CCC Intelligent Solutions Holdings Inc (CCC)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$7.51+4.02%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
Intact: The reason to own it still holds.
CCC grows revenue about 13% yearly, reaching $1.16 billion in 2026. The company uses data and AI to improve auto insurance claims. It has strong growth focus and share buybacks. Profit margins and cash flow remain stable despite some leadership changes.
CCC faces risks from CFO turnover disrupting financial plans. Profit margins and EBITDA growth are uncertain. The stock trades below peers and may struggle to meet growth targets.
The market prices in about 13% revenue growth and values CCC at roughly $7.89 per share, 28% below fair value. Our view aligns with this cautious optimism but notes elevated risk from management volatility.
Breaks if: Adjusted EBITDA declines or remains flat over next 4 quarters
Focus on improving adjusted EBITDA through operational efficiencies and scaling AI platform adoption.
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This is a long-term thesis on a company that is currently positioned as a growth-oriented tech firm. It has shown strong revenue and EBITDA growth, but management has been volatile, which adds uncertainty to its future performance.
The market currently prices CCC at a premium compared to its peers, indicating that investors expect continued strong performance. However, there is an expectations gap suggesting that some of the anticipated growth may not be fully justified.
Management is focused on achieving revenue growth and increasing adjusted EBITDA, both of which are on track based on recent results. However, there is a mixed status regarding strategic acquisitions, which could impact future growth potential.
The thesis hinges on several factors, including management's ability to maintain guidance, potential interest rate cuts by the Fed, and the performance of sector leaders like SAP and CRM. Any negative guidance from management could significantly impact sentiment.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports this improved outlook. There are no new threats identified that could weaken the thesis.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Management stated this priority in 3 of last 3 quarters. Adjusted EBITDA increased from $99.1 million in 2025-Q1 to $115.5 million in 2026-Q2, a 6.8% year-over-year increase in the latest quarter. The trajectory shows delivering progress on improving profitability through operational efficiencies and platform scaling.
“Adjusted EBITDA was $115.5 million for Q2 2026, up 6.8% year-over-year.”
“Adjusted EBITDA of $120.2 million for Q1 2026, up 21% from Q1 2025.”
“Full year 2025 adjusted EBITDA guidance of $423 million to $428 million.”
Breaks if: Additional unexpected CFO or senior financial departures occur
Breaks if: Revenue falls below $1.05 billion in FY26
Continue to grow total revenue through expanded AI-enabled solutions and customer adoption in the insurance economy.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $251.6 million in 2025-Q1 to $285.9 million in 2026-Q2, a 10% increase year-over-year for the latest quarter. Management consistently emphasizes revenue growth driven by AI-enabled solutions and expanding customer adoption, and the financials show delivering progress on this priority.
“Second quarter revenue growth of 10% to $285.9 million.”
“Revenue of $281.3 million, an increase of 12% from first quarter 2025.”
“Full year 2025 revenue guidance of $1.051 billion to $1.056 billion.”
Overall, CCC's fundamentals are strong, but the elevated valuation and management volatility present risks. Not investment advice.