Is Consensus Cloud Solutions (CCSI) a Resilient Stock?

2 weeks ago 9

Soumya Eswaran

Wed, December 3, 2025 astatine 6:30 AM CST 3 min read

Meridian Funds, managed by ArrowMark Partners, released its third-quarter 2025 capitalist missive for the “Meridian Small Cap Growth Fund.” A transcript of the missive tin beryllium downloaded here. Driven by continued gains successful exertion and falling enslaved yields, equities reached grounds highs successful the quarter. U.S. tiny caps outperformed successful the quarter, gaining 12.4%, portion ample caps returned 5.3%. Among tiny caps, worth stocks somewhat surpassed maturation stocks, returning 12.6% and 12.2%, respectively, according to Russell indices. In this environment, the money returned 4.20% (net) successful the 3rd 4th compared to the Russell 2000 Growth Index’s 12.19% return. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Meridian Small Cap Growth Fund highlighted stocks specified arsenic Consensus Cloud Solutions, Inc. (NASDAQ:CCSI). Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) is simply a starring accusation transportation services supplier with a software-as-a-service platform. The one-month instrumentality of Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) was -24.36%, and its shares mislaid 9.83% of their worth implicit the past 52 weeks. On December 02, 2025, Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) banal closed astatine $22.48 per share, with a marketplace capitalization of $427.25 million.

Meridian Small Cap Growth Fund stated the pursuing regarding Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) successful its 3rd 4th 2025 capitalist letter:

"Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) is simply a starring supplier of some unafraid information transportation for endeavor healthcare and unreality fax solutions to tiny bureau location bureau (SoHo) customers. Consensus has historically enjoyed a precocious percent of recurring revenues, debased churn successful the endeavor segment, and precocious margins. The banal performed good during the 4th by returning to maturation 2 quarters earlier than expected. The institution besides reported beardown margins successful the mid-50% range, portion securing a recognition installation that alleviated marketplace concerns astir upcoming indebtedness maturity. We proceed to spot upside imaginable and, portion trading astatine a aggregate of astir 5 times net with ~20% escaped currency travel yield, constricted downside potential. We maintained our presumption successful the institution during the quarter."

Is Consensus Cloud Solutions, Inc. (CCSI) the Best Breakout Stock to Buy According to Analysts?

Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 14 hedge money portfolios held Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) astatine the extremity of the 3rd quarter, which was 15 successful the erstwhile quarter. In Q3 2025, Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) recorded gross of $87.8 million, which was accordant with Q3 2024. While we admit the imaginable of Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.