Apple, Google And Amazon Integration Will Undermine Future Prospects

AN

AnalystLowTarget

AnalystLowTarget

Not Invested

Community Contributor

Published

23 Aug 25

Updated

25 Feb 26

Views

37

n/a

n/a

AnalystLowTarget's Fair Value

n/a

1Y

-28.9%

7D

-7.3%

Loading

1Y

-28.9%

7D

-7.3%

You can edit this narrative until Feb 26 6:10 AM. Then, changes will post as Updates.

Author's Valuation

US$88.4% undervalued

AnalystLowTarget Fair Value

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

8.4% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

-5.05%

Historical revenue growth rate

-6.86%

Software revenue growth rate

1.17%

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

10.11%

Calculation

US$95.97m

Earnings '29

x

5.54x

PE Ratio '29

=

US$531.55m

Market Cap '29

US$531.55m

Market Cap '29

/

50.74m

No. shares '29

=

US$10.48

Share Price '29

US$10.48 Share Price '29

Discounted to 2026 @ 9.94% p.a.

=

US$7.88

Fair Value '26