CCC Intelligent Solutions

CCC

Market cap $3.75B

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CCC Intelligent Solutions Holdings Inc. (CCC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

The Touchstone Small Cap Fund (Class A Shares, Load Waived) outperformed its benchmark, the Russell 2000® Index, for the quarter ended December 31, 2025. The best performing stocks based on relative performance vs. the benchmark during the quarter included White Mountains Insurance Group, Revolve Group Inc. and Haemonetics Corp. The more challenged positions based on relative performance during the quarter included NewMarket Corp., Certara Inc., and Gates Industrial Corp plc.

My "Buy" rating for CCC Intelligent Solutions Holdings Inc. remains unchanged, considering its 4Q2025 EBITDA outperformance and its positive revenue outlook. CCC's quarterly EBITDA rose 11.7% YoY and beat the consensus by 7.6%. That was driven by a more favorable topline mix and improved operating efficiency. I predict that the company's future organic topline growth will be faster than 4Q25's 8%. It has solid levers like new vertical penetration and ancillary revenue expansion.

Pennant Investors, LP increased its CCC stake by 1,850,000 shares; estimated trade value is $15.05 million, based on average prices from the quarter. Quarter-end position value in CCC rose by $13.75 million, a change reflecting both share purchases and market price shifts.

It topped analyst estimates in its final quarter of 2025. Bottom-line growth was modest, but it managed to improve revenue quite meaningfully.

CCC Intelligent Solutions Holdings Inc. (CCC) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.1 per share a year ago.

CCC Intelligent Solutions Holdings Inc. (CCC) Q4 2025 Earnings Call Transcript

The London Company Small Cap portfolio increased 2.7% (2.5% net) during the quarter vs. a 2.2% increase in the Russell 2000 Index. Contributors to relative performance were White Mountains Insurance Group Ltd, Revolve Group Inc. and Haemonetics Corporation. Detractors from relative performance were NewMarket Corporation, Certara, Inc. and Gates Industrial Corporation plc.

Software stocks may be down, but they're not out, according to analysts at Morgan Stanley.