SoundHound AI is one of the most expensive stocks in the artificial intelligence industry right now -- it's even pricier than Nvidia.SoundHound AI (SOUN 3.37%) is a specialist in conversational artificial intelligence (AI). Some of the biggest brands in the world have adopted its software, propelling its stock to gain more than 835% in 2024. But it hasn't performed so well in 2025, with a 21% decline so far.SoundHound's momentum faded after investors learned that Nvidia (NVDA 3.52%) sold its entire stake in ...

Last week, the provider of voice and conversational AI technology announced the acquisition of Interactions, a pioneer in AI for customer service and workflow orchestration. SoundHound said the deal will strengthen its position in agentic AI and accelerate its market penetration in customer service across enterprise businesses. Santa Clara, Calif.-based SoundHound purchased Interactions for $60 million in cash, with the potential for additional payments earned contingent on the achievement of certain revenu ...

The artificial intelligence trade continues to dominate Wall Street, and AI hyperscalers are responsible for much of the gains the S&P 500 has produced so far in 2025.Companies like Meta Platforms META, NVIDIA NVDA, Amazon AMZN and Alphabet GOOG are soaring once again in Q3, but these are not the only AI-related companies worth looking at as the year draws to a close.If you want outsized gains from your AI investments, you'll have to swim into waters where fewer fish are biting. Today, we'll examine five un ...

公司战略与产品发展 - 公司重点发展自主AI平台Amelia 7 该平台结合自主工作流程和精确控制 旨在改善客户服务 员工互动和运营任务 通过提供低代码和无代码选项 企业可快速构建和优化AI代理 降低采用复杂性[1] - 2025年第二季度开始将15家大型企业客户迁移至Amelia 7平台 早期采用反映市场对提升效率和降低成本解决方案的需求 同时创造新的增销机会[2] - 将专有Polaris语音识别引擎集成至Amelia 7 提升速度和准确性 支持跨行业客户续约和业务扩展[2] 市场拓展与客户应用 - 在金融服务和医疗保健领域获得强劲发展 现有客户正扩展至新应用场景[3] - 通过将自主AI嵌入产品组合 公司以Amelia 7作为深化客户关系和扩大市场渗透的驱动因素[3] - 企业自主AI的兴起表明组织与自动化交互方式发生结构性转变[4] 行业竞争格局 - 在企业自主AI应用推广中面临Palantir Technologies和Microsoft等强劲竞争对手[5] - Palantir通过Foundry平台为政府和大型企业提供可扩展AI解决方案 与公司形成直接竞争[6] - Microsoft将生成式和自主AI嵌入Azure生态系统及企业产品 通过集成AI降低采用门槛 推动大规模企业部署[6] 财务表现与估值 - 过去三个月股价上涨61% 同期行业下跌6.4%[8] - 远期市销率为30.8倍 显著高于行业平均的17.29倍[12] - 2025年每股亏损共识预期从60天前的0.16美元收窄至0.13美元 较去年同期每股亏损1.04美元有所改善[14][15]

收购交易 - SoundHound AI同意以总价值高达8500万美元收购私有人工智能公司Interactions Corporation 包括6000万美元现金首付和2500万美元基于业绩的额外支付[1] - 分析师认为此次收购是公司水平扩张战略的延续 将推动近期增长[2] - Interactions带来互补AI技术和跨零售、消费科技、保险及汽车行业的多元化全球企业客户群[2] 战略协同效应 - 新客户关系为交叉销售和向上销售创造重要机会[3] - 公司可将自身解决方案整合至Interactions客户基础中[3] - 去年对Amelia的收购已成为可复制的成功模板[3] 财务表现与展望 - 第二季度调整后每股亏损3美分 优于市场预期的9美分亏损[5] - 营收达4270万美元 显著超出3290万美元的市场预期[5] - 管理层将2025年销售展望上调至1.6-1.78亿美元区间 高于此前1.57-1.77亿美元和市场共识1.595亿美元[5] - 分析师维持18美元目标价 基于32倍企业价值/营收倍数乘以2026年2.2亿美元营收预期[6] 股价与评级 - 公司股价最新交易上涨0.19%至14.72美元[7] - 分析师重申买入评级 目标价暗示较当前水平约20%上涨空间[4] - 收购交易对盈利预测产生上行偏向并强化长期发展轨迹[4] 收购影响评估 - 交易增强公司财务状况并扩大增长渠道[6] - 强化对管理层在2025年末实现运营盈利能力的信心[6] - 潜在风险包括股权稀释、竞争加剧、客户集中度和执行挑战[6]

