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SoundHound's $140B Total Addressable Market: How Much Is Reachable?
ZACKS· 2026-02-12 16:15
Key Takeaways SoundHound sees a $140B TAM as Q3 revenue jumped 68% to $42M.SOUN lifted its 2025 outlook to $165-$180M and now handles 1B monthly queries.With $269M cash and no debt, SoundHound AI targets breakeven in 2026.SoundHound AI, Inc. (SOUN) highlights a $140 billion-plus total addressable market (TAM) across automotive, restaurants, enterprise AI, smart devices and voice commerce, positioning itself as a leading independent voice AI platform. The key investor question is not the size of the opportun ...
Down 65% From Its All-Time High, Is SoundHound AI a Buy Now?
Yahoo Finance· 2026-02-11 18:50
SoundHound AI (NASDAQ: SOUN) isn't in a great place right now. The stock is down around 65% from its all-time high established in December 2024, and it has been on a massive downhill slide as of late. The stock looked like it was heading toward a new high in October when it crossed $20 per share, but now it trades for just a bit over $8. That's quite a bit of movement in a short time frame for SoundHound's stock, and some may think this justifies picking up shares, as the last time SoundHound AI was this ...
SoundHound Stock Down 29% in a Month: Buy the Dip or Avoid Premium?
ZACKS· 2026-02-11 17:21
Core Insights - SoundHound AI (SOUN) stock has decreased by 28.7% over the past month, underperforming the Zacks Computers – IT Services industry, which declined by 12.3%, and the broader Zacks Computer and Technology sector, down by 2.1% [1][5] - The stock is currently trading at approximately $8.25, significantly below its 52-week high of $22.17 and close to its low of $6.52 [1] Technical Analysis - SOUN is trading below both its 50-day and 200-day simple moving averages, indicating sustained selling pressure [2][3] - The stock is approximately 22% below its 50-day average and about 34% below its 200-day average, suggesting a shift in market sentiment [3] - A recovery to the $10–$11 range is necessary for stabilizing momentum, with near-term volatility expected to persist [6] Financial Performance - In Q3 2025, SoundHound reported record revenues of $42 million, a 68% year-over-year increase, with a total revenue of $114 million for the first nine months of 2025, up 127% [7] - The company raised its full-year 2025 revenue outlook to between $165 million and $180 million [7] - SoundHound ended Q3 with $269 million in cash and no debt, providing flexibility for continued investment [8] Growth Projections - The Zacks Consensus Estimate for 2026 revenue implies a growth of 38.3%, with an expected loss per share of 6 cents, an improvement from the previous year's estimated loss of 15 cents [9] - Analysts have not materially downgraded forward expectations despite the stock's decline, indicating confidence in the company's fundamentals [9] Strategic Developments - SoundHound is expanding its agentic AI capabilities, recently unveiling new voice commerce functionalities at CES 2026, which could enhance revenue streams [12][15] - Partnerships with Parkopedia and OpenTable allow for voice-enabled transactions, expanding monetization opportunities [14][15] - The company has diversified its revenue base beyond automotive, with significant growth in enterprise AI and restaurant sectors [16] Competitive Landscape - SoundHound competes with companies like C3.ai, Palantir Technologies, and LivePerson, each focusing on different aspects of AI and enterprise solutions [24][25][26] - Despite competition, SoundHound's unique voice-first approach and proprietary technology differentiate it in the market [27] Valuation Considerations - The stock trades at a forward price-to-sales ratio of 14.57, slightly above the industry average of 13.85, indicating a premium valuation despite the lack of sustained profitability [19] - The recent technical breakdown below key moving averages adds a layer of near-term risk, particularly in a volatile AI market [23] Investment Outlook - The recent decline in SOUN stock reflects technical weakness rather than a collapse in business fundamentals, with strong revenue growth and solid cash reserves [29] - For long-term investors, the reset in valuation may present a more attractive entry point, provided execution remains strong [30][31]
SoundHound AI To Report 2025 Fourth Quarter and Full Year Financial Results, Host Conference Call and Webcast on February 26
Globenewswire· 2026-02-10 21:10
SANTA CLARA, Calif., Feb. 10, 2026 (GLOBE NEWSWIRE) -- SoundHound AI, Inc. (Nasdaq: SOUN), a global leader in voice and conversational AI, today announced that it will report its 2025 fourth quarter and full year financial results on Thursday, February 26, 2026 after market close. The company will host a conference call and webcast to review the results on the same day. Conference Call and Webcast Information Keyvan Mohajer, Co-Founder and CEO, and Nitesh Sharan, CFO, will host the conference call at 2:00 ...
