Wedbush:SoundHound AI(SOUN.US)开启增长新阶段!股价潜在涨幅达26%

智通财经
Nov 07

智通财经APP获悉,投行Wedbush表示,语音识别公司SoundHound AI(SOUN.US)最新公布的业绩及指引为其人工智能(AI)相关增长的下一阶段奠定了基础。该行维持对SoundHound AI的“跑赢大盘”评级,目标价为18美元。这一目标价较该股周四收盘价14.23美元有近26%的上涨空间。

财报显示,SoundHound AI第三季度营收为4204.9万美元,同比增长68%。在Non-GAAP会计准则下,毛利率为2491.7万美元,同比增长66%;调整后息税折旧摊销前利润(EBITDA)为-1.45亿美元,上年同期为-1.59亿美元;净亏损为1.30亿美元,上年同期净亏损1.50亿美元。此外,该公司上调了2025年全年营收预测,预计将在1.65亿美元至1.80亿美元之间。

对此,Wedbush分析师Dan Ives带领的团队在一份客户报告中写道:“SoundHound AI略微上调了2025年营收指引至1.65亿美元至1.80亿美元(此前指引为1.60亿美元至1.78亿美元),我们认为这一预期仍属保守,因为该公司在各个垂直领域的需求依然强劲——汽车领域略有改善,其他垂直领域则保持强劲增长。”

分析师补充称:“总体而言,我们认为此次业绩发布是SoundHound AI增长故事中又一个积极进展。尽管竞争加剧、宏观环境不明朗,但该公司仍在多个人工智能高潜在市场(TAM)行业展现出强劲的变现能力,继续朝着盈利性增长方向迈进。”

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