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
QuarterlyIQ Insights · CCSI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -40.1% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 100.0% |
Growth built into the price is above our model estimate.
The price assumes 140.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 21 industry peers
CCSI — debt issuance
Dated 2026-10-05
Entry into a Material Definitive Agreement On September 30, 2026, Consensus Cloud Solutions, Inc. (the “Company”) entered into an Amended and Restated Credit Agreement (the “Credit Agreement”) with certain lenders party thereto (the “Lenders”) and U.S. Bank National Association, as agent (the “Agent”), which such Credit Agreement amends and restates the Company’s existing Credit Agreement (the “Existing Credit Agreement”), dated as of July 9, 2025, by and among the Company, the lenders party…
Why it matters: Management set Q3 revenue guidance at $89.2 million to $93.2 million. Results below the low end would miss that range.
Worry ifQ3 2026 revenue is below $89.2 million.
Less concerning ifQ3 2026 revenue is at least $89.2 million.
Why it matters: SoHo revenue fell 9.5% in Q1 and 4.7% in Q2. The next result can show whether the decline keeps easing.
Watch forSoHo revenue falls less than 4.7% year over year, or grows.
Also watch forSoHo revenue falls more than 4.7% year over year.
Why it matters: Corporate revenue grew 8.2% in Q1 and 9.3% in Q2. Continued growth would support the company's main revenue push.
Supportive ifCorporate revenue growth is above 8% year over year in the next reported quarter.
Worry ifCorporate revenue growth is 8% or lower year over year in the next reported quarter.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$175 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $523 loss on $10,000 · 5.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,190 loss on $10,000 · 31.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.