$SOUN — FinTwit mentions on Surfaced

$SOUN — FinTwit mentions on Surfaced

Recent calls

20 calls

@investmentguru_Jun 26, 2026 · 10:45 AM

$SOUN — Near 52-week low. Trading at ~$6.21 against a 52-week low of $5.83 and a high of $22.17. Down ~72% from the top. ✅ Q1 revenue up 52% YoY to $44.2M ✅ Named Agentic AI Company of the Year 2026 ✅ $216M cash, zero debt ✅ Average analyst price target: $14 — 120%+ upside from here This is a high-risk, high-conviction small-cap AI play — not a widows-and-orphans stock. Not a financial advice

@dustinhuntwnMay 8, 2026 · 1:54 AM

$SOUN We had a strong start to the year, delivering undeniable value for our end customers across multiple channels and a growing number of industries," said James Hom, CFO and Co-founder of SoundHound AI. "Our rapid innovation positions us for scale while setting us up for massive cost benefits in future years. We are exiting the quarter with a strong balance sheet and are poised to achieve robust growth for the rest of the year." Q1 is always the lowest quarter each year. They’ve had explosive growth, starting mid 2024 with the Amelia acquisition. It has more than 8x growth since Q1 2023. Imagine what the chart will look like for full 2026 and double that in 2027 with LivePerson & Oasys.

@investmentguru_May 8, 2026 · 1:47 AM

$SOUN — The Long-Term Thesis not changed After Today’s Earnings. Stock -10% AH on a revenue BEAT. Classic SOUN. Let’s zoom out. Q1 2026: $44.2M revenue (+52% YoY, beat $42.6M est) Core automotive & IoT (ex-acquisitions): +88% YoY Cash: $216M, zero debt 2026 Guide: Reaffirmed $225M–$260M 2027 Guide: $350M–$400M (including LivePerson) The market is selling the print. Here’s why the thesis is still intact 1️⃣ OASYS changes the game SoundHound just launched OASYS — a self-learning agentic AI platform that orchestrates multiple models across the full conversational stack. This isn’t just a voice assistant. It’s an enterprise AI operating system. Lower COGS over time. Expanding margins. Full-stack ownership. 2️⃣ LivePerson acquisition = distribution unlock Pending close in H2 2026, this deal hands $SOUN 25 of the Fortune 100 as enterprise customers. That’s instant credibility + a $500M combined revenue opportunity. SoundHound gets scale it would have taken years to build organically. 3️⃣ The Physical AI angle $SOUN sits at the intersection of voice AI + agentic AI + automotive. As cars, kiosks, drive-thrus, and edge devices all need conversational intelligence — SoundHound is embedded at the point of interaction. This is a Physical AI play most investors are still sleeping on. 4️⃣ Vertical depth Automotive. Healthcare. Restaurants. Financial services. IoT. They’re not a one-sector bet. Enterprise momentum is broad and accelerating. The knock: still loss-making, margin profile messy near-term, stock has a habit of punishing even good prints. That’s the risk. But at sub-$9 with $216M cash, no debt, and a $350M+ revenue path to 2027 — you’re not paying for perfection here. The AI voice + agentic layer is a multi-billion dollar market. $SOUN is one of the few pure-plays with real enterprise contracts and real revenue today. Dip or trap? History says dip. Will add if going under $8 Not financial advice.

@investmentguru_May 7, 2026 · 8:33 PM

$SOUN Q1 2026 EARNINGS -Revenue: $44.2M (+52% YoY) ✅ BEAT ($42.56M est.) -Core auto/IoT AI revenue: +88% excl. acquisitions - Cash: $216M | Zero debt - GAAP net loss: $25.0M | Adj. EBITDA: -$26.7M - FY2026 guidance: REAFFIRMED at $225M–$260M - LivePerson deal: $500M combined revenue opportunity, close H2 2026 - 2027 guide (incl. LivePerson): $350M–$400M - Stock fell AH despite the beat — classic $SOUN pattern. Beat the number, miss the vibe. The bull case is intact: voice AI + agentic AI + enterprise expansion. OASYS launch, LivePerson acquisition, 52% growth — this is NOT a broken story. Not financial advice.

@dustinhuntwnMay 7, 2026 · 3:53 AM

$SOUN Nothing but huge growth moves here, yet shorts drove down $11 average price in February. Even though it’s severely undervalued, once ER and guidance is announced, the volume and adjustments should occur with this bull market. Tomorrow’s ER will be monumental, IMHO. We are double the company of just 6 months ago when we hit $22 and had PT’s of $18-$26.

