Solutions has a 52-week low of $20.20 and a 52-week high of $41.40. 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 has a fifty day moving average of $36.34 and a 200 day moving average of $32.18. The company has a market cap of $668.31 million, a PE ratio of 7.38 and a beta of 1.56.

Consensus Cloud Solutions (NASDAQ:CCSI) last issued its quarterly earnings results on Thursday, November 5th. The company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.41 by $0.09. The firm had revenue of $91.00 million for the quarter, compared to the consensus estimate of $90.96 million. Consensus Cloud Solutions had a return on equity of 502.63% and a net margin of 26.69%. 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. On average, sell-side analysts expect that Consensus Cloud Solutions will post 5.03 EPS for the current year.

Insiders Place Their Bets

In related news, CTO Jeffrey Sullivan sold 5,400 shares of the company’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $37.70, for a total transaction of $203,580.00. Following the completion of the sale, the chief technology officer directly owned 114,968 shares in the company, valued at $4,334,293.60. This represents a 4.49% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. 3.65% of the stock is currently owned by corporate insiders.

Key Stories Impacting Consensus Cloud Solutions

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

• Positive Sentiment: CCSI earned $1.50 per share in Q3, ahead of analyst estimates of $1.37–$1.41 and up from $1.38 a year earlier. Revenue of $91.0 million was also slightly above the $90.96 million estimate. Zacks Q3 results article
• Positive Sentiment: The company raised its FY 2026 adjusted EPS guidance to $6.00–$6.10, above the $5.69 consensus estimate. Q4 EPS guidance of $1.48–$1.58 also tops the $1.42 estimate. Company earnings release
• Positive Sentiment: Management said corporate-channel revenue growth exceeded 9% for a second consecutive quarter and reported repurchasing approximately 550,000 shares during Q3, potentially supporting earnings per share and investor confidence. Company earnings release
• Neutral Sentiment: FY revenue guidance of $360–$364 million is close to the $360.2 million consensus. The company also narrowed its full-year revenue and adjusted EBITDA guidance, but the provided report does not specify the revised ranges. Company earnings release

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.