Conestoga Capital Reduces Stake in CCC Intelligent Solutions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy CCC?
Source: Fool
- Significant Stake Reduction: Conestoga Capital Advisors reduced its position in CCC Intelligent Solutions by 7,290,405 shares in Q1 2026, valued at approximately $47.75 million, indicating a cautious outlook on the company's future performance.
- Decreased Ownership Proportion: Following the sale, Conestoga's holdings in CCC dropped to 5,240,492 shares, representing only 0.63% of its 13F assets, reflecting a strategic reallocation within its investment portfolio.
- Poor Stock Performance: As of April 23, 2026, CCC shares were priced at $4.79, down 45.8% over the past year, significantly underperforming the S&P 500 by 78 percentage points, raising concerns about its growth prospects in the market.
- Slowing Profitability: Despite management's expectation of a 10.3% rise in adjusted EBITDA for 2026, CCC's revenue growth has only been 29%, with adjusted net income shrinking by $0.1 million last year, indicating challenges in sustaining growth amidst increasing competition.
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Analyst Views on CCC
Wall Street analysts forecast CCC stock price to rise
10 Analyst Rating
8 Buy
2 Hold
0 Sell
Strong Buy
Current: 4.980
Low
8.00
Averages
11.25
High
14.00
Current: 4.980
Low
8.00
Averages
11.25
High
14.00
About CCC
CCC Intelligent Solutions Holdings Inc. provides a software as a service (SaaS) platform for the property and casualty (P&C) insurance economy. The Company's cloud-based SaaS platform connects trading partners, facilitates commerce, and supports artificial intelligence (AI) enabled digital workflows. Its solutions include CCC Insurance Solutions, CCC Repair Solutions, CCC Ecosystem and Other Solutions, and CCC International Solutions. Its CCC Insurance Solutions include CCC Workflow, CCC Estimating, CCC Total Loss, CCC Casualty, CCC Subrogation and CCC Automotive Claim Handling. Its repair solutions include CCC Estimating, CCC Network Management, CCC Repair Workflow and CCC Repair Quality. It offers enterprise solutions that support multiple customer segments, along with specific solutions tailored to other segments of the insurance ecosystem, including parts suppliers and automotive manufacturers. It provides insurance claims software to some of the automotive insurers in China.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Conestoga Capital Reduces Stake in CCC Intelligent Solutions
- Significant Stake Reduction: Conestoga Capital Advisors reduced its position in CCC Intelligent Solutions by 7,290,405 shares in Q1 2026, valued at approximately $47.75 million, indicating a cautious outlook on the company's future performance.
- Decreased Ownership Proportion: Following the sale, Conestoga's holdings in CCC dropped to 5,240,492 shares, representing only 0.63% of its 13F assets, reflecting a strategic reallocation within its investment portfolio.
- Poor Stock Performance: As of April 23, 2026, CCC shares were priced at $4.79, down 45.8% over the past year, significantly underperforming the S&P 500 by 78 percentage points, raising concerns about its growth prospects in the market.
- Slowing Profitability: Despite management's expectation of a 10.3% rise in adjusted EBITDA for 2026, CCC's revenue growth has only been 29%, with adjusted net income shrinking by $0.1 million last year, indicating challenges in sustaining growth amidst increasing competition.
See More
CCC Intelligent Solutions to Release Q1 2026 Financial Results
- Earnings Release Announcement: CCC Intelligent Solutions Holdings Inc. has announced that it will release its financial results for Q1 2026 on April 30, 2026, before U.S. markets open, providing critical performance insights for investors.
- Conference Call Details: The company will host a conference call at 8:00 a.m. (Eastern Time) on the same day to discuss its financial results and business outlook, aiming to enhance communication with investors and improve market transparency.
- Live Webcast Availability: The conference call will be available via live webcast on the company's Investor Relations page, ensuring all investors can access real-time information, with a replay available post-call to further enhance information accessibility.
- Industry Positioning: As a leading cloud platform for the insurance economy, CCC connects over 35,000 businesses, leveraging AI and innovative architecture to provide intelligent services for insurers, repairers, and automakers, highlighting its significant role in the multi-trillion-dollar insurance market.
See More
Pennant Investors Acquires 1.85 Million Shares of CCC Intelligent Solutions
- Share Acquisition: Pennant Investors, LP disclosed the purchase of 1,850,000 shares of CCC Intelligent Solutions in an SEC filing dated February 17, 2026, with an estimated transaction value of $15.05 million, indicating strong confidence in the company.
- Increased Stake: Following this transaction, Pennant's stake in CCC rose to 5.08%, highlighting its significance within the 13F assets under management and reinforcing its position in the investment portfolio.
