Cerence, Inc. (CRNC)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$8.53+0.47%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · CRNC
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 1 guided quarters · 20.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Deliver full fiscal year 2026 revenue in the range of $310 million to $320 million as reaffirmed by management.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $60.6M in 2025-Q4 to $64.2M in 2026-Q1, then $69.6M in 2026-Q2. Management reaffirmed full-year guidance of $310M to $320M. The trajectory shows delivering growth consistent with guidance.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8445).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Revenue is expected to be in the range of $310 million to $314 million”
“Revenue is expected to be in the range of $305 million to $320 million”
“We are providing full fiscal year revenue guidance of $300 million to $320 million”
Achieve and maintain gross margin in the range of 78% to 80% for fiscal year 2026 as a key operational priority.
Stated as a priority in 3 of last 3 quarters. Gross margin improved from 75%-76% guidance in 2025-Q4 to 78%-79% guidance in 2026-Q2. Actual GAAP gross margin was 76.0% in 2026-Q2, showing progress but slightly below the top of guidance. The trajectory is mixed but shows improvement.
“Gross margin is expected to be in the range of 78% to 79%”
“Gross Margin is expected to be in the range of 79% to 80%”
“Gross margins are projected between 75% and 76%”
Deliver adjusted EBITDA in the range of $60 million to $70 million for fiscal year 2026 as a measure of profitability.
Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA grew from $39.8M for nine months ended 2026-Q2 in prior year to $65.4M for nine months ended 2026-Q2 current year. Management raised full-year guidance to $66M-$70M. The trajectory is delivering improved profitability.
“Adjusted EBITDA is expected to be in the range of $66 million to $70 million”
“Adjusted EBITDA is expected to be in the range of $60 million to $70 million”
“Adjusted EBITDA is expected to be in the range of $50 million to $70 million”
Over the trailing year it converted -3.23x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
11 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.