Piper Sandler Lowers Price Target for SoundHound AI

Research firm maintains 'neutral' rating on the voice AI company's stock

Feb. 27, 2026 at 5:33pm

Piper Sandler, a research firm, has reaffirmed its 'neutral' rating on shares of SoundHound AI (NASDAQ:SOUN) but lowered its price target from $11.00 to $9.00. The move comes as SoundHound AI reported better-than-expected Q4 revenue, with sales rising 59% year-over-year to $55.06 million. The company also ended the quarter with a healthy $248 million in cash on hand.

Why it matters

The mixed signals from Piper Sandler's update reflect the challenges SoundHound AI faces in transitioning to profitability, despite its strong revenue growth. Investors will be closely watching the company's path to sustained profitability and margin improvements in the coming quarters.

The details

In its research note, Piper Sandler cited SoundHound AI's widening GAAP losses and persistent non-GAAP net losses as reasons for the lower price target. The firm noted that the company's net margins and return on equity remain deeply negative, making the path to sustained profitability uncertain. However, Piper Sandler also highlighted SoundHound AI's recent product and geographic expansion efforts, including the launch of its Sales Assist retail agent and the opening of a new innovation hub in Bengaluru, India, as positive steps that could support future enterprise deal flow.

  • Piper Sandler reaffirmed its 'neutral' rating and lowered its price target on Friday, February 27, 2026.

The players

Piper Sandler

A research firm that provides investment banking and institutional securities services.

SoundHound AI

An American voice AI and conversational intelligence company specializing in speech recognition, natural language understanding, and sound identification technologies.

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What’s next

Investors will be closely watching SoundHound AI's upcoming earnings reports and management commentary for signs of progress in improving profitability and margins.

The takeaway

SoundHound AI's strong revenue growth has been overshadowed by concerns about its path to sustained profitability, as evidenced by Piper Sandler's mixed signals. The company's ability to balance investment in product development and geographic expansion with margin improvements will be crucial in determining its long-term success.