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Computacenter PLC (LSE:CCC) has raised its full-year profit outlook after delivering record first-half results, driven by surging demand for AI and digital infrastructure in North America and the UK. The FTSE 100 technology and services group now expects adjusted profit before tax for 2026 to be “significantly ahead” of current market expectations and no less than £380 million, compared with analyst consensus of £340.9 million.
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.
Leading MSO Renews Relationship with CCC and Expands Adoption of AI-Powered Mobile Jumpstart as Part of Broader Commitment to Team Member Experience and Customer Care Leading MSO Renews Relationship with CCC and Expands Adoption of AI-Powered Mobile Jumpstart as Part of Broader Commitment to Team Member Experience and Customer Care
Amundi increased its stake in shares of CCC Intelligent Solutions Holdings Inc. Common Stock (NASDAQ: CCC) by 334.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,272,325 shares of the company's stock after buying an additional 979,678 shares during
CCC Intelligent Solutions Holdings remains a compelling 'Buy' following a Q2 beat-and-raise and ongoing privatization speculation. CCC delivered a better-than-expected 11% YoY normalized EPS growth in 2Q2026, driven by solid AI product adoption and cross-marketing synergies. Management raised FY26 revenue and EBITDA guidance, citing faster AI take-up rates and improved share-based compensation cost control.
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.
West Pharmaceuticals stock moved higher following another quarter of broad-based growth, driven by continued demand for high-value biologics packaging and proprietary delivery components. Tyler Technologies underperformed during the quarter despite delivering solid financial results that met management's guidance. We were attracted to Knowles' accelerating organic growth, expanding margins, and exposure to several attractive long-term secular trends.