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SCHW

Charles Schwab Corp.

May 17 • 04:00PM ET

78.78

Dollar change +0.74
Percentage change 0.95	%

Financial • Capital Markets • USA • NYSE

Chart Stock Detail • Compare Perf. • Revenue • Dividends • Options Options Chain • Save to Portfolio • Create Alert

Held by: VTI VOO IVV VTV MOAT IWD IVE VFH RSP ITOT

Index	S&P 500	P/E	32.97	EPS (ttm)	2.39	Insider Own	5.89%	Shs Outstand	1.77B	Perf Week	3.51%
Market Cap	140.01B	Forward P/E	17.66	EPS next Y	4.46	Insider Trans	-0.97%	Shs Float	1.67B	Perf Month	8.02%
Income	4.37B	PEG	2.24	EPS next Q	0.82	Inst Own	85.12%	Short Float	0.95%	Perf Quarter	22.33%
Sales	25.61B	P/S	5.47	EPS this Y	9.00%	Inst Trans	-0.58%	Short Ratio	2.25	Perf Half Y	40.48%
Book/sh	18.70	P/B	4.21	EPS next Y	30.74%	ROA	0.96%	Short Interest	15.96M	Perf Year	52.03%
Cash/sh	27.78	P/C	2.84	EPS next 5Y	14.74%	ROE	12.26%	52W Range	48.66 - 78.79	Perf YTD	14.51%
Dividend Est.	1.03 (1.30%)	P/FCF	-	EPS past 5Y	0.75%	ROI	4.91%	52W High	-0.01%	Beta	0.97
Dividend TTM	1.00 (1.27%)	Quick Ratio	-	Sales past 5Y	19.74%	Gross Margin	74.45%	52W Low	61.90%	ATR (14)	1.45
Dividend Ex-Date	May 09, 2024	Current Ratio	-	EPS Y/Y TTM	-34.92%	Oper. Margin	35.51%	RSI (14)	66.18	Volatility	2.16% 1.75%
Employees	33000	Debt/Eq	1.30	Sales Y/Y TTM	7.32%	Profit Margin	17.05%	Recom	1.96	Target Price	80.20
Option/Short	Yes / Yes	LT Debt/Eq	1.09	EPS Q/Q	-17.90%	Payout	39.39%	Rel Volume	0.91	Prev Close	78.04
Sales Surprise	0.60%	EPS Surprise	0.78%	Sales Q/Q	1.35%	Earnings	Apr 15 BMO	Avg Volume	7.08M	Price	78.78
SMA20	4.26%	SMA50	8.77%	SMA200	24.33%	Trades		Volume	6,464,573	Change	0.95%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-22-24	Upgrade	TD Cowen	Market Perform → Outperform	$87
Jan-18-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$75 → $70
Jan-10-24	Downgrade	Citigroup	Buy → Neutral	$75 → $70
Jan-04-24	Initiated	TD Cowen	Market Perform	$77
Jan-03-24	Downgrade	Goldman	Buy → Neutral	$70 → $71
Dec-01-23	Initiated	Redburn Atlantic	Sell	$52
Jul-24-23	Reiterated	UBS	Buy	$67 → $80
Jul-10-23	Upgrade	JMP Securities	Mkt Perform → Mkt Outperform	$73
May-15-23	Upgrade	Raymond James	Mkt Perform → Outperform	$63
Apr-20-23	Downgrade	Redburn	Neutral → Sell
Mar-30-23	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$99 → $68
Mar-15-23	Upgrade	Credit Suisse	Neutral → Outperform	$81.50 → $67.50
Mar-13-23	Upgrade	Citigroup	Neutral → Buy	$83 → $75
Jan-19-23	Downgrade	BofA Securities	Buy → Underperform	$92 → $75
Jan-04-23	Upgrade	Goldman	Neutral → Buy	$98
Nov-01-22	Downgrade	Credit Suisse	Outperform → Neutral	$84
Oct-19-22	Initiated	Credit Suisse	Outperform	$80
Oct-12-22	Initiated	Credit Suisse	Neutral	$83
Oct-12-22	Initiated	Citigroup	Neutral	$83
Aug-31-22	Initiated	Barclays	Equal Weight	$81

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08:56AM	Charles Schwab revenue beats estimates on higher asset management fees (Reuters)

