Core Insights - The article discusses two tech companies, SoundHound AI and Astera Labs, both of which are capitalizing on the growing demand for AI technologies, but in different ways [1][11]. SoundHound AI - SoundHound AI specializes in voice-enabled AI for customer interactions, achieving a record revenue of $42 million in Q3, representing a 68% year-over-year increase [5][6]. - Despite strong sales growth, the company reported a net loss of $109.3 million in Q3, a significant increase of over 400% from a loss of $21.8 million in the same period last year [6][13]. - The stock has experienced high volatility, with a 52-week high of $24.98 and a low of $6.52, influenced by external factors such as tariff policies [2][5]. - Analysts have mixed views, with a price target raised to $26 by H.C. Wainwright, while the average target among Wall Street analysts is $16.94 [3][11]. Astera Labs - Astera Labs focuses on providing components for data centers, achieving record Q3 revenue of $230.6 million, a 104% year-over-year increase, and a net income of $91.1 million, a turnaround from a net loss of $7.6 million in the prior year [9][10]. - The stock price has shown favorable movements, rising from a 52-week low of $47.13 to a high of $262.90, supported by analyst upgrades [7][8]. - Astera is acquiring aiXscale Photonics to enhance its offerings, aiming to provide high-bandwidth, low-power solutions for expanding AI tech infrastructure [10]. Investment Comparison - Both companies have benefited from the AI trend, but Astera has demonstrated stronger sales growth and profitability compared to SoundHound, which is currently unprofitable [11][13]. - Valuation metrics indicate that both companies have similar price-to-sales ratios, but Astera's profitability and consistent revenue growth make it a more attractive investment option [14][16].

The stock is up a lot -- but also down a lot. See what you think.It's a good question -- is it too late to buy shares of SoundHound (SOUN +1.95%) after it surged 50% over the past year? Well, I'll suggest that it very well may be -- because despite that 50% gain over the past 12 months, the stock is actually down 40% year to date. (These figures are as of Nov. 26.)Buying the stock is not a no-brainer move, though, because there are reasons to buy and reasons to refrain. The company began as a music-recognit ...

Core Insights - The article provides a contrasting view of the analyst's portfolio, highlighting a diverse range of stocks that the analyst is interested in [1] Group 1 - The analyst expresses a beneficial long position in shares of SOUN and GOOG, indicating confidence in these stocks [2] - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions [3] - It is noted that past performance is not a guarantee of future results, underscoring the inherent risks in investing [4]

Company Overview - SoundHound AI is an AI-powered disruptor in the field of conversational intelligence, focusing on enhancing user experience through voice-enabled products [1] Technology and Solutions - The company utilizes advanced technology to deliver high-quality, AI-enabled solutions aimed at businesses looking to improve customer interactions [1]

Core Insights - SoundHound AI's stock valuation is becoming more reasonable, making it a potential investment opportunity despite still being considered expensive [2][17] - The company has transitioned from its original app-based business to providing voice interpretation software for various industries, indicating a shift towards more sustainable revenue streams [4][5] Company Overview - SoundHound AI, which went public in April 2022, has a long history dating back to 2009 with its song identification app [3] - The company has raised $244 million through a SPAC merger to fund its new business strategy [4] Business Model and Applications - The company's voice interpretation software is utilized in various applications, including restaurant ordering systems and automotive voice controls [5][6] - Partnerships with major companies like Nvidia enhance SoundHound AI's credibility and market presence [6] Financial Performance - SoundHound AI's market cap is currently $5 billion, with a gross margin of 30.02% [7][8] - The company reported a 68% year-over-year increase in top-line sales for Q3 2025, with expectations of breakeven EBITDA in Q4 [14] Market Position and Future Outlook - The total addressable market for voice controls is estimated at $140 billion, indicating significant growth potential for SoundHound AI [15] - The stock is currently trading at 33.7 times trailing sales, a decrease from previous highs, suggesting a more favorable valuation for potential investors [16][17]