- Strong Financial Performance: CCC reported fourth-quarter revenue exceeding $1 billion for the first time in 2025, with earnings surpassing analyst expectations, and management issued optimistic revenue guidance for 2026, anticipating double-digit growth.
- Debt Risk: Despite positive performance, CCC faces over $1.25 billion in net debt, which could constrain its ability to fund research or pursue mergers and acquisitions, particularly if interest rates rise or credit conditions tighten.
See More
CCC Intelligent Solutions Stock Soars 25% on Strong Earnings and Buyback Announcement
- Earnings Beat: CCC Intelligent Solutions reported its Q4 and full-year 2025 earnings, with total revenue slightly below $278 million, reflecting a 13% year-over-year increase, while non-GAAP net income rose modestly by 1% to $65.3 million, both exceeding market expectations and indicating strong fundamentals.
- AI-Driven Growth: CEO Githesh Ramamurthy emphasized that advancements in artificial intelligence are accelerating customer digital transformation, and CCC's unique combination of proprietary data, embedded workflows, and connected networks makes its platform increasingly vital as automation expands in claims and repairs, thus enhancing performance.
- Share Buyback Program: The company announced a new share repurchase program to buy back up to $500 million of its common shares, with $300 million allocated for an accelerated buyback, which not only boosts investor confidence but may also further drive stock price appreciation.
- Positive Outlook: CCC expects revenue for 2026 to be between $1.15 billion and $1.16 billion, with adjusted EBITDA projected at $477 million to $485 million, aligning with analyst consensus, showcasing the company's growth potential and market confidence moving forward.
See More
CCC Intelligent Set to Release Q4 Earnings on February 24
- Earnings Announcement Date: CCC Intelligent is scheduled to announce its Q4 earnings on February 24 after market close, with market participants keenly awaiting the results, which may impact stock performance.
- EPS Expectations: The consensus EPS estimate stands at $0.09, reflecting a 10% year-over-year decline, indicating potential profitability challenges that could affect investor sentiment.
- Revenue Growth Forecast: Revenue is projected at $275.44 million, representing an 11.8% year-over-year increase, showcasing the company's resilience in revenue growth, which may attract investor interest.
- Historical Performance: Over the past two years, CCC has beaten EPS estimates 38% of the time and has achieved a 100% success rate in beating revenue estimates, indicating reliability in performance announcements that could bolster market confidence in future results.
See More
European Stock Market Rebounds, Undervalued Stocks Present Opportunities
- Market Optimism: As optimism about the eurozone economy strengthens, major European stock indexes have rebounded amidst recent market volatility, indicating a recovery in investor confidence that may pave the way for future investment opportunities.
- Undervalued Stocks Screening: Among the top ten undervalued stocks based on cash flows, Recupero Etico Sostenibile (BIT:RES) is trading at a 49.9% discount, highlighting its potential investment appeal that may attract value-seeking investors.
- X-FAB Financial Performance: X-FAB Silicon Foundries (ENXTPA:XFAB) is currently trading at €5.46, 15.4% below its fair value, and despite a projected annual earnings growth of 28.4%, its net income has improved to $1.73 million from a loss last year, indicating a recovery in profitability.
- Axfood Growth Potential: Axfood (OM:AXFO) trades at SEK331.3, significantly undervalued compared to its estimated fair value of SEK630.12, with sales increasing from SEK84.06 billion to SEK89.15 billion and net income slightly rising, suggesting strong cash flow support amidst ongoing expansion plans.
See More
Conestoga Capital Reduces Stake in CCC Intelligent Solutions
- Significant Stake Reduction: Conestoga Capital Advisors reduced its position in CCC Intelligent Solutions by 7,290,405 shares in Q1 2026, valued at approximately $47.75 million, indicating a cautious outlook on the company's future performance.
- Decreased Ownership Proportion: Following the sale, Conestoga's holdings in CCC dropped to 5,240,492 shares, representing only 0.63% of its 13F assets, reflecting a strategic reallocation within its investment portfolio.
- Poor Stock Performance: As of April 23, 2026, CCC shares were priced at $4.79, down 45.8% over the past year, significantly underperforming the S&P 500 by 78 percentage points, raising concerns about its growth prospects in the market.
- Slowing Profitability: Despite management's expectation of a 10.3% rise in adjusted EBITDA for 2026, CCC's revenue growth has only been 29%, with adjusted net income shrinking by $0.1 million last year, indicating challenges in sustaining growth amidst increasing competition.
See More
CCC Intelligent Solutions to Release Q1 2026 Financial Results
- Earnings Release Announcement: CCC Intelligent Solutions Holdings Inc. has announced that it will release its financial results for Q1 2026 on April 30, 2026, before U.S. markets open, providing critical performance insights for investors.