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services, as well as retirement business services to independent registered investment advisors, independent retirement advisors, and record keepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in Westlake, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Schwab Charles R.	Co-Chairman	May 15 '24	Sale	78.08	58,065	4,533,709	60,683,471	May 16 08:24 PM
Schwab Charles R.	Co-Chairman	May 14 '24	Sale	76.89	65,360	5,025,700	60,741,536	May 16 08:24 PM
Schwab-Pomerantz Carolyn	Director	May 09 '24	Sale	76.13	26,315	2,003,429	1,674,571	May 13 08:44 PM
Schwab Charles R.	Co-Chairman	May 06 '24	Sale	76.40	65,790	5,026,474	60,906,686	May 08 05:49 PM
Schwab-Pomerantz Carolyn	Director	May 06 '24	Sale	76.38	13,113	1,001,635	1,700,886	May 08 06:10 PM
Schwab Charles R.	Co-Chairman	May 03 '24	Sale	75.51	66,225	5,000,425	60,972,476	May 08 05:49 PM
Schwab Charles R.	Co-Chairman	Apr 29 '24	Sale	74.78	59,906	4,480,010	61,038,701	Apr 30 07:28 PM
Schwab Charles R.	Co-Chairman	Apr 26 '24	Sale	74.96	59,905	4,490,419	61,098,607	Apr 30 07:28 PM
Crawford Peter B.	CFO	Apr 24 '24	Option Exercise	28.44	5,481	155,880	0	Apr 26 05:20 PM
Crawford Peter B.	CFO	Apr 24 '24	Sale	75.51	5,481	413,855	60,567	Apr 26 05:20 PM
Schwab Charles R.	Co-Chairman	Apr 22 '24	Sale	74.62	89,275	6,661,308	30,641,981	Apr 24 06:43 PM
Ellis Stephen A	Director	Apr 19 '24	Option Exercise	25.88	14,750	381,709	7,395	Apr 23 09:35 PM
Ellis Stephen A	Director	Apr 19 '24	Sale	73.20	14,750	1,079,774	108,574	Apr 23 09:35 PM
Schwab-Pomerantz Carolyn	Director	Apr 19 '24	Sale	73.16	9,000	658,468	577,857	Apr 22 09:33 PM
Schwab-Pomerantz Carolyn	Director	Apr 18 '24	Option Exercise	28.44	7,482	212,788	6,353	Apr 22 09:33 PM
Crawford Peter B.	CFO	Apr 18 '24	Option Exercise	28.44	5,482	155,908	0	Apr 18 09:10 PM
Schwab-Pomerantz Carolyn	Director	Apr 18 '24	Sale	73.47	7,482	549,667	1,719,399	Apr 22 09:33 PM
Crawford Peter B.	CFO	Apr 18 '24	Sale	73.46	5,482	402,708	60,567	Apr 18 09:10 PM
SARIN ARUN	Director	Apr 16 '24	Option Exercise	25.01	5,011	125,325	7,395	Apr 18 09:29 PM
MARTINETTO JOSEPH R	COO	Apr 16 '24	Sale	70.83	43,000	3,045,595	41,414	Apr 18 09:05 PM
Morgan Peter J. III	General Counsel	Apr 16 '24	Sale	72.23	24,520	1,771,151	0	Apr 18 09:08 PM
Murtagh Nigel J	Chief Risk Officer	Apr 16 '24	Sale	72.40	10,000	723,975	71,446	Apr 18 09:13 PM
Goldfarb Mark A	Director	Apr 16 '24	Sale	70.86	7,100	503,081	19,917	Apr 18 09:44 PM
Crawford Peter B.	CFO	Apr 16 '24	Sale	71.02	6,114	434,215	60,567	Apr 18 09:10 PM
SARIN ARUN	Director	Apr 16 '24	Sale	71.11	5,011	356,322	18,617	Apr 18 09:29 PM
Ellis Stephen A	Director	Mar 26 '24	Option Exercise	27.45	2,165	59,429	7,395	Mar 28 09:40 PM
ADAMS JOHN K JR	Director	Mar 22 '24	Option Exercise	30.08	15,701	472,330	60,152	Mar 26 07:51 PM
ADAMS JOHN K JR	Director	Mar 22 '24	Sale	72.64	15,701	1,140,539	44,451	Mar 26 07:51 PM
Murtagh Nigel J	Chief Risk Officer	Mar 21 '24	Option Exercise	26.39	12,948	341,698	94,394	Mar 25 09:05 PM
Craig Jonathan M.	Please see remarks	Mar 21 '24	Option Exercise	26.39	4,977	131,343	0	Mar 25 07:28 PM
Murtagh Nigel J	Chief Risk Officer	Mar 21 '24	Sale	70.03	12,948	906,686	81,446	Mar 25 09:05 PM
Schwab-Pomerantz Carolyn	Director	Mar 21 '24	Sale	70.87	9,000	637,848	581,457	Mar 25 09:13 PM
Craig Jonathan M.	Please see remarks	Mar 21 '24	Sale	70.01	4,977	348,430	0	Mar 25 07:28 PM
Craig Jonathan M.	Please see remarks	Mar 06 '24	Sale	67.80	48,751	3,305,083	0	Mar 08 08:12 PM
Murtagh Nigel J	Chief Risk Officer	Mar 06 '24	Sale	67.80	29,991	2,033,271	81,446	Mar 08 09:09 PM
Schwab-Pomerantz Carolyn	Director	Feb 28 '24	Sale	65.29	9,000	587,609	585,057	Mar 01 09:29 PM
Crawford Peter B.	CFO	Feb 28 '24	Sale	65.71	5,500	361,408	24,111	Mar 01 09:01 PM
Schwab Charles R.	Co-Chairman	Feb 23 '24	Sale	64.72	58,500	3,786,196	61,134,038	Feb 26 05:05 PM
Schwab Charles R.	Co-Chairman	Feb 22 '24	Sale	64.60	58,500	3,779,211	61,192,538	Feb 26 05:05 PM
Schwab Charles R.	Co-Chairman	Feb 15 '24	Option Exercise	25.86	71,226	1,841,904	0	Feb 20 08:55 PM
Schwab Charles R.	Co-Chairman	Feb 15 '24	Sale	64.99	71,226	4,628,999	61,251,038	Feb 20 08:55 PM
Crawford Peter B.	CFO	Feb 15 '24	Sale	64.76	8,000	518,084	29,611	Feb 20 08:33 PM
HERRINGER FRANK C	Director	Feb 01 '24	Option Exercise	25.01	10,511	262,880	7,395	Feb 05 09:36 PM
HERRINGER FRANK C	Director	Feb 01 '24	Sale	62.25	7,587	472,277	167,206	Feb 05 09:36 PM
Schwab Charles R.	Co-Chairman	Jan 24 '24	Sale	63.94	16,390	1,047,932	61,331,688	Jan 26 09:33 PM
Crawford Peter B.	CFO	Jan 22 '24	Sale	64.49	4,000	257,975	37,611	Jan 24 05:08 PM
Ellis Stephen A	Director	Dec 15 '23	Option Exercise	25.82	2,247	58,018	7,395	Dec 19 08:44 PM
Crawford Peter B.	CFO	Nov 30 '23	Option Exercise	28.44	4,000	113,760	0	Dec 04 08:19 PM
Schwab-Pomerantz Carolyn	Director	Nov 30 '23	Sale	61.28	12,208	748,109	1,722,400	Dec 04 08:22 PM
Morgan Peter J. III	General Counsel	Nov 30 '23	Sale	60.72	7,162	434,875	0	Dec 04 08:16 PM
Crawford Peter B.	CFO	Nov 30 '23	Sale	60.56	4,000	242,229	41,611	Dec 04 08:19 PM
Crawford Peter B.	CFO	Nov 03 '23	Sale	56.19	3,114	174,964	41,611	Nov 07 04:35 PM
SNEED PAULA A	Director	Oct 24 '23	Sale	49.98	6,918	345,737	112,398	Oct 26 04:58 PM
Crawford Peter B.	Chief Financial Officer	Sep 18 '23	Option Exercise	23.12	3,792	87,671	0	Sep 20 04:13 PM
Crawford Peter B.	Chief Financial Officer	Sep 18 '23	Sale	57.31	3,792	217,306	44,725	Sep 20 04:13 PM
Morgan Peter J. III	MD, General Counsel	Aug 29 '23	Sale	59.61	8,000	476,872	8,014	Aug 30 05:46 PM
Ruffel Charles A.	Director	Aug 17 '23	Buy	60.55	833	50,440	3,386	Aug 21 06:51 PM
Schwab Charles R.	Co-Chairman	Jul 26 '23	Sale	66.60	75,760	5,045,821	59,672,778	Jul 26 07:17 PM
Schwab Charles R.	Co-Chairman	Jul 24 '23	Option Exercise	23.12	72,047	1,665,727	0	Jul 26 07:17 PM
Schwab Charles R.	Co-Chairman	Jul 24 '23	Sale	66.66	72,047	4,802,984	59,748,538	Jul 26 07:17 PM
Schwab Charles R.	Co-Chairman	May 22 '23	Option Exercise	22.67	77,640	1,760,099	0	May 24 07:38 PM
Schwab Charles R.	Co-Chairman	May 22 '23	Sale	51.76	77,640	4,018,584	59,771,278	May 24 07:38 PM

