SS&C Technologies Holdings, Inc. research snapshot
SSNC AI stock analysis as of the August 2, 2026 data cutoff reads SS&C Technologies as a durable financial-services software and administration franchise that is growing again and paying down leverage. At the July 31, 2026 close, the stock was $77.05 and the market capitalization was $18.56 billion, re-verified during this full refresh as $77.05 times 240.83 million shares outstanding with 0.02% deviation across the StockAnalysis.com quote and statistics pages. The Q2 2026 report, released July 23, 2026, delivered record adjusted revenue of $1.697 billion up 10.3%, adjusted organic growth of 7.6%, adjusted EBITDA of $670.7 million up 11.7% at a 39.5% margin, and adjusted EPS of $1.76 up 18.1%. Management raised full-year 2026 guidance to adjusted revenue of $6.672 billion to $6.832 billion and adjusted diluted EPS of $6.93 to $7.25, returned a record $435.2 million to shareholders through 6.4 million shares repurchased in the quarter, and ended June with $7.6 billion of gross debt, about $7.2 billion of net debt, and 2.75x net leverage. The Medicare GLP-1 Bridge Program processed nearly three million claims on the DomaniRx platform for Humana after a July 1 launch, and the 2026 proxy statement shows founder and CEO William C. Stone owning 14.6% of shares at the March 25, 2026 record date. Analysts carry a Buy consensus with an average target near $92.33, but leverage, refinancing, acquisition integration, client activity, and a still elevated trailing earnings multiple keep the risk level meaningful. The page presents a scenario framework, not a certain price prediction, and is for information only.
Current price
$77.05
Market cap
$18.56 billion
AI score
72 / 100
Rating
Durable financial software and services franchise with strong organic growth, deleveraging progress, and an improving chart
Trend status
Bullish after the Q2 report: price above the 50-day and 200-day moving averages with rising momentum
Data cutoff (updated monthly)
August 4, 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, with TTM revenue near $6.56 billion. | 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 35,525,997 shares, or 14.6% of the class, at the March 25, 2026 record date, which aligns economics but creates key-person concentration. | High |
| Financial trend | Q2 2026 adjusted revenue grew 10.3% to $1.697 billion with 7.6% adjusted organic growth, adjusted EBITDA rose 11.7% to $670.7 million at a 39.5% margin, adjusted EPS rose 18.1% to $1.76, and full-year guidance was raised. | High |
| Valuation | The July 31 snapshot was about 22.2x trailing GAAP EPS and 10.9x forward adjusted EPS by consensus, with EV/EBITDA near 11.4x, but $7.78 billion of total debt limits how much the low forward multiple can be read as a margin of safety. | Medium-high |
| Technical trend | The July 31 close of $77.05 sits above the 50-day average near $68.06 and the 200-day average near $75.57. RSI near 69 and a 14-day ADX near 23 suggest a strengthening uptrend that is approaching overbought. | Medium |
| Risk level | Risk is medium-high because leverage, refinancing of 2027 bonds, acquisitions, client activity, consolidation, healthcare program policy, cyber incidents, operational failures, regulation, and competition can affect earnings and valuation. | High |
| AI confidence | Reported facts are well documented across filings and market data, but AI cannot reliably forecast client decisions, credit conditions, transaction activity, acquisition returns, healthcare policy renewal, or market multiples. | High data confidence |
| Investment certainty | Medium certainty. The business quality case is clearer than the future-return case because leverage, refinancing, and capital allocation have a large effect on shareholder outcomes. | Medium |
SSNC AI stock forecast
The SSNC AI stock forecast uses a three-year scenario framework around the $77.05 July 31, 2026 close and the $7.09 midpoint of the raised FY2026 adjusted EPS guidance range of $6.93 to $7.25. The calculation produced roughly $75 in a bearish case, $97 in a base case, and $131 in a bullish case. These conditional outputs are not price targets or promises.
$120 to $140 over three years
More likely if adjusted organic growth stays near 7% to 8%, the GLP-1 Bridge Program becomes a recurring healthcare revenue stream, Calastone and Curo scale ahead of plan, the 2027 bonds refinance on favorable terms, and the market re-rates adjusted earnings toward 13x to 14x.
$88 to $108 over three years
More likely if adjusted EPS compounds near the mid-teens as guided, retention holds, leverage falls toward 2.5x, and investors hold the stock near an 11x to 12x forward adjusted multiple.
$68 to $82 over three years
More likely if organic growth fades toward mid-single digits, the healthcare program ends or scales poorly, integration of recent acquisitions underperforms, refinancing costs rise, or the market compresses the forward multiple toward 9x to 10x.
