Nearly 50% revenue growth is drawing attention to SoundHound AI, Inc. (NASDAQ: SOUN) as the company prepares to report its September quarter results on November 5, 2026.
Analysts tracking the voice AI specialist project quarterly revenues of $63.02 million, representing a 49.9% increase compared to the same period a year earlier.
That top-line momentum stands in contrast to the bottom line, where the consensus points to a loss of $0.06 per share, a deterioration relative to the prior-year quarter.
Yet a closely watched predictive metric suggests the actual loss could come in narrower than that consensus figure implies.
SoundHound’s Earnings ESP, which measures the gap between the Most Accurate Estimate and the broader consensus, currently sits at +33.33%, a reading analysts interpret as a meaningful beat signal.
The Most Accurate Estimate, which incorporates the most recent analyst revisions, has moved above the Zacks Consensus Estimate, indicating a shift toward greater optimism on the earnings front.
That bullish revision trend has also shown up in the consensus itself, which has been marked 2.78% higher over the past 30 days, a notable move for a company still reporting net losses.
When a positive Earnings ESP reading is paired with a Zacks Rank of #3, as is the case here, historical data suggests stocks in that combination deliver a positive earnings surprise roughly 70% of the time.
SoundHound’s own track record offers some supporting evidence, with the company having beaten consensus EPS estimates twice across the last four quarters, including a +33.33% surprise in the most recent period when it posted a loss of $0.02 against an expected loss of $0.03 per share.
By comparison, IT services peer Jack Henry and Associates (NASDAQ: JKHY) presents a different picture ahead of its own upcoming report, with an Earnings ESP of -1.56% and a consensus EPS estimate of $2.04 per share, reflecting 3.6% year-over-year growth on projected revenues of $683.76 million.
Jack Henry’s consensus EPS estimate has edged 0.1% lower over the past month, and its negative ESP reading combined with a Zacks Rank of #3 makes a definitive beat call difficult, despite the company having topped estimates in each of the last four quarters.
For investors weighing SOUN ahead of the November 5 release, the convergence of a sharply positive ESP reading, upward estimate revisions, and a strong revenue growth trajectory positions the company as a credible earnings-beat candidate.
That said, an earnings result alone rarely determines a stock’s post-report direction, and broader business conditions discussed during the earnings call will be just as critical in shaping near-term price action.