Open in Screener

ACN

Accenture plc

May 17 • 04:00PM ET

303.59

Dollar change -4.41
Percentage change -1.43	%

Technology • Information Technology Services • Ireland • NYSE

Chart Stock Detail • Compare Perf. • Revenue • Dividends • Options Options Chain • Save to Portfolio • Create Alert

Held by: VTI VOO IVV VUG VGT VIG IWF QUAL JEPI USMV

Index	S&P 500	P/E	27.52	EPS (ttm)	11.03	Insider Own	0.24%	Shs Outstand	628.27M	Perf Week	-0.89%
Market Cap	190.88B	Forward P/E	23.24	EPS next Y	13.06	Insider Trans	-5.12%	Shs Float	627.12M	Perf Month	-3.93%
Income	7.03B	PEG	3.63	EPS next Q	3.17	Inst Own	79.04%	Short Float	1.10%	Perf Quarter	-17.83%
Sales	64.57B	P/S	2.96	EPS this Y	3.84%	Inst Trans	1.15%	Short Ratio	2.51	Perf Half Y	-6.73%
Book/sh	43.13	P/B	7.04	EPS next Y	7.80%	ROA	14.20%	Short Interest	6.88M	Perf Year	6.66%
Cash/sh	8.15	P/C	37.24	EPS next 5Y	7.58%	ROE	27.64%	52W Range	280.23 - 387.51	Perf YTD	-13.48%
Dividend Est.	5.10 (1.68%)	P/FCF	21.70	EPS past 5Y	11.18%	ROI	23.84%	52W High	-21.66%	Beta	1.22
Dividend TTM	4.99 (1.64%)	Quick Ratio	1.26	Sales past 5Y	9.59%	Gross Margin	32.59%	52W Low	8.34%	ATR (14)	5.75
Dividend Ex-Date	Apr 10, 2024	Current Ratio	1.26	EPS Y/Y TTM	1.61%	Oper. Margin	15.43%	RSI (14)	35.49	Volatility	1.91% 1.48%
Employees	733000	Debt/Eq	0.12	Sales Y/Y TTM	2.26%	Profit Margin	10.89%	Recom	1.97	Target Price	382.65
Option/Short	Yes / Yes	LT Debt/Eq	0.09	EPS Q/Q	10.08%	Payout	41.59%	Rel Volume	1.54	Prev Close	308.00
Sales Surprise	-0.30%	EPS Surprise	4.09%	Sales Q/Q	-0.09%	Earnings	Mar 21 BMO	Avg Volume	2.74M	Price	303.59
SMA20	-1.45%	SMA50	-8.24%	SMA200	-8.71%	Trades		Volume	4,229,189	Change	-1.43%

