SOUN SoundHound AI, Inc.

bearish · high conviction SHIFT track record → $7.85 +0.88 (+12.6%)
Mkt Cap $3B 52wk $5.83 - $22.17 Earnings 2026-05-07 3h ago
Insider selling: $88,346,663 sold by 9 insiders (30d)
Factor divergence: DIVERGENCE: estimate_revisions bullish vs analyst_revisions bearish
Est. revisions: +4.6%
Factor Model (net -0.8)

Factor Model

net -0.8 2.6 / 10
Est. Revisions
+0.3
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

SoundHound shares drop 72% amid strong revenue growth

Watch: Q1 2026 earnings must clarify margin expansion and path to cash flow breakeven to rekindle investor confidence.

Full analysis

SoundHound AI shares have fallen 72% from 2025 highs despite 59% revenue growth and a $40 million GAAP net profit in Q4 2025 driven by a non-cash acquisition gain. The company reported a $7.3 million adjusted net loss and faces rising competition from Google Gemini and Microsoft Copilot Voice. Insider selling totals over $22 million, signaling lack of confidence from key insiders.

The stark valuation drop despite solid revenue growth and profitability challenges highlights investor skepticism about SoundHound's ability to sustain margins and fend off tech giants in voice AI.

Evidence

Fundamentals & Data ▾
SoundHound AI, Inc. Technology · Software - Application
Mkt Cap
$3B
Beta
2.97
52w Range
$5.83 - $22.17
Short Interest
136.8M 35.36%
Days to Cover
5.3 +1%
Technicals downtrend
from 52w Hi
0.0%
1w return
+15.6%
Insiders
selling 0B / 17S
EPS Estimate
$-0.04 +4.6% 30d 0up / 1dn
Est. Dispersion
29% 4 analysts
Analyst Target
$15 $9 - $20
Options P/C
0.17
Insider Cluster
strong sell 0B / 8S
Financials
Revenue
$55M +59% YoY
FCF
$-24M
Gross Margin
48%
Op Margin
-76%
Momentum: accelerating
Top Holders
Citadel $53M
Recent Filings & Data
insider trade 111
net selling · $88,346,663 sold
9 insiders · 111 transactions (30d)
Recent transactions
SROKA DIANA · sell · $9,093
STONEHOCKER TIMOTHY · sell · $156,768
HOM JAMES MING · sell · $210,628
EMAMI SEYED MAJID · sell · $210,628
MOHAJER KEYVAN · sell · $845,460
ZAGORSEK MICHAEL · sell · $359,669
SHARAN NITESH · sell · $298,957
STONEHOCKER TIMOTHY · sell · $356,112
EMAMI SEYED MAJID · sell · $829,333
STONEHOCKER TIMOTHY · sell · $376,561
SROKA DIANA · sell · $14,605
HOM JAMES MING · sell · $480,396
MOHAJER KEYVAN · sell · $1,627,550
ZAGORSEK MICHAEL · sell · $827,792
SHARAN NITESH · sell · $685,410
SROKA DIANA · sell · $17,446
SHARAN NITESH · sell · $1,280,575
SHARAN NITESH · exercise · $225,420
STONEHOCKER TIMOTHY · sell · $1,410,480
EMAMI SEYED MAJID · sell · $823,340
MOHAJER KEYVAN · sell · $2,373,365
STONEHOCKER TIMOTHY · sell · $641,401
EMAMI SEYED MAJID · sell · $1,320,232
HOM JAMES MING · sell · $673,971
MOHAJER KEYVAN · sell · $2,216,590
ZAGORSEK MICHAEL · sell · $1,117,504
