Consensus Cloud Solutions (NASDAQ:CCSI) Announces Earnings Results

Consensus Cloud Solutions (NASDAQ:CCSI) announced its quarterly earnings results on Thursday. The company reported $1.52 EPS for the quarter, topping analysts’ consensus estimates of $1.40 by $0.12, FiscalAI reports. The business had revenue of $88.47 million for the quarter, compared to analysts’ expectations of $87.34 million. Consensus Cloud Solutions had a negative return on equity of 1,869.04% and a net margin of 25.09%. Consensus Cloud Solutions updated its Q2 2026 guidance to 1.430-1.530 EPS and its FY 2026 guidance to 5.550-5.950 EPS.

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

• Corporate revenue reached a record $58.7M, up 8.2% YoY, with trailing‑12‑month net revenue retention above 102% and ~65,000 corporate customers (≈+7% YoY), indicating accelerating upmarket momentum.
• Management soft‑launched a rearchitected eFax platform and the Clarity AI framework to move from a transport layer to an intelligence layer, which they expect will improve deal conversion and enable sustained double‑digit corporate growth over time.
• Strong cash generation—Q1 free cash flow of $38.5M, $92.3M cash on hand, and ~600k shares repurchased in the quarter (≈$17M) with $28M remaining under the $100M buyback—supports continued repurchases and capital flexibility while debt maturities are distant.
• The SOHO channel remains a strategic cash engine: Q1 SOHO revenue declined 9.5% YoY to $29.7M, an improvement versus the prior quarter’s -11.1%, as management prioritizes yield and contribution margin over subscriber longevity.
• The company reaffirmed FY‑2026 guidance (revenue $350–364M, adj. EBITDA $182–193M, adj. EPS $5.55–5.95) and cautioned margins may normalize toward the midpoint as planned hiring in go‑to‑market and product accelerates.

Consensus Cloud Solutions Stock Performance

CCSI stock traded up $5.71 on Friday, hitting $34.00. The company had a trading volume of 612,408 shares, compared to its average volume of 101,389. Consensus Cloud Solutions has a 12-month low of $19.42 and a 12-month high of $37.30. The company has a current ratio of 1.79, a quick ratio of 1.79 and a debt-to-equity ratio of 40.03. The stock’s 50-day simple moving average is $27.17 and its 200 day simple moving average is $25.07. The stock has a market cap of $625.60 million, a price-to-earnings ratio of 7.42 and a beta of 1.49.

Analysts Set New Price Targets

A number of equities analysts have commented on CCSI shares. Weiss Ratings raised Consensus Cloud Solutions from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday. Wall Street Zen cut shares of Consensus Cloud Solutions from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, BTIG Research boosted their price target on shares of Consensus Cloud Solutions from $37.00 to $40.00 and gave the company a “buy” rating in a research report on Tuesday, February 17th. Two analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, Consensus Cloud Solutions has a consensus rating of “Moderate Buy” and an average target price of $37.50.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. Heron Bay Capital Management boosted its position in Consensus Cloud Solutions by 4.1% in the fourth quarter. Heron Bay Capital Management now owns 1,253,487 shares of the company’s stock worth $27,351,000 after purchasing an additional 49,761 shares during the last quarter. State Street Corp boosted its stake in shares of Consensus Cloud Solutions by 3.4% during the 4th quarter. State Street Corp now owns 497,026 shares of the company’s stock worth $10,845,000 after acquiring an additional 16,421 shares during the last quarter. New South Capital Management Inc. boosted its stake in shares of 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 worth $10,265,000 after acquiring an additional 40,879 shares during the last quarter. AQR Capital Management LLC boosted its stake in shares of Consensus Cloud Solutions by 1.1% during the 4th 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 during the last quarter. Finally, Dimensional Fund Advisors LP boosted its stake in shares of Consensus Cloud Solutions by 8.3% during the 4th 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 last quarter. 93.93% of the stock is owned by hedge funds and other institutional investors.

More Consensus Cloud Solutions News

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

• Positive Sentiment: Q1 earnings came in above expectations, with Consensus Cloud Solutions reporting $1.52 EPS versus the $1.40 consensus estimate, while revenue of $88.47 million also topped forecasts. Article Title
• Positive Sentiment: The company raised guidance for both Q2 2026 and FY 2026, with earnings and revenue targets coming in slightly ahead of Wall Street expectations, signaling management confidence in continued performance.
• Neutral Sentiment: Investors are also reviewing the earnings call presentation and transcript for details on margin trends, demand outlook, and management commentary following the report. Article Title
• Neutral Sentiment: Consensus Cloud Solutions’ recent results showed strong profitability on a net margin basis, but the company still carries a very high debt-to-equity ratio, which may remain a longer-term watch item for investors.

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.