Consensus Cloud Solutions (NASDAQ:CCSI) Releases Quarterly Earnings Results, Beats Estimates By $0.01 EPS

Consensus Cloud Solutions (NASDAQ:CCSI) announced its quarterly earnings results on Thursday. The company reported $1.49 EPS for the quarter, beating the consensus estimate of $1.48 by $0.01, FiscalAI reports. Consensus Cloud Solutions had a return on equity of 849.75% and a net margin of 26.69%.The business had revenue of $91.36 million for the quarter, compared to analyst estimates of $89.63 million. Consensus Cloud Solutions updated its Q3 2026 guidance to 1.340-1.440 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 $60.5 million, up 9.3% year over year, supported by strong usage, customer acquisition, retention, advanced products, and a 103.1% net revenue retention rate.
• Management reaffirmed full-year 2026 guidance but expects revenue to land between the midpoint and high end of the range, with adjusted EBITDA and EPS tracking slightly above midpoint; free cash flow is still expected to approximate $106 million.
• The VA rollout is approximately 65%-80% complete, with management expecting more than $9 million of 2026 revenue and seeing additional opportunities among government contractors and other public-sector organizations.
• The board increased the share-repurchase authorization to $200 million; Consensus repurchased approximately $9.6 million of stock in Q2 and indicated that further buybacks remain attractive given an estimated 16%-17% free-cash-flow yield.
• SOHO revenue declined 4.7% year over year to $30.9 million, and management expects declines of roughly 5%-7% in each of the next two quarters; hospital customers are also becoming more cautious and focused on ROI, which could slow sales cycles.

Consensus Cloud Solutions Price Performance

Shares of CCSI stock traded down $2.19 during trading hours on Friday, hitting $35.14. 186,393 shares of the company’s stock were exchanged, compared to its average volume of 119,654. The stock’s 50-day moving average is $36.02 and its 200-day moving average is $30.06. The company has a debt-to-equity ratio of 24.99, a current ratio of 1.80 and a quick ratio of 1.80. The stock has a market cap of $646.58 million, a price-to-earnings ratio of 7.11 and a beta of 1.57. Consensus Cloud Solutions has a 52 week low of $20.20 and a 52 week high of $41.40.

Insider Transactions at Consensus Cloud Solutions

In related 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 transaction, the director owned 27,658 shares in the company, valued at $947,839.66. This represents a 12.64% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 3.65% of the stock is currently owned by company insiders.

Institutional Trading of Consensus Cloud Solutions

Several hedge funds have recently modified their holdings of the stock. Quarry LP bought a new position in Consensus Cloud Solutions in the 4th quarter worth approximately $25,000. Tower Research Capital LLC TRC boosted its position in Consensus Cloud Solutions by 40.5% in the 2nd quarter. Tower Research Capital LLC TRC now owns 1,978 shares of the company’s stock valued at $46,000 after buying an additional 570 shares during the last quarter. BNP Paribas Financial Markets increased its stake in shares of Consensus Cloud Solutions by 104.9% in the 3rd quarter. BNP Paribas Financial Markets now owns 3,793 shares of the company’s stock valued at $111,000 after buying an additional 1,942 shares during the period. Quantbot Technologies LP acquired a new stake in shares of Consensus Cloud Solutions in the 2nd quarter valued at $112,000. Finally, Strs Ohio bought a new stake in shares of Consensus Cloud Solutions during the first quarter worth $134,000. 93.93% of the stock is owned by institutional investors.

Analyst Ratings Changes

CCSI has been the topic of several recent analyst reports. 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. Oppenheimer increased their target price on shares of Consensus Cloud Solutions from $32.00 to $35.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 12th. BTIG Research lifted 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. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Consensus Cloud Solutions in a research report on Tuesday. Three analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, Consensus Cloud Solutions presently has an average rating of “Moderate Buy” and a consensus price target of $38.33.

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.