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

Consensus Cloud Solutions (NASDAQ:CCSI) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 5.550-5.950 for the period, compared to the consensus estimate of 5.540. The company issued revenue guidance of $350.0 million-$364.0 million, compared to the consensus revenue estimate of $355.6 million. Consensus Cloud Solutions also updated its Q2 2026 guidance to 1.430-1.530 EPS.

Consensus Cloud Solutions Stock Performance

CCSI stock opened at $28.29 on Friday. Consensus Cloud Solutions has a 1-year low of $19.24 and a 1-year high of $31.67. The business has a 50-day moving average price of $27.17 and a 200 day moving average price of $25.07. The company has a market capitalization of $520.54 million, a P/E ratio of 6.50 and a beta of 1.49. The company has a debt-to-equity ratio of 40.03, a current ratio of 1.79 and a quick ratio of 1.79.

Consensus Cloud Solutions (NASDAQ:CCSI) last issued its earnings results on Tuesday, February 10th. The company reported $1.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.31 by $0.10. The company had revenue of $87.07 million for the quarter, compared to analysts’ expectations of $86.62 million. Consensus Cloud Solutions had a net margin of 24.17% and a negative return on equity of 579.06%. Consensus Cloud Solutions has set its Q1 2026 guidance at 1.360-1.460 EPS and its FY 2026 guidance at 5.550-5.95 EPS. As a group, equities research analysts forecast that Consensus Cloud Solutions will post 5 EPS for the current fiscal year.

Wall Street Analyst Weigh In

CCSI has been the topic of several research reports. Wall Street Zen raised shares of Consensus Cloud Solutions from a “hold” rating to a “buy” rating in a report on Saturday, April 25th. Weiss Ratings restated a “hold (c)” rating on shares of Consensus Cloud Solutions in a report on Monday, April 20th. Finally, BTIG Research increased their target price on 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 equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $37.50.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of CCSI. Heron Bay Capital Management lifted its position in Consensus Cloud Solutions by 4.1% during the fourth quarter. Heron Bay Capital Management now owns 1,253,487 shares of the company’s stock valued at $27,351,000 after acquiring an additional 49,761 shares during the last quarter. State Street Corp grew its holdings in Consensus Cloud Solutions by 3.4% in the fourth quarter. State Street Corp now owns 497,026 shares of the company’s stock worth $10,845,000 after purchasing an additional 16,421 shares during the last quarter. New South Capital Management Inc. lifted its holdings 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 valued at $10,265,000 after purchasing an additional 40,879 shares during the last quarter. AQR Capital Management LLC boosted its position in shares of Consensus Cloud Solutions by 1.1% in the 4th quarter. AQR Capital Management LLC now owns 335,431 shares of the company’s stock worth $7,319,000 after purchasing an additional 3,784 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its stake in 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 buying an additional 24,741 shares during the last quarter. 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.