Insider Trading March 24, 2026

SoundHound AI COO Sells Shares to Cover Taxes as Company Posts Q4 Revenue Beat

Michael Zagorsek disposes of 52,968 Class A shares; company posts stronger-than-expected revenue while leadership and valuation questions persist

By Leila Farooq SOUN
SoundHound AI COO Sells Shares to Cover Taxes as Company Posts Q4 Revenue Beat
SOUN

SoundHound AI Chief Operating Officer Michael Zagorsek sold 52,968 shares of Class A Common Stock on March 20, 2026, to satisfy tax withholding related to restricted stock units. The shares fetched $6.79 each for a total of $359,668. The stock has since traded lower, near its 52-week low. The company reported fiscal Q4 2025 revenue above expectations, while analysts adjusted price targets and the CFO announced an impending departure.

Key Points

  • COO Michael Zagorsek sold 52,968 Class A shares on March 20, 2026, for $6.79 each, totaling $359,668 - impacts equity holders and capital markets.
  • SoundHound AI reported fiscal Q4 2025 revenue of $55.1 million, beating H.C. Wainwright’s $52.1 million estimate and the $54.0 million consensus - relevant to software and AI sectors.
  • CFO Nitesh Sharan will depart April 3, 2026; James Hom will serve as interim CFO while a permanent replacement is sought - affects corporate leadership stability.

SoundHound AI, Inc. (NASDAQ: SOUN) reported an insider share sale on March 20, 2026, when Chief Operating Officer Michael Zagorsek sold 52,968 shares of Class A Common Stock, according to a Form 4 filing with the Securities and Exchange Commission.

The shares were sold at $6.79 apiece, producing a total transaction value of $359,668. The filing states the sale was executed to satisfy tax withholding obligations tied to the vesting of restricted stock units. After the disposition, Zagorsek directly holds 1,734,491 shares of SoundHound AI Class A Common Stock.

Market reaction following the sale shows the stock trading lower than the sale price. SoundHound shares have been quoted at $6.37 and are trading near their 52-week low of $6.36 as reported in the filing and accompanying market commentary.


Company performance and analyst views

SoundHound AI disclosed fourth-quarter fiscal 2025 revenue of $55.1 million, a result that exceeded both H.C. Wainwright’s estimate of $52.1 million and the consensus estimate of $54.0 million. In response to the quarterly results, D.A. Davidson reiterated a Buy rating and kept a $14.00 price target, citing the company’s robust revenue driven by broad-based demand.

H.C. Wainwright, while maintaining a Buy rating, adjusted its price target on SoundHound AI to $20 from $26, attributing the change to valuation pressure among software providers.

Separately, InvestingPro analysis noted that the stock appears overvalued relative to its Fair Value. For investors seeking more detailed valuation work and broader research, a Pro Research Report is available through InvestingPro covering this company and more than 1,400 other U.S. equities.


Leadership change and product demonstration plans

SoundHound AI also announced a leadership transition in the finance organization. CFO Nitesh Sharan is set to depart the company on April 3, 2026, to join a quantum computing company. James Hom, the firm’s Chief Product Officer and a co-founder, will step in as interim CFO while the company searches for a permanent successor.

On the product front, SoundHound AI plans to demonstrate its multimodal, multilingual, agentic AI platform at NVIDIA GTC 2026. The company said the platform operates fully on-device without requiring cloud connectivity and will be showcased at Booth #1844.


Implications

The insider sale was reported as a tax-withholding transaction related to restricted stock units rather than a discretionary sale for liquidity or diversification. The company’s latest quarter beat revenue expectations, prompting mixed reactions from analysts on price targets and valuation. Leadership turnover in the finance team was announced with an interim appointment in place.

Risks

  • Share price weakness - the stock has fallen to $6.37, trading near its 52-week low of $6.36, presenting market risk to shareholders and potential liquidity concerns for investors.
  • Valuation pressure - InvestingPro analysis describes the stock as appearing overvalued relative to Fair Value, and H.C. Wainwright cited valuation pressure among software providers when lowering its price target, affecting investor expectations in the software and AI sectors.
  • Leadership transition - the departure of CFO Nitesh Sharan and the appointment of an interim CFO introduces near-term uncertainty in financial leadership and reporting, which may influence investor sentiment.

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