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    How LG Smart TV Deal At SoundHound AI Stock Has Changed Its Investment Story

    Simply Wall St·11/04/2026 09:36:21
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    • SoundHound AI reported that it partnered with LG Electronics to create a living room commerce channel on roughly 20 million LG Smart TVs in the U.S., initially focused on restaurant ordering and later extending to retail and other merchants.
    • The rollout relies on SoundHound AI’s existing network of more than 15,000 restaurant locations and its transaction routing and secure checkout platform, which could influence how merchants assess the value of joining the ecosystem.
    • We will now examine how SoundHound AI’s LG Smart TV commerce initiative might affect the broader investment narrative around the business.

    Scan other AI-driven commerce plays riding similar themes to SoundHound AI’s living room push by reviewing our curated list of 40 profitable AI stocks that aren't just burning cash.

    SoundHound AI Investment Narrative Recap

    To own SoundHound AI, you need to believe its voice and agentic AI can scale across channels like cars, phones and now living room TVs, and that these use cases translate into recurring software revenue. The LG Smart TV deal speaks to that omnichannel vision, but the near term story is still dominated by integrating acquisitions and managing sizeable losses.

    The most important short term catalyst remains execution on OASYS and the broader enterprise rollout, because that is where higher margin contracts are expected to sit. The biggest risk is that operating losses and integration costs stay heavy, and this LG partnership on its own does not materially change that equation yet.

    The recent expectation that SoundHound AI may post a quarterly loss while potentially beating EPS estimates adds another layer to this news. An earnings beat driven by cost control or early revenue traction can support confidence in management’s execution, but it does not resolve the fact that the business is still unprofitable and forecast to stay that way for several years.

    Seen next to the LG partnership, the earnings setup highlights the same tension. The product pipeline and merchant footprint across more than 15,000 restaurant locations tie into the long term growth story, while analyst forecasts of declining earnings over the next 3 years put the focus firmly on cash burn, integration risk and the timing of any operating leverage.

    SoundHound AI's narrative projects US$535.6 million revenue and US$66.1 million earnings by 2029. This profile assumes 38.1% yearly revenue growth and an earnings increase of about US$202.9 million from current earnings of a US$136.8 million loss.

    Uncover why SoundHound AI's fair value indicates a 205% potential upside to its current price, which may represent a discount that could close faster than expected.

    NasdaqGM:SOUN 1-Year Stock Price Chart
    NasdaqGM:SOUN 1-Year Stock Price Chart

    Exploring Other Perspectives

    One alternate view leans hard into the commerce upside from this LG deal. The most optimistic analysts already mapped out revenue of about US$506.1 million and earnings of roughly US$59.5 million by 2029, with a very high implied P/E. Those projections came before this TV rollout, so opinions may evolve as the living room story develops.

    Explore 5 other SoundHound AI fair value estimates, including one that suggests as much as 111311% upside from the current price!

    Form Your Own Verdict

    Don't just follow the ticker; dig into the data and build a conviction that's truly your own.

    Looking For More Ideas Beyond SoundHound AI?

    If SoundHound AI has you rethinking where AI, cash flow and risk all intersect, it can help to widen the lens and compare it with other businesses that fit different profiles on quality, balance sheet strength and income potential.