Date	Action	Analyst	Rating Change	Price Target Change
May-15-24	Downgrade	Deutsche Bank	Buy → Hold	$409 → $295
Mar-21-24	Downgrade	Susquehanna	Positive → Neutral	$400 → $360
Mar-19-24	Initiated	Guggenheim	Buy	$425
Jan-30-24	Initiated	Mizuho	Buy	$426
Jan-17-24	Upgrade	Exane BNP Paribas	Neutral → Outperform	$440
Nov-16-23	Initiated	Redburn Atlantic	Buy	$410
Nov-07-23	Initiated	UBS	Neutral	$333
Jun-23-23	Downgrade	TD Cowen	Outperform → Market Perform	$325 → $300
Jun-15-23	Upgrade	Piper Sandler	Underweight → Neutral	$250 → $316
Apr-05-23	Upgrade	Edward Jones	Hold → Buy
Jan-30-23	Initiated	Wells Fargo	Equal Weight	$289
Dec-12-22	Downgrade	Piper Sandler	Neutral → Underweight	$268
Jun-29-22	Downgrade	Exane BNP Paribas	Outperform → Neutral	$320
Jan-10-22	Initiated	Goldman	Neutral	$446
Dec-17-21	Reiterated	Wolfe Research	Peer Perform	$380 → $420
Dec-17-21	Reiterated	UBS	Neutral	$340 → $397
Dec-17-21	Reiterated	Deutsche Bank	Buy	$395 → $440
Dec-17-21	Reiterated	Citigroup	Buy	$390 → $460
Dec-17-21	Reiterated	BMO Capital Markets	Market Perform	$385 → $460
Sep-22-21	Upgrade	MoffettNathanson	Neutral → Buy	$405

Show Previous Ratings

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Accenture is a global professional services company that helps the world's businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The company combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. Accenture operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
PELISSON Gilles	Director	May 13 '24	Sale	308.02	7,288	2,244,878	0	May 14 04:13 PM
Shook Ellyn	Chief Leadership & HR Officer	Apr 25 '24	Sale	307.22	5,000	1,536,112	13,699	Apr 26 09:06 AM
Unruch Joel	General Counsel/Corp Secretary	Apr 19 '24	Sale	316.12	4,333	1,369,733	30,702	Apr 22 04:25 PM
Ollagnier Jean-Marc	CEO EMEA	Apr 12 '24	Sale	315.91	6,250	1,974,432	161,581	Apr 16 04:11 PM
McClure Kathleen R	Chief Financial Officer	Apr 12 '24	Sale	316.00	4,500	1,422,008	42,781	Apr 16 04:12 PM
Sweet Julie Spellman	Chair and CEO	Apr 12 '24	Sale	315.93	3,801	1,200,855	15,178	Apr 16 04:11 PM
Sharma Manish	CEO-North America	Apr 12 '24	Sale	315.93	1,501	474,213	3,122	Apr 16 04:11 PM
Walsh John F	Chief Operating Officer	Mar 25 '24	Sale	332.13	8,000	2,657,034	17,877	Mar 26 04:09 PM
Sweet Julie Spellman	Chair and CEO	Feb 05 '24	Sale	370.35	7,361	2,726,126	18,713	Feb 06 04:22 PM
McClure Kathleen R	Chief Financial Officer	Feb 05 '24	Sale	370.32	2,070	766,555	47,110	Feb 06 04:24 PM
Sharma Manish	CEO-North America	Feb 05 '24	Sale	370.39	1,486	550,392	4,503	Feb 06 04:24 PM
McClure Kathleen R	Chief Financial Officer	Jan 29 '24	Sale	371.77	851	316,377	50,737	Jan 30 09:22 AM
Shook Ellyn	Chief Leadership & HR Officer	Jan 26 '24	Sale	371.81	5,000	1,859,069	20,316	Jan 29 04:40 PM
Unruch Joel	General Counsel/Corp Secretary	Jan 26 '24	Sale	371.83	4,333	1,611,142	34,795	Jan 29 04:40 PM
Burgum Melissa A	Chief Accounting Officer	Jan 26 '24	Sale	371.80	3,010	1,119,111	9,193	Jan 29 04:41 PM
Ollagnier Jean-Marc	CEO EMEA	Jan 19 '24	Sale	362.77	6,250	2,267,302	167,831	Jan 22 04:15 PM
Sweet Julie Spellman	Chair and CEO	Jan 19 '24	Sale	362.79	5,371	1,948,545	32,847	Jan 22 04:14 PM
Sharma Manish	CEO-North America	Jan 19 '24	Sale	362.83	1,449	525,747	6,921	Jan 22 04:15 PM
Ardila Jaime	Director	Dec 27 '23	Sale	353.18	3,000	1,059,542	11,392	Dec 28 05:14 PM
Price Paula A	Director	Dec 21 '23	Sale	345.36	551	190,291	6,583	Dec 26 04:06 PM
Sweet Julie Spellman	Chair and CEO	Nov 10 '23	Sale	317.59	4,432	1,407,539	22,522	Nov 13 04:11 PM
Sweet Julie Spellman	Chair and CEO	Nov 03 '23	Sale	314.68	9,000	2,832,124	26,830	Nov 06 04:14 PM
Unruch Joel	General Counsel/Corp Secretary	Nov 01 '23	Sale	300.00	1,083	324,900	35,526	Nov 02 04:21 PM
Sweet Julie Spellman	Chair and CEO	Oct 30 '23	Sale	291.41	9,000	2,622,717	35,830	Oct 31 04:10 PM
Sharma Manish	CEO-North America	Oct 30 '23	Sale	291.41	4,478	1,304,939	3,534	Oct 31 04:09 PM
Walsh John F	Chief Operating Officer	Oct 24 '23	Sale	295.60	2,500	738,988	21,885	Oct 25 04:10 PM
Unruch Joel	General Counsel/Corp Secretary	Oct 23 '23	Sale	297.00	3,251	965,561	36,609	Oct 24 04:16 PM
Shook Ellyn	Chief Leadership & HR Officer	Oct 20 '23	Sale	298.48	5,250	1,567,014	20,265	Oct 23 04:17 PM
Ollagnier Jean-Marc	CEO EMEA	Oct 13 '23	Sale	302.04	6,250	1,887,757	161,622	Oct 16 07:20 PM
Framil Leonardo	CEO-Growth Markets	Aug 08 '23	Sale	311.52	3,000	934,548	16,898	Aug 08 04:53 PM
Unruch Joel	General Counsel/Corp Secretary	Jul 27 '23	Sale	320.60	7,000	2,244,229	36,034	Jul 28 04:19 PM
Shook Ellyn	Chief Leadership & HR Officer	Jul 21 '23	Sale	315.00	5,250	1,653,746	21,958	Jul 24 04:06 PM
Ollagnier Jean-Marc	Chief Executive - Europe	Jul 14 '23	Sale	316.19	6,250	1,976,177	167,854	Jul 17 04:29 PM
Sweet Julie Spellman	Chair & CEO	Jul 14 '23	Sale	316.23	2,930	926,561	21,982	Jul 17 04:29 PM
Burgum Melissa A	Chief Accounting Officer	Jun 26 '23	Sale	300.00	1,344	403,200	10,506	Jun 27 09:12 AM

