Cerence Inc.
CRNC
NASDAQ·Technology·Software - Application·Mkt cap $385.5M
$8.53
▲ +0.47%
P/E
-18.43
Mkt Cap
$385.5M
52-Wk Range
$5.85–$13.74
52-Week Range
$5.85 - $13.74
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 9.7% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Specialized automotive AI expertise with deep OEM relationships
- Proprietary conversational AI technology including speech recognition and NLU
- Hybrid edge-cloud architecture enabling real-time performance with advanced capabilities
- Established market position with major global automotive manufacturers
Bear Case
1 risk
- Very high volatility (beta 3.0). Expect 3x market swings. Position size accordingly.
Growth
Turning profitable
Increasing adoption of voice interfaces in connected and autonomous vehicles
Value
Trading at 0.6x Enterprise SaaS peers — a discount despite the growth profile.
Momentum
Falling
-22.7% over 3m
Quality
Excellent
Emerging growth company (21% revenue growth). Early stage with higher risk.
Dividend
None
No dividend
Smart-money signal
Who's buying CRNC right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 18, 2026
AUG 6, 2026
Reported EPS of $0.15 vs $0.20 consensus (-23.1% surprise). Revenue of $69.6M vs $70.1M expected (-0.7%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-23.1%
Revenue trend · last 8Q
—
—
-63%
+15%
-12%
+11%
+126%
+12%
Q3 24
Q4 24
Q1 24
Q2 25
Q3 25
Q4 25
Q1 25
Q3 26
$70.5M
$54.8M
$50.9M
$78.0M
$62.2M
$60.6M
$115.1M
$69.6M
Margins · last 8Q
Gross
76.0%
Operating
2.7%
Profit
2.2%
Wall Street consensus
1 analyst · 0% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
0%
Hold
100%
Sell
0%
Median Price Target
—
Latest: Goldman Sachs · May 8, 2026
vs Industry
How CRNC stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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