CCCS CCC Intelligent Solutions Holdings Inc

$CCCS the sharps know the deal price. they would have bid it up to 9 AH Friday if the deal was going to be at 11-12 imo. My guess is another 20-30% premium from $8. Gets you to ~$10 zone ... maybe $10.50. That is $6.5 billion equity value on 616 million fully diluted shares, add 1.2 billion ish net debt for $7.7 billion deal all in ... vs $1.2B revs, 480 million EBITDA and maybe 350 million FCF. look at $OPCH similar story ... news broke after hours about a deal, stock was up 4-5 bucks, then deal price was another 10-15% from that level.

$CCCS nice volume and price action today considering most of the market selloff. My guess is a Friday or Monday announcement @ $10-11 but higher with multiple bids would be great. Banked on RXO, BMBL, and will be patient with this one….30,000 shares $$.

$CCCS been researching all weekend, one reports said estimate buyout price of$14.00. Highest I've seen yet.

$CCCS only thing I can think of is the Friday leak was to bring one last round of bidders into the process to try to up the price some more. There are some strategics that make sense and could likely outbid PE. I guess everything will be revealed soon.

$CCCS 16x 500m EBITDA $8 billion EV less $1.1 billion net debt ... $6.9 billion equity value divided by 615 million fully diluted shares. $11-$11.50 zone imo. about a 50-60% premium from here.

$CCCS what's the bottom end implied share price of this deal does go through? I'm seeing around 25-40% from here jmo

$CCCS even if buyout news is $9 or $10 the shorts will still have to cover, 40+ million shorted shares will drive the price even higher.

$CCCS Sell the news! ... No confirmed acquisition price yet, no definitive agreement announced in the PR, acquisition discussions have been circulating since July 🥱

$CCCS Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.13 up 44.44% YoY • Reported revenue of $294.09M up 10.10% YoY