SS&C Technologies Holdings, Inc. research snapshot
SSNC AI stock analysis currently views SS&C Technologies as a deeply embedded provider of financial-services and healthcare software, fund administration, and workflow services. At the July 11, 2026 data cutoff, the latest available July 9 market snapshot showed a price of $66.59 and a mechanically verified market capitalization of about $16.04 billion. Reported revenue and adjusted EBITDA are growing, but the investment case also carries substantial debt, acquisition-integration, customer-concentration, cyber-security, and chart-trend risk. This page is informational research and not investment advice.
Current price
$66.59
Market cap
$16.04 billion
AI score
67 / 100
Rating
Sticky financial-services software and services franchise with meaningful leverage and a weak long-term chart
Trend status
Below the 50-day and 200-day moving averages, with neutral momentum
Data cutoff (updated weekly)
July 11, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | SS&C sells mission-critical software and software-enabled administration across investment, financial, and healthcare workflows where accuracy, compliance, and continuity matter. | High |
| Moat | Embedded data, operating processes, regulatory know-how, integration work, and switching friction support retention, but customers can consolidate vendors and new automation tools can change pricing power. | Medium-high |
| Management | Founder, chairman, and CEO William C. Stone beneficially owned 14.6% of shares at the March 2026 record date, which aligns economics but creates key-person concentration. | High |
| Financial trend | FY2025 revenue reached $6.272 billion, up 6.6%, while Q1 2026 revenue grew 8.8% to $1.647 billion and adjusted EBITDA grew 10.0% to $651.0 million. | High |
| Valuation | The July 9 snapshot was about 20.7x trailing GAAP EPS and 9.5x free cash flow, but $7.63 billion of debt limits how much a low cash-flow multiple can be read as a margin of safety. | Medium-high |
| Technical trend | The latest snapshot placed SSNC near $66.59, below the 50-day average near $66.99 and well below the 200-day average near $77.17. RSI near 47 was neutral rather than a confirmed reversal. | Medium |
| Risk level | Risk is high because leverage, refinancing, acquisitions, client activity, consolidation, cyber incidents, operational failures, regulation, and competition can affect earnings and valuation. | High |
| AI confidence | Reported facts are well documented, but AI cannot reliably forecast client decisions, credit conditions, transaction activity, acquisition returns, or market multiples. | High data confidence |
| Investment certainty | Medium-low certainty. The business quality case is clearer than the future-return case because leverage and capital allocation have a large effect on shareholder outcomes. | Medium-low |
SSNC AI stock forecast
The SSNC AI stock forecast uses a three-year scenario framework around the $66.59 July 9 market snapshot and $3.22 trailing EPS. The calculation produced roughly $33 in a bearish case, $54 in a base case, and $77 in a bullish case. These conditional outputs are not price targets or promises.
$74 to $80 over three years
More likely if organic revenue growth remains healthy, automation and fund-administration demand improve, margins and free cash flow expand, debt declines, acquisitions earn attractive returns, and the market values earnings near 18x.
$51 to $57 over three years
More likely if EPS compounds near 6% annually, customers remain stable, leverage stays manageable, and investors apply a 14x earnings multiple rather than rewarding the business with a premium multiple.
$30 to $36 over three years
More likely if growth slows, customer consolidation or pricing pressure rises, acquisitions fail to add value, debt costs stay restrictive, or the market compresses the earnings multiple toward 10x.
SSNC AI technical analysis
SSNC AI technical analysis is cautious at the July 11, 2026 cutoff. StockAnalysis recorded a $66.59 intraday quote on July 9, a 50-day moving average of $66.99, and a 52-week range of $61.40 to $91.07. ChartMill recorded a July 6 200-day moving average of $77.17 and RSI of 47.45. These dated chart observations are not forecasts.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $66.59 | StockAnalysis recorded this July 9, 2026 intraday quote. Refresh the live price before using any technical level. |
| Near support | $64 to $65 | This area brackets the recent $64.22 intraday low cited by StockAnalysis and should be tested against a current chart. |
| Major support | $61.40 to $62.05 | The reported 52-week low was $61.40 and an independent June technical snapshot identified support near $62.05. A sustained break would weaken the setup. |
| Near resistance | $66.99 to $67.10 | The 50-day moving average was about $66.99 to $67.10 in July snapshots. A volume-backed reclaim would be an early trend-improvement signal. |
| 50-day moving average | $66.99 | The July 9 StockAnalysis snapshot placed price just below this average, so it functions as near-term resistance until reclaimed. |
| 200-day moving average | $77.17 | ChartMill recorded this declining July 6 reference. Price remained below it, leaving a substantial longer-term recovery hurdle. |
| Momentum | RSI 47.45 | ChartMill classified this July 6 RSI reading as neutral. It did not confirm either strong upside momentum or an oversold reversal. |
| Volume | 613,916 shares at the quoted July 9 snapshot | Compare any move through the 50-day average with recent average volume and earnings-day participation before treating it as a breakout. |
| Volatility | $61.40 to $91.07 52-week range | The broad range shows that a low-volatility business model does not prevent meaningful share-price moves around results or changing valuation views. |
| Invalidation | Sustained close below $61.40 | A break below the reported 52-week low would invalidate this range-based framework and require a fresh technical review. |
SSNC AI trading strategy
The SSNC AI trading strategy is a rules-based research framework for a leveraged financial-technology and services company. It is not personal advice. Refresh live price, volume, filings, results, debt data, and position-sizing rules before acting.
