Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
CCC Intelligent Solutions Holdings Inc (CCC)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$7.67-0.26%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.52 → 0.52 EPS · FY ending Dec 31, 2027 · 5 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 5; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for CCC yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
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. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
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.
CCC is a growth-oriented software platform business, with recent results showing strong performance and robust earnings quality. The long-term thesis is intact, but management has been volatile and the latest earnings miss has weakened the near-term signal.
The valuation evidence describes CCC as expensive versus peers, with a substantial peer premium and a slightly negative expectations gap. The priced-in signal is labeled justified, and the evidence shows low valuation fragility, but confidence in the valuation model is low.
In the near term, revenue and AI-related growth are supported by recent results: third-quarter revenue rose year over year, and AI revenue reached an approximately $130 million annualized run-rate, up 40%. A top-five insurer expanded its use of Medhub, while the recent earnings miss and consecutive misses in the sector raise execution risk; the next guidance update is an important test.
The multi-year view hinges on CCC continuing to expand AI use across claims workflows and grow its platform and network. Near term, another guidance cut would add concern, while easing rates or stabilization among large technology peers could improve the sector backdrop.
CCC has real operating progress behind its growth thesis, but the latest miss, volatile management signals, and expensive peer-relative valuation make the 1-to-3-year case dependent on steady execution. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Profit margins and cash flow remain stable despite some leadership changes. |
| Under Pressure |
| Additional unexpected CFO or senior financial departures occur |
1 CFO transition event vs 0 allowed CFO transition announced May 2026; no subsequent financial officer departures reported in evidence. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare 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: $294.093M FY2026-Q3; GAAP. Published target: ~$1.159 billion. Annual target cannot be compared with a quarterly or TTM observation. Oct 29, 2026294,093,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare 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.
$0.51 → $0.52 · observed estimates
$1.26B → $1.27B · observed estimates
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.
| 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 |
| 2026-10-25 | $0.52 | $1,264,835,896 | 6 / 8 |
| 2026-10-26 | $0.52 | $1,264,835,896 | 6 / 8 |
| 2026-10-27 | $0.52 | $1,264,835,896 | 6 / 8 |
| 2026-10-28 | $0.52 | $1,264,835,896 | 6 / 8 |
| 2026-10-29 | $0.52 | $1,264,835,896 | 6 / 8 |
| 2026-10-30 | $0.52 | $1,265,022,871 | 6 / 8 |
| 2026-10-31 | $0.52 | $1,265,447,871 | 6 / 8 |
| 2026-11-01 | $0.52 | $1,265,447,871 | 6 / 8 |
| 2026-11-02 | $0.52 | $1,265,447,871 | 6 / 8 |
| 2026-11-03 | $0.52 | $1,265,447,871 | 5 / 8 |
| 2026-11-04 | $0.52 | $1,265,447,871 | 5 / 8 |
| 2026-11-05 | $0.52 | $1,265,447,871 | 5 / 8 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 6 Hold · 1 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 2 recorded
1 raises · 0 cuts · 0 unchanged · 2 without a comparable prior
Oct 7, 2026–Nov 5, 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.
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.