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Nuance Communications, Inc. (NUAN)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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55.990.00 (0.00%)
At close: 05:00PM EDT
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  • b
    billy
    1st time ever I heard a Nuance CEO congratulate the employees for a job well done during a conference call! Healthcare cloud revs up yr over yr 20+, Dragon strong 20+ growth qtr over qtr, enterprise firing on solid cylinders and DAX is really providing great results. Interesting to Note, Dan Ive’s asked about the relationship with MSFT to which Bob Dahdah said, “ we just continue to be super pleased and grateful that we have the opportunity to work as closely with them, as we do, I think, we think about the market in similar ways...” Hey this confirms the chatter I’ve been hearing for awhile! It’s not far fetched that the relationship with Microsoft could end up being a game changer event!!! Yep, all systems go!!! Oh and once again, The Chief Kahuna, Benjamin, congratulating the employees for a job well done! What a concept!
  • J
    Jack
    Why not a deal structured where Nuance shareholders receive MSFT stock in exchange for their Nuan shares ... seems the better option re: capital gains. What’s the advantage to all cash deal?
  • P
    Platflyer
    Why is JUAN stock below buyout price.
    1. This is typical behavior of many companies who are acquired with several quarter/months before the deal is closed. See WORK
    2. The buyout price $56 was below the average target $60, so Long term holders were looking to exit $60+. With the ceiling now at $56, some don’t see it worthwhile to hold 6-8 months for another $3-$4.
    3. Yes, there’s the time value of money or they see better opportunities than to have the money tied up for just $3. While others see an easy 6-7% gain (vs money in a bank) other see paltry gains vs trading in Nvidia or Microstrategy or other stocks with large moves.
    4. I was a former employee from a division NUAN sold off 😉
  • C
    Cost
    Not sure why this is down so much the past few days but I'm going nowhere. Two possibilities I see are the company smashing earnings expectations and forecasts or missing earnings expectations and forecasts. In the first case, stockholders may reject the deal feeling the company is worth more and in the second, Microsoft isn't walking on the deal anyway so $56 is a guarantee.
  • M
    MasterYoda
    Ricci kept paying himself 15 million per year while he kept overpaying for start up companies that never paid off. Now Amazon and Google have made Nuances speech recognition seem outdated. You can't compete with companies that are worth nearly 1 trillion dollars, they will eat you alive. ''King of Speech'' Is crowned to Amazon Alexa, not Nuance. They also paid Benjamin 14.7 million only after being on the job for 6 months. These guys really burnt long shareholders.
  • w
    willtori
    Been in nuance since caere days. Something I have noticed over the years is that left behind stocks seem to rally just before a market fall because so called investors are looking for laggards. Just an observation as I stated. Maybe this time it's different?
  • C
    Cocky
    Nuance just needs to be acquired. Management is good about feeding their own pockets, but not feeding the pockets of their investors.
  • b
    billy
    Ok, I’m a little slow. No, take that back, as I’m really slow for not selling during the apple hype years ago. So, how do we calculate what a share is worth today combined with CRNC? Yes, Kathleen addressed this a few weeks back but how do we calculate this?
  • A
    Anil
    It would make sense for Microsoft to acquire Nuance to get a toehold in healthcare. Is that driving Nuance shares lately?
  • D
    Dean
    Any Arb specialists here ?
    Seems like the Gap is $3, so back of the envelope the market thinks there is a 10% probability the deal wont go through. Looking at some options trades, its also about a 10-15% probability. What's the proper way to read the markets expectation of the deal closing? Personally I think the probability is much less than 10%.
  • S
    Swim_Like_A_Fish
    As a NUAN shareholder, will I get MSFT stock or cash payment?
  • F
    Fred
    why would a stock with $56 cash offer drop 3 points?
  • b
    billy
    Nuance holds no shares of CRNC after reading all the spinoff legal jargon. Obviously Nuance employees might as stock holders before the spinoff. I also couldn’t find anything on stock options granting Nuance Management after the spin off warrants or Cerence shares so I’m assuming it’s a no.
  • S
    Skyros14
    Mark B's turnaround plan seems to be working! You have to give him Kudos.
  • o
    onyxpig
    OK..."Company is moving forward with establishing it's automotive business as a separate reportable segment and business line" ???????
  • P
    Platflyer
    What’s up...Some consolidation before the next leg up? Wall Street doesn’t like Benjamin’s joining PTC? Stiefel upgrade to $45 which was a downgrade from current price?
  • J
    Jim
    Minimum guaranteed 7-8% upside based on $56 agreed upon cash purchase. What's there to think about?
  • P
    Platflyer
    Which does the street value more...organic growth or CAGR?
    Does anyone understand the share count increase and implications?

    For fiscal year '21, we expect total revenue in the range of $1.327 billion to $1.367 billion implying organic growth of 3% to 7% year-over-year. We expect our full year EPS in the range of $0.71 to $0.77. This guidance range assumes a full year diluted share count of 313 million shares, which I would remind investors is impacted by our stock price currently trading above the conversion price of our outstanding convertible notes.

    ...we're raising our mid-term CAGR for total Nuance revenue to be 6% to 11% up from our previous guide of 3% to 6%.
  • J
    Jason
    Bought more. I will vote against the merger. I think MSFT is undervaluing Nuance. I am hoping another suitor will offer $65 or more.