Open in Screener

CRNC

Cerence Inc

May 17 • 04:00PM ET

3.99

Dollar change -0.90
Percentage change -18.40	%

Technology • Software - Application • USA • NASD

Chart Stock Detail • Compare Perf. • Revenue • Dividends • Options Options Chain • Save to Portfolio • Create Alert

Held by: IJR VTI VB VGT VBR VXF IWM ROBT IJS BOTZ

Index	RUT	P/E	-	EPS (ttm)	-6.83	Insider Own	13.89%	Shs Outstand	40.42M	Perf Week	-25.42%
Market Cap	166.70M	Forward P/E	-	EPS next Y	-0.11	Insider Trans	-1.73%	Shs Float	35.97M	Perf Month	-61.45%
Income	-282.13M	PEG	-	EPS next Q	0.03	Inst Own	99.02%	Short Float	18.10%	Perf Quarter	-74.37%
Sales	348.58M	P/S	0.48	EPS this Y	118.63%	Inst Trans	-4.15%	Short Ratio	8.15	Perf Half Y	-78.24%
Book/sh	11.09	P/B	0.36	EPS next Y	-113.95%	ROA	-24.29%	Short Interest	6.51M	Perf Year	-84.03%
Cash/sh	2.60	P/C	1.54	EPS next 5Y	15.00%	ROE	-48.11%	52W Range	4.59 - 36.79	Perf YTD	-79.70%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-37.64%	52W High	-89.15%	Beta	2.41
Dividend TTM	-	Quick Ratio	2.13	Sales past 5Y	2.02%	Gross Margin	73.21%	52W Low	-13.07%	ATR (14)	0.76
Dividend Ex-Date	-	Current Ratio	2.13	EPS Y/Y TTM	25.26%	Oper. Margin	14.04%	RSI (14)	15.68	Volatility	13.46% 9.40%
Employees	1700	Debt/Eq	0.63	Sales Y/Y TTM	16.49%	Profit Margin	-80.93%	Recom	2.78	Target Price	8.21
Option/Short	Yes / Yes	LT Debt/Eq	0.62	EPS Q/Q	-927.02%	Payout	-	Rel Volume	7.02	Prev Close	4.89
Sales Surprise	9.13%	EPS Surprise	59.68%	Sales Q/Q	-0.83%	Earnings	May 09 BMO	Avg Volume	799.36K	Price	3.99
SMA20	-52.32%	SMA50	-66.21%	SMA200	-77.13%	Trades		Volume	5,609,531	Change	-18.40%

Date	Action	Analyst	Rating Change	Price Target Change
May-10-24	Downgrade	Wells Fargo	Overweight → Equal Weight	$25 → $6.50
May-07-24	Resumed	Needham	Hold
Feb-07-24	Downgrade	Craig Hallum	Buy → Hold	$22
Feb-09-23	Upgrade	Craig Hallum	Hold → Buy	$24 → $40
Aug-10-22	Downgrade	Raymond James	Outperform → Mkt Perform
Aug-10-22	Downgrade	Craig Hallum	Buy → Hold	$45 → $24
Jul-07-22	Upgrade	RBC Capital Mkts	Underperform → Sector Perform	$28 → $27
Feb-22-22	Downgrade	Goldman	Buy → Neutral	$53 → $44
Feb-14-22	Downgrade	Evercore ISI	Outperform → In-line	$150 → $55
Feb-08-22	Downgrade	Wedbush	Outperform → Neutral
Feb-08-22	Downgrade	Robert W. Baird	Outperform → Neutral	$110 → $50
Feb-08-22	Downgrade	RBC Capital Mkts	Sector Perform → Underperform	$77 → $37
Feb-08-22	Downgrade	Jefferies	Buy → Hold	$115 → $40
Jan-14-22	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$77
Dec-16-21	Upgrade	Wells Fargo	Equal Weight → Overweight	$85
Dec-07-21	Upgrade	Raymond James	Mkt Perform → Outperform	$100
Oct-06-21	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$112 → $110
Aug-10-21	Reiterated	Needham	Buy	$155 → $165
Jul-07-21	Downgrade	Raymond James	Outperform → Mkt Perform	$115
Jun-04-21	Initiated	Robert W. Baird	Outperform	$122

