Analyst Consensus ?
ConsensusBuy24 ratings
Bullish1770.8%
Neutral729.2%
Bearish00.0%
SS&C Technologies Holdings, Inc. · SSNC · FY2025 Q3 · Calendar Q4 2025
SS&C raises 2025 guidance as AI and tokenization expand growth
The current analysis supports a constructive operating thesis: record Q3 execution, double-digit organic growth in GlobeOp and GIDS, and expanding AI and tokenization initiatives support continued momentum. The main counterweights are acquisition integration, revenue-mix pressure, private-credit conditions, and competitive risks.
Reported After market closeNASDAQTechnology
$19.47B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.57
Consensus $1.47
EPS surprise
+6.8%
Reported versus consensus
Reported revenue
$1.57B
Consensus $1.55B
Revenue surprise
+1.0%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+4.6%
Event window
SPY move
+0.8%
Same window
Abnormal move
+3.8%
Stock minus SPY
Volume
2.3×
Versus trailing sessions
Subsequent drift
-0.9%
Up to 20 sessions
SSNCSPY benchmark
Ask FN2 about SSNC FY2025 Q3
Transcript, numbers and history already loaded
Why did SSNC rise 4.6% after beating EPS estimates in FY2025 Q3?What changed in SSNC's guidance and outlook in FY2025 Q3?Give me the bull and bear case for SSNC after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior quarter, the analysis adds Curo Fund Services, broader Calastone tokenization and ETF capabilities, a healthcare AI deployment, and a further $37 million increase to full-year 2025 revenue guidance.
Guidance delta
Management raised full-year 2025 guidance; the analysis says revenue guidance increased by $37 million.
Key takeaways
- Management described record Q3 performance, with GlobeOp and GIDS delivering double-digit organic growth.
- AI-powered automation and Calastone-led tokenization are becoming central growth initiatives.
- Curo Fund Services and Calastone broaden geographic reach and platform capabilities.
- The analysis identifies private-credit dynamics, revenue mix, and acquisition execution as key watch items.
Management priorities
- Scale AI automation agents and tokenization across business lines.
- Use Calastone to expand ETF and tokenized-product offerings.
- Pursue strategic M&A while continuing investment in R&D and sales.
- Maintain shareholder returns and debt reduction.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$82.96Current
$65Low
$89.6Average
$115High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 24, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Needham | Buy | Buy | Maintain | Oct 23, 2026 |
| DA Davidson | Buy | Buy | Maintain | Oct 22, 2026 |
| Jefferies | Buy | Buy | Maintain | Oct 21, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Aug 31, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Jul 20, 2026 |
| UBS | Buy | Buy | Maintain | Apr 24, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Apr 24, 2026 |
| Raymond James | Strong Buy | Strong Buy | Maintain | Oct 24, 2025 |
| Citigroup | Buy | Buy | Maintain | Feb 15, 2024 |
| Truist Securities | Hold | Hold | Maintain | Feb 14, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | Jul 28, 2023 |
| Piper Sandler | Overweight | Overweight | Maintain | Jul 6, 2022 |
| Rosenblatt | Buy | Buy | Maintain | Jul 29, 2020 |
| BTIG | Buy | Buy | Maintain | Jan 13, 2020 |
| Wells Fargo | Buy | Buy | Maintain | Nov 5, 2019 |
| Buckingham Research | Buy | Buy | Maintain | Jul 30, 2019 |
| Buckingham | Buy | Buy | Maintain | Jan 25, 2019 |
| Deutsche Bank | Buy | Hold | Upgrade | Sep 10, 2018 |
| William Blair | Perform | Outperform | Downgrade | Jan 19, 2018 |
| Macquarie | Outperform | Neutral | Upgrade | Feb 16, 2017 |
| Avondale Partners | Market Perform | Market Perform | Maintain | Jan 6, 2016 |
| Evercore ISI Group | Buy | Buy | Maintain | Oct 6, 2015 |
| Sandler O'Neill | Hold | Hold | Maintain | Jun 26, 2015 |
| Sidoti & Co. | Neutral | Buy | Downgrade | Mar 16, 2015 |
Named analyst price targets
Upside is calculated against the persisted current price $82.96. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| D.A. Davidson | Analyst unavailable | $104 | $87.09 | +25.4% | Oct 21, 2026 |
| Jefferies | Analyst unavailable | $100 | $86.92 | +20.5% | Oct 21, 2026 |
| UBS | Kevin McVeigh | $101 | $79.29 | +21.7% | Sep 9, 2026 |
| RBC Capital | Analyst unavailable | $101 | $83.42 | +21.7% | Aug 31, 2026 |
| UBS | Kevin McVeigh | $99 | $80.28 | +19.3% | Aug 13, 2026 |
| RBC Capital | Analyst unavailable | $92 | $74.34 | +10.9% | Jul 24, 2026 |
| Jefferies | Analyst unavailable | $83 | $69.56 | +0.0% | Jul 20, 2026 |
| UBS | Analyst unavailable | $115 | $66.09 | +38.6% | Apr 24, 2026 |
| Morgan Stanley | James Faucette | $78 | $66.76 | -6.0% | Apr 24, 2026 |
| Needham | Analyst unavailable | $90 | $70.06 | +8.5% | Apr 24, 2026 |
| Jefferies | Analyst unavailable | $92 | $71.3 | +10.9% | Apr 21, 2026 |
| D.A. Davidson | Peter Heckmann | $96 | $72.39 | +15.7% | Apr 17, 2026 |
