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

Key Points

• Consensus Cloud Solutions issued FY 2026 guidance of $5.55-$5.95 in EPS and $350 million-$364 million in revenue, broadly in line with analyst expectations. Q3 2026 EPS guidance was set at $1.34-$1.44.
• The company’s latest quarter exceeded estimates, reporting $1.49 EPS versus the $1.48 consensus and $91.36 million in revenue versus the $89.63 million forecast.
• Shares fell to $37.33, while analyst sentiment remained positive: three analysts rated the stock Buy and one Hold, producing a “Moderate Buy” consensus and an average price target of $38.33.

Consensus Cloud Solutions (NASDAQ:CCSI - Get Free Report) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 5.550-5.950 for the period, compared to the consensus earnings per share 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 Stock Performance

Shares of NASDAQ CCSI traded down $0.84 during trading hours on Thursday, hitting $37.33. 92,425 shares of the stock were exchanged, compared to its average volume of 174,760. The company has a debt-to-equity ratio of 24.99, a current ratio of 1.80 and a quick ratio of 1.80. Consensus Cloud Solutions has a one year low of $20.11 and a one year high of $41.40. The company's 50 day moving average is $35.90 and its 200 day moving average is $29.92. The firm has a market capitalization of $686.87 million, a P/E ratio of 8.15 and a beta of 1.57.

Consensus Cloud Solutions (NASDAQ:CCSI - Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The company reported $1.49 EPS for the quarter, topping analysts' consensus estimates 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 business had revenue of $91.36 million for the quarter, compared to analyst estimates 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. On average, research analysts expect that Consensus Cloud Solutions will post 5.08 EPS for the current year.

Wall Street Analysts Forecast Growth

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

Insider Buying and Selling

In other Consensus Cloud Solutions news, Director Elaine Healy sold 4,000 shares of the company's stock in a transaction dated 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 directly owned 27,658 shares of the company's stock, valued at approximately $947,839.66. This represents a 12.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 3.65% of the stock is currently owned by company insiders.

Institutional Trading of Consensus Cloud Solutions

Several institutional investors and hedge funds have recently made changes to their positions in CCSI. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in Consensus Cloud Solutions by 4.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 10,810 shares of the company's stock worth $249,000 after purchasing an additional 468 shares during the last quarter. First Trust Advisors LP raised its stake in Consensus Cloud Solutions by 0.9% in the 3rd quarter. First Trust Advisors LP now owns 58,614 shares of the company's stock worth $1,721,000 after purchasing an additional 504 shares in the last quarter. Franklin Resources Inc. boosted its holdings in Consensus Cloud Solutions by 3.9% in the 3rd quarter. Franklin Resources Inc. now owns 14,066 shares of the company's stock valued at $413,000 after purchasing an additional 529 shares during the period. Tower Research Capital LLC TRC grew its position in shares of Consensus Cloud Solutions by 40.5% during the 2nd quarter. Tower Research Capital LLC TRC now owns 1,978 shares of the company's stock worth $46,000 after purchasing an additional 570 shares in the last quarter. Finally, New York State Common Retirement Fund increased its holdings in shares of Consensus Cloud Solutions by 0.6% during the fourth quarter. New York State Common Retirement Fund now owns 95,336 shares of the company's stock worth $2,080,000 after purchasing an additional 600 shares during the period. 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.

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