Cantor Turns Bullish on SoundHound AI (SOUN), Highlights Voice and Conversational AI Tailwinds

Core Viewpoint - SoundHound AI, Inc. (NASDAQ:SOUN) is gaining attention as a trending AI stock, with Cantor Fitzgerald upgrading its rating from Neutral to Overweight and increasing the price target to $15.00 from $13.00, citing long-term growth catalysts and the upcoming CES 2026 as significant factors [1][2]. Group 1: Company Performance and Growth - SoundHound AI has effectively executed cross-selling and upselling of voice and conversational AI services to its existing customer base, alongside expanding fully automated voice volumes due to the acquisition of Amelia in late Summer 2024 [2]. - The firm believes that expectations for SOUN are low heading into 2026, which presents potential upside for the stock [2]. - Recent acquisitions, including Interactions, and an expanding partner ecosystem are identified as key drivers of organic growth for the company in 2025 [2]. Group 2: Market Position and Future Prospects - Model expectations for Voice Commerce, part of the company's Pillar Three growth initiative, remain low, but the upcoming Consumer Electronics Show (CES) in early January 2026 is anticipated to be a positive catalyst with potential Voice Commerce-related announcements [3]. - The firm views conversational AI and voice AI as significant beneficiaries of broader AI growth trends, positioning SoundHound AI as a leader in this market [3]. - Solid execution on recent mergers and acquisitions, along with partnership expansions, supports the company's favorable outlook as it heads into 2026 [3].