| Morgan Stanley | James Faucette | $86 | $76.38 | +3.7% | Feb 9, 2026 |
| Needham | Mayank Tandon | $95 | $74.98 | +14.5% | Feb 6, 2026 |
| D.A. Davidson | Analyst unavailable | $106 | $85.62 | +27.8% | Jan 22, 2026 |
| Jefferies | Analyst unavailable | $105 | $85.39 | +26.6% | Oct 28, 2025 |
| RBC Capital | Analyst unavailable | $99 | $84.61 | +19.3% | Oct 24, 2025 |
| D.A. Davidson | Peter Heckmann | $102 | $84.21 | +23.0% | Oct 24, 2025 |
| UBS | Kevin McVeigh | $112 | $80.88 | +35.0% | Oct 24, 2025 |
| Raymond James | Patrick O'Shaughnessy | $105 | $84.21 | +26.6% | Oct 24, 2025 |
| Needham | Analyst unavailable | $105 | $80.88 | +26.6% | Oct 24, 2025 |
| Raymond James | Patrick O'Shaughnessy | $101 | $79.54 | +21.7% | Oct 17, 2025 |
| UBS | Kevin McVeigh | $110 | $90.2 | +32.6% | Aug 22, 2025 |
| UBS | Kevin McVeigh | $105 | $83.08 | +26.6% | Jul 22, 2025 |
| D.A. Davidson | Peter Heckmann | $92 | $76.46 | +10.9% | Sep 19, 2024 |
| RBC Capital | Daniel Perlin | $75 | $72.44 | -9.6% | Jul 26, 2024 |
| D.A. Davidson | Peter Heckmann | $84 | $68.44 | +1.3% | Jul 18, 2024 |
| Raymond James | Analyst unavailable | $74 | $63.66 | -10.8% | Feb 8, 2023 |
| Needham | Analyst unavailable | $76 | $61.64 | -8.4% | Feb 8, 2023 |
| RBC Capital | Analyst unavailable | $77 | $57.65 | -7.2% | Jul 28, 2022 |
| Morgan Stanley | Analyst unavailable | $65 | $57.96 | -21.6% | Jul 28, 2022 |
| Raymond James | Analyst unavailable | $83 | $57.89 | +0.0% | Jul 28, 2022 |
| UBS | Analyst unavailable | $77 | $57.72 | -7.2% | Jul 28, 2022 |
| Credit Suisse | Analyst unavailable | $78 | $58.25 | -6.0% | Jul 28, 2022 |
| Needham | Analyst unavailable | $75 | $61.53 | -9.6% | Jul 28, 2022 |
| Piper Sandler | Analyst unavailable | $67 | $59.24 | -19.2% | Jul 6, 2022 |
| RBC Capital | Analyst unavailable | $81 | $66.27 | -2.4% | Apr 29, 2022 |
| Needham | Analyst unavailable | $92 | $69.04 | +10.9% | Apr 29, 2022 |
Track every rating change on SSNC the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationSS&C Technologies Holdings, Inc. offers a diverse portfolio of software solutions and related services, catering primarily to the financial services and healthcare industries. The company's sophisticated technology infrastructure spans various critical functions within finance, including securities accounting; front-office capabilities such as trading and financial modeling; middle-office tasks like portfolio oversight and reporting; and comprehensive back-office operations encompassing general accounting, performance measurement, data reconciliation, processing, clearing, regulatory compliance, and tax reporting. In the healthcare sector, SS&C provides specialized solutions for claims adjudication, benefits administration, care management, and business intelligence. These offerings are instrumental in helping professionals in both domains automate intricate business processes and efficiently handle their extensive information processing demands.…
Historical context
All SSNC earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| INFY Infosys Limited | FY2027 Q2 · Calendar Q4 2026 | -4.8% | -6.6% | Infosys trims growth outlook as AI revenue and deal wins accelerate |
| ROP Roper Technologies, Inc. | FY2026 Q3 · Calendar Q4 2026 | +1.7% | +9.7% | Roper raises DEPS outlook as AI adoption expands across portfolio |
| VRSN VeriSign, Inc. | FY2026 Q3 · Calendar Q4 2026 | -2.0% | -0.9% | VeriSign reports record registrations as renewal mix becomes a key watchpoint |
| TTMI TTM Technologies, Inc. | FY2026 Q3 · Calendar Q4 2026 | +16.8% | -27.7% | TTM Technologies Q3: Record Growth, Higher Investment, More Deal Risk |
| NOK Nokia Oyj | FY2026 Q3 · Calendar Q4 2026 | +25.0% | -14.8% | Nokia Q3: AI and cloud growth lifts margins as cash flow stays negative |
| WDC Western Digital Corporation | FY2027 Q1 · Calendar Q4 2026 | +12.9% | -6.4% | Western Digital pairs strong FY27 Q1 growth with an accelerated HDD roadmap |
Latest beats and misses
Who reports nextBeat on EPS
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
- FCNCNFY2026 Q3 · October 23, 2026+19.9% EPS+0.2% move
- FCNCOFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- FCNCPFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- RDYFY2027 Q2 · October 23, 2026+24.0% EPS-0.2% move
- SLBFY2026 Q3 · October 23, 2026+3.7% EPS+7.1% move
Missed on EPS
- INFYFY2027 Q2 · October 23, 2026-4.8% EPS-6.6% move
- BBDFY2026 Q3 · October 22, 2026-7.7% EPS+3.0% move
- SNAFY2026 Q3 · October 22, 2026-5.9% EPS-3.4% move
- SPOTFY2026 Q3 · October 22, 2026-11.6% EPS+11.1% move
- VRSNFY2026 Q3 · October 22, 2026-2.0% EPS-0.9% move
- HBANMFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% move
Get the SSNC recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-24T07:10:41.855939+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-24T07:10:41.853136+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-24. For educational purposes only; not investment advice.