Show Previous Ratings

May-10-24 03:35PM	Cerence Inc (CRNC) Faces Financial Challenges in Q2 2024 Despite Revenue Outperformance (GuruFocus.com) -14.81%
May-09-24 11:58AM	CRNC Stock Earnings: Cerence Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace) -34.31%
09:30AM	Compared to Estimates, Cerence (CRNC) Q2 Earnings: A Look at Key Metrics (Zacks)
08:40AM	Cerence (CRNC) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
07:00AM	Cerence Announces Second Quarter Fiscal Year 2024 Results (GlobeNewswire)
09:15AM	Loading…
May-08-24 09:15AM	Stay Ahead of the Game With Cerence (CRNC) Q2 Earnings: Wall Street's Insights on Key Metrics (Zacks)
May-06-24 06:00AM	Shhh! 3 Secret AI Stocks Flying Below Wall Street's Radar (InvestorPlace)
Apr-25-24 04:30PM	Cerence to Announce Fiscal Second Quarter Results on May 9, 2024 (GlobeNewswire) -6.57%
08:00AM	Foxtron and Cerence Collaborate to Bring First-of-its-Kind Intuitive Interaction to Foxtron's New Electric Vehicles in Taiwan (GlobeNewswire)
Mar-25-24 09:07AM	Cerence (CRNC) Boosts In-Car Experience with CaLLM AI Platform (Zacks)
Mar-22-24 02:13PM	Nvidia-Backed SoundHound AI Tumbled This Week on Short-Selling Report, Downgrade (Investopedia)
Mar-21-24 08:00AM	Cerence Engages First Automaker Customers for CaLLM, Its Pioneering Automotive Large Language Model (GlobeNewswire)
Mar-19-24 08:00AM	Cerence Announces Equity Grant to Employee Under Inducement Plan (GlobeNewswire)
Mar-04-24 08:00AM	Cerence Names Daniel Tempesta as Chief Financial Officer (GlobeNewswire)
Feb-27-24 08:00AM	Cerence Announces Its Participation at Two Upcoming Investor Conferences (GlobeNewswire)
09:54AM	Loading…
Feb-07-24 09:54AM	Cerence Inc. (NASDAQ:CRNC) Q1 2024 Earnings Call Transcript (Insider Monkey) -14.10%
Feb-06-24 09:30AM	Cerence (CRNC) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks) -7.10%
08:15AM	Cerence (CRNC) Q1 Earnings and Revenues Beat Estimates (Zacks)
07:00AM	Cerence Announces First Quarter Fiscal Year 2024 Results (GlobeNewswire)
Feb-05-24 09:16AM	Insights Into Cerence (CRNC) Q1: Wall Street Projections for Key Metrics (Zacks)
Jan-23-24 08:00AM	Cerence to Announce Fiscal First Quarter Results on February 6, 2024 (GlobeNewswire)
Jan-17-24 11:54AM	Cerence (CRNC) Boosts Skoda's In-Car Experience With Chat Pro (Zacks)
Jan-16-24 08:00AM	Cerence and koda Elevate the In-Vehicle Experience with Cerence Chat Pro (GlobeNewswire)
Jan-12-24 01:55PM	Cerence (CRNC) Rides on Strong Clientele & Solid Partner Base (Zacks)
Jan-10-24 08:00AM	Great Wall Motor Selects Cerence to Power In-Car Experience as Automaker Expands Globally (GlobeNewswire)
Jan-08-24 11:00AM	Volkswagen and Cerence Collaborate to Bring New, Generative AI-Powered Interaction to Drivers (GlobeNewswire)
Jan-03-24 08:00AM	Cerence Collaborates with Microsoft to Develop Next-Generation, Generative AI-Powered Automotive User Experience (GlobeNewswire)
Dec-19-23 08:00AM	Cerence Pioneers Automotive-Specific LLM in Collaboration with NVIDIA, Powering the Future of In-Car Experiences (GlobeNewswire)
Nov-28-23 09:07AM	Cerence Inc. (NASDAQ:CRNC) Q4 2023 Earnings Call Transcript (Insider Monkey)
Nov-27-23 08:03AM	Cerence Inc (CRNC) Surpasses Fiscal Year 2023 Revenue and Profitability Forecasts (GuruFocus.com)
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07:00AM	Cerence Announces Fourth Quarter and Fiscal Year 2023 Results (GlobeNewswire)
Nov-23-23 01:03PM	Insider Sell Alert: EVP, CTO Iqbal Arshad Sells 11,818 Shares of Cerence Inc (CRNC) (GuruFocus.com)
Nov-13-23 04:30PM	Cerence to Announce Fiscal Fourth Quarter and Full Year Results on November 27, 2023 (GlobeNewswire)
Oct-13-23 01:20PM	Cerence Files Patent Infringement Suit Against Samsung (GlobeNewswire)
Sep-05-23 08:00AM	Cerence Names Accomplished Automotive Technology Executive Christian Mentz as Chief Revenue Officer (GlobeNewswire)
Aug-30-23 08:00AM	Cerence to Present at the Goldman Sachs Communacopia & Technology Investor Conference (GlobeNewswire)
Aug-23-23 08:00AM	Boson Motors Selects Cerence to Bring Human-Like Interaction to its Electric Trucks (GlobeNewswire)
Aug-08-23 07:00AM	Cerence Announces Third Quarter Fiscal Year 2023 Results (GlobeNewswire)
Jul-26-23 04:15PM	Cerence to Announce Fiscal Third Quarter Results on August 8, 2023 (GlobeNewswire)
Jul-25-23 08:00AM	Cerence Introduces Low-Footprint Product Suite Designed Specifically for IoT Applications (GlobeNewswire)
Jun-22-23 06:30AM	Cerence Inc. Prices Offering of $190 Million 1.50% Convertible Senior Notes due 2028 (GlobeNewswire) -13.58%
Jun-21-23 08:00PM	CRNC: What does Argus have to say about CRNC? (Argus Research)
04:05PM	Cerence Inc. Announces Proposed Offering of $190 Million Convertible Senior Notes due 2028 (GlobeNewswire)
Jun-20-23 08:00AM	Cerence SVP & General Counsel Jennifer Salinas Named to Lawyers of Colors 2023 Power List (GlobeNewswire)
Jun-13-23 08:30AM	Cerence Enhances the Driving Experience for Premium German Automaker with JustTalk Technology (GlobeNewswire)
Jun-01-23 08:00AM	Cerence Adds Former Ford Executive Marcy Klevorn to its Board of Directors (GlobeNewswire)
05:07AM	The AI Boom Is Not Fully Priced in These 2 Stocks; Needham Analysts See Over 40% Upside Potential (TipRanks)
May-22-23 08:00AM	Cerence to Present at Several Upcoming Investor Conferences (GlobeNewswire)
May-16-23 08:00AM	Cerence Ride to Bring Conversational AI Experience to Loncin Motorcycles Worldwide (GlobeNewswire)
May-09-23 07:00AM	Cerence Announces Second Quarter Fiscal Year 2023 Results (GlobeNewswire) -12.62%
May-04-23 08:00AM	Cerence Signs Competitive Win-Back with International Luxury Automaker (GlobeNewswire)
May-02-23 08:00AM	Cerence Appoints Iqbal Arshad, an Accomplished Tech Industry Innovator, as Chief Technology Officer (GlobeNewswire)
