SS&C Technologies: Reaccelerating Growth, Expanding Margins, and Compelling Valuation Support a Buy Rating

William Blair analyst Jeff Schmitt has maintained their bullish stance on SSNC stock, giving a Buy rating today.

Jeff Schmitt has given his Buy rating due to a combination of factors that highlight both strong current performance and attractive future prospects. SS&C delivered earnings per share meaningfully above both his and the market’s expectations, supported by healthier-than-usual organic growth in key businesses like GIDS and GlobeOp. That underlying growth is being sustained by product and geographic expansion, improved pricing, favorable long-term trends in alternative investments, and incremental contributions from recent acquisitions, while profitability continues to move back toward a 40% EBITDA margin.

Schmitt expects these positive dynamics to persist into 2026, with organic growth of at least mid-single digits, further margin improvement, rising revenue from deal-related activity, and a benefit from lower interest rates combining to support continued double-digit EPS growth. He also notes that after several years of reducing leverage and improving financial performance, SS&C now has significant capacity to pursue additional deals that could further boost results if transaction activity accelerates. Finally, he views the recent share price decline tied to AI worries as an opportunity, arguing that SS&C is more likely to gain from AI—given its ownership of core software platforms and ongoing AI implementation—than to be harmed by it, and that the stock’s valuation at roughly 11 times his 2026 EPS estimate looks especially compelling in this context.

Schmitt covers the Financial sector, focusing on stocks such as Marketaxess Holdings, Nasdaq, and Tradeweb Markets. According to TipRanks, Schmitt has an average return of 8.3% and a 69.05% success rate on recommended stocks.

In another report released today, Needham also reiterated a Buy rating on the stock with a $95.00 price target.