SSNC AI technical analysis
SSNC AI technical analysis turned bullish at the August 2, 2026 cutoff. The stock closed at $77.05 on July 31, 2026, above the 20-day average near $70.24, the 50-day average near $68.06, and the 200-day average near $75.57. Barchart recorded a 14-day RSI near 69.21 and a 14-day ADX near 23.17, with the 52-week high of $91.07 overhead as the next resistance. These dated chart observations are not forecasts.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $77.05 | StockAnalysis.com recorded the July 31, 2026 close. Refresh the live price before using any technical level. |
| Near support | $74 to $76 | The reclaimed 200-day average near $75.57 and the 5-day average near $77.09 form an early support zone around the current price. |
| Major support | $68 to $70 | The 50-day moving average was near $68.06 and the 100-day near $68.63 on July 31, 2026, so $68 to $70 is the key retest zone for the new uptrend. |
| Near resistance | $78 to $81 | The stock is approaching the upper end of its recent post-earnings range with RSI near 69, so overhead supply between $78 and the prior reaction highs is the first test. |
| 50-day moving average | $68.06 | Both StockAnalysis.com and Barchart reported the 50-day average near $68.06 on July 31, 2026, now well below price as support. |
| 200-day moving average | $75.57 | Barchart and StockAnalysis.com both placed the 200-day trend line near $75.57 on July 31, 2026, and the close above it is a meaningful trend change after a weak 2025. |
| Momentum | RSI near 69, ADX near 23 | Barchart recorded a 14-day RSI of 69.21 and a 14-day ADX of 23.17 on July 31, 2026. Momentum is positive but approaching overbought territory. |
| Volume | About 1.90 million shares on the 20-day average | Barchart listed 20-day average volume near 1,898,477 shares and StockAnalysis.com near 1,898,477 on July 31, 2026, useful for checking whether any move through resistance is volume-backed. |
| Volatility | Elevated after the Q2 report | Barchart reported 14-day historical volatility near 48.6% and a 14-day ATR of $2.38, so position sizing should account for larger swings around results and guidance. |
| Invalidation | Sustained close below $70 | A decisive close back below the 50-day and 100-day averages near $68 to $70 would weaken the new uptrend; a close below the 200-day near $75.57 would reverse the recent improvement. |
SSNC AI trading strategy
The SSNC AI trading strategy is a rules-based research framework for a leveraged financial-technology and services company with an improving chart. It is not personal advice. Refresh live price, volume, filings, results, debt data, and position-sizing rules before acting.
Watch for SSNC to hold above the 200-day average near $75.57 and to build volume on a move toward the $78 to $81 resistance zone and the $91.07 52-week high. The 50-day average near $68 should keep rising to confirm the trend.
A sustained close below the 200-day moving average near $75.57 or a failed move at resistance with high volume should trigger a stop and review.
If SSNC pulls back toward the $68 to $70 support zone without new leverage, refinancing, or client news, compare the next earnings release, organic growth, cash flow, debt, and healthcare program status 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 adjusted organic revenue growth, adjusted EBITDA margin, operating cash flow, free cash flow, net leverage, the 2027 bond refinancing, retention, fund-administration and GLP-1 activity, acquisition returns, cyber resilience, and management ownership.
Reduce confidence if organic growth fades toward mid-single digits, leverage stops falling, the healthcare program ends, customer concentration rises, 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 the 2027 bonds refinance on poor terms, organic growth fades, the GLP-1 healthcare program ends or scales poorly, customers consolidate or leave, cyber or operational incidents damage trust, recent acquisitions dilute returns, or AI-native competitors compress pricing and service differentiation.
Founder and CEO William C. Stone owned 35,525,997 shares, or 14.6% of the class, at the March 25, 2026 record date. That alignment is valuable, but owner returns still depend on disciplined acquisition pricing, the $7.2 billion net-debt path, 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, agentic automation, cybersecurity, pricing, and vendor-consolidation competition rather than guaranteeing growth.