核心观点 - SoundHound AI凭借其对话式AI平台在餐饮、汽车、医疗等领域快速扩张 过去一年股价上涨近200% [1] - 公司面临盈利能力不足和估值过高的问题 毛利率下滑且现金消耗严重 [2][6] - 2025年收入指引上调至1.73亿美元 预计同比增长104.5% [4][5] 财务表现 - 第二季度收入同比增长217%至4270万美元 [4] - 2023年收入4590万美元 同比增长47.3% [5] - 2024年收入8460万美元 同比增长84.6% [5] - 2025年收入指引中值为1.73亿美元 预计实现翻倍增长 [4][8] 客户拓展 - 餐饮领域实现"突破性季度" 新增客户与续约表现突出 [7] - 获得中国主流汽车OEM客户 覆盖国内及全球市场 [7] - 新增全球最大医疗公司之一为客户 [7] - 全球前十大金融机构中七家已成为客户 当季对其中四家实现增销和续约 [7] 经营状况 - 毛利率在过去一年呈下降趋势 [2] - 公司持续消耗现金且未显现有显著收窄亏损的迹象 [6] - 尽管收入增长强劲但仍未实现盈利 [9]

We came across a bullish thesis on SoundHound AI, Inc. on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on SOUN. SoundHound AI, Inc.'s share was trading at $13.42 as of September 2nd. Cloudastructure, Inc. (CSAI) Expands AI-Powered Surveillance and Remote Guarding Solutions Image by Alexandra_Koch from Pixabay SoundHound (SOUN) went public in 2022 through a SPAC merger at the peak of a crowded and overhyped market. The timing was unfortunate, as interes ...

作者投资背景 - 作者拥有30年全球商船海员职业经历 过去15年对投资产生浓厚兴趣 主要从The MF学习投资知识 [1] - 由于工程背景 作者通常倾向于关注科技类股票 [1] SoundHound AI历史交易表现 - 2025年1月3日作者发布做空SoundHound AI建议 当时股价为1974美元 [1] - 该股票从发布时价格下跌2659% 至1449美元 证明做空建议正确 [1] 信息披露 - 作者未持有任何提及公司的股票、期权或类似衍生品头寸 [1] - 未来72小时内无计划建立任何相关头寸 [1] - 作者与提及股票公司无业务关系 [1] - Seeking Alpha声明其分析师包含专业投资者和个体投资者 可能未获得任何机构或监管机构许可或认证 [2]

My past calls on SoundHound AI (NASDAQ: NASDAQ: SOUN ) have had mixed results. My first call to sell , made on January 3, 2025, was correct; the stock declined 26.59% from its price at the time of publication, $19.74, to $14.49, itsI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravi ...

Key Takeaways SOUN posted 217% revenue growth in Q2 2025 and raised its full-year guidance to up to $178 million.SOUN expanded across restaurants and automotive while diversifying clients and acquiring voice AI firms.AI's Q1 revenue dropped 19% as leadership changes and weak sales execution delayed profitability goals.Artificial intelligence (“AI”) has fueled impressive rallies in many tech stocks, and two notable players are SoundHound AI (SOUN) and C3.ai (AI) . SoundHound focuses on conversational and voi ...