Computacenter PLC (LSE:CCC), the technology infrastructure reseller, rose 4.51% to 5,460p on Thursday morning, topping the FTSE 100 risers board after Nvidia's quarterly results beat expectations overnight. The gain came despite limited direct commercial read-across between the Hatfield-based group and the American chipmaker's data centre business.
The mean of analysts' price targets for CCC Intelligent Solutions (CCC) points to a 40.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
CCC Intelligent Solutions is rated Buy, trading at ~13x 2026 earnings, with organic growth near 10% and accelerating AI adoption. CCC's Q2 results confirm stable core business, 98% gross retention, and AI now driving 40% of incremental revenue, growing 45% year-over-year. Free cash flow margin reached 28%, but gross margin declined and stock-based compensation remains elevated at 11% of revenue.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 29,468 | $193,970.87 | $179,460.12 | -$14,510.75 | -7.48% |
Curtis Ellergodt Rothschild Investment LLC | 20,390 | $123,265.03 | $131,289.17 | $8,024.14 | 6.51% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 350,095 | $1.81M | $2.42M | $616,165.41 | 34.11% |
| CWC Chad W. Coulter DELPHI FINANCIAL GROUP Inc. | 76,529 | $844,997.45 | $533,407.13 | -$311,590.32 | -36.87% |
| NA Nizar Araji National Bank Of Canada /FI/ | 156,311 | $806,564.76 | $1.08M | $275,107.36 | 34.11% |
| Transportation Infrastructure Industry | Industrials Sector | Githesh Ramamurthy CEO | NYSE Exchange | 12510Q100 CUSIP |
| US Country | 2,185 Employees | - Last Dividend | - Last Split | - IPO Date |
CCC Intelligent Solutions Holdings Inc. is a leading provider of software as a service (SaaS) solutions, primarily catering to the property and casualty insurance sector within the United States and China. The company's innovative cloud-based SaaS platform is designed to streamline the connections between various stakeholders in the insurance economy including insurers, repairers, automakers, parts suppliers, lenders, and more. This platform not only facilitates commerce but also supports critical digital workflows that are enhanced by artificial intelligence. Since its inception in 1980, CCC Intelligent Solutions has established its headquarters in Chicago, Illinois, and has played a pivotal role in driving the digital transformation of the insurance economy.
CCC Intelligent Solutions provides a comprehensive suite of products and services designed to optimize the operations of its partners across the insurance economy:
Under this umbrella, the company offers a variety of services aimed at streamlining insurance processes. These include:
These solutions are tailored to support repair facilities in managing and executing repair work exhaustively, including:
CCC also offers a range of solutions catering to other facets of the automotive and insurance ecosystems, such as:
Expanding its footprint beyond the United States, CCC provides tailored solutions that cater to the global market requirements, ensuring that international clients also benefit from its cutting-edge, AI-enabled platform.