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

Consensus Cloud Solutions (NASDAQ:CCSI) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 5.550-5.95 for the period, compared to the consensus EPS estimate of 5.390. The company issued revenue guidance of $350.0 million-$364.0 million, compared to the consensus revenue estimate of $352.9 million. Consensus Cloud Solutions also updated its Q1 2026 guidance to 1.360-1.460 EPS.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on CCSI. Weiss Ratings reissued a “hold (c)” rating on shares of Consensus Cloud Solutions in a research report on Wednesday, January 21st. Wall Street Zen upgraded Consensus Cloud Solutions from a “hold” rating to a “buy” rating in a report on Sunday, November 16th. Finally, Wedbush increased their target price on Consensus Cloud Solutions from $26.00 to $35.00 and gave the stock an “outperform” rating in a research note on Thursday, November 6th. Two analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $33.50.

Consensus Cloud Solutions Trading Up 6.9%

Consensus Cloud Solutions stock opened at $24.24 on Wednesday. The firm has a market capitalization of $460.80 million, a P/E ratio of 5.57 and a beta of 1.55. The stock’s fifty day simple moving average is $22.48 and its 200-day simple moving average is $24.51. Consensus Cloud Solutions has a twelve month low of $17.84 and a twelve month high of $30.08.

Consensus Cloud Solutions (NASDAQ:CCSI) last released its earnings results on Monday, February 9th. The company reported $1.41 EPS for the quarter, topping the consensus estimate of $1.31 by $0.10. The firm had revenue of $87.07 million during the quarter, compared to analysts’ expectations of $86.62 million. Consensus Cloud Solutions had a negative return on equity of 358.07% and a net margin of 24.17%. Sell-side analysts predict that Consensus Cloud Solutions will post 5.17 earnings per share for the current year.

More Consensus Cloud Solutions News

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

• Positive Sentiment: Beat on headline results — Q4 EPS of $1.41 topped consensus (~$1.31) and revenue of $87.07M slightly exceeded estimates. Management emphasized a 24% net margin in the quarter. Earnings Call Transcript
• Positive Sentiment: Raised guidance — FY2026 EPS guide of $5.55–$5.95 and revenue guide of $350–$364M are above/around Street expectations (consensus EPS ~5.39; revenue consensus ~$352.9M), which supports better forward earnings visibility. Press Release / Guidance
• Positive Sentiment: Q1 2026 guide tops expectations — management gave Q1 EPS guidance of $1.36–$1.46 and revenue $85.4–$89.4M versus consensus near $1.31 EPS and $87.5M revenue, suggesting continued near‑term momentum. Company Release
• Positive Sentiment: Operational highlights — management cited return to revenue growth (driven by corporate channel >7% growth), strong cash flow and $36M of debt reduction in 2025, which improves leverage and cash‑flow coverage. Earnings Highlights
• Neutral Sentiment: Full earnings materials available — transcript, slide deck and conference call are posted for investors who want the detailed walk‑through of drivers and questions from analysts. Slide Deck / Call
• Neutral Sentiment: Short interest data appears unreliable/unchanged — recent reporting shows 0 shares of short interest (days‑to‑cover 0.0), which likely reflects a reporting anomaly rather than actionable positioning information.
• Negative Sentiment: Accounting/ROE flag — the company reported a negative return on equity (~‑358%), which can signal low shareholder equity (from buybacks, prior losses or accounting items) and may concern value/quality investors despite strong margins. Zacks Coverage

Institutional Investors Weigh In On Consensus Cloud Solutions

A number of large investors have recently modified their holdings of the company. Tower Research Capital LLC TRC boosted its stake in Consensus Cloud Solutions by 40.5% in the second quarter. Tower Research Capital LLC TRC now owns 1,978 shares of the company’s stock valued at $46,000 after acquiring an additional 570 shares in the last quarter. BNP Paribas Financial Markets lifted its holdings 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 purchasing an additional 1,942 shares during the last quarter. Quantbot Technologies LP acquired a new stake in shares of Consensus Cloud Solutions in the 2nd quarter valued at about $112,000. Strs Ohio acquired a new stake in shares of Consensus Cloud Solutions in the 1st quarter valued at about $134,000. Finally, Intech Investment Management LLC purchased a new position in Consensus Cloud Solutions during the 3rd quarter worth approximately $218,000. 93.93% of the stock is owned by hedge funds and other institutional 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.