SHARAN NITESH · sell · $2,098,697
HOM JAMES MING · award
EMAMI SEYED MAJID · award
MOHAJER KEYVAN · award
ZAGORSEK MICHAEL · award
SHARAN NITESH · award
ZAGORSEK MICHAEL · exercise · $399,967
STONEHOCKER TIMOTHY · sell · $713,352
EMAMI SEYED MAJID · sell · $1,347,025
SROKA DIANA · sell · $27,838
STONEHOCKER TIMOTHY · award
HOM JAMES MING · award
HOM JAMES MING · sell · $744,075
EMAMI SEYED MAJID · award
MOHAJER KEYVAN · award
MOHAJER KEYVAN · sell · $2,379,916
ZAGORSEK MICHAEL · award
ZAGORSEK MICHAEL · sell · $1,096,324
SHARAN NITESH · award
SHARAN NITESH · sell · $1,039,543
EMAMI SEYED MAJID · sell · $1,328,907
SROKA DIANA · award
MARCUS LAWRENCE · award
BALL ERIC R · award
STONEHOCKER TIMOTHY · sell · $529,884
HOM JAMES MING · sell · $38,150
STONEHOCKER TIMOTHY · sell · $308,015
HOM JAMES MING · sell · $805,923
MOHAJER KEYVAN · sell · $2,574,465
SROKA DIANA · sell · $34,292
EMAMI SEYED MAJID · sell · $281,132
ZAGORSEK MICHAEL · sell · $514,904
SHARAN NITESH · sell · $481,614
MOHAJER KEYVAN · sell · $5,618,231
SROKA DIANA · sell · $77,225
MARCUS LAWRENCE · sell · $409,436
STONEHOCKER TIMOTHY · sell · $698,607
HOM JAMES MING · sell · $746,606
EMAMI SEYED MAJID · sell · $760,575
ZAGORSEK MICHAEL · sell · $1,234,414
SHARAN NITESH · sell · $1,172,791
ZAGORSEK MICHAEL · sell · $8,352,815
ZAGORSEK MICHAEL · exercise · $900,738
HOM JAMES MING · sell · $1,071,446
MARCUS LAWRENCE · sell · $350,000
EMAMI SEYED MAJID · sell · $10,012,798
EMAMI SEYED MAJID · exercise · $1,451,977
MOHAJER KEYVAN · sell · $12,521,030
MOHAJER KEYVAN · exercise · $1,814,971
BALL ERIC R · sell · $2,422,590
HOM JAMES MING · sell · $538,910
EMAMI SEYED MAJID · sell · $851,692
BALL ERIC R · sell · $809,491
MARCUS LAWRENCE · sell · $402,000
MOHAJER KEYVAN · sell · $754,678
STONEHOCKER TIMOTHY · sell · $99,234
HOM JAMES MING · sell · $102,587
EMAMI SEYED MAJID · sell · $102,587
ZAGORSEK MICHAEL · sell · $204,944
SHARAN NITESH · sell · $193,853
MARCUS LAWRENCE · sell · $250,970
STONEHOCKER TIMOTHY · award
HOM JAMES MING · award
EMAMI SEYED MAJID · award
MOHAJER KEYVAN · award
SROKA DIANA · award
ZAGORSEK MICHAEL · award
SHARAN NITESH · award
MARCUS LAWRENCE · award
BALL ERIC R · award
BALL ERIC R · other
STONEHOCKER TIMOTHY · sell · $1,196,478
SHARAN NITESH · other
BALL ERIC R · other
MOHAJER KEYVAN · sell · $734,542
STONEHOCKER TIMOTHY · sell · $64,796
HOM JAMES MING · sell · $67,531
EMAMI SEYED MAJID · sell · $67,531
ZAGORSEK MICHAEL · sell · $97,325
SHARAN NITESH · sell · $90,429
SROKA DIANA · award
MARCUS LAWRENCE · award
BALL ERIC R · award
MARCUS LAWRENCE · sell · $240,505
STONEHOCKER TIMOTHY · sell · $520,094
Filing analysis pending — next scan runs every 12 hours
Transcript analysis coming soon
15 signals · latest 4h ago

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