Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
SoundHound AI, Inc. (SOUN)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$4.26-1.39%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for SOUN yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Reduce losses and improve EPS | A supporting condition in SoundHound AI, Inc.'s published investment case. The stated target is EPS loss narrows toward zero by FY27. | Improving | EPS loss worsens or remains flat beyond FY27 | Diluted EPS: $-0.10 per share FY2026-Q2; GAAP. Published target: EPS loss narrows toward zero by FY27. Annual target cannot be compared with a quarterly or TTM observation. Aug 10, 2026-0.1 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-growth, loss-making business with elevated risk, not an established durable compounder. The long-term thesis is on watch: recent revenue delivery is strong, but momentum, company quality, and management scores have weakened.
SOUN trades at a notable premium to peers, while the evidence describes that premium as justified and fragility as low. The expectations gap is negative, but model confidence is low, so the valuation signal is uncertain.
Near term, revenue growth and the raised 2026 guidance support management’s stated targets, while recent financial performance remains neutral and below its industry cohort. The LivePerson integration and OASYS rollout are still developing, and erratic earnings surprises plus weaker management signals leave execution risk elevated.
Over the next few quarters, the thesis depends on sustaining guidance and turning OASYS adoption into continued growth without an integration setback. A guidance reversal after the recent increase would damage credibility; easing rates or stabilization among major technology peers could improve the sector backdrop, but would not resolve company-specific execution risks.
The 1-to-3-year view combines meaningful growth potential with a premium valuation and fragile execution, so the central question is whether revenue momentum can persist as the acquisition is integrated. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Achieve $225-$260M revenue in 2026 |
| A primary condition in SoundHound AI, Inc.'s published investment case. The stated target is >= $225M revenue. |
| Intact |
| revenue falls below $225M in FY26 |
Revenue: $61.897M FY2026-Q2; GAAP. Published target: >= $225M revenue. Annual target cannot be compared with a quarterly or TTM observation. Aug 10, 202661,897,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Execute merger with LivePerson | The merger with LivePerson supports growth and market expansion. | Intact | merger fails or materially delayed | Merger completed 2026-09-04 vs target by next 4 quarters SOUN completed the LivePerson merger on 2026-09-04, naming a new CFO and finalizing debt restructuring. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-0.12 → $-0.49 · observed estimates
$0.27B → $0.34B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-0.12 | $271,488,000 | 3 / 4 |
| 2026-07-25 | $-0.12 | $271,488,000 | 3 / 4 |
| 2026-07-26 | $-0.12 | $271,488,000 | 3 / 4 |
| 2026-07-27 | $-0.12 | $271,488,000 | 3 / 4 |
| 2026-07-28 | $-0.12 | $271,488,000 | 3 / 4 |
| 2026-07-29 | $-0.12 | $271,488,000 | 3 / 4 |
| 2026-07-30 | $-0.46 | $314,236,014 | 3 / 3 |
| 2026-07-31 | $-0.46 | $314,236,014 | 3 / 3 |
| 2026-08-01 | $-0.46 | $314,236,014 | 3 / 3 |
| 2026-08-02 | $-0.12 | $271,488,000 | 3 / 4 |
| 2026-08-03 | $-0.46 | $314,236,014 | 3 / 3 |
| 2026-08-04 | $-0.12 | $271,488,000 | 3 / 4 |
| 2026-08-05 | $-0.12 | $271,488,000 | 3 / 4 |
| 2026-08-06 | $-0.46 | $314,236,014 | 3 / 3 |
| 2026-08-08 | $-0.45 | $317,904,571 | 3 / 3 |
| 2026-08-09 | $-0.15 | $277,095,250 | 5 / 4 |
| 2026-08-10 | $-0.15 | $277,095,250 | 5 / 4 |
| 2026-08-12 | $-0.45 | $317,904,571 | 3 / 3 |
| 2026-08-13 | $-0.45 | $317,904,571 | 3 / 3 |
| 2026-08-14 | $-0.45 | $317,904,571 | 3 / 3 |
| 2026-08-15 | $-0.45 | $317,904,571 | 3 / 3 |
| 2026-08-16 | $-0.45 | $317,904,571 | 3 / 3 |
| 2026-08-17 | $-0.45 | $317,904,571 | 3 / 3 |
| 2026-08-18 | $-0.45 | $317,904,571 | 3 / 3 |
| 2026-08-19 | $-0.45 | $317,904,571 | 3 / 3 |
| 2026-08-20 | $-0.42 | $317,900,571 | 2 / 3 |
| 2026-08-21 | $-0.42 | $317,900,571 | 3 / 3 |
| 2026-08-22 | $-0.42 | $317,900,571 | 3 / 3 |
| 2026-08-23 | $-0.42 | $317,900,571 | 3 / 3 |
| 2026-08-24 | $-0.47 | $308,384,000 | 3 / 3 |
| 2026-08-25 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-08-26 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-08-27 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-08-28 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-08-29 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-08-30 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-08-31 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-01 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-02 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-03 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-04 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-05 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-06 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-07 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-08 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-09 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-10 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-11 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-12 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-13 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-14 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-15 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-16 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-17 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-18 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-19 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-20 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-21 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-22 | $-0.47 | $308,387,200 | 3 / 3 |
| 2026-09-23 | $-0.47 | $337,037,200 | 3 / 3 |
| 2026-09-24 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-09-25 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-09-26 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-09-27 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-09-28 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-09-29 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-09-30 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-01 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-02 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-03 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-04 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-05 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-06 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-07 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-08 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-09 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-10 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-11 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-12 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-13 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-14 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-15 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-16 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-17 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-18 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-19 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-20 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-21 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-22 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-23 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-24 | $-0.46 | $340,370,533 | 2 / 4 |
| 2026-10-25 | $-0.46 | $340,370,533 | 2 / 4 |
| 2026-10-26 | $-0.47 | $340,370,533 | 2 / 3 |
| 2026-10-27 | $-0.47 | $340,370,533 | 2 / 3 |
| 2026-10-28 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-29 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-30 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-10-31 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-11-01 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-11-02 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-11-03 | $-0.49 | $340,370,533 | 3 / 3 |
| 2026-11-04 | $-0.49 | $340,370,533 | 3 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 6 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.