CRNC Share Price Performance
US$0
-8.45 (-100.00%)
Price US$0
Fair ValueUS$10.25
Share Pricen/a
Narrative Update • May 18
Cerence Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 39 Fair Values set on narratives written by author
CRNC Community Narratives
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Fair Value
·Fair Value US$10.25 15.8% overvalued intrinsic discount
The Automotive AI And IoT Ecosystem Will Expand Future Markets
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Fair Value
·Fair Value US$9 31.9% overvalued intrinsic discount
Apple, Google And Amazon Integration Will Undermine Future Prospects
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Fair Value
·Fair Value US$12 1.1% undervalued intrinsic discount
Connected Vehicles And AI Will Transform In-Car Experiences
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Apple, Google And Amazon Integration Will Undermine Future Prospects
Cerence’s in-car voice assistant business faces a squeeze as carmakers increasingly build their own software and big tech voice assistants show up directly in vehicles, making it harder to stand out and keep long-term partners. The upside case hinges on winning broader adoption from major automakers while expanding into new areas like TVs and call centers to build steadier, repeatable revenue.Read more
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US$9
31.9% overvalued intrinsic discount
Fair Value
Profit Margin
11.52%
Future PE
18.76x
Price in 2029
US$11.8
Connected Vehicles And AI Will Transform In-Car Experiences
Key Takeaways Accelerating adoption of Cerence's flexible AI platforms and deep industry partnerships is driving rapid, high-margin growth and expanding its influence across major automotive markets. Expansion into non-auto sectors and advanced internal AI efficiencies position Cerence for sustained revenue growth, operating leverage, and increased market share beyond automotive.Read more
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US$12
1.1% undervalued intrinsic discount
Fair Value
Revenue
-4.5% p.a.
Profit Margin
10.93%
Future PE
26.4x
Price in 2029
US$15.65
The Automotive AI And IoT Ecosystem Will Expand Future Markets
Key Takeaways Robust xUI AI platform adoption and strategic partnerships are driving recurring revenue growth, market expansion, and increased pricing power across automotive and non-automotive sectors. Investment in advanced AI features and open platform architecture is strengthening competitive positioning and supporting margin expansion and earnings stability.Read more
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US$10.25
15.8% overvalued intrinsic discount
Fair Value
Revenue
-4.69% p.a.
Profit Margin
14.43%
Future PE
17.25x
Price in 2029
US$13.42
Trending Discussion
Recently Updated Narratives
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CRNC: AI Auto Assistant Partnerships And Margin Execution Will Shape Future Upside
Fair Value: US$9 31.9% overvalued intrinsic discount
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CRNC: Profit Margin Gains And AI Partnerships Will Support Future Upside Potential
Fair Value: US$12 1.1% undervalued intrinsic discount
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CRNC: Future Upside Will Depend On Executing New AI Voice Partnerships
Fair Value: US$10.25 15.8% overvalued intrinsic discount
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Snowflake Analysis
Cerence Inc. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
- -0.43
- 78.28%
- -6.50%
- 108.9%
About CRNC
- Founded
- 2020
- Employees
- 1300
- CEO
- WebsiteView website
Cerence Inc. provides AI-powered assistants for the mobility/transportation market in the United States, the rest of the Americas, Germany, the rest of Europe, the Middle East, Africa, Japan, and the rest of the Asia-Pacific. The company offers edge software components, cloud-connected components, virtual assistant, and professional services. It also provides conversational and generative artificial intelligence-based solutions, including speech recognition, natural language understanding, speech signal enhancement, text-to-speech, and acoustic tuning. The company has a strategic partnership with Arm Kleidi; and SiMa.ai to advance the capabilities and performance of CaLLM Edge. Cerence Inc. was incorporated in 2020 and is headquartered in Burlington, Massachusetts.
