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SOSOUN

SoundHound AI, Inc.

$SOUN·$2.9B·Software - Application·Technology
$6.27-0.6%YTD-38.7%1Y-46.4%
Mentions · last 7 days
2026-07-10: 655 posts2026-07-11: 1,006 posts2026-07-12: 499 posts2026-07-13: 546 posts2026-07-14: 579 posts2026-07-15: 682 posts2026-07-16: 699 posts4,704+17%
Price updated 7m ago·X counts updated 22h ago
SOSOUN
$SOUNSoundHound AI, Inc.
$6.27-0.63%4.7k posts+17%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SOUN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Voice-AI story stock riding into an August 20 LivePerson merger vote at a big implied discount.

SoundHound builds the voice AI platform behind branded car assistants, drive-thru menus, and customer-service bots — think the tech that lets you talk to a Hyundai infotainment or order at a White Castle. Down 37% YTD, the stock now has a dated catalyst: an August 20 vote on an amended acquisition of enterprise-messaging vendor LivePerson at ~$3.33/share in stock.

  • Revenue grew 52% YoY to $44M last quarter — the top line is real, but the base is small enough that the current 17x sales multiple still requires belief in the enterprise-voice ramp.
  • Operating margin was -140% and free cash flow was -$27M in a single quarter — the business burns cash while it builds the enterprise pipeline, and the LivePerson deal roughly doubles the revenue footprint if it closes.
  • The July 2 amended merger agreement kept LivePerson as an all-stock deal — the community's $14.93 implied fair value assumes deal synergies land as advertised; the actual close is the fork in the road.
  • Gartner just named SoundHound a Leader in the 2026 Conversational AI Magic Quadrant — a real credibility marker for enterprise sales, and the kind of proof point that helps a merger vote pass on the strategic-fit narrative.
  • 52-week position 4th percentile — the tape has already priced a lot of pain; a clean deal close is a real asymmetric setup, a broken deal is where the -37% YTD becomes worse.

August 20 is the vote and the everything moment for this stock: a clean approval plus a Q2 earnings beat on August 6 is what restarts the run to a real re-rating. A vote failure or a hostile amendment is where the tape breaks 52-week lows. Nothing else about the setup matters until then.

Agrees with X sentimentThe bullish M&A framing on X is basically right — the amended merger plus a Gartner Leader position and the 52-week low positioning is a genuinely asymmetric setup. Where the crowd's $14.93 target is generous: it assumes synergies land on schedule, which historically merger integrations at this scale rarely do.

What to watch: Aug 6 Q2 earnings plus the Aug 20 LivePerson vote. Approval + revenue growth held above 40% is the win path; deal failure or a hostile amendment breaks 52-week lows.

On the calendar: 2026-08-06 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-15

SoundHound AI chatter is bullish M&A. SOUN merger acquires LivePerson for ~$3.33/share in stock - 22% premium on a $2.9B market cap ($2.7B EV). Vote August 20. Community models SOUN as $14.93 stock trading at $6.47 - deep discount. Chart bulls flag holding 4H HMA with $6.4/6.50 setup 'looks great with beautiful R/R.' Community broadly long.

Read the AI verdict + X sentiment for $SOUN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops an independent voice AI platform for automotive, restaurant, and IoT applications with brand-agnostic deployment.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $SOUN.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $SOUN

Neutral — Develops an independent voice AI platform for automotive, restaurant, and IoT applications with brand-agnostic deployment; the AI agent bifurcation — contract expansion vs. user substitution does not materially affect this business's near-term earnings.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-14.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-37.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-116%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
17.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-40.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
38.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$-0.06$-0.10+40.0%
Q4 2025Feb 26, 2026$0.10$-0.10+202.9%
Q3 2025Nov 6, 2025$-0.03$-0.04+25.0%
Q2 2025Aug 7, 2025$-0.03$-0.06+50.0%
Next earningsThu, Aug 6·consensus EPS $-0.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$44.2M+51.7%20.1%-140%$-0.06$-26.7M
Q4 FY25$55.1M+59.4%47.9%77.3%$0.10$0
Q3 FY25$42.0M+67.6%42.6%-276%$-0.27$-32.8M
Q2 FY25$42.7M+217.1%39.0%-183%$-0.19$-24.7M

