Cerence (CRNC) Panoramica del titolo
Cerence Inc. fornisce assistenti AI per il mercato della mobilità/trasporti negli Stati Uniti, nel resto delle Americhe, in Germania, nel resto d'Europa, in Medio Oriente, in Africa, in Giappone e nel resto dell'Asia-Pacifico. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
Non sono stati rilevati rischi per CRNC dai nostri controlli di rischio.
CRNC Community Fair Values
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Analyst Price Targets
Concorrenti di Cerence Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$11.04 |
| Massimo di 52 settimane | US$13.74 |
| Minimo di 52 settimane | US$5.85 |
| Beta | 2.98 |
| Variazione di 1 mese | 11.85% |
| Variazione a 3 mesi | 58.17% |
| Variazione di 1 anno | 9.85% |
| Variazione a 3 anni | -65.82% |
| Variazione a 5 anni | -90.42% |
| Variazione dall'IPO | -28.08% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jun 03
CRNC: AI Auto Assistant Deals Will Test Margins And Justify Bearish Stance
Analysts have modestly adjusted their price target on Cerence, citing refreshed views on discount rates, revenue trends, profit margins, and future P/E assumptions following recent bullish Street coverage. What's in the News Cerence issued earnings guidance for the third quarter of 2026, with expected revenue of US$68 million to US$72 million, including US$10 million from fixed license deals, gross margin of 75% to 76%, net income between a loss of US$1 million and a profit of US$3 million, and EPS in a range from a loss of US$0.02 to a profit of US$0.07.Aggiornamento della narrazione • May 18
CRNC: AI Auto Assistant Partnerships And Margin Execution Will Shape Future Upside
Analysts have raised their fair value estimate for Cerence from $8.00 to $9.00, citing updated assumptions on revenue trends, margins, discount rate, and future P/E following recent bullish Street research coverage. Analyst Commentary While the latest fair value update reflects more constructive assumptions, several bearish analysts still flag reasons to be cautious on Cerence at current levels.
Aggiornamento della narrazione • Apr 23
CRNC: Profit Margin Gains And AI Partnerships Will Support Future Upside Potential
Analysts have lowered the price target on Cerence from $16.00 to $12.00 as they incorporate updated revenue expectations, higher projected profit margins, and a reduced assumed future P/E multiple. Analyst Commentary Recent Street research on Cerence presents a mix of caution around valuation and optimism about execution, with bullish analysts highlighting potential upside drivers even as some targets are reset.
Aggiornamento della narrazione • Apr 09
CRNC: Future Upside Will Depend On Executing New AI Voice Partnerships
The analyst price target for Cerence has moved from $10.00 to $10.25, with analysts pointing to a mix of fresh bullish coverage and recent target reductions as they reassess fair value, risk, and earnings potential. Analyst Commentary Bullish Takeaways Bullish analysts initiating coverage highlight what they see as upside to fair value, which helps explain why the overall target level has not moved far from the updated US$10.25 mark despite recent reductions from other firms.Recent updates
Aggiornamento della narrazione • Jun 03
CRNC: AI Auto Assistant Deals Will Test Margins And Justify Bearish Stance
Analysts have modestly adjusted their price target on Cerence, citing refreshed views on discount rates, revenue trends, profit margins, and future P/E assumptions following recent bullish Street coverage. What's in the News Cerence issued earnings guidance for the third quarter of 2026, with expected revenue of US$68 million to US$72 million, including US$10 million from fixed license deals, gross margin of 75% to 76%, net income between a loss of US$1 million and a profit of US$3 million, and EPS in a range from a loss of US$0.02 to a profit of US$0.07.Aggiornamento della narrazione • May 18
CRNC: AI Auto Assistant Partnerships And Margin Execution Will Shape Future Upside
Analysts have raised their fair value estimate for Cerence from $8.00 to $9.00, citing updated assumptions on revenue trends, margins, discount rate, and future P/E following recent bullish Street research coverage. Analyst Commentary While the latest fair value update reflects more constructive assumptions, several bearish analysts still flag reasons to be cautious on Cerence at current levels.Aggiornamento della narrazione • Apr 23
CRNC: Profit Margin Gains And AI Partnerships Will Support Future Upside Potential
Analysts have lowered the price target on Cerence from $16.00 to $12.00 as they incorporate updated revenue expectations, higher projected profit margins, and a reduced assumed future P/E multiple. Analyst Commentary Recent Street research on Cerence presents a mix of caution around valuation and optimism about execution, with bullish analysts highlighting potential upside drivers even as some targets are reset.Aggiornamento della narrazione • Apr 09