Core Insights - The article discusses the contrasting performance of two AI companies, BigBear.ai and SoundHound AI, in 2025 as organizations globally adopt AI technologies [1][2]. BigBear.ai Overview - BigBear.ai focuses on national security applications, utilizing AI for facial recognition and threat identification at airports [2][3]. - The company has seen a revenue increase of only 2% in 2024, reaching $158.2 million, and has faced challenges due to spending cuts from the Trump administration [4][5]. - Revenue for the first three quarters of 2025 dropped to $100.4 million from $114.4 million in the same period the previous year, leading to an operating loss of $133.4 million [5]. - BigBear.ai is pursuing growth through the acquisition of Ask Sage, which is expected to generate $25 million in annual recurring revenue in 2025, significantly boosting sales in 2026 [6]. SoundHound AI Overview - SoundHound AI applies AI for commercial purposes, such as interpreting human speech for food orders, and has a diverse customer base including major restaurant chains [8][9]. - The company reported revenue of $113.9 million in the first three quarters of 2025, more than doubling from $50.2 million in the same period of 2024, prompting a revenue forecast increase to $165 million to $180 million for the full year [9]. - Despite strong revenue growth, SoundHound experienced an operating loss of $115.9 million in Q3, up from a loss of $33.8 million the previous year, and is working on cutting expenses [10]. - The company anticipates achieving adjusted EBITDA profitability by the end of 2025, contingent on meeting its revenue targets [11]. Investment Considerations - Both companies are currently unprofitable, but SoundHound's significant revenue growth and diversified income streams make it a more attractive investment compared to BigBear.ai, which relies heavily on government contracts [14][16]. - SoundHound's revenue growth indicates a strong market demand for its products, while BigBear.ai's stagnant growth suggests less competitive offerings [17]. - SoundHound's price-to-sales (P/S) ratio is 30, significantly higher than BigBear.ai's 12, indicating that while SoundHound is a better investment option, its valuation may be too high at present [18].

Key Takeaways SoundHound partners with Parkopedia to launch a voice-powered in-vehicle parking agent.The service blends Parkopedia's database with SoundHound's platform for voice search and paymentsDrivers gain real-time availability, pricing insights and personalized parking recommendations.SoundHound AI, Inc. (SOUN) has entered into a partnership with Parkopedia to offer a new in-vehicle voice AI parking agent within its in-car voice commerce platform.This expanded collaboration with the global leader of ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end November, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potentia ...

Core Viewpoint - A significant correction in SoundHound AI (SOUN) does not present a clear opportunity for accumulation, with identified risks to a Buy thesis, especially at current valuations despite recent price adjustments [1]. Company Analysis - SoundHound AI operates in the high-growth voice AI sector, indicating potential for future expansion [1]. Market Trends - The current market conditions and valuation levels raise concerns about the attractiveness of SoundHound AI as an investment opportunity [1].

Core Insights - SoundHound AI and Parkopedia have expanded their partnership to introduce an in-vehicle voice AI parking agent, enhancing the driving experience with hands-free parking discovery, recommendations, and bookings [3][4][5] Company Overview - SoundHound AI is a global leader in voice and conversational AI, providing solutions that enhance customer experiences across various industries [9] - Parkopedia is the leading connected car services provider, helping drivers find and pay for parking, EV charging, fuel, and tolls across 90 countries [10] Partnership Details - The collaboration integrates Parkopedia's global parking database, which includes over 90 million spaces in more than 20,000 cities, with SoundHound's voice commerce platform [4][5] - The new Parkopedia AI Agent offers proactive recommendations, real-time pricing, and availability, making parking easier and more convenient for drivers [5][6] Technology and Features - The voice AI parking agent allows drivers to find parking, compare prices, and complete payments using voice commands, significantly reducing friction in the parking process [5][7] - This technology is part of a broader vision to make in-car tasks effortless and connected, with plans to expand into other services like restaurant reservations and ticket purchases [8] Future Plans - The partnership will be showcased at CES 2026, highlighting the potential for hands-free voice commerce capabilities across multiple industries [8]