Apr-27-23 03:00PM	Cerence to Announce Fiscal Second Quarter Results on May 9, 2023 (GlobeNewswire)
Apr-26-23 08:00PM	CRNC: Lowering target price to $28.00 (Argus Research)
Apr-24-23 08:00AM	Cerence Leverages Trail-Blazing Generative AI to Enhance the In-Car Experience for Automakers and Their Drivers (GlobeNewswire)
Apr-18-23 08:00AM	Banma Selects Cerence to Bring Conversational AI to Chinas Largest OEMs (GlobeNewswire)
Mar-16-23 08:00AM	Cerence Unveils Enhanced, AI-Powered Biometrics Engine for Deeper Security and Personalization (GlobeNewswire)
Mar-01-23 08:00AM	Cerence to Present at the Morgan Stanley Technology, Media & Telecom Conference (GlobeNewswire)
Feb-27-23 08:00AM	Cerence Partners with Yanfeng to Simplify In-Car Communication for SAIC-GM in its Buick CENTURY (GlobeNewswire)
Feb-10-23 05:42AM	Cerence First Quarter 2023 Earnings: Beats Expectations (Simply Wall St.)
Feb-08-23 07:00AM	Cerence Announces First Quarter Fiscal Year 2023 Results (GlobeNewswire)
Feb-07-23 08:00AM	Cerence Enhances the Driving Experience for Legendary Automakers Tour Guide Feature (GlobeNewswire)
Jan-26-23 08:00AM	Cerence to Announce Fiscal First Quarter Results on February 8, 2023 (GlobeNewswire)
Jan-09-23 08:00AM	Eyeing Continued Global Expansion, BYD Selects Cerence to Power Conversational AI Across its EV Lineup (GlobeNewswire)
Jan-04-23 08:00AM	Cerence and what3words Integrated, Voice-Powered Global Navigation Solution Gains Continued Traction with Worlds Leading Automakers (GlobeNewswire) +8.99%
Jan-03-23 02:00PM	Cerence to Present at the 25th Annual Needham Growth Conference (GlobeNewswire)
Dec-14-22 08:00AM	Cerence Enhances the Driving Experience with New Partnerships that Deliver the Most Comprehensive Catalog of Live Radio and Podcast Content (GlobeNewswire)
Dec-01-22 02:00PM	Cerence to Present at the Raymond James Technology Investors Conference (GlobeNewswire)
Nov-29-22 08:00AM	Cerence Announces Fourth Quarter and Fiscal Year 2022 Results (GlobeNewswire) +15.76%
Nov-16-22 02:00PM	Cerence to Announce Fourth Quarter and Fiscal Year 2022 Results and Host an Investor Day on November 29 (GlobeNewswire)
Nov-01-22 08:00AM	Automotive Technology Sales Leader Bob Ligon Named Chief Revenue Officer at Cerence (GlobeNewswire)
Oct-27-22 08:00AM	Automotive Industry Leader and AI Luminary Nils Schanz Named Chief Product Officer at Cerence (GlobeNewswire)
Oct-17-22 08:00AM	Renault and Cerence sign multi-year agreement to create next-gen, humanized co-pilot for an enhanced electric vehicle experience (GlobeNewswire) +8.09%
Oct-10-22 08:11AM	Cerence (NASDAQ:CRNC) Has More To Do To Multiply In Value Going Forward (Simply Wall St.)
Oct-05-22 08:00AM	Cerence and WFCO Partner to Develop Intuitive, AI-Powered RV Cabin Experience (GlobeNewswire)
Sep-28-22 08:00AM	Cerence SVP and General Counsel Jennifer Salinas Named One of ALPFAs 2022 Most Powerful Latinas (GlobeNewswire)
Sep-22-22 08:00AM	Cerence Brings Industry-Leading Voice Technologies Outside the Car with Cerence Exterior Vehicle Communication (GlobeNewswire)
Sep-20-22 12:45PM	Cerence Teams with NVIDIA to Advance the Connected, Digital Automotive Cockpit (GlobeNewswire)
Sep-14-22 08:00AM	CFMOTO Selects Cerence to Bring Conversational AI to Two-Wheelers and ATVs (GlobeNewswire)
Sep-08-22 08:00AM	Cerence to Present at the Goldman Sachs Communacopia + Technology Conference (GlobeNewswire)
Sep-07-22 07:30AM	Top Automaker Selects Cerence to Power New, Enhanced Intelligent Personal Assistant (GlobeNewswire)
Sep-02-22 08:00AM	Cerence to Present at the 2nd Annual Evercore ISI Technology Conference (GlobeNewswire)
Sep-01-22 08:00AM	Cerence Transforms Any Car Into a Smart, Connected Car with Cerence Link (GlobeNewswire)
Aug-30-22 08:00AM	Turning Drive Time into Thrive Time: Cerence Collaborates with Microsoft to Bring Teams to On-the-Go Professionals in Their Cars (GlobeNewswire)
Aug-10-22 09:06AM	News Flash: 12 Analysts Think Cerence Inc. (NASDAQ:CRNC) Earnings Are Under Threat (Simply Wall St.)
Aug-09-22 07:00AM	Cerence Announces Third Quarter Fiscal Year 2022 Results (GlobeNewswire) -21.55%
Jul-26-22 08:00AM	Cerence to Announce Fiscal Third Quarter Results on August 9, 2022 (GlobeNewswire)
Jul-13-22 08:00AM	Cerence and CerebrumX Collaborate to Build AI-Powered Advanced Platform for Connected Vehicle Data Using Amazon Web Services (AWS) (GlobeNewswire)
Jul-06-22 08:00AM	Cerence Joins MIH Consortium to Advance Future of Mobility (GlobeNewswire)
Jun-22-22 08:00AM	Lynk & Co Selects Cerence to Power Conversational AI Across its Lineup (GlobeNewswire)
Jun-08-22 08:00AM	Cerence Co-Pilot Named Cockpit of the Future Product of the Year at Informa Tech Automotive Awards (GlobeNewswire)
Jun-03-22 06:30AM	Investors in Cerence (NASDAQ:CRNC) have unfortunately lost 69% over the last year (Simply Wall St.) -7.43%
Jun-01-22 12:54PM	Faraday Future Selects Cerence to Provide Natural, Human-Like Voice for its In-Car Assistant in the New FF 91 EV (Business Wire)
May-19-22 10:18AM	Vulcan Value Partners: Cerence (CRNC)s Competitive Moat Remains Unchanged (Insider Monkey)
May-17-22 08:00AM	SAIC Mobility Robotaxi Selects Cerence to Power Natural, Conversational Interaction in Chinas First L4 Self-Driving Robotaxi (GlobeNewswire) +7.88%
May-10-22 07:00AM	Cerence Announces Second Quarter Fiscal Year 2022 Results (GlobeNewswire) +6.91%
May-06-22 08:00AM	Cerence Announces New Appointments to Strengthen Leadership Team (GlobeNewswire)
May-04-22 12:10PM	Why the Earnings Surprise Streak Could Continue for Cerence (CRNC) (Zacks)
May-03-22 08:00AM	Cerence to Announce Fiscal Second Quarter Results on May 10, 2022 (GlobeNewswire)
06:15AM	Here's What To Make Of Cerence's (NASDAQ:CRNC) Decelerating Rates Of Return (Simply Wall St.)