Wait for SSNC to reclaim and hold the $66.99 to $67.10 50-day-average area with improving volume, then assess whether it can build toward the $77.17 200-day average. This requires more confirmation than a one-day bounce.
A sustained close below $61.40, a material revenue or margin miss, worsening leverage, or a negative client-retention signal should invalidate the setup.
If SSNC retests the $61.40 to $62.05 support zone, compare the next earnings release, organic growth, cash flow, debt, and client activity with the valuation before treating a lower price as an opportunity.
Do not average down without a predefined loss limit. Leverage, earnings gaps, client events, and market repricing can move the stock through ordinary stop levels.
Track organic revenue growth, adjusted EBITDA margin, operating cash flow, free cash flow, debt and interest coverage, acquisition spending, client retention, fund-administration activity, cyber resilience, and management ownership.
Reduce confidence if leverage rises faster than cash generation, organic growth fades, customer concentration increases, or acquisitions absorb capital without a visible return.
Investment research summary
SS&C earns recurring revenue by operating software and services that help asset managers, alternative-investment firms, financial institutions, and healthcare organizations run trading, accounting, reporting, compliance, administration, and workflow processes.
The moat comes from workflow integration, data history, operational expertise, regulatory knowledge, service continuity, and switching friction. It is not absolute because large customers can consolidate vendors, build internally, or adopt competing platforms and automation tools.
The thesis can fail if debt becomes harder to refinance, financial-market activity weakens, customers consolidate or leave, cyber or operational incidents damage trust, acquisitions dilute returns, costs rise, or AI-enabled competitors compress pricing and service differentiation.
Founder and CEO William C. Stone owned 14.6% of outstanding shares at the March 2026 record date. That alignment is valuable, but owner returns still depend on disciplined acquisition pricing, debt management, product investment, and succession depth.
Financial institutions and asset managers continue to outsource complex operations while seeking automation, data integration, and regulatory control. The same trend brings cloud, AI, cybersecurity, pricing, and vendor-consolidation competition rather than guaranteeing growth.
At $66.59, the verified snapshot was about 20.7x trailing GAAP EPS, 9.5x free cash flow, and 2.5x sales. Cash-flow valuation looks less demanding than the earnings multiple, but the $7.20 billion net-debt position means the margin of safety depends on durable cash generation and deleveraging.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| SSNC price, shares, and market capitalization | $66.59, 240.83 million shares, and $16.04 billion reported market cap at the July 9 market snapshot | StockAnalysis SSNC overview | July 11, 2026 |
| Market-cap verification | $66.59 x 240.83 million shares equals $16.04 billion, a 0.02% difference from the reported market cap | StockAnalysis and financial_rigor.py market-cap verification | July 11, 2026 |
| FY2025 revenue and net income | $6.272 billion revenue, up 6.6%, and $796.9 million net income attributable to SS&C | SS&C FY2025 earnings release | July 11, 2026 |
| FY2025 financial cross-check | Revenue of $6.272 billion matches Macrotrends. Net income was cross-checked against the audited 2025 Form 10-K. | Macrotrends SSNC financial statements | July 11, 2026 |
| Q1 2026 results | $1.647 billion revenue, $398.2 million operating income, $226.1 million net income, and $651.0 million adjusted EBITDA | SS&C Q1 2026 earnings release | July 11, 2026 |
| Cash and debt at March 31, 2026 | $420.9 million cash and cash equivalents, $7.63 billion total debt, and about $7.20 billion net debt | SS&C Q1 2026 earnings release and StockAnalysis statistics | July 11, 2026 |
| Management ownership | William C. Stone beneficially owned 35,525,997 shares, or 14.6% of the class, as of March 25, 2026 | SS&C 2026 proxy statement | July 11, 2026 |
| Valuation and technical snapshot | Trailing PE 20.70x, P/FCF 9.46x, 50-day average $66.99, and 52-week range $61.40 to $91.07 | StockAnalysis SSNC statistics | July 11, 2026 |
This SSNC AI stock analysis is an informational research tool only. It is not investment advice, financial advice, or a recommendation to buy or sell SS&C Technologies stock. Forecasts are conditional scenarios based on available public data and can be wrong. Verify live data, filings, personal risk tolerance, and constraints before making investment decisions.
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