CRNC: Future Upside Will Depend On Executing New AI Voice Partnerships
The analyst price target for Cerence has moved from $10.00 to $10.25, with analysts pointing to a mix of fresh bullish coverage and recent target reductions as they reassess fair value, risk, and earnings potential. Analyst Commentary Bullish Takeaways Bullish analysts initiating coverage highlight what they see as upside to fair value, which helps explain why the overall target level has not moved far from the updated US$10.25 mark despite recent reductions from other firms.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • Mar 11
CRNC: Future Upside Will Rely On Clearer AI Revenue Visibility
Our updated narrative on Cerence reflects a lower analyst price target, with fair value moving from $12.50 to $10.00 as analysts incorporate reduced revenue growth expectations, a slightly higher discount rate, a modestly higher profit margin outlook, and a lower assumed future P/E. Analyst Commentary Recent Street research on Cerence points to a more cautious stance, with multiple firms trimming price targets and aligning closer to the revised fair value of $10.00.Aggiornamento della narrazione • Feb 25
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.Seeking Alpha • Feb 23
Cerence Sees Initial Wins With xUI Platform But I'm Skeptical Of Durability (Downgrade)
Summary My outlook on Cerence is downgraded to a 'Sell' due to concerns over its ability to compete durably and profitably against major technology players in automotive AI. The recent revenue surge was driven by a one-time $49.5 million Samsung settlement, not sustainable core growth, with forward revenue growth estimated at -4.8%. The xUI platform has secured five significant new clients at higher price points, but competitive threats from hyperscalers and replicable core features remain acute. CRNC's heavy R&D burden and exposure to rapid AI advancements threaten margins and long-term differentiation, despite recent operational improvements and strong free cash flow. Read the full article on Seeking AlphaAggiornamento della narrazione • Feb 10
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.Articolo di analisi • Feb 09
Cerence Inc.'s (NASDAQ:CRNC) 37% Dip In Price Shows Sentiment Is Matching Revenues
Cerence Inc. ( NASDAQ:CRNC ) shareholders won't be pleased to see that the share price has had a very rough month...Articolo di analisi • Feb 04
Cerence (NASDAQ:CRNC) Has More To Do To Multiply In Value Going Forward
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Aggiornamento della narrazione • Jan 27
CRNC: Future Upside Will Depend On Clearer Evidence Of AI Traction
Narrative Update on Cerence Analysts have nudged their price expectations for Cerence higher, with targets moving from about $10 to around $11, supported by a solid quarter, free cash flow generation, an improved balance sheet, and early signs of traction in core and AI related offerings, while still looking for clearer proof of sustained core business acceleration. Analyst Commentary Recent research takes a balanced view on Cerence, with some analysts encouraged by execution and valuation, while others are looking for clearer proof that core growth and new AI offerings can support a stronger long term story.Aggiornamento della narrazione • Jan 12
CRNC: AI Execution And Core Business Evidence Will Shape Future Upside
Analysts have nudged their price target for Cerence higher, with recent moves from $10 to $11, alongside a fair value view around $12.50, reflecting solid quarterly results, improved free cash flow and balance sheet, and cautious optimism around future AI traction and core-business acceleration. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent results were solid, with revenue and EBITDA coming in ahead of expectations, which they view as supportive of current valuation levels.Aggiornamento della narrazione • Dec 25
CRNC: AI Execution And Automotive Deals Will Shape Balanced Future Upside
Narrative Update Analysts have nudged Cerence's price target modestly higher to about $11, reflecting solid quarterly execution and improving free cash flow and guidance, while still awaiting clearer evidence of sustained AI driven growth in the core business. Analyst Commentary Street research remains cautiously balanced on Cerence, with analysts recognizing improving execution and cash generation but looking for clearer proof that AI investments will translate into durable, above market growth in the core automotive software franchise.Aggiornamento della narrazione • Dec 11
CRNC: AI Traction And Core Auto Software Progress Will Shape Future Upside Potential
Analysts have nudged their price target on Cerence modestly higher, to about $11 from roughly $10, reflecting a solid quarter, improved balance sheet, and constructive core growth and pricing trends, even as they wait for clearer evidence of durable AI and core-business acceleration. Analyst Commentary Analysts remain divided on the near term risk reward profile for Cerence, balancing improved fundamentals and valuation support against ongoing execution and growth uncertainties.Aggiornamento della narrazione • Nov 27