Cerence, Inc. engages in building artificial intelligence-powered virtual assistants for the mobility and transportation market. Its products include core technologies, cloud and professional services, voice and beyond, mobility, and platform developers. The company was founded on October 1, 2019 and is headquartered in Burlington, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BEAUDOIN THOMAS L	Director	May 07 '24	Sale	9.69	5,464	52,946	242,457	May 08 04:22 PM
BEAUDOIN THOMAS L	Director	May 01 '24	Sale	9.03	5,000	45,146	247,921	May 02 05:08 PM
Ortmanns Stefan	Chief Executive Officer	Apr 22 '24	Sale	10.04	10,762	108,045	526,388	Apr 23 04:44 PM
BEAUDOIN THOMAS L	Director	Apr 01 '24	Sale	15.35	5,000	76,744	252,921	Apr 02 09:28 AM
Ortmanns Stefan	Chief Executive Officer	Mar 22 '24	Sale	14.82	15,389	228,043	537,150	Mar 25 05:15 PM
BEAUDOIN THOMAS L	Director	Mar 21 '24	Sale	14.99	5,000	74,926	257,921	Mar 22 05:14 PM
Ortmanns Stefan	Chief Executive Officer	Mar 14 '24	Sale	14.73	21,446	315,985	552,539	Mar 15 05:08 PM
Ortmanns Stefan	Chief Executive Officer	Jan 12 '24	Sale	19.26	11,942	230,003	573,985	Jan 12 04:15 PM
Arshad Iqbal	EVP, CTO	Jan 09 '24	Sale	18.79	5,188	97,483	238,685	Jan 09 05:12 PM
BEAUDOIN THOMAS L	EVP, CFO	Jan 09 '24	Sale	18.79	5,185	97,426	261,916	Jan 09 05:11 PM
Arshad Iqbal	EVP, CTO	Nov 22 '23	Sale	17.82	11,818	210,597	141,198	Nov 22 04:03 PM
Ortmanns Stefan	Chief Executive Officer	Oct 13 '23	Sale	17.97	54,212	974,190	436,013	Oct 16 04:38 PM
BEAUDOIN THOMAS L	EVP, CFO	Oct 06 '23	Sale	19.15	12,795	245,024	199,483	Oct 10 04:20 PM
Arshad Iqbal	EVP, CTO	Oct 06 '23	Sale	19.15	6,041	115,685	125,834	Oct 10 04:21 PM

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Cerence Inc

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