@investmentguru_May 5, 2026 · 3:22 PM

$SOUN SoundHound AI Introduces OASYS: The World’s First Self-Learning Orchestrated Agentic AI Platform Where AI Builds AI

@investmentguru_May 2, 2026 · 12:44 PM

$SOUN just had a monster Friday — up 20% on the session, continuing a run fueled by multiple converging catalysts hitting at once. The $TWLO earnings report lit the match, with voice AI revenues up 20% YoY and management calling out accelerating demand for conversational AI — a direct tailwind for SoundHound’s core business. Layer on the $43M LivePerson acquisition strengthening its enterprise conversational AI stack, voice ordering now live across 90% of Casey’s General Stores locations, new partnerships with Peet’s Coffee, Five Guys, and Experis naming SoundHound its exclusive enterprise AI partner for healthcare — and the story keeps building. Short interest sitting at 32% of float vs. a 14% peer average creates a combustible squeeze setup on top of all of it. And the biggest catalyst is still ahead — Q1 2026 earnings drop May 7, with analysts projecting 46% revenue growth YoY to ~$42.5M, plus management guiding full-year 2026 revenue of $225M–$260M with a long-term path to 70%+ gross margins. $SOUN is at the intersection of real enterprise traction, a short squeeze setup, and a major earnings event — momentum traders have it circled. Not financial advice.

@pivotal_pivotsMay 1, 2026 · 8:13 PM

$SOUN made an IHS reversal pattern on the Yearly FS1 & semiannual S1 #pivotpoints. ⏫ When that happens, price goes back up to the Yearly pivot YP approx 80% of the time! 🎯😉 https://t.co/NLgsrOlkst

@investmentguru_Apr 30, 2026 · 10:37 AM

$SOUN — This Is The Setup Revenue doubled to $168.9M in 2025 and they’re guiding $225M–$260M for 2026 — the growth is real and accelerating. 25 of the Fortune 100 are already customers , enterprise deals are closing at record pace across automotive, healthcare, telecom, and restaurants, and $268M cash with zero debt means they’re not going anywhere. Agentic AI is the next wave — voice-powered automation in every car, store, hospital, and call center — and SoundHound is the pure play nobody is pricing correctly right now. Earnings drop May 7. The setup doesn’t get cleaner than this. Trading $7.71 Not financial advice.

@investmentguru_Apr 22, 2026 · 10:07 AM

$SOUN — SoundHound AI is the pure-play voice AI platform attacking multiple industries at once. Forget just automotive — SoundHound is now deploying its agentic AI in healthcare, telecom, restaurants, insurance, and enterprise, positioning itself as the independent voice layer across industries. Recent wins include an exclusive Experis deal for large U.S. enterprises starting in healthcare, an expanded Quálitas deployment handling ~100,000 insurance calls per month (up 150% since 2022), and a new Associated Carrier Group partnership making SOUN the first agentic AI platform for Tier 2 and Tier 3 telecom operators. Revenue sits at ~$168.9M with ~80% growth over three years, gross margins near 42%, and a clean balance sheet with $248M cash against only $2.1M in long-term debt. Still unprofitable and a CFO transition is a watch item, but 6 analysts rate it Buy with a consensus price target of $15.50. High-beta, high-conviction AI play — size accordingly. Not financial advice.

@investmentguru_Apr 21, 2026 · 10:25 AM

$HIMS and $SOUN best bet in this market.

@investmentguru_Apr 19, 2026 · 8:46 PM

$SOUN — SoundHound AI | Voice/Perception Interface The human-to-machine communication layer. At CES 2026, SoundHound unveiled Amelia 7 agentic AI for vehicles with Vision AI — uniting visual with voice AI, allowing an in-vehicle assistant to listen, see, and interpret the world around it. Named a leader in the Aragon Research Globe for Agent Platforms 2026. Speculative but differentiated — watch automotive contract retention.

@investmentguru_Apr 16, 2026 · 11:11 AM

$HIMS and $SOUN short squeeze

@investmentguru_Apr 15, 2026 · 11:56 PM

$SOUN one of the best long term potential

@investmentguru_Apr 14, 2026 · 10:51 AM

My Favorite Physical AI Plays Right Now: $SOUN and $PATH $SOUN — powering voice AI across cars, restaurants, and devices → Turning conversations into actions in real time $PATH — automating workflows at scale → The “digital workforce” behind enterprise efficiency Together, this is Physical AI in motion: Voice (input) + Automation (execution) We’re moving from “AI that talks” → to “AI that DOES” Early innings. Massive runway.