CRNC: AI Expansion Will Drive Improved Margins And Long-Term Core Business Strength
Analysts have raised their price target for Cerence to $12.50 from $11.75. This reflects the company’s solid quarterly results and improved profit margins.Articolo di analisi • Nov 20
Revenues Working Against Cerence Inc.'s (NASDAQ:CRNC) Share Price Following 33% Dive
Cerence Inc. ( NASDAQ:CRNC ) shareholders that were waiting for something to happen have been dealt a blow with a 33...Articolo di analisi • Nov 05
Estimating The Fair Value Of Cerence Inc. (NASDAQ:CRNC)
Key Insights The projected fair value for Cerence is US$9.34 based on 2 Stage Free Cash Flow to Equity Cerence's...Articolo di analisi • Oct 03
We Think Cerence (NASDAQ:CRNC) Is Taking Some Risk With Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Oct 03
Cerence Inc. (NASDAQ:CRNC) Shares Fly 36% But Investors Aren't Buying For Growth
Cerence Inc. ( NASDAQ:CRNC ) shareholders would be excited to see that the share price has had a great month, posting a...Articolo di analisi • Aug 09
Here's What Analysts Are Forecasting For Cerence Inc. (NASDAQ:CRNC) After Its Third-Quarter Results
NasdaqGS:CRNC 1 Year Share Price vs Fair Value Explore Cerence's Fair Values from the Community and select yours...Articolo di analisi • Aug 04
The Market Doesn't Like What It Sees From Cerence Inc.'s (NASDAQ:CRNC) Revenues Yet As Shares Tumble 26%
Cerence Inc. ( NASDAQ:CRNC ) shares have had a horrible month, losing 26% after a relatively good period beforehand...Articolo di analisi • Jul 15
Cerence (NASDAQ:CRNC) May Have Issues Allocating Its Capital
To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...Articolo di analisi • May 04
Cerence Inc. (NASDAQ:CRNC) Shares Fly 40% But Investors Aren't Buying For Growth
Cerence Inc. ( NASDAQ:CRNC ) shareholders are no doubt pleased to see that the share price has bounced 40% in the last...
Nuova narrazione • Apr 25
Next-Gen Automotive Product Will Deepen AI Partnerships And OEM Ties
Strategic partnerships with AI leaders and new design contracts enhance performance, expand revenue growth, and strengthen competitive position.Articolo di analisi • Mar 09
Cerence Inc.'s (NASDAQ:CRNC) 29% Dip In Price Shows Sentiment Is Matching Revenues
Cerence Inc. ( NASDAQ:CRNC ) shares have retraced a considerable 29% in the last month, reversing a fair amount of...Seeking Alpha • Feb 28
Cerence Gets Strong Buy From Quant System, But Be Wary Of Tariffs
Summary Despite Quant's Strong Buy rating, I rate Cerence Inc. as a Hold due to potential tariffs and concerns over revenue and earnings. Cerence, spun off from Nuance Communications in 2019, holds a 51% market share in AI-powered virtual assistants for automobiles. Cerence faces competition from tech giants like Amazon and Apple, as well as from smaller firms like SoundHound, but boasts industry-leading speech technology and custom vehicle integration. Read the full article on Seeking AlphaArticolo di analisi • Feb 10
Is Cerence (NASDAQ:CRNC) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Jan 27
Cerence: Making Tough Calls Brings In The Money
Summary I initially saw Cerence as a high-reward turnaround play, but its valuation now feels stretched. The company’s focus on restructuring and cost-cutting is positive, but it still needs to prove it can sustain growth. While its AI narrative could spark renewed investor interest, betting on a meme-like rally isn’t my strategy. At 20x fiscal 2026 free cash flow, with much of that going to debt reduction, the upside feels limited. Read the full article on Seeking AlphaSeeking Alpha • Jan 20
Cerence: Navigating AI Innovation In A Challenging Automotive Landscape
Summary Cerence, Inc. holds a 52% market share in automotive virtual assistants but faces intense competition and technology uncertainties. Financial performance shows mixed results with recent growth but significant operating expenses and margin pressures from automakers. Valuation suggests a narrow margin of safety, with a $14 per share estimate, only 9.5% above the current stock price. High technology and market uncertainties make Cerence a hold, with a 46.6% probability of achieving a value higher than the current stock price. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
Cerence: Don't Get Lost In The AI Hype--The Ground Reality Is Underwhelming
Summary Cerence Inc. is a $670 million AI company focused on automotive voice assistance, but its growth potential seems overstated. Despite the recent stock surge due to the Nvidia partnership, I believe Cerence's financial performance is weak, with declining margins, mounting losses, and a highly leveraged balance sheet. The company's valuation is overinflated, with a forward PE ratio over 265, and insider selling further indicates overvaluation and lack of confidence. I rate CRNC as a sell due to its underwhelming growth potential, financial instability, and lack of a strong competitive edge in the AI automotive space. Read the full article on Seeking AlphaSeeking Alpha • Jan 06
