Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Consensus Cloud Solutions, Inc. (CCSI)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
$36.47-1.91%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
6.20 → 6.21 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for CCSI yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Operating income grows to at least $37.74 million in Q1 2026 | Profit rises steadily with operating income over $37 million in Q1 2026. | Intact | Operating income falls below $37 million in Q1 2026 | Operating income: $36.83M FY2026-Q2; GAAP. Published target: >= $37.74 million. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 6, 202636,830,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
CCSI is a smaller-cap growth business with some execution risk, rather than a clear turnaround story. Its multi-year view is intact: recent performance remains in the top half of its industry, and management is delivering on stated priorities.
The valuation evidence describes CCSI as cheap versus peers, but confidence in that assessment is low. The market setup is tagged as justified, with low fragility, so the evidence does not point to especially fragile expectations. The valuation measure rose recently, but the snapshot does not explain why.
Near term, revenue and earnings have shown modest progress: second-quarter revenue grew year over year, corporate-channel growth remained strong, and adjusted earnings per share rose slightly. Management is also executing on share repurchases, though recent events include a debt issuance and a negative capital-allocation signal. The next guidance update is a key near-term risk after the August earnings miss.
The multi-year thesis depends on continued corporate-channel growth and steady earnings execution. A guidance cut would weaken the case, while lower interest rates or stabilization among major technology companies could support the sector backdrop. Evidence on these scenarios is limited, and the overall confidence level is medium.
Over the next 1 to 3 years, CCSI’s thesis rests on continued execution amid elevated risk; the recent operating picture is intact, but guidance and capital allocation remain important watch points. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 2 of 2 supplied quarters. Management reported: “Adjusted EBITDA margin (3) was 52.9% and 54.8% in Q2 2026 and Q2 2025, respectively, which were both within our target Adjusted EBITDA margin (3) range of 50% - 55%.” “Adjusted EBITDA margin (3) was 54.1% and 54.2% in Q1 2026 and Q1 2025, respectively, which were both within our target Adjusted EBITDA margin (3) range of 50% - 55%.”
Revenue reaches at least $350 million in 2026 | A primary condition in Consensus Cloud Solutions, Inc.'s published investment case. The stated target is >= $350 million. | Intact | Revenue falls below $350 million in FY26 | Revenue: $91.361M FY2026-Q2; GAAP. Published target: >= $350 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 202691,361,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
PE ratio expands from 6.8 towards peer median of 47.35 | A supporting condition in Consensus Cloud Solutions, Inc.'s published investment case. The stated target is PE > 15. | Improving | PE remains below 6 or compresses further | P/E (TTM): 6.99x As of 2026-11-04; trailing twelve months. The target timing and basis require a separate assessment. Nov 4, 20266.9887 ratio · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$6.03 → $6.21 · observed estimates
$0.37B → $0.37B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $6.03 | $369,382,250 | 4 / 4 |
| 2026-07-25 | $6.03 | $369,382,250 | 4 / 4 |
| 2026-07-26 | $6.03 | $369,382,250 | 4 / 4 |
| 2026-07-27 | $6.03 | $369,382,250 | 3 / 3 |
| 2026-07-28 | $6.03 | $369,382,250 | 4 / 4 |
| 2026-07-29 | $6.03 | $369,382,250 | 4 / 4 |
| 2026-07-30 | $6.03 | $369,382,250 | 4 / 4 |
| 2026-07-31 | $6.03 | $369,382,250 | 4 / 4 |
| 2026-08-01 | $6.03 | $369,382,250 | 4 / 4 |
| 2026-08-02 | $6.03 | $369,382,250 | 4 / 4 |
| 2026-08-03 | $6.03 | $369,382,250 | 3 / 3 |
| 2026-08-04 | $6.03 | $369,382,250 | 3 / 3 |
| 2026-08-05 | $6.03 | $369,382,250 | 4 / 4 |
| 2026-08-06 | $6.03 | $369,382,250 | 3 / 3 |
| 2026-08-07 | $6.03 | $369,382,250 | 3 / 3 |
| 2026-08-08 | $6.03 | $369,382,250 | 4 / 4 |
| 2026-08-09 | $6.03 | $369,382,250 | 4 / 4 |
| 2026-08-10 | $6.03 | $369,382,250 | 3 / 3 |
| 2026-08-11 | $6.03 | $369,382,250 | 4 / 4 |
| 2026-08-12 | $6.14 | $372,565,500 | 4 / 4 |
| 2026-08-13 | $6.14 | $372,565,500 | 4 / 4 |
| 2026-08-14 | $6.03 | $369,382,250 | 3 / 3 |
| 2026-08-15 | $6.03 | $369,382,250 | 3 / 3 |
| 2026-08-16 | $6.03 | $369,382,250 | 3 / 3 |
| 2026-08-17 | $6.03 | $369,382,250 | 3 / 3 |
| 2026-08-18 | $6.03 | $369,382,250 | 3 / 3 |
| 2026-08-19 | $6.03 | $369,382,250 | 3 / 3 |
| 2026-08-20 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-08-21 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-08-22 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-08-23 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-08-24 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-08-25 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-08-26 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-08-27 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-08-28 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-08-29 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-08-30 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-08-31 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-01 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-02 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-03 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-04 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-05 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-06 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-07 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-08 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-09 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-10 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-11 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-12 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-13 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-14 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-15 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-16 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-17 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-18 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-19 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-20 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-21 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-22 | $6.24 | $374,871,000 | 3 / 3 |
| 2026-09-23 | $6.24 | $374,871,000 | 2 / 3 |
| 2026-09-24 | $6.24 | $374,871,000 | 2 / 3 |
| 2026-09-25 | $6.24 | $374,871,000 | 2 / 3 |
| 2026-09-26 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-09-27 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-09-28 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-09-29 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-09-30 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-01 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-02 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-03 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-04 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-05 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-06 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-07 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-08 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-09 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-10 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-11 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-12 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-13 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-14 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-15 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-16 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-17 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-18 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-19 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-20 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-21 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-22 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-23 | $6.20 | $374,871,000 | 2 / 3 |
| 2026-10-24 | $6.21 | $374,871,000 | 2 / 3 |
| 2026-10-25 | $6.21 | $374,871,000 | 2 / 3 |
| 2026-10-26 | $6.21 | $374,871,000 | 2 / 3 |
| 2026-10-27 | $6.21 | $374,871,000 | 2 / 3 |
| 2026-10-28 | $6.21 | $374,871,000 | 2 / 3 |
| 2026-10-29 | $6.21 | $374,871,000 | 2 / 3 |
| 2026-10-30 | $6.21 | $374,871,000 | 2 / 3 |
| 2026-10-31 | $6.21 | $374,871,000 | 2 / 3 |
| 2026-11-01 | $6.21 | $374,871,000 | 2 / 3 |
| 2026-11-02 | $6.21 | $374,871,000 | 2 / 3 |
| 2026-11-03 | $6.21 | $374,871,000 | 2 / 3 |
| 2026-11-04 | $6.21 | $374,871,000 | 2 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.