GET DAILY SIGNALSCCC Intelligent Solutions Holdings (CCC) Delivers +10.1% Revenue Growth in Q3 2026
Key Takeaways
- CCC Intelligent Solutions Holdings reported third quarter 2026 revenue of $294.1 million, up 10.1% year over year and ahead of consensus estimates.
- Adjusted earnings per share (EPS) came in at $0.13, beating the consensus estimate of $0.11.
- GAAP net income swung to $30.2 million, a sharp turnaround from a net loss of $2.0 million in the year-ago quarter.
- Adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) rose 18.5% to $130.5 million, with an adjusted EBITDA margin of roughly 44%.
- Results land against the backdrop of a pending $7.75-per-share take-private deal with GTCR and Elliott Investment Management expected to close in the first quarter of 2027.
- Software net revenue retention improved to 108%, signaling stronger expansion within CCC's existing customer base.
- For additional detail, explore CCC's Major News, Today's Price Move, Price Targets, and Forecast pages.
- Discover new trading ideas with Trending AI Robots.
Earnings Context and Why It Matters
CCC Intelligent Solutions operates a cloud-based software-as-a-service (SaaS) platform connecting insurers, repair facilities, automakers, and other participants across the property and casualty (P&C) insurance economy. Its third quarter 2026 results offer a snapshot of demand for AI-enabled claims and repair workflows, a segment that has been steadily digitizing. The report also carries added significance because the company agreed in October 2026 to be acquired by GTCR and Elliott Investment Management for $7.75 per share in cash. For investors, this quarter's figures are less about near-term stock movement and more about validating the durability of CCC's recurring software revenue and margin trajectory ahead of the planned take-private transaction. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
Reported Results
For the third quarter ended September 30, 2026, CCC reported total revenue of $294.1 million, a 10.1% increase from $267.1 million a year earlier and above the consensus estimate of roughly $290 million. Software subscription revenue of about $281 million represented approximately 96% of total revenue, underscoring the recurring nature of the business.
Adjusted EPS reached $0.13, topping the $0.11 consensus forecast. On a GAAP basis, EPS was $0.05, with net income of $30.2 million compared with a net loss of $2.0 million in the prior-year period. Adjusted EBITDA climbed 18.5% to $130.5 million, and adjusted EBITDA margin expanded to approximately 44%. GAAP gross margin improved to 74% from 72% a year earlier, while free cash flow rose to $82.5 million from $78.6 million. Software net revenue retention reached 108%, up from 105% in the year-ago quarter.
Market Reaction and Investor Sentiment
CCC's stock has traded in a relatively narrow range around the announced acquisition price, reflecting the take-private agreement at $7.75 per share in cash. With the transaction expected to close in the first quarter of 2027, day-to-day price action is now driven less by fundamental earnings surprises and more by progress toward deal completion, regulatory considerations, and shareholder approval. The modest earnings beat reinforces the company's operational stability but is unlikely to meaningfully move the share price given the fixed buyout valuation. Investor sentiment remains focused on deal certainty rather than quarterly volatility.
Forward Outlook and Key Factors to Monitor
Looking ahead, the most important catalyst for CCC shareholders is the completion of the pending acquisition by GTCR and Elliott Investment Management. Because the deal price is fixed in cash, the primary variables investors should monitor are the timing of required approvals, the vote by shareholders, and any regulatory conditions that could delay closing.
Operationally, several trends bear watching. The improvement in software net revenue retention to 108% suggests existing customers are expanding their use of CCC's platform, while gross revenue retention of 98% indicates a stable, sticky customer base. Subscription revenue now makes up roughly 96% of total revenue, reinforcing predictable, recurring income.
Margin expansion remains another theme. Adjusted EBITDA margin of approximately 44% and rising GAAP gross margin point to operating leverage, even as CCC continues investing in AI-enabled products. Cost discipline, research and development spending, and free cash flow generation will remain relevant to how the business is valued through the transaction. As with any take-private deal, investors should focus on execution risk and the likelihood of closing rather than extrapolating short-term quarterly results.
Using AI Tools in My Research Process
One tool I often turn to when analyzing earnings setups like this is Tickeron’s AI Screener. It helps me quickly filter for software and insurance-tech names showing similar revenue retention trends or margin expansion, saving time compared with manual reviews and highlighting comparable opportunities across the sector.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
CCC in upward trend: 10-day moving average moved above 50-day moving average on October 15, 2026
The 10-day moving average for CCC crossed bullishly above the 50-day moving average on October 15, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 14 of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 78%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 28, 2026. You may want to consider a long position or call options on CCC as a result. In 53 of 95 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 56%.
The Moving Average Convergence Divergence (MACD) for CCC just turned positive on October 09, 2026. Looking at past instances where CCC's MACD turned positive, the stock continued to rise in 31 of 49 cases over the following month. The odds of a continued upward trend are 63%.
CCC moved above its 50-day moving average on October 09, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +0.78% 3-day Advance, the price is estimated to grow further. Considering data from situations where CCC advanced for three days, in 173 of 288 cases, the price rose further within the following month. The odds of a continued upward trend are 60%.
The Aroon Indicator entered an Uptrend today. In 73 of 162 cases where CCC Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 45%.
Bearish Trend Analysis
The 10-day RSI Indicator for CCC moved out of overbought territory on October 28, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 28 similar instances where the indicator moved out of overbought territory. In 22 of the 28 cases, the stock moved lower in the following days. This puts the odds of a move lower at 79%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 36 of 59 cases where CCC's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 61%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CCC declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 68%.
CCC broke above its upper Bollinger Band on October 09, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 19 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 38 (best 1 - 100 worst), indicating steady price growth. CCC’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 88 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 90 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.552) is normal, around the industry mean (-1.151). P/E Ratio (109.714) is within average values for comparable stocks, (15.524). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (2.824). Dividend Yield (0.000) settles around the average of (0.075) among similar stocks. P/S Ratio (3.638) is also within normal values, averaging (71.128).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. CCC’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 94, placing this stock worse than average.
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