Consensus Cloud Solutions stock reports 4.1 percent revenue growth
Published on 09/29/2026 at 13:34 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Consensus Cloud Solutions stock is tied to a business that posted Q2 2026 revenue of USD 91.36 million, up 4.1 percent year over year. The August 6, 2026 results showed a USD 1.49 adjusted non-GAAP EPS result against a USD 1.48 consensus estimate, according to The Globe and Mail. The key investor question is whether corporate growth can offset the planned contraction in the SoHo channel.
Corporate revenue crosses USD 60 million
Consensus Cloud Solutions generated corporate revenue of USD 60.5 million in Q2 2026, an increase of 9.3 percent from the prior-year quarter, according to The Globe and Mail. Corporate customer accounts reached 67,000, up 9.4 percent year over year, while net revenue retention was 103.1 percent in the quarter.
The mix is important because SoHo revenue fell 4.7 percent year over year to USD 30.9 million. Management is directing resources toward higher-value corporate and healthcare services, making the corporate channel the main growth engine while the consumer-facing business is managed for cash generation.
Guidance stays unchanged for 2026
Consensus Cloud Solutions reaffirmed fiscal 2026 revenue guidance of USD 350 million to USD 364 million, with adjusted EBITDA guidance of USD 182 million to USD 193 million, according to The Globe and Mail. The Q3 2026 revenue range is USD 89.2 million to USD 93.2 million, with adjusted EPS guidance of USD 1.34 to USD 1.44.
BTIG Research maintained a Buy rating and a USD 50.00 price target in a report issued on September 25, 2026, as MarketBeat reported. The target compares with an average analyst target of USD 41.67 cited in the same report, while the Q2 adjusted EBITDA margin was 52.9 percent.
Market value remains below USD 1 billion
Consensus Cloud Solutions had a market capitalization of USD 633.6 million as of September 28, 2026. The stock was last at USD 34.44 on Nasdaq on September 28, 2026 at 4:00 p.m. ET, leaving the company valued below its reported fiscal 2026 revenue midpoint of USD 357 million. That comparison puts the corporate growth rate and cash generation at the center of the valuation debate.
Consensus Cloud Solutions key data
- Company: Consensus Cloud Solutions, Inc.
- ISIN: US2098481098
- Ticker: CCSI
- Primary exchange: NASDAQ
- Market capitalization: USD 633.6 million (as of September 28, 2026)
- Sector / Industry: Technology / Software - Infrastructure
