Consensus Cloud Solutions (CCSI)

• Market cap: $461M
• 1 day: -1.87%
• 5 days: -0.08%
• 1 month: -19.25%
• 3 months: -2.03%
• 6 months: 4.79%
• Year to date: -1.58%
• 1 year: 74.37%
• 5 years: -33.74%
• 10 years: -33.74%
• Sector: Information Technology
• Industry: Prepackaged Software

About: Consensus Cloud Solutions Inc is a provider of secure information delivery services with a scalable Software-as-a-Service SaaS platform. It is engaged in fax cloud business. The Company operates in USA, Canada, Ireland, and Other. Geographically, it derives a maximum revenue from the United States. The company's communication and digital signature solutions enable customers to securely and cooperatively access, exchange and use information across organizational, regional, and national boundaries.

Employees: 518

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

37% more call options, than puts

Call options by funds: $153K | Put options by funds: $112K

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

11% more funds holding

Funds holding: 151 [Q3] → 167 (+16) [Q4]

2% less capital invested

Capital invested by funds: $437M [Q3] → $429M (-$7.41M) [Q4]

1.06% less ownership

Funds ownership: 94.3% [Q3] → 93.25% (-1.06%) [Q4]

67% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 1 (-2) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $20 15% downside
• Avg. target: $26 10% upside
• High target: $32 36% upside

2 analyst ratings

• positive: 1 50%
• neutral: 0 0%
• negative: 1 50%

Oppenheimer Ian Zaffino 30% 1-year accuracy 9 / 30 met price target	36% upside $32	Outperform Maintained	20 Feb 2025
Citigroup Fatima Boolani 41% 1-year accuracy 14 / 34 met price target	15% downside $20	Sell Maintained	17 Jan 2025