@investmentguru_Apr 4, 2026 · 1:04 PM

$SOUN — The AI Stock Down 41% That Just Beat Earnings by 203% Most people are sleeping on this one. Let me break it down. What SoundHound Actually Is - Forget the old voice recognition label. $SOUN is an independent conversational AI platform — selling directly to enterprises with zero Big Tech dependency. They’re embedded in: Automotive — Stellantis, Hyundai, Honda (in-car AI) QSR / Restaurant — Drive-Thru AI, Peet’s Coffee BaristAI Enterprise — Amelia AI Agent Platform, Autonomics Customer Service — Smart Answering, Employee Assist Retail — ManpowerGroup enterprise AI partnership This isn’t a one-trick pony. It’s a multi-vertical AI agent platform with real enterprise contracts. The Number Nobody’s Talking About Last quarter EPS: +$0.10 Street estimate: -$0.10 Earnings surprise: +203% A complete flip from expected loss to profit — and the market barely reacted. That’s exactly where hidden gems live. Operating losses also compressed from $257M → $42.6M year-over-year. The burn rate is collapsing fast. Revenue Story → 58.7% revenue CAGR from 2021–2024 → 2027 revenue forecasts: $300M+ → Business scaling across automotive + enterprise simultaneously → Recurring revenue embedded in global OEM fleets = compounding moat Stock Down 41% YTD — fear driven, not fundamental driven Market Cap: ~$2.87B The stock is sitting 16% above its 52-week low while the business is fundamentally improving. That’s the disconnect. Know the Risks CFO just resigned (yellow flag — watch management stability) One customer = 30%+ of revenue (concentration risk) Still EBITDA negative (-$146M) High beta (3.16) — this thing moves violently Valuation rich at ~40x 2026 revenue This is a high risk / high reward setup. Size accordingly. $SOUN is down 41% YTD on fear and macro pressure — not because the business is broken. The EPS just flipped positive. Operating losses are collapsing. Enterprise contracts are expanding across automotive, QSR, and agentic AI. Not financial advice. DYOR.

@dustinhuntwnFeb 27, 2026 · 4:04 AM

$SOUN great conference call. I think 3 upgrades and one stays the same. The cool think about this business is when a new customer begins, SH doesn’t have to do anything at all really. It’s already been built. Of course they have to adopt their already built software to a specific customers needs but what I learned on this CC was they have ai build the ai for that customer.Overall their business is growing fast, and actually addressed keeping up with all the inquiries they receive daily. This, In My Opinion, if they keep catching more business and the ai to ai should keep costs lower and be more effienct. Hopefully time pays off. Also the ER looks in line with expectations: A -0.02 EPS is exactly the estimate and revenue was slightly higher. The revenue growth looks enormous, yet that is the expectation for a hyper growth company. Overall, I see it as a solid ER, slightly beating estimates, and showing the company is right on track. Like if you STILL believe $SOUN.

@dustinhuntwnJan 28, 2026 · 2:00 AM

$SOUN Remember that time on October 16th when H.C. Wainwright announced the PT at $26.00 and we had been trading in the $20-ish range and hit $22.17 on Oct 16th. Then the Ai bubble narrative was used to sell off the ai sector during the big sell off? Then on Nov 6th we reported Q3 record revenue and beat estimates… only to drop even more?? Well, February will be different and 2026 will be our year! It’s coming! They have been holding this puppy back just like they did with $MU last year when it kept trading in the low $100”s May - July of 2025 and after record earnings (imho).

@aleabitoredditJan 14, 2026 · 7:21 AM

@predato45575471 My opinion on $SOUN is that it’s already largely priced in with extreme premiums at $4.5b. $269m cash, debt free. But $14.5M loss q/q ($105m is just optics), growing revenue 68% y/y off $170m fw revenue is decent. It’s a solid long but upside is more limited with 23x fwd sales. Who knows I could be wrong

@investmentguru_Jan 12, 2026 · 12:03 PM

$SOUN While many companies are chasing AI agents, SoundHound AI is taking a differentiated and compelling path. The company is a leader in AI voice technology, with its “speech-to-meaning” and deep intent-understanding capabilities allowing voice assistants to interact more naturally and accurately with humans. This is a major advantage in real-world use cases like customer service, where understanding intent matters more than just recognizing words. The acquisition of Amelia marked a key inflection point, embedding SoundHound’s voice technology into Amelia’s virtual agents and creating a voice-first AI agent platform. Amelia also expanded SoundHound’s reach into new and highly regulated industries such as financial services and healthcare. More recently, the acquisition of Interactions strengthens workflow automation, moving the company closer to delivering true end-to-end AI customer service solutions. Revenue growth remains strong, and while the agentic AI strategy is still early, the opportunity is massive. If SoundHound can establish itself as the go-to voice-first, full-stack AI customer service platform, the upside is significant. The space is crowded, but SoundHound’s focus on voice and intent understanding could be the key differentiator that sets it apart. Not a financial advice