Consensus Cloud Solutions: The Re-Rating Case From Fax Utility To Intelligence Layer

Consensus Cloud Solutions is rated a buy, with an FY 2026 price target of $38, implying 10.3% upside. Corporate segment strength, particularly 8.2% YoY growth and FedRAMP-certified public sector traction, underpins top-line stabilization and margin expansion. The Clarity AI platform is a moderate but potentially underrated long-term catalyst, shifting CCSI from transport to an intelligence layer and enabling higher ARPU opportunities.

Seeking Alpha • Jun 12, 2026

Consensus Cloud Solutions, Inc. (CCSI) Q1 2026 Earnings Call Transcript

Consensus Cloud Solutions, Inc. (CCSI) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 8, 2026

Consensus Cloud Solutions, Inc. Reports First Quarter 2026 Results; Reaffirms Full Year 2026 and Releases Q2 2026 Guidance

LOS ANGELES--(BUSINESS WIRE)--Consensus Cloud Solutions, Inc. (NASDAQ: CCSI) today reported financial results for the first quarter of 2026. “I am pleased that our Q1 achievements continued the momentum from 2025. We continued to see strength in our corporate channel, which exceeded 8% revenue growth in the quarter and had the highest year over year revenue growth since Q4 2022. We also saw improvement in the SoHo channel ahead of our expectations. We were able to repurchase approximately 600,0.

Business Wire • May 7, 2026

Consensus Cloud Solutions, Inc. (CCSI) Beats Q1 Earnings and Revenue Estimates

Consensus Cloud Solutions, Inc. (CCSI) came out with quarterly earnings of $1.52 per share, beating the Zacks Consensus Estimate of $1.4 per share. This compares to earnings of $1.37 per share a year ago.

Zacks Investment Research • May 8, 2026

Consensus Cloud Solutions to Host Q1 2026 Investor Call on May 7, 2026

LOS ANGELES--(BUSINESS WIRE)--Consensus Cloud Solutions, Inc., (NASDAQ: CCSI), invites the public, members of the press, the financial community, and other interested parties to listen to a live audio Webcast of its Q1 2026 earnings call at 2:00 PM PT/5:00 PM ET on Thursday, May 7th, 2026. Consensus Cloud Solutions' Chief Executive Officer, Scott Turicchi, Chief Revenue Officer, Johnny Hecker, and Chief Financial Officer, Adam Varon will host the call to discuss Q1 2026 financial results, provi.

Business Wire • Apr 7, 2026

Consensus Cloud Solutions Named 2026 CSO Award Winner

LOS ANGELES--(BUSINESS WIRE)-- #CSOAwards--Consensus Cloud Solutions, Parent Company of eFax®, Named a CSO Award Winner for the Second Time Since 2024.

Business Wire • Mar 25, 2026

Consensus Cloud Solutions Aims For Transition, But Revenue Remains Flat

Consensus Cloud Solutions remains a Hold as it transitions from its declining SoHo segment to focus on corporate, federal, and AI-driven healthcare interoperability. CCSI's revenue and earnings beat in Q4 2025, but top line growth remains flat, with SoHo revenue down 11% YoY and corporate up 6.5%. Strong free cash flow yield (~18%) and disciplined capital allocation offset moderate stock-based compensation and rising SG&A expenses.

Seeking Alpha • Feb 27, 2026

Consensus Cloud Solutions, Inc. (CCSI) Q4 2025 Earnings Call Transcript

Consensus Cloud Solutions, Inc. (CCSI) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 10, 2026

Consensus Cloud Solutions, Inc. Provides Fourth Quarter and Full Year 2025 Results; Releases Q1 2026 and Full Year 2026 Guidance

LOS ANGELES--(BUSINESS WIRE)--Consensus Cloud Solutions, Inc. (NASDAQ: CCSI) today reported preliminary financial results for the fourth quarter and year ended December 31, 2025. “I want to congratulate our employees on a year of many accomplishments. We returned to total revenue growth in the last three quarters of the year, driven by our corporate channel exceeding 7% revenue growth by the end of 2025. We further reduced our debt by $36 million reaching our initial debt objectives and success.

Business Wire • Feb 10, 2026

Consensus Cloud Solutions, Inc. (CCSI) Q4 Earnings and Revenues Surpass Estimates

Consensus Cloud Solutions, Inc. (CCSI) came out with quarterly earnings of $1.41 per share, beating the Zacks Consensus Estimate of $1.31 per share. This compares to earnings of $1.32 per share a year ago.

Zacks Investment Research • Feb 10, 2026