Consensus Cloud Solutions screens cheap with high-quality margins and a perfect earnings beat streak backed by rising estimates, but an elevated put/call ratio and a below-floor risk score flagged by the engine argue for caution despite the fundamentals.
Thesis pillars
- High Quality Business With Strong Margins→Stable
- Cheap Valuation Strong Fundamentals→Stable
- Elevated Put Call Hedging Risk→Stable
- +1 more pillar — see the Why tab for full reasoning
Consensus Cloud Solutions, Inc. (CCSI) Stock Analysis
Range Bound setup · Temporary headwind edge
Technology · Software - Infrastructure
Wait for pullback to $34.48. Weak momentum — blocks BUY_NOW at $36.34. Engine's entry $34.48 (1 ATR pullback) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Product: cloud fax services; Concentration risk — Supplier: telecommunications carriers.
Consensus Cloud Solutions, Inc. is a secure information delivery company operating the eFax cloud fax platform alongside data-extraction and interoperability products (jSign, eFax Clarity) for approximately 703 thousand customers across 46 countries, with healthcare its largest... Read more
Wait for pullback to $34.48. Weak momentum — blocks BUY_NOW at $36.34. Engine's entry $34.48 (1 ATR pullback) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Product: cloud fax services; Concentration risk — Supplier: telecommunications carriers. Chart setup: RSI 58 mid-range, Bollinger mid-band. Fundamentals strong but target reached (-10.9% upside). Wait for pullback. Score 5.9/10, moderate confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 30d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated 2026-07-08Recent Developments — Consensus Cloud Solutions, Inc.
Latest news
- NEWS Press Release: Consensus Cloud Solutions to Host Q2 Investor Call on August 6, 2026 - Moomoo — Moomoo neutral
- NEWS Consensus Cloud Solutions to Host Q2 Investor Call on August 6, 2026 - marketscreener.com — marketscreener.com neutral
- NEWS Earnings call transcript: Consensus Cloud Solutions’ Q1 2026 earnings beat expectations - Investing.com — Investing.com positive
Generated 2026-07-08T21:03:52Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHProductcloud fax services10-K Item 1A: 'Cloud fax revenue constitutes substantially all of our revenues and our operating income.'
- HIGHSuppliertelecommunications carriers10-K Item 1A: 'Only a small number of carriers in each region, and in some cases only one carrier, offer the number and network services we require.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $34.48. Weak momentum — blocks BUY_NOW at $36.34. Engine's entry $34.48 (1 ATR pullback) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Product: cloud fax services; Concentration risk — Supplier: telecommunications carriers. Chart setup: RSI 58 mid-range, Bollinger mid-band. Fundamentals strong but target reached (-10.9% upside). Wait for pullback. Target $40.57 (+11.6%), stop $32.07 (−13.3%), A.R:R -0.9:1. Score 5.9/10, moderate confidence.
Take-profit target: $40.57 (+17.7% upside). Target $40.57 (+11.6%), stop $32.07 (−13.3%), A.R:R -0.9:1. Stop-loss: $32.07.
Concentration risk — Product: cloud fax services; Concentration risk — Supplier: telecommunications carriers; Analyst target reached - limited upside remaining.
Consensus Cloud Solutions, Inc. trades at a P/E of 8.1 (forward 6.2). TrendMatrix value score: 8.0/10. Verdict: Buy (Wait for Entry).
10 analysts cover CCSI with a consensus score of 4.4/5. Average price target: $38.
What does Consensus Cloud Solutions, Inc. do?Consensus Cloud Solutions, Inc. is a secure information delivery company operating the eFax cloud fax platform...
Consensus Cloud Solutions, Inc. is a secure information delivery company operating the eFax cloud fax platform alongside data-extraction and interoperability products (jSign, eFax Clarity) for approximately 703 thousand customers across 46 countries, with healthcare its largest vertical. Cloud fax constitutes substantially all of revenue, split between roughly 65 thousand Corporate customers ($223 million of 2025 revenue) and 638 thousand SoHo subscribers, and the company spun off from former parent J2 Global (now Ziff Davis) in October 2021.