CCC Intelligent Solutions Holdings Inc (CCC)

NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-23

$7.67+0.39%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge CCC Intelligent Solutions Holdings Inc’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

-0.2%

+10% or more+5%0%−5%−10% or less

0.52 → 0.52 EPS · FY ending Dec 31, 2027 · 6 analysts

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Sep 24, 2026 to Oct 24, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. Source: FMP consensus snapshots. The ±10% axis is a display range.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q3
Revenue	$289.5M–$291.5M	—
EBITDA	$118M–$120Mnon-GAAP	—
FY 2026 · Q4
Revenue	—	303.27M
EPS	—	0.125
FY 2026 · Annual
Revenue	$1.16B–$1.16B	1.16B
EPS	—	0.447
EBITDA	$485M–$491Mnon-GAAP	—
FY 2027 · Annual
Revenue	—	1.26B
EPS	—	0.522

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Increase adjusted EBITDA through operational efficiencies	A supporting condition in CCC Intelligent Solutions Holdings Inc's published investment case. The stated target is positive EBITDA growth next 4 quarters.	Improving	Adjusted EBITDA declines or remains flat over next 4 quarters	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated in 2 of 2 supplied transcript quarters. Adjusted EBITDA rose from $108.1 million in 2025-Q2 to $115.5 million in 2026-Q2; full-year 2026 guidance moved from $484.0 million to $490.0 million in April to $485.0 million to $491.0 million in July. The reported increase and slightly raised guidance indicate delivery. Delivery assessment Oct 24, 2026
Maintain stable financial leadership post-CFO transition	Profit margins and cash flow remain stable despite some leadership changes.	Under Pressure	Additional unexpected CFO or senior financial departures occur	Qualitative: CFO transition occurred (Herb resigned, Christo interim); no further departures reported CFO Herb resigned Apr 2026; Christo promoted interim. No further financial leadership changes reported in recent news. Context reviewed through Oct 23, 2026Last status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Achieve revenue of about $1.16 billion in FY26	CCC grows revenue about 13% yearly, reaching $1.16 billion in 2026.	Intact	Revenue falls below $1.05 billion in FY26	Revenue: $285.931M FY2026-Q2; GAAP. Published target: ~$1.159 billion. Target period is not explicitly aligned with this observation. Source published Jul 30, 2026285,931,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 038cbadc-62b5-44b3-9d17-ee812bad066f. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$0.52

