CCC Intelligent Solutions Holdings Inc (CCC)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · CCC
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -33.9% |
| Our one-year growth estimate | diamond | 10.2% |
Growth built into the price is above our model estimate.
The price assumes 44.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 119 industry peers
CCC — earnings in line
Dated 2026-07-30
is a copy of the press release, dated July 30, 2026, announcing the financial results of CCC Intelligent Solutions Holdings Inc. for the quarter ended June 30, 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 t…
Why it matters: A new CFO can change how the company manages money. This may affect investor trust.
Watch forGood financial results or changes after the CFO takes over.
Also watch forBad financial results or problems after the CFO takes over.
Why it matters: Revenue growth is key for CCC's long-term strategy. A drop signals issues in demand.
Worry ifQ2 2026 revenue reported below $283 million.
Less concerning ifQ2 2026 revenue exceeds $285 million.
Why it matters: More use of AI shows strong demand and can increase revenue. It shows CCC's value in insurance.
Supportive ifNew contracts or growth with big insurers using CCC's AI solutions.
Worry ifNo new contracts or expansions with major insurers in the next quarter.
Why it matters: Good acquisitions can boost growth and market share. This is important for long-term plans.
Watch forThe company has finished a key purchase.
Also watch forNo news or failed attempts at acquisitions.
Why it matters: A drop in revenue growth signals a slowdown in the sector. This could hurt CCC's performance.
Worry ifSector revenue growth falls below its median level.
Less concerning ifSector revenue growth remains above its median level.
Why it matters: A drop in adjusted EBITDA margin may mean higher costs or less efficiency.
Worry ifEBITDA margin is below 40%.
Less concerning ifAdjusted EBITDA margin stays at or above 40%.
Why it matters: A slowdown in revenue growth could signal weakening demand for CCC's AI solutions.
Worry ifQ3 revenue growth reported below 9% year over year.
Less concerning ifQ3 revenue growth meets or exceeds 10% year over year.
Why it matters: New acquisitions can help CCC grow and improve its AI. This matches management's goal to make strategic buys.
Supportive ifA new acquisition announcement that boosts CCC's AI.
Worry ifNo news of acquisitions or partnerships in the next three months.
Why it matters: This guidance shows if CCC can maintain its growth trend. Meeting or exceeding this range indicates strong demand for its AI solutions.
Supportive ifQ3 revenue guidance meets or exceeds $291.5 million.
Worry ifQ3 revenue guidance falls below $289.5 million.
Why it matters: This range shows if CCC can improve profitability. Meeting or exceeding this range suggests effective cost management and growth.
Supportive ifAdjusted EBITDA for Q3 is over $120 million.
Worry ifAdjusted EBITDA for Q3 falls below $118 million.
Why it matters: New acquisitions can help CCC grow and improve AI. Announcements would show management's progress.
Supportive ifA key acquisition announcement that brings new skills or more market share.
Worry ifNo news on acquisitions or partnerships in the next quarter.
Why it matters: New customer wins or expansions signal growing demand for CCC's AI solutions. This can drive revenue growth and strengthen market position.
Supportive ifAt least one new major customer or expansion in AI solutions is expected next quarter.
Worry ifNo new customer expansions or wins reported in the next quarter.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$195 on $10,000 · ±2.0% | How much price usually moves either way. |
| Bad day | $572 loss on $10,000 · 5.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,720 loss on $10,000 · 57.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.