Consensus Cloud Solutions, Inc. (CCSI)

In the past six months, Consensus Cloud Solutions' stock has experienced significant positive movement, including hitting a new 52-week high. In Q1 2026, the company reported stronger-than-expected financial results, with EPS of $1.52 and revenue of $88.47 million, leading to a stock surge and raised guidance for Q2 and full-year 2026. In Q1 2026, Consensus Cloud Solutions repurchased approximately 600,000 shares of its common stock for $17.0 million. Following the strong Q1 2026 results, BTIG Research increased its price target for CCSI from $37.00 to $40.00 and maintained a "buy" rating, and Weiss Ratings upgraded the stock from a "hold (c)" to a "hold (c+)."

Demand for cloud solutions in regulated sectors like healthcare, legal, and financial services remains a potential long-term growth driver. The company's corporate segment has shown consistent growth, with revenues increasing from $170 million in 2021 to approximately $223 million in 2025, representing a 7% compound annual growth rate. The company's Q1 2026 earnings call also noted strong demand in healthcare despite industry headwinds. The company's business model is subscription-based, which generally provides more predictable revenue streams. The SoHo segment has experienced a planned decline, though the rate of decline improved in Q1 2026.

Consensus Cloud Solutions, Inc. (CCSI) is a leading provider of secure information delivery services, operating with a scalable SaaS platform. Spun off from J2 Global in 2021, the company is headquartered in Los Angeles, California, and operates within the Technology sector, focusing on Software & Programming and Software - Infrastructure industries. CCSI's core business revolves around digital cloud faxing and document exchange solutions, with a significant focus on heavily regulated industries. The company's business model is subscription-based, generating revenue through recurring fees for its cloud services. Major products and solutions include eFax Corporate®, ECFax®, eFax Unite™, jSign®, eFax Conductor, eFax Clarity, eFax®, Clarity Clinical Documentation (CD), eFax Harmony, and eFax All Access. The company is also leveraging AI-powered features and expanding into advanced healthcare standards.

Consensus Cloud Solutions operates globally, serving approximately 703,000 customers across over 46 countries and territories. The company offers local phone numbers in these countries, indicating a broad international presence. It operates in the United States, Canada, Ireland, and internationally, with the United States generating the maximum revenue.

Consensus Cloud Solutions has maintained a positive brand reputation in the past year, particularly within the healthcare technology sector. For the second consecutive year, Consensus Cloud Solutions was named a Top Healthcare Technology Company by The Healthcare Technology Report in December 2025. In March 2026, Consensus Cloud Solutions was named a 2026 CSO Award Winner. The company has been actively promoting its AI-powered solutions, enhancing its reputation as an innovator in the field.

Consensus Cloud Solutions, Inc. (CCSI) stock ownership is a mix of institutional, insider, and retail investors. Institutional investors hold a significant portion, with approximately 39.43% to 55.83% of the company’s stock. Major institutional owners include Janus Henderson Group Plc, Gates Capital Management, Inc., Vanguard Group Inc, and BlackRock, Inc. Ziff Davis Inc is the largest individual shareholder, owning 1.96 million shares representing 10.66% of the company. CEO R. Scott Turicchi directly owns about 1.07% of the company, and CAO Karel Krulich directly owns 37,602 shares of Common Stock as of April 1, 2026.