Ongoing Volume Weakness And Elevated Expenses Will Pressure Returns Through 2025

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

05 May 25

Updated

28 Nov 25

Views

157

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

9.1%

7D

6.8%

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1Y

9.1%

7D

6.8%

You can edit this narrative until Nov 29 9:10 AM. Then, changes will post as Updates.

Author's Valuation

US$17.8512.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 28 Nov 25

SONO: Improved Leverage And Cash Flow Will Offset Weaker Volumes By 2026

Analysts have slightly reduced their price target for Sonos, reflecting ongoing concerns about softer volumes and near-term visibility. This comes despite expectations for a potential restocking cycle and improved financial metrics by 2026.

Shared on 13 Nov 25

Fair value Increased 24%

SONO: Improved Leverage And Cash Flow Will Balance Near-Term Margin Pressures

Analysts have raised Sonos's fair value estimate from $14.35 to $17.85 per share. They cite stronger revenue growth forecasts and improved outlooks for the company's future earnings multiples, despite some near-term margin pressure.

Shared on 30 Oct 25

Fair value Increased 0.12%

Analysts have slightly raised their fair value estimate for Sonos to $14.35 per share. This reflects a modestly stronger long-term revenue growth outlook, even as near-term earnings projections and market sentiment remain cautious.

Shared on 15 Oct 25

Fair value Increased 5.20%

Sonos's fair value price target has been revised upward from $13.63 to $14.33, as analysts cite ongoing portfolio transformation and expectations for an updated capital allocation strategy to support future growth. Analyst Commentary Recent analyst commentary reflects mixed perspectives on Sonos's valuation and growth prospects, with both cautious and optimistic insights influencing price target revisions.

Shared on 08 Aug 25

Fair value Increased 3.81%

Sonos saw a modest improvement in net profit margin and a slight decline in its future P/E ratio, yet the analyst price target remained unchanged at $13.12. What's in the News Tom Conrad appointed CEO of Sonos, having previously served as Interim CEO and Board member since 2017.

AnalystConsensusTarget Fair Value

US$17.85

12.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

6.56%

Consumer Durables revenue growth rate

0.17%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.52%

Calculation

US$127.14m

Earnings '28

x

22.04x

PE Ratio '28

=

US$2.80b

Market Cap '28

US$2.80b

Market Cap '28

/

123.78m

No. shares '28

=

US$22.64

Share Price '28

US$22.64 Share Price '28

Discounted to 2025 @ 8.47% p.a.

=

US$17.74

Fair Value '25