Gary Alexander 34.58K Followers

Summary

SoundHound remains a compelling buy after a ~60% YTD decline, despite recent AI sector headwinds.

AI software, unlike hardware suppliers, benefits from growing recurring revenue streams and is less exposed to data center regulation risk.

SOUN has strengthened its technology and product portfolio, including the completed acquisition of LivePerson.

The company has issued consolidated outlooks for FY26 and FY27, signaling confidence in long-term growth.

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Suddenly, everything with the AI label in the stock market is anathema for mainstream investors. Floored by the Democratic sweep in the recent U.S.…