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CCSI

Consensus Cloud SolutionsA
Nasdaq / Software & Services
Last Price
Quote time unavailable
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Current thesis
Improving Corporate growth, sustained high adjusted EBITDA margins, rising free cash flow, and buybacks could support a gradual rerating if Q3 execution confirms the FY2026 framework.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -2.2.
What can break
Accelerated hiring and higher personnel costs may pressure adjusted EBITDA margins.
Momentum
72
Value
71
Sentiment
78
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $42.00 · Bull $47.00 · Bear $31.00Analysis 2026-09-09; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-09-09 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-09-09

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions

Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $44.67
Why
Momentum72 · Δ7d +17.6
Value71 · Δ7d +0.0
Sentiment78 · Δ7d -2.2
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • Sentiment remains the lead driver in the composite, 7D delta -2.2.

Contradictions & invalidation

  • Accelerated hiring and higher personnel costs may pressure adjusted EBITDA margins.
  • Analyst estimate revisions, target changes, options data, short interest, and social sentiment are unavailable.
  • The SoHo transition remains a structural drag, while accelerated hiring and personnel costs could pressure margins if Corporate growth or retention weakens.

Catalyst clock

2026-12-31

Execution against Q3 guidance and FY2026 framework

Lead driver: Sentiment · See AI snapshot
Momentum
72
9% active weight
Current posture
7d trendImproving
Δ7d
+17.6
Δ21d
-6.1
Value
71
28% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
-0.1
Sentiment
78
62% active weight
Current posture
7d trendSoftening
Δ7d
-2.2
Δ21d
+6.0
Why this grade

Composite grade A. Momentum 72.3 / Value 71.0 / Sentiment 77.5

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-09-09. Scenario method

B+
Bull case
25%
Probability
Target price
$47.00
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$42.00
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$31.00
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$675.09M
Beta
1.94
Shares Out
18.32M
P/E (TTM)
5.3
P/S (TTM)
1.22
P/FCF (TTM)
4.20
Rev YoY
+4.1%
EPS YoY
+33.9%
Gross Margin
+80.2%
Op Margin
+41.8%
Net Debt
$496.01M
Current Ratio
1.90
As of 2026-09-09 • Updated nightlySource: Internal modelMethods & Data