Consensus Cloud Solutions (NASDAQ:CCSI) Releases Q1 2026 Earnings Guidance

Consensus Cloud Solutions (NASDAQ:CCSI) updated its first quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 1.360-1.460 for the period, compared to the consensus EPS estimate of 1.310. The company issued revenue guidance of $85.4 million-$89.4 million, compared to the consensus revenue estimate of $87.5 million. Consensus Cloud Solutions also updated its FY 2026 guidance to 5.550-5.95 EPS.

Analyst Upgrades and Downgrades

Several brokerages recently commented on CCSI. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Consensus Cloud Solutions in a research report on Wednesday, January 21st. Wedbush upped their price objective on Consensus Cloud Solutions from $26.00 to $35.00 and gave the stock an “outperform” rating in a report on Thursday, November 6th. Finally, Wall Street Zen raised Consensus Cloud Solutions from a “hold” rating to a “buy” rating in a research report on Sunday, November 16th. Two analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, Consensus Cloud Solutions has a consensus rating of “Moderate Buy” and an average price target of $33.50.

Consensus Cloud Solutions Price Performance

CCSI opened at $26.88 on Thursday. Consensus Cloud Solutions has a 52-week low of $17.84 and a 52-week high of $30.08. The company has a 50 day moving average of $22.56 and a two-hundred day moving average of $24.53. The company has a market cap of $510.99 million, a P/E ratio of 6.18 and a beta of 1.55. The company has a quick ratio of 1.84, a current ratio of 1.79 and a debt-to-equity ratio of 40.03.

Consensus Cloud Solutions (NASDAQ:CCSI) last issued its earnings results on Monday, February 9th. The company reported $1.41 EPS for the quarter, beating analysts’ consensus estimates of $1.31 by $0.10. The business had revenue of $87.07 million for the quarter, compared to the consensus estimate of $86.62 million. Consensus Cloud Solutions had a net margin of 24.17% and a negative return on equity of 579.06%. On average, analysts expect that Consensus Cloud Solutions will post 5.17 earnings per share for the current year.

Key Consensus Cloud Solutions News

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

• Positive Sentiment: Q4 results beat estimates — CCSI reported $1.41 EPS vs. $1.31 consensus and revenue of $87.1M slightly above expectations; management emphasized solid net margin and cash generation, supporting the rally. Consensus Cloud Solutions, Inc. (CCSI) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised guidance — FY‑2026 EPS guidance was updated to $5.55–$5.95 (above consensus) and revenue guidance to $350M–$364M; Q1 EPS and revenue guidance also topped Street expectations, which supports upward revisions to analyst models. Consensus Cloud Solutions Inc (CCSI) Q4 2025 Earnings Call Highlights: Strong Cash Flow and …
• Neutral Sentiment: Calls, transcripts and presentation materials are available — the earnings call transcript and slide deck have been posted (useful for modeling and management commentary but not new information per se). Consensus Cloud Solutions, Inc. (CCSI) Q4 2025 Earnings Call Transcript 2025 Q4 Results – Earnings Call Presentation
• Neutral Sentiment: Short‑interest prints appear to show zero shares in February — this looks like a data/reporting artifact rather than a meaningful change in market sentiment; treat that data with caution.
• Negative Sentiment: Very negative return on equity — the company reports a large negative ROE (reported in filings/coverage), which signals historical capital structure or accounting issues that remain a risk for valuation. CCSI Stock Overview
• Negative Sentiment: Leverage and volatility risks — CCSI’s reported debt‑to‑equity ratio and elevated beta increase downside risk in a market selloff; investors should weigh the improved guidance against balance‑sheet and volatility considerations. CCSI Stock Overview

Institutional Investors Weigh In On Consensus Cloud Solutions

Large investors have recently modified their holdings of the stock. Mariner LLC raised its stake in shares of Consensus Cloud Solutions by 6.5% during the third quarter. Mariner LLC now owns 12,636 shares of the company’s stock valued at $371,000 after purchasing an additional 768 shares during the period. Aquatic Capital Management LLC boosted its stake in shares of Consensus Cloud Solutions by 42.4% in the third quarter. Aquatic Capital Management LLC now owns 13,166 shares of the company’s stock valued at $387,000 after purchasing an additional 3,923 shares during the period. Creative Planning acquired a new stake in Consensus Cloud Solutions during the 3rd quarter valued at $311,000. Franklin Resources Inc. grew its holdings in Consensus Cloud Solutions by 3.9% during the 3rd quarter. Franklin Resources Inc. now owns 14,066 shares of the company’s stock valued at $413,000 after purchasing an additional 529 shares in the last quarter. Finally, Acadian Asset Management LLC increased its stake in Consensus Cloud Solutions by 117.8% during the 1st quarter. Acadian Asset Management LLC now owns 15,416 shares of the company’s stock worth $354,000 after buying an additional 8,339 shares during the period. Institutional investors and hedge funds own 93.93% of the company’s stock.

Consensus Cloud Solutions Company Profile

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.