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    Did Analyst Upgrades Around Voice Agents and CES 2026 Just Shift SoundHound AI's (SOUN) Investment Narrative?

    Simply Wall St·12/25/2025 03:43:35
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    • In recent days, multiple Wall Street firms including Cantor Fitzgerald and Mizuho Securities upgraded SoundHound AI after highlighting its execution in voice and conversational AI and progress integrating recent acquisitions such as Interactions and Amelia.
    • Analysts also pointed to restaurant-focused voice AI and the upcoming 2026 Consumer Electronics Show as important tests of SoundHound’s broader AI agent ambitions and cross-industry expansion.
    • We’ll now examine how this wave of analyst upgrades, centered on cross-selling and event-driven catalysts, influences SoundHound AI’s investment narrative.

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    SoundHound AI Investment Narrative Recap

    To own SoundHound AI, you need to believe that voice and conversational AI agents will keep spreading across cars, restaurants, and enterprises, and that SoundHound can turn its expanding backlog and acquisitions into profitable growth. The recent analyst upgrades reinforce the near term focus on CES 2026 and cross selling as key catalysts, but they do not change the central risk that the company is still loss making with high operating expenses and an uncertain path to profitability.

    The OpenTable in car reservations announcement ties directly into what analysts are highlighting: SoundHound’s push to showcase real world voice commerce at CES 2026 and deepen usage with existing auto and restaurant partners. By turning cars into a point of transaction for dining, parking, and other services, SoundHound is giving investors a clearer line of sight on how its AI agents could increase customer stickiness and recurring revenue across multiple verticals.

    Yet behind the CES excitement, investors should still be aware of SoundHound’s rising cash burn and reliance on large, sometimes lumpy enterprise deals...

    Read the full narrative on SoundHound AI (it's free!)

    SoundHound AI’s narrative projects $308.5 million revenue and $40.4 million earnings by 2028. This requires 32.9% yearly revenue growth and about a $265.8 million earnings increase from -$225.4 million today.

    Uncover how SoundHound AI's forecasts yield a $16.94 fair value, a 55% upside to its current price.

    Exploring Other Perspectives

    SOUN 1-Year Stock Price Chart
    SOUN 1-Year Stock Price Chart

    Fifteen fair value estimates from the Simply Wall St Community range widely, from US$3.41 to US$28.58 per share, underscoring how differently investors view SoundHound’s potential. Against that backdrop, the company’s ongoing losses and elevated spending leave its path to sustainable profitability and future execution very much in focus, so it helps to compare several of these viewpoints before forming your own view.

    Explore 15 other fair value estimates on SoundHound AI - why the stock might be worth over 2x more than the current price!

    Build Your Own SoundHound AI Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.