SoundHound AI: The Software Selloff Hasn't Made This A Bargain Yet
Seeking Alpha· 2026-02-10 18:26
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This article is intended to provide informational content and should not be viewed as an exhaustive a ...
Forget SoundHound AI: This Colossus AI Stock Is the Only Player That Truly Owns the Data
The Motley Fool· 2026-02-08 17:02
SoundHound AI is taking the restaurant world by storm, but further growth may be much more difficult.There's no shortage of artificial intelligence (AI) stocks, from AI-powered defense systems to agentic AI platforms and more.One of the most unique AI pure plays, though, is SoundHound AI (SOUN +16.94%), which is developing a voice AI platform that fuses large language model (LLM) AI and audio recognition technology into a customer service AI agent barely distinguishable from a human (at least, that's the id ...
SoundHound AI, (SOUN) Bridgepointe Tech Partner to Accelerate Adoption of Amelia 7 and Autonomics
Yahoo Finance· 2026-02-07 05:55
SoundHound AI Inc. (NASDAQ:SOUN) is one of the hidden AI stocks under $10 to buy. On January 21, SoundHound AI partnered with Bridgepointe Technologies to accelerate the enterprise adoption of its Amelia 7 AI agent platform and Autonomics solution. Bridgepointe is a technology advisory firm with a network of over 12,000 companies and will use its consulting and engineering expertise to help businesses strategically implement these autonomous AI tools. The collaboration aims to provide clients with conver ...
Will SoundHound Stock Gain From AI Recognition and Rankings?
ZACKS· 2026-02-05 16:41
Key Takeaways SOUN posted Q3 2025 revenue of $42M, up 68% YoY, driven by broad AI adoption across key industries.Management raised the 2025 revenue outlook to $165-$180M, citing strong enterprise contract momentum.SOUN was named a leader in IDC and Everest Group AI rankings, supporting enterprise buyer confidence.SoundHound AI, Inc. (SOUN) has been drawing increased investor attention as its technology and execution gain external validation through industry recognition, rankings and expanding partnerships. ...
SoundHound AI, Inc. (SOUN): A Bull Case Theory
Yahoo Finance· 2026-02-03 01:01
Core Thesis - SoundHound AI, Inc. is viewed as a compelling investment opportunity despite a recent stock decline of over 50% due to its strong positioning in the voice AI market and significant revenue growth potential [4][6]. Company Overview - SoundHound AI specializes in advanced speech recognition and conversational AI, focusing on applications in customer service, in-vehicle voice assistants, and restaurant ordering [2]. - The company's proprietary language-understanding technology allows for fast, accurate, and customizable voice interactions, differentiating it from generic voice assistants [2][3]. Market Positioning - SoundHound's platform is designed for integration into enterprise workflows, enabling clients to customize voice experiences for specific applications [3]. - The total addressable market for voice AI is estimated to exceed $140 billion, indicating substantial long-term growth potential [4]. Financial Performance - The company reported a 68% year-over-year revenue growth, reflecting strong adoption of its services [6]. - SoundHound holds approximately $269 million in cash with zero debt, providing a solid financial foundation for scaling operations and expanding partnerships [6]. Future Prospects - As voice interfaces expand into broader commerce and navigation applications, the revenue potential per user is expected to increase significantly [5]. - CEO Keyvan Mohajer has emphasized the potential for voice AI to become a central interface for everyday decisions, further supporting the growth narrative [5].
SoundHound AI Looks Primed to Deliver Supercharged Returns in 2026
The Motley Fool· 2026-02-02 10:10
Core Insights - SoundHound AI's stock is currently at its lowest price in over a year, with a market cap of $3.6 billion, indicating potential for significant returns if product adoption increases [1][8] - The company specializes in audio recognition software that integrates generative AI, showing success in sectors like restaurant drive-thrus and automotive digital assistants [2] - The effectiveness of SoundHound's software in customer service applications remains uncertain, as consumer acceptance is crucial for widespread adoption [3][6] Financial Performance - In Q3, SoundHound AI reported a revenue increase of 68% and raised its full-year outlook, signaling positive momentum [8] - Wall Street analysts project a revenue growth of approximately 37% for 2026, indicating strong future potential [8] - The company is currently valued at 27 times sales, which is lower than previous valuations, suggesting a potentially attractive entry point for investors [10] Profitability Concerns - SoundHound AI is prioritizing market capture over profitability, leading to significant operating losses, with expenses consistently double its revenue [11][13] - Investors are advised to monitor the company's operating margin trends, as a shift towards profitability is essential for maintaining market confidence [15]