Consensus Cloud Solutions (NASDAQ:CCSI) Issues Quarterly Earnings Results

Consensus Cloud Solutions (NASDAQ:CCSI) released its quarterly earnings results on Thursday. The company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.41 by $0.09, FiscalAI reports. The business had revenue of $91.00 million for the quarter, compared to the consensus estimate of $90.96 million. Consensus Cloud Solutions had a net margin of 26.69% and a return on equity of 502.63%. Consensus Cloud Solutions updated its Q4 2026 guidance to 1.480-1.580 EPS and its FY 2026 guidance to 6.000-6.100 EPS.

Here are the key takeaways from Consensus Cloud Solutions’ conference call:

• Q3 revenue rose 3.7% to $91 million, marking a sixth consecutive quarter of year-over-year growth. Corporate revenue grew 9.1% to a record $61.4 million, and net revenue retention improved to 104.5%.
• Management raised full-year adjusted EPS guidance to $6.00–$6.10 and narrowed revenue and adjusted EBITDA guidance to ranges above the midpoint of its initial outlook. Q4 midpoint guidance is $90.9 million in revenue and $1.53 in adjusted EPS.
• SOHO revenue declined 6% to $29.6 million, in line with expectations, as the company continues to manage the channel for cash generation rather than subscriber growth. Executives expect the rate of decline to ease in 2027, while corporate customers’ decisions and implementation timelines remain slower.
• Free cash flow was $38.6 million, down 13.2% year over year mainly due to the timing of tax and interest payments, but ahead of the company’s forecast; management expects approximately $106 million for full-year 2026. The company also repurchased $20.7 million of stock during the quarter.
• The VA rollout is on track to generate more than $9 million in 2026 revenue, and an early eFax Harmony customer reportedly cut patient triage time from as much as 40 days to an average of two. However, the healthcare solutions initiative is still in its early stages, with revenue contribution not expected until 2028.

Consensus Cloud Solutions Stock Performance

NASDAQ CCSI traded up $6.68 on Friday, reaching $43.15. 320,344 shares of the stock were exchanged, compared to its average volume of 102,888. Consensus Cloud Solutions has a one year low of $20.20 and a one year high of $43.46. The firm has a market capitalization of $790.94 million, a PE ratio of 8.73 and a beta of 1.56. The company’s 50-day simple moving average is $36.41 and its two-hundred day simple moving average is $32.29. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 13.19.

Insider Buying and Selling at Consensus Cloud Solutions

In other Consensus Cloud Solutions news, CTO Jeffrey Sullivan sold 5,400 shares of the company’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $37.70, for a total value of $203,580.00. Following the completion of the transaction, 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 3.65% of the stock is currently owned by insiders.

Key Headlines Impacting Consensus Cloud Solutions

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

• Positive Sentiment: CCSI reported third-quarter adjusted earnings of $1.50 per share, above analysts’ $1.41 estimate. Revenue of $91.0 million was roughly in line with expectations. Earnings results
• Positive Sentiment: The company raised its 2026 adjusted EPS guidance to $6.00–$6.10, above the cited analyst consensus of $5.69. Fourth-quarter EPS guidance of $1.48–$1.58 also exceeds the $1.42 consensus. Company earnings release and guidance
• Positive Sentiment: Management cited continued momentum in its corporate channel, which delivered more than 9% revenue growth for a second consecutive quarter, and said it repurchased about 550,000 shares during Q3. Company earnings release
• Neutral Sentiment: Full-year revenue guidance was narrowed to $360 million–$364 million, broadly in line with the $360.2 million consensus; the company also narrowed its adjusted EBITDA outlook. Company earnings release

Analysts Set New Price Targets

A number of brokerages recently commented on CCSI. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Consensus Cloud Solutions in a report on Monday. BTIG Research reiterated a “buy” rating and set a $50.00 target price on shares of Consensus Cloud Solutions in a research report on Friday, September 25th. Finally, 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. Two equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $45.00.

About Consensus Cloud Solutions

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.