Forward consensus

3-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$232.4M$227.1M – $235.4M-$0.42-$0.77 – -$0.167
FY27$314.2M$286.5M – $341.9M-$0.46-$0.65 – -$0.274
FY28$266.9M$250.8M – $280.4M$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.3%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-16.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-37.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 393.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today8.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.815-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 15Michael ZagorsekCOO65.0K sh$485KSellJun 15Timothy StonehockerCTO18.8K sh$140KSellJun 15Hom James MingChief Product Officer28.8K sh$215KSellJun 15Keyvan MohajerCEO126.5K sh$944KSellJun 15Majid EmamiCSO & SVP, Engineering28.8K sh$215KSellMar 23Diana SrokaDirector1.3K sh$9KSellMar 20Michael ZagorsekCOO53.0K sh$360KSellMar 20Nitesh SharanCFO44.0K sh$299KSellMar 20Keyvan MohajerCEO124.5K sh$845KSellMar 20Hom James MingChief Product Officer31.0K sh$211K
1–10 of 12
+ 3 other (3 awards) in window

See when $SOUN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 28-K — Item 1.01: Material agreement
AI summary

SoundHound AI entered an Amended and Restated Merger Agreement with LivePerson on July 2, 2026, amending and replacing the original April 21, 2026 agreement via Lightspeed Merger Sub entities. Material merger amendment indicating revised terms from the original deal.

8-KCharter amendmentMay 278-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

SoundHound AI filed an 8-K covering its 2026 Annual Meeting (May 22, 2026) and a bylaws amendment (May 25, 2026). The board adopted Second Amended and Restated Bylaws removing a provision that allowed unauthorized or conflicted transactions questioned in derivative suits to be ratified post-hoc by the board or stockholders to cure the claim — a meaningful governance improvement. The meeting results (shareholder vote tallies) are also included under Item 5.07; quorum was 393.7M Class A shares. Governance improvement removing a potentially shareholder-unfriendly ratification-cure provision.

S-3ASRAuto-shelf registrationMay 11S-3ASR
AI summary

SOUN filed a S-3ASR (automatic shelf) shelf registration statement dated 2026-05-11. Includes an at-the-market (ATM) component, enabling incremental equity sales at prevailing market prices — mildly dilutive over time. No immediate capital raise is triggered; watch for prospectus supplements disclosing actual transactions.

8-KMaterial agreementApr 218-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

SOUN entered into a merger agreement (8-K Item 1.01, dated 2026-04-21). Counterparty: Company, Lightspeed Merger Sub Inc.. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KOfficer or director changeMar 188-K — Item 5.02: Officer or director change
AI summary

SOUN disclosed a personnel change (8-K Item 5.02, dated 2026-03-18). An executive departure and a new appointment are both reported. Chief Financial Officer, effective April 3, 2026 (the “ Transition Date. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 17 other (3 earnings 8-Ks · 3 13Gs · 2 S-4/As · 2 425s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SoundHound AI Stock Is Down 37% in 2026. Is This the Ultimate Buying Opportunity, or Is More Downside Ahead?fool.com·3d agoSoundHound Plunges 35% YTD: Should You Buy, Hold or Sell the Stock?zacks.com·3d agoSoundHound AI, Inc. (SOUN) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·4d agoSqueeze Watch: 10 Stocks Bears Love to Hate Most Right Nowbenzinga.com·4d agoSoundHound AI Named a Leader in the 2026 Gartner® Magic Quadrant™ for Conversational AI Platformsglobenewswire.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

Agentic AI & Enterprise Software

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