What’s Going On With CCC Intelligent Solutions Holdings (CCC)?
CCC Intelligent Solutions Holdings (CCC) stock is back in focus after the company released second quarter 2026 results alongside fresh revenue guidance for the third quarter and full year.
See our latest analysis for CCC Intelligent Solutions Holdings.
CCC Intelligent Solutions Holdings shares have picked up momentum around the latest earnings and guidance, with a 30-day share price return of 11.88% and a 90-day share price return of 64.39%, although the 1-year total shareholder return is still down 27.85%.
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CCC Intelligent Solutions Holdings now trades at a sizeable discount to both analyst targets and some intrinsic value estimates after a sharp rebound in the share price. Is that discount caution well earned, or is it starting to look overdone?
Most Popular Narrative: 19.3% Undervalued
On the most followed view of CCC Intelligent Solutions Holdings, a fair value of $8.64 sits above the latest close at $6.97, which puts the current discount in sharper focus.
The company's strong subscription-based recurring revenue model (80% of total), consistent gross dollar/net dollar retention above 99%/107%, and further penetration into OEMs and parts suppliers provide a cushion against industry cyclicality and claims volume fluctuations, driving resilient revenue and profitability.
There is a detailed earnings playbook behind that $8.64 figure. It leans on faster profit growth than revenue, rising margins, and a future earnings multiple that differs meaningfully from today.
Result: Fair Value of $8.64 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, CCC Intelligent Solutions Holdings still faces pressure from weaker auto claim volumes and customer concentration, either of which could quickly challenge the current undervaluation story.
Find out about the key risks to this CCC Intelligent Solutions Holdings narrative.
Another View on CCC Intelligent Solutions Holdings Valuation
The fair value model suggests CCC Intelligent Solutions Holdings is undervalued, yet the P/E ratio tells a different story. The stock trades at 96.9x earnings, compared with a fair ratio of 53.9x, the US Software average of 31.8x, and a 39.6x peer average. That gap points to meaningful valuation risk. Which signal matters more to you?
See what the numbers say about this price — find out in our valuation breakdown.
Next Steps
With the mixed sentiment around CCC Intelligent Solutions Holdings, it makes sense to look at the full picture and move quickly to shape your own view. To see both the concerns and the potential upside that investors are focused on, review the 3 key rewards and 1 important warning sign.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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