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TickerTalks›$SOUN
SOSOUN

SoundHound AI, Inc.

$SOUN·$2.3B·Software - Application·Technology
$4.72-3.5%YTD-43.2%1Y-77.3%
Price updated 6h ago·X counts updated 5d ago
SOSOUN
$SOUNSoundHound AI, Inc.
$4.72-3.48%597 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SOUN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

597X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SOUN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-12

SoundHound is bullish after closing the LivePerson acquisition Sep 4 — retiring LivePerson debt, naming John Collins CFO, targeting $500M+ new revenue; combined platform now spans conversational + agentic AI with 400+ patents. Q2 revenue $61.9M (+45% YoY), Gartner 2026 Conversational AI Leader, MUSC Health AI agent handling 2.2M+ calls; bulls target $24 PT.

Read what X is saying about $SOUN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SOUN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

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

SoundHound just closed the LivePerson acquisition and is down 43% YTD — the stock is at the floor into a Nov 5 reset.

SoundHound AI is a voice-AI platform — originally music-recognition tech, pivoted to enterprise conversational AI, and just closed the LivePerson acquisition in September to add contact-center scale.

  • The combined entity is a step-up: Q2 revenue $61.9M (+45% YoY), the LivePerson close retires legacy debt, 400+ patents across the stack, and management is pointing at $500M+ of new revenue from the merged platform.
  • But the P&L is heavy: Q1 operating margin -140% as integration costs flow through — this is the trough quarter if things work, so the Nov 5 print is a critical reset.
  • 52-week range position is 2% at $6.05 — literally at the floor on vol 64% of average, which is exhausted-selling territory for a stock that has halved from the summer high.

Nov 5 Q3 is the first clean read of the combined entity — any revenue uplift confirmation plus LivePerson integration milestones (new CFO, debt retirement) extends the move off the floor. Another soft print or an integration miss and this breaks the floor further.

Agrees with X sentimentThe thread has the right drivers — LivePerson close, John Collins CFO, 400+ patents, Gartner Leader status, MUSC Health 2.2M+ calls — all substantively grounded, with the $24 PT being a reach but the Nov 5 reset being a real catalyst.

What to watch: Nov 5 Q3 earnings — combined-entity revenue trajectory, LivePerson integration update, operating-margin direction, and new enterprise contract wins. An integration miss or dilutive raise is the invalidator.

On the calendar: 2026-11-05 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $SOUN

Partial — Develops an independent voice AI platform for automotive, restaurant, and IoT applications with brand-agnostic deployment.; AI feature integration is the primary renewal variable in enterprise SaaS; execution on AI roadmap determines re-rating potential.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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
Q2 2026Aug 5, 2026$-0.10$-0.13+24.2%
Q1 2026May 7, 2026$-0.06$-0.10+40.0%
Q4 2025Feb 26, 2026$0.10$-0.10+198.7%
Q3 2025Nov 6, 2025$-0.27$-0.09-191.9%
Next earningsThu, Nov 5·consensus EPS $-0.13

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 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$238.0M$236.6M – $239.5M-$0.41-$0.51 – -$0.346
FY27$340.4M$330.1M – $366.1M-$0.49-$0.74 – -$0.253
FY28$407.9M$395.6M – $438.7M$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.1.0×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.2%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.-25.9%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.-37.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 401.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.5% 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.β2.865-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.

Insider activity

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

Recent transactions

SellSep 17Diana SrokaDirector1.6K sh$9KSellSep 15Michael ZagorsekCOO71.1K sh$450KSellSep 15Hom James MingChief Product Officer38.7K sh$245KSellSep 15Majid EmamiCSO & SVP, Engineering38.7K sh$245KSellSep 15Keyvan MohajerCEO137.3K sh$869KSellAug 27Diana SrokaDirector1.3K sh$10KSellJun 15Michael ZagorsekCOO65.0K sh$485KSellJun 15Timothy StonehockerCTO18.8K sh$140KSellJun 15Hom James MingChief Product Officer28.8K sh$215KSellJun 15Keyvan MohajerCEO126.5K sh$944K
1–10 of 11
+ 18 other (18 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

3New insider — initial holdingsSep 93
AI summary

Form 3 initial beneficial ownership filing for Collins John DeNeen, new officer at SoundHound AI (SOUN), signed via power of attorney by Warren Heit. DeNeen does not beneficially own any securities of SoundHound AI at the time of filing, establishing his Section 16 reporting baseline.

8-KAcquisition completedSep 48-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 3.02: Unregistered equity sale · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

SoundHound AI announced the closing of its acquisition of LivePerson on September 4, 2026, via a two-step merger: Merger Sub I merged with LivePerson, then immediately Merger Sub II merged with the surviving entity, making LivePerson a wholly owned SoundHound subsidiary. The company entered into a Registration Rights Agreement with former LivePerson noteholders who received SoundHound shares as merger consideration. The filing also covers related director and officer changes (Item 5.02) and the issuance of unregistered shares to merger consideration recipients (Item 3.02).

8-KUnregistered equity saleSep 28-K — Item 3.02: Unregistered equity sale
AI summary

SoundHound AI filed an 8-K on September 2, 2026, reporting the issuance of unregistered equity securities under Item 3.02, in connection with its acquisition of LivePerson. The shares were issued as merger consideration to former LivePerson stakeholders without registration under the Securities Act of 1933, in reliance on an applicable exemption. This filing precedes the formal acquisition closing 8-K filed on September 4, 2026.

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.

+ 20 other (4 425s · 3 earnings 8-Ks · 3 13Gs · 2 routine 8-Ks) in window

Recent news

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

SoundHound AI, Inc. (SOUN) Dips More Than Broader Market: What You Should Knowzacks.com·2d agoIs SoundHound AI a Buy After Its OASYS Edge Launch?fool.com·3d agoSoundHound Stock Trades at a Discount: A Bargain or a Warning Sign?zacks.com·3d agoInnodata vs. SoundHound AI: Which Technology Stock Is a Better Buy in 2026?fool.com·3d agoSoundHound AI Just Dropped 22% in a Month While Enterprise Software Rallied: Is It Time to Sell?247wallst.com·3d ago

In themes

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Agentic AI & Enterprise Software

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