Reading CCC? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track CCC free→Reading CCC? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track CCC free→NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-06-16
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is strong, but management's recent track record has been unsteady, with frequent disruptive corporate changes. Earnings quality is robust, and the sector backdrop is a tailwind, which is favorable for CCC. Peer multiples imply a price about 29% above where it trades (it looks cheap on this basis); the read is cheap, value-trap risk, as it trades below peer multiples while recent financials are weak. Key factors to watch include guidance changes and sector trends, as these could significantly impact the stock's performance. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 6 valuation methods, at three horizons. Current price $4.71. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $4.63 CCC trades at 12× p/e, below its 21× p/e peer median. Our $6.46 fair value sits above the price; medium confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price implies about 28% below a flat-multiple fair value, below our forecast of about 12%. This describes what's priced in, not a forecast of the move.
Only a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 73% of the time over the next year (vs 58% for the rest of the cohort, n=2777).
Over the trailing year it converted 186.67x of net income into operating cash flow. Historically, Information Technology names rated robust grew net income 69% of the time over the next year (vs 55% for the rest of the cohort, n=2129).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.10 → $0.10 (+1.9% / 30d). 2 raised, 3 cut, 11 covering analysts.
0 upgrades, 0 downgrades / 30d. 67% of analysts rate Buy.
0 positive, 0 negative / 30d.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$187.
How much price usually moves either way.
On a bad day, this stock has moved -$517.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $5,793.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: A drop in revenue growth signals a slowdown in the sector. This could hurt CCC's performance.
Confirms:Sector revenue growth falls below its median level.
Disproves:Sector revenue growth remains above its median level.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for CCC yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
No upside scenarios in the latest snapshot.
No downside scenarios in the latest snapshot.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. In connection with his appointment to the position of Interim Chief Financial Officer, the Company and Mr. Christo entered into an Amendment to the Employment Agreement between the Company and Mr. Christo, effective as of the Effective Date (the “Amendment”). Pursuant to the Amendment, Mr. Christo shall, in addition to continuing to serve as the Se…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
A side-by-side read on sector standing, valuation, and risk versus Application Software.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
CCC CCC Intelligent Solutions Holdings Inc | Above typical Show detailsSector percentile: 76 of 100 | inexpensive | elevated |
ORCL Oracle Corporation | Above typical Show detailsSector percentile: 71 of 100 | expensive | elevated |
PLTR Palantir Technologies | Above typical Show detailsSector percentile: 85 of 100 | expensive | elevated |
SAP SAP SE | — | — | elevated |
APP AppLovin | Typical Show detailsSector percentile: 60 of 100 | expensive | elevated |
14 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated volatile grew net income 58% of the time over the next year (vs 61% for the rest of the cohort, n=793).
Not investment advice. As of 2026-06-16.
via XLK
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on achieving revenue growth through strategic initiatives and market expansion.
Stated in 3 of last 3 quarters. Revenue grew from $246.464 million in 2024-Q4 to $277.865 million in 2025-Q4, indicating a positive trajectory. The company has consistently provided revenue guidance for 2026, aiming for $1.155 billion to $1.163 billion, showing a focus on growth.
“Full Year 2026 Revenue $1.155 billion to $1.163 billion.”
“Full Year Fiscal 2026 Revenue $1.147 billion to $1.157 billion.”
“Revenue guidance for 2026 set at $1.147 billion to $1.157 billion.”
Aim to increase Adjusted EBITDA through operational efficiencies and strategic initiatives.
Stated in 3 of last 3 quarters. The company has consistently set Adjusted EBITDA guidance for 2026, aiming for $484.0 million to $490.0 million. This reflects a focus on improving operational efficiencies and strategic initiatives to enhance profitability.
“Full Year 2026 Adjusted EBITDA $484.0 million to $490.0 million.”
Focus on completing strategic acquisitions to enhance product offerings and market reach.
Newly stated in 2026-Q1. CCC completed an acquisition to enhance its product management and strategy capabilities, indicating a strategic focus on expanding its market reach and product offerings. This marks a step towards achieving growth through acquisitions.
“CCC completed an acquisition to enhance its product management and strategy capabilities.”
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On April 27, 2026, Brian Herb, Executive Vice President, Chief Financial and Administrative Officer of CCC Intelligent Solutions Holdings Inc. (the “Company”), notified the Company that he will resign from his role with the Company effective May 25, 2026, to accept another opportunity. The Company thanks Mr. Herb for his years of service to the Com…
is a copy of the press release, dated April 30, 2026, announcing the financial results of CCC Intelligent Solutions Holdings Inc. for the quarter ended March 31, 2026, including, among other things, unaudited financial results for that period. The information in this Item 2.02, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to…
is a copy of the press release, dated February 24, 2026, announcing the financial results of CCC Intelligent Solutions Holdings Inc. for the quarter and year ended December 31, 2025. The information in this Item 2.02, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section and shall not be incorporate…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On March 2, 2026, CCC Intelligent Solutions Holdings Inc. (the “Company”) appointed John A. Schweitzer as a Class II Director of the Board of Directors (the “Board”) of the Company, effective immediately. Through February 2026, Mr. Schweitzer served as the EVP, Sales at Salesforce, where he led global sales and go-to-market for its Informatica divi…
“Full Year Fiscal 2026 Adjusted EBITDA $477.0 million to $485.0 million.”
“Adjusted EBITDA guidance for 2026 set at $477.0 million to $485.0 million.”