CCSI

Consensus Cloud SolutionsA

Nasdaq / Software & Services

At close

2026-07-18

Current thesis

Corporate-channel growth, stable adjusted EBITDA margins, strong free cash flow, lower interest expense, and buybacks can support per-share earnings despite modest overall revenue growth.

Posture

Constructive

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta +0.2.

What can break

Continued SoHo revenue contraction

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $38.00 · Bull $42.00 · Bear $30.00

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-16 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-07-18 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade A · Constructive

Confidence Medium · Net Neutral

Target $38.00

Why

Momentum89 · Δ7d -0.5

Value71 · Δ7d +0.2

Sentiment45 · Δ7d -3.1

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendFlat

Δ7d

-0.5

Δ21d

-1.1

Value

39% active weight

Current posture

7d trendFlat

Δ7d

+0.2

Δ21d

+0.4

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-3.1

Δ21d

-0.4

Why this grade

Composite grade A. Momentum 88.9 / Value 70.9 / Sentiment 44.8

Fundamentals (TTM)

As of 2026-07-16

Market Cap

$700.41M

Beta

1.94

Shares Out

18.4M

P/E (TTM)

5.3

P/S (TTM)

1.22

P/FCF (TTM)

4.20

Rev YoY

+1.5%

EPS YoY

+20.7%

Gross Margin

+80.2%

Op Margin

+42.2%

Net Debt

$496.01M

Current Ratio

1.80

As of 2026-07-18 • Updated nightlySource: Internal modelMethodology