CRNC

Cerence Inc.

Nasdaq · Services-Prepackaged Software · Inc. DE · CIK 0001768267
$10.98 +13.31% $496.2M
3 New Institutional Positions
Vol
Market Cap$496.2M
Cap SizeSmall Cap
Analyst ConsensusBuy (55%)
Inst. Holders8 funds
Inst. Value$57.2M
Inst. Activity3 buys / 0 sells
Press Releases1
Exchange Nasdaq·Sector Services-Prepackaged Software·Inc. DE·CIK 0001768267·Prev Close $9.69

Recent Activity

May 22, 2026 short_volume
Short Volume: CRNC — 59.5% short (1.3M / 2.3M)
Short: 1,341,835 | Exempt: 2,180 | TRF Vol: 2,254,880 | Short Ratio: 59.5% | Off-exchange volume (da
Mar 10, 2026 Press
Cerence AI and Vivoka expanded their strategic partnership to deliver embedded, multi-lingual voice AI solutions for ind
Impact 4/10
Feb 12, 2026 Insider
Matus Kristi Ann sold 12,968 shares
Director @ $0.0100 ($129.68)
Feb 12, 2026 Insider
DAVIS DOUGLAS LEE sold 12,968 shares
Director @ $0.0100 ($129.68)
Feb 12, 2026 Insider
Klevorn Marcy S sold 12,968 shares
Director @ $0.0100 ($129.68)
Inst.
MORGAN STANLEY — ADD
724,578 shares ($7.7M)
Inst.
BANK OF AMERICA CORP — DOUBLED
138,834 shares ($1.5M)

Price Targets

$10.75 -2.1% upside Hold
Current $10.98 Low $9.00 Median $11.00 High $12.00 4 analysts
$9.00 $12.00

Analyst Ratings

Hold55% buy · 11 analysts
2Strong Buy
4Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 Goldman Sachs MAINTAIN Neutral → Neutral
Apr 2, 2026 Cantor Fitzgerald INITIATE Overweight
Feb 9, 2026 Goldman Sachs MAINTAIN Neutral → Neutral
Feb 5, 2026 TD Cowen MAINTAIN Hold → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.20 ▼ -1.0% $0.13 — $0.22 68% YoY 5
Next Q $0.20 ▲ +4.2% $0.16 — $0.23 261% YoY 5
Current FY $0.71 ▲ +3.2% $0.58 — $0.80 35% YoY 5
Next FY $0.77 ▲ +1.8% $0.35 — $1.31 8% YoY 5

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$35.8M
TWO SIGMA INVESTMENTS, LP$9.7MDOUBLED
MORGAN STANLEY$7.7MADD
BANK OF AMERICA CORP$1.5MDOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT$1.3MTRIM