At $77.05, the verified snapshot was about 22.2x trailing GAAP EPS, 10.9x forward adjusted EPS by consensus, 10.6x free cash flow, and 2.8x sales. The forward and cash-flow multiples look less demanding than the trailing earnings multiple, but the $7.34 billion net-debt position means the margin of safety depends on durable cash generation and continued 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 | $77.05, 240.83 million shares, and $18.56 billion reported market cap at the July 31, 2026 close | StockAnalysis SSNC quote and overview | August 2, 2026 |
| Market-cap verification | $77.05 x 240.83 million shares equals $18.56 billion, a 0.02% difference from the reported market cap | StockAnalysis and financial_rigor.py market-cap verification | August 2, 2026 |
| Q2 2026 GAAP results | GAAP revenue of $1.696 billion, net income of $235 million, and diluted EPS of $0.97 | SS&C Q2 2026 earnings release and call transcript | July 23, 2026 |
| Q2 2026 adjusted results | Adjusted revenue of $1.697 billion up 10.3%, adjusted organic growth of 7.6%, adjusted EBITDA of $670.7 million up 11.7% at a 39.5% margin, adjusted net income of $426 million up 13.3%, and adjusted diluted EPS of $1.76 up 18.1% | SS&C Q2 2026 earnings release and call transcript | July 23, 2026 |
| FY2026 raised guidance | Adjusted revenue of $6.672 billion to $6.832 billion, adjusted diluted EPS of $6.93 to $7.25, about 5.5% organic growth at the midpoint, EBITDA growth of 9.3%, and cash from operations of $1.717 billion to $1.817 billion | SS&C Q2 2026 earnings call guidance update | July 23, 2026 |
| Cash and debt at June 30, 2026 | $434.8 million cash and cash equivalents, $7.312 billion long-term debt, and $7.777 billion total debt, with about $7.2 billion net debt and 2.75x net leverage | SS&C Q2 2026 Form 10-Q, Q2 2026 call, and StockAnalysis balance sheet | August 2, 2026 |
| Long-term debt cross-check | Long-term debt of $7.312 billion as of June 30, 2026, matching SEC EDGAR XBRL (7312200000) from the Q2 2026 Form 10-Q | SEC EDGAR XBRL and StockAnalysis balance sheet | August 2, 2026 |
| Cash cross-check | Cash and cash equivalents of $434.8 million as of June 30, 2026, matching SEC EDGAR XBRL (434800000) from the Q2 2026 Form 10-Q | SEC EDGAR XBRL and StockAnalysis balance sheet | August 2, 2026 |
| TTM financials | TTM revenue of $6.564 billion, net income of $864.0 million, EPS of $3.48, operating income of $1.550 billion, and EBITDA of $2.27 billion as of June 30, 2026 | StockAnalysis SSNC statistics and financials | August 2, 2026 |
| FY2025 financials | FY2025 revenue of $6.272 billion up 6.6% and net income of $796.9 million up 4.8%, with operating cash flow of $1.745 billion and free cash flow of $1.664 billion | StockAnalysis financials and SS&C FY2025 10-K | August 2, 2026 |
| Q2 2026 capital returns | $499 million returned to shareholders, including 6.4 million shares repurchased for $435.2 million, the highest quarterly buyback in company history, with diluted shares down 4% year over year | SS&C Q2 2026 earnings call | July 23, 2026 |
| Repurchase program and dividend | A $1.5 billion stock repurchase program and a $0.27 per share quarterly dividend were announced in May 2026, and the annualized dividend is $1.08 at a 1.40% yield | SS&C announcement and StockAnalysis dividends | August 2, 2026 |
| Management ownership | William C. Stone beneficially owned 35,525,997 shares, or 14.6% of the class, and all directors and executive officers as a group owned 16.0%, as of March 25, 2026 | SS&C 2026 proxy statement | August 2, 2026 |
| Valuation and technical snapshot | Trailing PE 22.17, forward PE 10.36, PS 2.83, P/FCF 10.59, EV/EBITDA 11.41, 50-day average $68.06, 200-day average $75.57, and RSI 69.21 | StockAnalysis SSNC statistics | August 2, 2026 |
| Analyst consensus | Buy with an average target of $92.33 across 10 analysts, low $82, median $90, and high $112, about 19.8% above the July 31, 2026 close | StockAnalysis forecast and analyst ratings | August 2, 2026 |
| Analyst rating mix, July 2026 | 5 Strong Buy, 3 Buy, 2 Hold, 0 Sell out of 10 analysts | StockAnalysis forecast recommendation trends | August 2, 2026 |
| Recent analyst target updates | D.A. Davidson $96, UBS $99, Needham $90, and Morgan Stanley $78 to $82 in July 2026, all after the Q2 report | StockAnalysis forecast and analyst ratings | August 2, 2026 |
| Short interest | 6.18 million shares short, 2.57% of shares outstanding, and 3.31 days to cover | StockAnalysis statistics short selling | August 2, 2026 |
| Medicare GLP-1 Bridge Program | Nearly three million claims processed through the DomaniRx platform for Humana since the July 1, 2026 program launch, cited by SS&C as evidence of healthcare platform scale | SS&C Q2 2026 earnings call | July 23, 2026 |
| 2026 financial forecast consensus | FY2026 revenue estimate of $6.77 billion with adjusted EPS of $7.06, and FY2027 revenue of $7.10 billion with adjusted EPS of $7.73 | StockAnalysis forecast financial forecast | August 2, 2026 |
| Technical snapshot | 5-day average near $77.09, 20-day average near $70.24, 50-day average near $68.06, 100-day average near $68.63, 200-day average near $75.57, 14-day RSI near 69.21, 14-day ADX near 23.17, and 14-day historical volatility near 48.6% | Barchart and StockAnalysis.com technical snapshots | August 2, 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, refinancing and healthcare program developments, personal risk tolerance, and constraints before making investment decisions.
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