Consensus Cloud Solutions (NASDAQ:CCSI) Sets New 1-Year High on Earnings Beat

Shares of Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) hit a new 52-week high during mid-day trading on Friday following a stronger than expected earnings report. The company traded as high as $42.52 and last traded at $41.5960, with a volume of 27,142 shares traded. The stock had previously closed at $36.47.

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 during the quarter, compared to analyst estimates 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.

Key Headlines Impacting Consensus Cloud Solutions

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

• Positive Sentiment: Q3 EPS was $1.50, topping the $1.41 analyst consensus, while revenue of $91.0 million edged past the roughly $91.0 million estimate. EPS also increased from $1.38 a year earlier. Zacks earnings report
• Positive Sentiment: CCSI raised its 2026 adjusted EPS guidance to $6.00–$6.10, above the $5.69 consensus. Q4 EPS guidance of $1.48–$1.58 also exceeds the $1.42 estimate. Company results and guidance
• Positive Sentiment: Management said the corporate channel delivered more than 9% revenue growth for a second consecutive quarter, while SoHo improved within expectations. The company also repurchased about 550,000 shares in Q3. Company results and guidance
• Neutral Sentiment: Full-year revenue guidance is $360–$364 million, close to the $360.2 million consensus; Q4 revenue guidance of $88.9–$92.9 million also brackets the $90.1 million estimate. The company narrowed full-year revenue and adjusted EBITDA guidance, but the report does not specify whether that change reflects a lower outlook. Company results and guidance

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. BTIG Research reiterated a “buy” rating and issued a $50.00 target price on shares of Consensus Cloud Solutions in a report on Friday, September 25th. Oppenheimer increased their price target on Consensus Cloud Solutions from $35.00 to $40.00 and gave the stock an “outperform” rating in a report on Monday, August 10th. Finally, Weiss Ratings reaffirmed 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. According to data from MarketBeat.com, Consensus Cloud Solutions presently has an average rating of “Moderate Buy” and a consensus target price of $45.00.

Insider Activity

In other news, CTO Jeffrey Sullivan sold 5,400 shares of the firm’s stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $37.70, for a total value 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 trade represents a 4.49% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 3.65% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in CCSI. Ritholtz Wealth Management grew its stake in Consensus Cloud Solutions by 1.4% in the third quarter. Ritholtz Wealth Management now owns 23,126 shares of the company’s stock valued at $807,000 after acquiring an additional 324 shares during the period. Allspring Global Investments Holdings LLC increased its holdings in shares of Consensus Cloud Solutions by 4.1% during the third quarter. Allspring Global Investments Holdings LLC now owns 15,279 shares of the company’s stock valued at $533,000 after acquiring an additional 601 shares in the last quarter. Bridge City Capital LLC raised its position in shares of Consensus Cloud Solutions by 18.4% during the third quarter. Bridge City Capital LLC now owns 89,342 shares of the company’s stock worth $3,118,000 after purchasing an additional 13,863 shares during the period. State of Wyoming raised its position in shares of Consensus Cloud Solutions by 38.0% during the third quarter. State of Wyoming now owns 20,642 shares of the company’s stock worth $720,000 after purchasing an additional 5,683 shares during the period. Finally, Verdence Capital Advisors LLC lifted its holdings in shares of Consensus Cloud Solutions by 1.4% in the 3rd quarter. Verdence Capital Advisors LLC now owns 30,562 shares of the company’s stock worth $1,067,000 after purchasing an additional 429 shares in the last quarter. Institutional investors own 93.93% of the company’s stock.

Consensus Cloud Solutions Trading Up 14.6%

The business has a fifty day moving average of $36.34 and a 200-day moving average of $32.18. The company has a debt-to-equity ratio of 13.19, a quick ratio of 1.90 and a current ratio of 1.90. The company has a market capitalization of $765.67 million, a P/E ratio of 8.48 and a beta of 1.56.

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.