- Conference Call Details: The company will host a conference call at 8:00 a.m. (Eastern Time) on the same day to discuss its financial results and business outlook, aiming to enhance communication with investors and improve market transparency.
- Live Webcast Availability: The conference call will be available via live webcast on the company's Investor Relations page, ensuring all investors can access real-time information, with a replay available post-call to further enhance information accessibility.
- Industry Positioning: As a leading cloud platform for the insurance economy, CCC connects over 35,000 businesses, leveraging AI and innovative architecture to provide intelligent services for insurers, repairers, and automakers, highlighting its significant role in the multi-trillion-dollar insurance market.
See More
Pennant Investors Acquires 1.85 Million Shares of CCC Intelligent Solutions
- Share Acquisition: Pennant Investors, LP disclosed the purchase of 1,850,000 shares of CCC Intelligent Solutions in an SEC filing dated February 17, 2026, with an estimated transaction value of $15.05 million, indicating strong confidence in the company.
- Increased Stake: Following this transaction, Pennant's stake in CCC rose to 5.08%, highlighting its significance within the 13F assets under management and reinforcing its position in the investment portfolio.
- Strong Financial Performance: CCC reported fourth-quarter revenue exceeding $1 billion for the first time in 2025, with earnings surpassing analyst expectations, and management issued optimistic revenue guidance for 2026, anticipating double-digit growth.
- Debt Risk: Despite positive performance, CCC faces over $1.25 billion in net debt, which could constrain its ability to fund research or pursue mergers and acquisitions, particularly if interest rates rise or credit conditions tighten.
See More
CCC Intelligent Solutions Stock Soars 25% on Strong Earnings and Buyback Announcement
- Earnings Beat: CCC Intelligent Solutions reported its Q4 and full-year 2025 earnings, with total revenue slightly below $278 million, reflecting a 13% year-over-year increase, while non-GAAP net income rose modestly by 1% to $65.3 million, both exceeding market expectations and indicating strong fundamentals.
- AI-Driven Growth: CEO Githesh Ramamurthy emphasized that advancements in artificial intelligence are accelerating customer digital transformation, and CCC's unique combination of proprietary data, embedded workflows, and connected networks makes its platform increasingly vital as automation expands in claims and repairs, thus enhancing performance.
- Share Buyback Program: The company announced a new share repurchase program to buy back up to $500 million of its common shares, with $300 million allocated for an accelerated buyback, which not only boosts investor confidence but may also further drive stock price appreciation.
- Positive Outlook: CCC expects revenue for 2026 to be between $1.15 billion and $1.16 billion, with adjusted EBITDA projected at $477 million to $485 million, aligning with analyst consensus, showcasing the company's growth potential and market confidence moving forward.
See More
CCC Intelligent Set to Release Q4 Earnings on February 24
- Earnings Announcement Date: CCC Intelligent is scheduled to announce its Q4 earnings on February 24 after market close, with market participants keenly awaiting the results, which may impact stock performance.
- EPS Expectations: The consensus EPS estimate stands at $0.09, reflecting a 10% year-over-year decline, indicating potential profitability challenges that could affect investor sentiment.
- Revenue Growth Forecast: Revenue is projected at $275.44 million, representing an 11.8% year-over-year increase, showcasing the company's resilience in revenue growth, which may attract investor interest.
- Historical Performance: Over the past two years, CCC has beaten EPS estimates 38% of the time and has achieved a 100% success rate in beating revenue estimates, indicating reliability in performance announcements that could bolster market confidence in future results.
See More
European Stock Market Rebounds, Undervalued Stocks Present Opportunities
- Market Optimism: As optimism about the eurozone economy strengthens, major European stock indexes have rebounded amidst recent market volatility, indicating a recovery in investor confidence that may pave the way for future investment opportunities.
- Undervalued Stocks Screening: Among the top ten undervalued stocks based on cash flows, Recupero Etico Sostenibile (BIT:RES) is trading at a 49.9% discount, highlighting its potential investment appeal that may attract value-seeking investors.
- X-FAB Financial Performance: X-FAB Silicon Foundries (ENXTPA:XFAB) is currently trading at €5.46, 15.4% below its fair value, and despite a projected annual earnings growth of 28.4%, its net income has improved to $1.73 million from a loss last year, indicating a recovery in profitability.
- Axfood Growth Potential: Axfood (OM:AXFO) trades at SEK331.3, significantly undervalued compared to its estimated fair value of SEK630.12, with sales increasing from SEK84.06 billion to SEK89.15 billion and net income slightly rising, suggesting strong cash flow support amidst ongoing expansion plans.
See More
