Artificial intelligence (“AI”) stocks like SoundHound AI (SOUN) and BigBear.ai (BBAI) are gaining attention for their unique offerings in voice-enabled AI and national security-focused AI solutions, respectively. Both companies reported strong second-quarter 2025 earnings, prompting a comparison of their prospects and growth trajectories.

SoundHound AI’s revenue surged 217% year over year to $42.7 million in Q2 2025, driven by rapid expansion in the quick-service restaurant (“QSR”) vertical. The company raised its 2025 revenue outlook to $160–$178 million, showcasing strong demand for its voice AI solutions across industries.

In contrast, BigBear.ai’s revenues fell year over year to $39.8 million in Q2 2025, highlighting challenges in scaling profitably. The company specializes in AI solutions for defense, intelligence, and cybersecurity, leveraging proprietary platforms like veriScan and ConductorOS.

SoundHound’s stock has outperformed BigBear.ai’s over the past month, with significant gains in share price. SoundHound’s valuation remains rich but backed by strong revenue growth, while BigBear.ai’s lower valuation reflects slower growth and ongoing challenges.

Analysts are optimistic about SoundHound’s earnings potential, with expectations of doubling its revenue in 2025. In comparison, BigBear.ai is expected to see a decline in revenues for the year, raising caution among investors in the short term.

After comparing both companies, SoundHound AI appears to have a clearer edge in upside potential for 2025. With strong revenue growth, expanding partnerships, and an improving earnings outlook, SoundHound stands out against BigBear.ai’s slower growth and larger losses. The current Zacks Ranks support this divergence, with SoundHound at Rank #3 (Hold) and BigBear.ai at Rank #4 (Sell).

Read more at Nasdaq: SoundHound vs. BigBear.ai: Which AI Stock Has More Upside Now?