Three Underrated Speech Recognition Companies Making Their Mark: SOUN, EGHT, and CRNC
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 10 2025
0mins
Should l Buy CRNC?
Source: TipRanks
Voice Recognition Industry Growth: The voice recognition sector is evolving from gimmicks to practical applications, with major players like Microsoft, Apple, Alphabet, and Amazon holding over 60% market share, while emerging companies like SoundHound AI, 8×8, and Cerence offer unique opportunities for investors.
SoundHound AI Performance: SoundHound has shown remarkable growth, with an 82% stock increase over the past year and a record Q3 revenue of $42 million, supported by strategic acquisitions and a strong balance sheet, positioning it as a leader in the voice AI space.
8×8's Challenges and Strategy: Despite a 33% decline in stock value, 8×8 is focusing on cost discipline and incremental AI feature integration to stabilize revenue, although investor patience is waning due to slow growth and high debt levels.
Cerence's Niche Position: Cerence has rebounded with a 170% year-over-year stock increase, driven by positive cash flow and strong partnerships, but faces risks from competition with Big Tech and must demonstrate its value in the automotive voice recognition market.
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Analyst Views on CRNC
Wall Street analysts forecast CRNC stock price to rise
2 Analyst Rating
0 Buy
2 Hold
0 Sell
Hold
Current: 7.940
Low
10.00
Averages
10.50
High
11.00
Current: 7.940
Low
10.00
Averages
10.50
High
11.00
About CRNC
Cerence Inc. is a provider of artificial intelligence (AI)-powered assistants for connected and autonomous vehicles. The Company builds AI-powered virtual assistants for the mobility/transportation market. Its software platform is used to build virtual assistants that can communicate, find information and take action across an expanding variety of categories. Its software platform has a hybrid architecture combining edge software components with cloud-connected components. Its Edge software components are installed on a vehicle’s head unit and can operate without access to external networks and information. Its Cloud-connected components comprise certain speech and natural language understanding-related technologies, AI-enabled personalization and context-based response frameworks, and a content integration platform. Virtual assistants built with its software platform address user requests across various categories, such as navigation, control, media, communication, and more.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strong Revenue Expectations: The anticipated revenue for Q1 is $114.51 million, representing a 125.0% year-over-year increase, showcasing Cerence's sustained growth in the automotive sector and robust market demand.
- Record of Beating Estimates: Over the past two years, Cerence has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, demonstrating the company's exceptional capabilities in market analysis and execution.
- Positive Estimate Revisions: In the last three months, EPS estimates have seen 2 upward revisions and 1 downward revision, while revenue estimates have experienced 4 upward revisions with none downward, reflecting analysts' optimistic outlook on Cerence's future performance.
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