Added to YB: 2026-04-22
Pitch date: 2026-04-20
SOUN [bullish]
SoundHound AI, Inc.
-11.3%
current return
Author Info
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Company Info
SoundHound AI, Inc. provides independent voice artificial intelligence (AI) solutions that enables businesses across the automotive, TV, IoT, and customer service industries to deliver conversational experiences to customers in the United States, Korea, France, Japan, Germany, and internationally.
Market Cap
$3.5B
Pitch Price
$8.85
Price Target
50.00 (+501%)
Dividend
N/A
EV/EBITDA
-23.15
P/E
-240.84
EV/Sales
19.55
Sector
Software
Category
growth
SoundHound AI, Inc. - $SOUN
SOUN: Voice AI platform at 9-11x FY26 rev guide of $225-260M (+99% in FY25). 20yr proprietary Polaris model, 30 langs, edge inference, data sovereignty. White-label OEM wins across 6 geographies displacing incumbents. 10K+ restaurant locations. Voice Commerce live at 1st major OEM; 5 more in dev; take-rate revenue TBD. Risk: gross margin 42% reported vs 60% Q4 adj (Amelia services migration key); material weakness, class action, CFO exit; option value if VC scales to meaningful transaction vol by FY28. $248M cash, zero debt. Bull case: VC ramp + margin recovery. Bear: integration stall + governance. Q1 '26 earnings critical proof point.
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