Recent Insider Trades

DateInsiderTypeValue
Feb 12, 2026Matus KristiA$129.68
Feb 12, 2026DAVIS DOUGLASA$129.68
Feb 12, 2026Klevorn MarcyA$129.68
Feb 12, 2026Harris MarionA$129.68
Feb 12, 2026Budnik MarianneA$129.68
8 institutional holders with $57.2M total value (5,350,014 shares) as of 2025-Q4. Top holders: VANGUARD, TWO, MORGAN. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC3,350,626$35.8M62.6%
2TWO SIGMA INVESTMENTS, LP908,353$9.7M17.0%DOUBLED +457.8%
3MORGAN STANLEY724,578$7.7M13.5%ADD +48.1%
4BANK OF AMERICA CORP /DE/138,834$1.5M2.6%DOUBLED +112.8%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC125,420$1.3M2.3%TRIM -28.1%
6WELLS FARGO & COMPANY/MN80,019$855.4K1.5%ADD +34.5%
7RENAISSANCE TECHNOLOGIES LLC11,968$127.9K0.2%NEW
8FMR LLC10,216$109.2K0.2%TRIM -48.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD489,368724,578+48.1%$7.7M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED65,250138,834+112.8%$1.5M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW11,968$127.9K2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED143,952802,981+457.8%$10.0M2025-Q3
MORGAN STANLEYTRIM665,650489,368-26.5%$6.1M2025-Q3
UBS Group AGDOUBLED89,716186,638+108.0%$2.3M2025-Q3
WELLS FARGO & COMPANY/MNADD48,04164,616+34.5%$805.1K2025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT311,1170-100.0%$0.002025-Q3
MORGAN STANLEYTRIM1,029,590665,650-35.3%$6.8M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED144,017311,117+116.0%$3.2M2025-Q2
TWO SIGMA INVESTMENTS, LPADD82,176143,952+75.2%$1.5M2025-Q2
UBS Group AGNEAR_EXIT422,72589,716-78.8%$916.0K2025-Q2
WELLS FARGO & COMPANY/MNTRIM68,61948,041-30.0%$490.5K2025-Q2
FMR LLCTRIM15,9048,145-48.8%$83.2K2025-Q2
CITADEL ADVISORS LLCADD560,104891,103+59.1%$7.0M2025-Q1
UBS Group AGDOUBLED144,614422,725+192.3%$3.3M2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM212,838144,017-32.3%$1.1M2025-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCTRIM177,990127,974-28.1%$1.0M2025-Q1
TWO SIGMA INVESTMENTS, LPNEAR_EXIT590,37582,176-86.1%$649.2K2025-Q1
FMR LLCNEAR_EXIT66,00715,904-75.9%$125.6K2025-Q1
MORGAN STANLEYADD625,837844,678+35.0%$6.6M2024-Q4
CITADEL ADVISORS LLCADD324,995560,104+72.3%$4.4M2024-Q4
WELLS FARGO & COMPANY/MNDOUBLED41,82089,477+114.0%$702.4K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW223,757$704.8K2024-Q3
5 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Feb 12, 2026Matus Kristi AnnDirectorA12,968$0.0100$129.68
Feb 12, 2026DAVIS DOUGLAS LEEDirectorA12,968$0.0100$129.68
Feb 12, 2026Klevorn Marcy SDirectorA12,968$0.0100$129.68
Feb 12, 2026Harris MarionDirectorA12,968$0.0100$129.68
Feb 12, 2026Budnik MarianneDirectorA12,968$0.0100$129.68

No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.

Current analyst consensus: Hold (55% buy). Based on 11 analysts: 2 strong buy, 4 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$10.75 mean target -2.1% upside Hold (2.60)
$9.00 Low $12.00 High
MetricValue
Current Price$10.98
Target Low$9.00
Target Mean$10.75
Target Median$11.00
Target High$12.00
# Analysts4
RecommendationHold (2.60)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.20 $0.13 $0.22 67.8% -1.0% 2↑ 1↓ $0.1B 12.6% 5
Next Q
2026-09-30
$0.20 $0.16 $0.23 261.0% +4.2% 3↑ 0↓ $0.1B 9.2% 5
Current FY
2026-09-30
$0.71 $0.58 $0.80 34.7% +3.2% 2↑ 3↓ $0.3B 25.3% 5
Next FY
2027-09-30
$0.77 $0.35 $1.31 7.9% +1.8% 1↑ 1↓ $0.3B -7.4% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.196
7d ago$0.198-0.002
30d ago$0.198-0.002
60d ago$0.203-0.007
90d ago$0.203-0.007
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Apr 2, 2026 Cantor Fitzgerald INITIATE Overweight
Feb 9, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Feb 5, 2026 TD Cowen MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20262450055%
Apr 1, 2026006120%
Mar 1, 2026006120%
Feb 1, 2026006120%
Jan 1, 2026006120%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 22, 2026
short_volume
Short Volume: CRNC — 59.5% short (1.3M / 2.3M)
Short: 1,341,835 | Exempt: 2,180 | TRF Vol: 2,254,880 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
May 13, 2026
other
Cerence AI to Participate in TD Cowen 54th Annual Technology, Media & Telecom Conference
Cerence AI will participate in the TD Cowen 54th Annual Technology, Media & Telecom Conference in New York City.
May 7, 2026
earnings_calendar
CRNC Q2 2026 Earnings Before Market Open — 2026-05-07
May 5, 2026
other
Cerence AI Files Complaint with the International Trade Commission Against Amazon
Cerence Inc. today announced the filing of a complaint with the United States International Trade Commission (ITC) against Amazon.com, Inc.
May 5, 2026
earnings_calendar
CRNC Q2 2026 Earnings Before Market Open — 2026-05-05
Mar 10, 2026
contract
Cerence and Vivoka Expand Collaboration to Deliver Embedded Voice AI for Industrial Markets Worldwide
Cerence AI and Vivoka announced an expanded strategic partnership to bring advanced, multi-lingual embedded voice AI to industrial markets.