Cerence's Nvidia Partnership Is Big - An Industry Peer Shows Proof
Summary Cerence Inc.'s partnership with Nvidia enhances its AI capabilities and market position, but prudence is advised until the stock pulls back. Industry peer, SoundHound AI's successful Nvidia partnership sets a precedent for Cerence, boosting optimism but requiring time to reflect in Cerence's metrics. Cerence's transition to a subscription-based model and expanded customer base shows potential, but legacy issues and debt remain challenges. CES 2025 announcements may further impact Cerence's stock in the short term, but a Neutral rating is recommended as growth will take time to materialize. Read the full article on Seeking AlphaArticolo di analisi • Jan 06
There's No Escaping Cerence Inc.'s (NASDAQ:CRNC) Muted Revenues Despite A 133% Share Price Rise
Cerence Inc. ( NASDAQ:CRNC ) shares have continued their recent momentum with a 133% gain in the last month alone. The...Articolo di analisi • Jan 05
A Look At The Intrinsic Value Of Cerence Inc. (NASDAQ:CRNC)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Cerence fair value estimate is US$22.53 Current share price of...Seeking Alpha • Nov 22
Cerence Stock: Persistent Risks Remain Despite Positive Q4 Earnings Results
Summary Cerence shares have more than doubled since its Q4 earnings were released. While growth is expected to remain muted next year, margins are expected to be solid, coupled with strong FCF generation. Cerence’s balance sheet remains vulnerable, with $90 million in debt due in the coming year. At the current valuation of 7.3 times FCF, I maintain my Hold rating on CRNC stock. Read the full article on Seeking AlphaArticolo di analisi • Nov 22
Cerence Inc.'s (NASDAQ:CRNC) Price Is Right But Growth Is Lacking After Shares Rocket 105%
Cerence Inc. ( NASDAQ:CRNC ) shares have had a really impressive month, gaining 105% after a shaky period beforehand...Articolo di analisi • Nov 12
These 4 Measures Indicate That Cerence (NASDAQ:CRNC) Is Using Debt Extensively
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • Oct 17
Investors Will Want Cerence's (NASDAQ:CRNC) Growth In ROCE To Persist
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Articolo di analisi • Sep 21
Cerence Inc. (NASDAQ:CRNC) Looks Inexpensive After Falling 31% But Perhaps Not Attractive Enough
Cerence Inc. ( NASDAQ:CRNC ) shareholders won't be pleased to see that the share price has had a very rough month...Rendimenti per gli azionisti
| CRNC | US Software | US Mercato | |
|---|---|---|---|
| 7D | -13.3% | -11.4% | -2.7% |
| 1Y | 9.9% | -10.5% | 22.5% |
Ritorno vs Industria: CRNC ha superato il US Software che ha restituito -10.5 % nell'ultimo anno.
Rendimento vs Mercato: CRNC ha avuto una performance inferiore al mercato US che ha registrato un rendimento 22.5 % nell'ultimo anno.
Volatilità dei prezzi
| CRNC volatility | |
|---|---|
| CRNC Average Weekly Movement | 10.5% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: CRNC non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 11% ) di CRNC è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2020 | 1,300 | Brian Krzanich | www.cerence.com |
Cerence Inc. fornisce assistenti AI per il mercato della mobilità/trasporti negli Stati Uniti, nel resto delle Americhe, in Germania, nel resto d'Europa, in Medio Oriente, in Africa, in Giappone e nel resto dell'Asia-Pacifico. L'azienda offre componenti software edge, componenti connessi al cloud, assistente virtuale e servizi professionali. Fornisce inoltre soluzioni basate sull'intelligenza artificiale conversazionale e generativa, tra cui il riconoscimento vocale, la comprensione del linguaggio naturale, il miglioramento del segnale vocale, il text-to-speech e la sintonizzazione acustica.
Cerence Inc. Riepilogo dei fondamenti
| CRNC statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$479.44m |
| Utili (TTM) | -US$19.65m |
| Ricavi(TTM) | US$302.14m |
1.7x
Rapporto P/S-25.4x
Rapporto P/ECRNC è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CRNC Conto economico (TTM) | |
|---|---|
| Ricavi | US$302.14m |
| Costo del fatturato | US$65.61m |
| Profitto lordo | US$236.53m |
| Altre spese | US$256.18m |
| Utili | -US$19.65m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -0.43 |
| Margine lordo | 78.28% |
| Margine di profitto netto | -6.50% |
| Rapporto debito/patrimonio netto | 108.9% |
Come si è comportato CRNC nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/08 08:40 |
| Prezzo dell'azione a fine giornata | 2026/06/08 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/09/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Cerence Inc. è coperta da 10 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Michael Filatov | Berenberg |
| Thomas Blakey | Cantor Fitzgerald & Co. |
| Jeffrey Van Rhee | Craig-Hallum Capital Group LLC |