Apple, Google And Amazon Integration Will Undermine Future Prospects

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

23 Aug 25

Updated

26 Mar 26

Views

37

n/a

n/a

AnalystLowTarget's Fair Value

n/a

1Y

2.9%

7D

-0.8%

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1Y

2.9%

7D

-0.8%

You can edit this narrative until Mar 27 12:20 AM. Then, changes will post as Updates.

Author's Valuation

US$822.4% overvalued

AnalystLowTarget Fair Value

Shared on 26 Mar 26

CRNC: AI Partnerships And Long Term Margins Will Support Upside Potential

Analysts have trimmed their price targets on Cerence by a few dollars, with cuts such as $3 and $1 reflecting updated views on its earnings power, discount rate, and long term margin profile. Analyst Commentary Recent research updates point to a more cautious tone around Cerence, with price target cuts of $3 and $1 signaling that some expectations for earnings power and profitability are being reset.

0 views

Shared on 25 Feb 26

CRNC: Price Cuts And AI Deals Will Test Balanced Risk Reward

Analysts have reduced their price targets on Cerence by $3 and $1 in recent research updates. These changes reflect adjustments to their models that incorporate slightly higher discount rates, modestly weaker revenue trends, and a small increase in expected profit margins and future P/E assumptions.

3 views

Shared on 10 Feb 26

Fair value Decreased 20%

CRNC: Cautious Price Reset Balances AI Execution Risks And Free Cash Flow Progress

Narrative Update: Cerence Analyst Price Target Shift Analysts have trimmed their fair value estimate for Cerence from $10.00 to $8.00, reflecting recent price target cuts alongside calls for clearer proof of AI traction and more sustained core business acceleration, despite prior commentary on solid quarterly results and free cash flow generation. Analyst Commentary Recent research updates on Cerence highlight a clear shift toward more cautious positioning, with some firms cutting price targets and others holding back from taking a more positive stance until they see stronger execution in key growth areas such as AI powered in car experiences.

6 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$8

22.4% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

-1.21%

Historical revenue growth rate

-6.86%

Software revenue growth rate

1.65%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.65%

Calculation

US$103.22m

Earnings '29

x

5.20x

PE Ratio '29

=

US$536.26m

Market Cap '29

US$536.26m

Market Cap '29

/

50.74m

No. shares '29

=

US$10.57

Share Price '29

US$10.57 Share Price '29

Discounted to 2026 @ 10.27% p.a.

=

US$7.88

Fair Value '26