B+
Bull case
25%
Probability
Target price
$48.00
Analysis reference price unavailable
Analysis 2026-10-24 · RankAlpha Sentiment Codex
CCSI
Consensus Cloud SolutionsANasdaq / Software & Services
Last Price
Quote time unavailable
Current thesis
Q2 revenue grew 4.1% to $91.4 million, Corporate revenue grew 9.3%, and free cash flow rose to $25.5 million. Continued Corporate growth and conversion of reported eFax Protect sign-ups and VA usage into revenue could support upside.
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.1.
What can break
Corporate growth may not continue to offset SoHo contraction.
Momentum
46
Value
71
Sentiment
60
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $41.00 · Bull $48.00 · Bear $29.00Analysis 2026-10-24; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-23 • Vendor: Data Vendor v1
Scores
As of 2026-10-23 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-24 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-10-23
Investment thesis
As of 2026-10-23
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-23. Definitions
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $44.67
Why
Momentum46 · Δ7d +14.1
Value71 · Δ7d -0.1
Sentiment60 · Δ7d -5.4
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Confirming evidence
- • Value remains the lead driver in the composite, 7D delta -0.1.
Contradictions & invalidation
- • Corporate growth may not continue to offset SoHo contraction.
- • Low coverage, loose peers, and unavailable analyst-target provenance limit valuation conviction.
- • SoHo revenue still declined 4.7%, while adjusted EBITDA margin fell to 52.9% from 54.8% a year earlier.
Catalyst clock
2026-11-05
November 5 Q3 results test Corporate growth
Lead driver: Value · See fundamentals
Momentum
46
8% active weight
Current posture
7d trendImproving
Δ7d
+14.1
Δ21d
+25.5
Value
71
47% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
-0.3
Sentiment
60
45% active weight
Current posture
7d trendSoftening
Δ7d
-5.4
Δ21d
-10.8
Why this grade
Composite grade A. Momentum 45.5 / Value 70.7 / Sentiment 60.4
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-24. Scenario method
Most likely
B
Base case
50%
Probability
Target price
$41.00
Analysis reference price unavailable
Analysis 2026-10-24 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$29.00
Analysis reference price unavailable
Analysis 2026-10-24 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-10-23
Fundamentals (TTM)
As of 2026-10-23
Market Cap
$686.64M
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 2026-10-23 • Updated nightlySource: Internal modelMethods & Data