Cannae Holdings is a small restaurant-focused holding company with a breakout chart and a 3.7% dividend, but quality is far below the floor, revenue is shrinking, earnings have missed in most recent quarters, and the price is already above the analyst target.
Thesis pillars
- Quality Below Minimum Floor→Stable
- Declining Revenue Trend→Stable
- Persistent Earnings Misses↑Improving
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Oct 24, 2026, based on the 10-K filed Mar 2, 2026
Cannae Holdings, Inc. (CNNE) Stock Analysis
Breakout setup · Inst Constrain edge
Consumer Cyclical · Restaurants
Sell if holding. Engine safety override at $16.85: Quality below floor (1.4 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.4/10. Specifically: Below-average business quality.
The following describes the business of Cannae Holdings, Inc. and its subsidiaries. Except where otherwise noted, all references to "we," "us," "our," "Cannae," "Cannae Holdings" or the "Company," are to Cannae Holdings, Inc. and its subsidiaries, taken together.
Sell if holding. Engine safety override at $16.85: Quality below floor (1.4 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.4/10. Specifically: Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 67, MACD bullish. Score 4.4/10, moderate confidence.
Passes 6/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated 2026-10-29Recent Developments — Cannae Holdings, Inc.
Latest news
- NEWS Cannae Holdings, Inc. Announces Third Quarter 2026 Earnings Release Date and Conference Call — fiscal.ai Oct 26, 2026
- NEWS RBC Capital Maintains Outperform on Cannae Holdings, Raises Price Target to $17 — benzinga Oct 9, 2026 positive
- NEWS RBC Capital Reiterates Outperform on Cannae Holdings, Maintains $16 Price Target — benzinga Aug 11, 2026 positive
- NEWS Cannae Holdings Q2 EPS $0.86 Beats $(0.49) Estimate, Sales $102.200M Beat $100.850M Estimate — benzinga Aug 10, 2026 positive
- NEWS Cannae Holdings Sells Its Ownership Stake In Watkins To KDSA Investment Partners; Terms Not Disclosed — benzinga Jul 31, 2026 neutral
Generated 2026-10-29T11:08:50Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
5 floor-breakers·1 ceiling hit
Revenue shrinking — -7.3% YoY. Growth thesis broken unless recovery story develops.static
Cyclical trough — margins compressed or negative. Profitability typically recovers with the cycle, but floor fires on current data.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $16.85: Quality below floor (1.4 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.4/10. Specifically: Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 67, MACD bullish. Prior stop was $16.03. Score 4.4/10, moderate confidence.
Analyst target $14.66 reached (−13.0% from $16.85); no take-profit level is published. Prior stop was $16.03. Stop-loss: $16.03.
Target reached (-13.0% upside); Quality below floor (1.4 < 4.0).
Cannae Holdings, Inc. trades at a P/E of N/A (forward -11.3). TrendMatrix value score: 9.1/10. Verdict: Sell.
8 analysts cover CNNE with a consensus score of 4.3/5. Average price target: $17.
What does Cannae Holdings, Inc. do?The following describes the business of Cannae Holdings, Inc. and its subsidiaries. Except where otherwise noted, all...
The following describes the business of Cannae Holdings, Inc. and its subsidiaries. Except where otherwise noted, all references to "we," "us," "our," "Cannae," "Cannae Holdings" or the "Company," are to Cannae Holdings, Inc. and its subsidiaries, taken together.