Cantor Turns Bullish on SoundHound AI (SOUN), Highlights Voice and Conversational AI Tailwinds

SoundHound AI, Inc. (NASDAQ:SOUN) is one of the Trending AI Stocks on Wall Street. On December 12, Cantor Fitzgerald upgraded the stock from Neutral to Overweight and raised its price target to $15.00 from $13.00. The firm is confident on the stock, pointing to long-term growth catalysts and upcoming CES 2026 as a catalyst.

“We raise our rating on SOUN to OW (from Neutral) and raise our 12-month PT to $15 (from $13), and would take advantage of the recent pullback in shares. SoundHound AI has executed very well, in our view, cross-selling and upselling voice and conversational AI services to its installed base, as well as expanding fully automated voice volumes related to its acquisition of Amelia in late-Summer 2024.”

Cantor believes that expectations for SOUN are low heading into 2026, creating potential upside for the stock. The recent acquisitions of Interactions, along with an expanding partner ecosystem, are also drivers of organic growth for the company in C25.

Model expectations for Voice Commerce, known as the company’s Pillar Three growth initiative, remain low. However, the upcoming Consumer Electronics Show (CES) in early January 2026 is seen as a positive catalyst, with possible Voice Commerce-related announcements anticipated.

The firm views conversational AI and voice AI as “meaningful beneficiaries of secular AI growth trends.”

“We continue to view conversational AI and voice AI as meaningful beneficiaries of secular AI growth trends, with SoundHound AI a leader in this market and well-positioned to capitalize on these trends. Solid execution on recent M&A and partnership expansions, reasonable expectations headed into C26, and optionality remaining from Voice Commerce (e.g., Pillar Three) inform our rating.”

SoundHound AI, Inc. (NASDAQ:SOUN) is a voice artificial intelligence company offering voice AI solutions to businesses.

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