Consensus Cloud Solutions

CCSI · NASDAQ

$35.81−$0.08 (−0.22%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $35.89

CCSI analyst rating

BuyConsensus of 3 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy3
Hold0
Underperform0
Sell0

12-month price target · 6 analysts

Average $43.10 (+20.3% upside)

Low: $35.35
Now: $35.81
High: $52.50

Upgrades and downgrades

The latest rating actions, newest first

CCSI analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
BTIG	Sep 25, 2026	Maintains	Buy	$50.00	46%
Oppenheimer	Aug 10, 2026	Maintains	Outperform	$35.00 → $40.00	52%
BTIG	Aug 10, 2026	Maintains	Buy	$45.00 → $50.00	46%
BTIG	Jul 24, 2026	Maintains	Buy	$40.00 → $45.00	46%
Oppenheimer	May 12, 2026	Maintains	Outperform	$32.00 → $35.00	52%
BTIG	Feb 17, 2026	Maintains	Buy	$37.00 → $40.00	46%
Wedbush	Nov 6, 2025	Maintains	Outperform	$26.00 → $35.00	63%

The case for and against

Updated Oct 14, 2026

Bull case

Consensus Cloud Solns is well positioned because it has shifted from legacy e-faxing into a higher-value healthcare interoperability platform with sticky, cloud-based workflows, broad regulated-industry reach, and meaningful upsell potential across Corporate accounts. Revenue has returned to growth, with 2Q:26 consolidated revenue up 4% y/y, Corporate revenue up 9% y/y, and net revenue retention near 103%, while EBITDA margins remain exceptional at about 53% and free cash flow stays strong at roughly $120 million annually. The balance sheet is also improving, with debt reduced from about $794 million in 2022 to $548 million in 2Q:26, leaving leverage at 2.8x and supporting further investment in healthcare sales, the VA opportunity, and platform expansion.

Bear case

Consensus Cloud Solns is pressured by a crowded and intensifying competitive landscape, with large technology firms, smaller nimble rivals, and potential in-house solutions from health systems all threatening market share and weakening its “land and expand” strategy. Its reliance on proving meaningful ROI to customers, especially in healthcare, adds vulnerability if spending is delayed in a recession or macroeconomic instability, while limited trading history and the constant need for new products increase execution risk. Although the business has high margins, strong revenue visibility, and good FCF yield, its heavy debt load can constrain investment and amplify downside if demand or retention softens.

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