$0.51 → $0.52 · observed estimates

FY2027 revenue$1.26B

$1.26B → $1.26B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$0.51	$1,263,380,750	11 / 10
2026-07-25	$0.51	$1,263,380,750	11 / 10
2026-07-26	$0.51	$1,263,380,750	11 / 10
2026-07-27	$0.51	$1,263,380,750	11 / 10
2026-07-28	$0.51	$1,263,380,750	11 / 10
2026-07-29	$0.51	$1,263,380,750	11 / 10
2026-07-30	$0.51	$1,262,876,235	6 / 9
2026-07-31	$0.52	$1,263,275,577	6 / 9
2026-08-01	$0.52	$1,263,275,577	6 / 9
2026-08-02	$0.52	$1,264,354,670	11 / 10
2026-08-03	$0.52	$1,264,372,456	6 / 8
2026-08-04	$0.52	$1,264,372,456	6 / 8
2026-08-05	$0.52	$1,264,372,456	6 / 8
2026-08-06	$0.52	$1,264,372,456	6 / 8
2026-08-07	$0.52	$1,264,372,456	6 / 8
2026-08-08	$0.52	$1,264,372,456	6 / 8
2026-08-09	$0.52	$1,264,372,456	6 / 8
2026-08-10	$0.52	$1,264,372,456	6 / 8
2026-08-11	$0.52	$1,264,372,456	6 / 8
2026-08-12	$0.52	$1,264,372,456	6 / 8
2026-08-13	$0.52	$1,264,372,456	6 / 8
2026-08-14	$0.52	$1,264,372,456	6 / 8
2026-08-15	$0.52	$1,264,372,456	6 / 8
2026-08-16	$0.52	$1,264,372,456	6 / 8
2026-08-17	$0.52	$1,264,372,456	6 / 8
2026-08-18	$0.52	$1,264,372,456	6 / 8
2026-08-19	$0.52	$1,264,372,456	6 / 8
2026-08-20	$0.52	$1,264,872,456	6 / 9
2026-08-21	$0.52	$1,264,872,456	6 / 9
2026-08-22	$0.52	$1,264,872,456	6 / 9
2026-08-23	$0.52	$1,264,872,456	6 / 9
2026-08-24	$0.52	$1,264,872,456	6 / 9
2026-08-25	$0.52	$1,264,872,456	6 / 9
2026-08-26	$0.52	$1,264,872,456	6 / 9
2026-08-27	$0.52	$1,264,872,456	6 / 9
2026-08-28	$0.52	$1,264,872,456	6 / 9
2026-08-29	$0.52	$1,264,872,456	6 / 9
2026-08-30	$0.52	$1,264,872,456	6 / 9
2026-08-31	$0.52	$1,264,872,456	6 / 9
2026-09-01	$0.52	$1,264,872,456	6 / 9
2026-09-02	$0.52	$1,264,872,456	6 / 9
2026-09-03	$0.52	$1,264,872,456	6 / 9
2026-09-04	$0.52	$1,264,872,456	6 / 9
2026-09-05	$0.52	$1,264,872,456	6 / 9
2026-09-06	$0.52	$1,264,872,456	6 / 9
2026-09-07	$0.52	$1,264,872,456	6 / 9
2026-09-08	$0.52	$1,264,872,456	6 / 9
2026-09-09	$0.52	$1,264,872,456	6 / 9
2026-09-10	$0.52	$1,264,872,456	6 / 9
2026-09-11	$0.52	$1,264,872,456	6 / 9
2026-09-12	$0.52	$1,264,872,456	6 / 9
2026-09-13	$0.52	$1,264,872,456	6 / 9
2026-09-14	$0.52	$1,264,872,456	6 / 9
2026-09-15	$0.52	$1,264,872,456	6 / 9
2026-09-16	$0.52	$1,264,872,456	6 / 9
2026-09-17	$0.52	$1,264,872,456	6 / 9
2026-09-18	$0.52	$1,264,872,456	6 / 9
2026-09-19	$0.52	$1,264,872,456	6 / 9
2026-09-20	$0.52	$1,264,872,456	6 / 9
2026-09-21	$0.52	$1,264,872,456	6 / 9
2026-09-22	$0.52	$1,264,872,456	6 / 9
2026-09-23	$0.52	$1,264,872,456	6 / 9
2026-09-24	$0.52	$1,264,872,456	6 / 9
2026-09-25	$0.52	$1,264,872,456	6 / 9
2026-09-26	$0.52	$1,264,872,456	6 / 9
2026-09-27	$0.52	$1,264,872,456	6 / 9
2026-09-28	$0.52	$1,264,872,456	6 / 9
2026-09-29	$0.52	$1,264,872,456	6 / 9
2026-09-30	$0.52	$1,264,872,456	6 / 9
2026-10-01	$0.52	$1,264,872,456	6 / 9
2026-10-02	$0.52	$1,264,872,456	6 / 9
2026-10-03	$0.52	$1,264,872,456	6 / 9
2026-10-04	$0.52	$1,264,872,456	6 / 9
2026-10-05	$0.52	$1,264,872,456	6 / 9
2026-10-06	$0.52	$1,264,872,456	6 / 9
2026-10-07	$0.52	$1,264,872,456	6 / 9
2026-10-08	$0.52	$1,264,872,456	6 / 9
2026-10-09	$0.52	$1,264,872,456	6 / 9
2026-10-10	$0.52	$1,264,872,456	6 / 9
2026-10-11	$0.52	$1,264,872,456	6 / 9
2026-10-12	$0.52	$1,264,872,456	6 / 9
2026-10-13	$0.52	$1,264,872,456	6 / 9
2026-10-14	$0.52	$1,264,872,456	6 / 9
2026-10-15	$0.52	$1,264,872,456	6 / 9
2026-10-16	$0.52	$1,264,835,896	6 / 9
2026-10-17	$0.52	$1,264,835,896	6 / 9
2026-10-18	$0.52	$1,264,835,896	6 / 9
2026-10-19	$0.52	$1,264,835,896	6 / 9
2026-10-20	$0.52	$1,264,835,896	6 / 9
2026-10-21	$0.52	$1,264,835,896	6 / 9
2026-10-22	$0.52	$1,264,835,896	6 / 9
2026-10-23	$0.52	$1,264,835,896	6 / 8
2026-10-24	$0.52	$1,264,835,896	6 / 8

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	8	3	1
2026-06-01	8	3	1
2026-07-01	8	2	1
2026-08-01	8	2	1
2026-09-01	8	2	1
2026-10-01	8	6	1

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 8 Buy / Strong Buy · 6 Hold · 1 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

Truist FinancialOct 16

$7.75New observation · no comparable prior

BarclaysOct 16

$7.75New observation · no comparable prior

JefferiesOct 15 · prior Jul 30

$7.00 → $7.75+10.7%

$0$4.26$8.53

1 raises · 0 cuts · 0 unchanged · 2 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Increase adjusted EBITDA through operational efficienciesDirect metric needs a verified mapping
Maintain stable financial leadership post-CFO transitionPublished status: Under Pressure
Achieve revenue of about $1.16 billion in FY26Revenue: $285.931M

Next proof point

Oct 29, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.5%Typical daily move · historical

Downside history

-54.9%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

CCC Intelligent Solutions Holdings Inc outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

CCC is a growth-oriented software business, with a long-term thesis tied to expanding its platform and AI-enabled products. The thesis is intact, though its signal recently shifted from mildly favorable to mixed, and management execution is rated volatile.

What's priced into CCC Intelligent Solutions Holdings Inc

The valuation evidence is mixed: one measure points to CCC being cheap versus peers, while another shows a sizable premium, and the model has low confidence. Expectations appear demanding, with a negative expectations gap, while the priced-in assessment is tagged justified and fragility is low.

What the fundamentals likely do

Near-term results show strong performance: revenue increased in the supplied year-over-year comparisons, adjusted EBITDA rose, and full-year 2026 adjusted EBITDA guidance edged higher. Platform and insurer expansions support the growth strategy, while AI delivery evidence is mixed; the next guidance update is a key risk given past estimate cuts and misses across the industry.

What CCC Intelligent Solutions Holdings Inc hinges on

Over the next several quarters, the thesis hinges on CCC sustaining platform growth, turning AI deployments into broader adoption, and continuing to deliver on profitability. A guidance cut would weaken the case, while Fed rate cuts or continued strong results and guidance from large technology peers would support the sector backdrop.