Sonos, Inc.

Report azionario NasdaqGS:SONO

Capitalizzazione di mercato: US$1.8b

Sonos Crescita futura

Criteri Future verificati 4/6

Sonos prevede che gli utili e i ricavi cresceranno rispettivamente di 56.9% e 6.9% all'anno. Si prevede che l'EPS crescerà di 40.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 31.8% in 3 anni.

Informazioni chiave

56.9%

Tasso di crescita degli utili

40.31%

Tasso di crescita dell'EPS

Consumer Durables crescita degli utili8.0%
Tasso di crescita dei ricavi6.9%
Rendimento futuro del capitale proprio31.77%
Copertura analitica

Low

Ultimo aggiornamento05 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione May 16

SONO: AI Workflow Adoption And Cost Discipline Will Drive Future Repricing

Analysts have maintained the Sonos fair value estimate at $21.00, while making slight adjustments to underlying assumptions such as the discount rate, revenue growth, profit margin, and future P/E. These changes reflect recent shifts in price targets and updated views on earnings power following the latest research updates.
Seeking Alpha May 07

Sonos: Despite Memory Spike, Sonos Excels At What It Can Control

Summary Sonos faces gross margin pressure from surging memory prices, but I reiterate my 'Buy' rating, viewing recent downside as short-term noise. SONO is actively mitigating memory cost headwinds via tariff refunds, engineering redesigns, and disciplined opex management, without resorting to price hikes. Strong Q2 results: revenue grew 8% y/y to $281.5 million, beating expectations and supporting management’s confidence in accelerating growth for 2H FY26. Despite memory cost drag, SONO returned to positive adjusted EBITDA and continues to launch well-received products, signaling operational resilience. Read the full article on Seeking Alpha
Aggiornamento della narrazione Apr 22

SONO: Future Upside Will Depend On Execution And Product Ecosystem Expansion

Analysts have adjusted the Sonos price target by $1 to reflect updated views on growth, margins, and a modestly lower future P/E multiple. Analyst Commentary Recent Street research on companies in adjacent sectors shows a mixed backdrop, with several Bearish analysts trimming price targets even as others maintain more constructive views.
Aggiornamento della narrazione Apr 08

SONO: Emerging AI Execution And Margin Discipline Will Drive Future Repricing

Analysts made a modest upward adjustment to the Sonos price target, lifting it by $1, citing updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple in their models. Analyst Commentary Bullish analysts covering Sonos framed the recent $1 upward move in the price target as a fine tuning of existing views rather than a major shift.
Aggiornamento della narrazione Mar 25

SONO: Future Upside Will Rely On Execution And Margin Discipline

Sonos' analyst price target has been adjusted by $1, with analysts pointing to slightly higher modeled revenue growth and profit margins, partly offset by a lower assumed future P/E multiple and a modest change in the discount rate. Analyst Commentary Recent research on Sonos has centered on how small changes in assumptions about growth, margins, P/E multiples, and discount rates translate into adjusted valuation targets.
Aggiornamento della narrazione Mar 10

SONO: Credible Margin Gains And AI Execution Will Drive Future Repricing

Analysts nudged their Sonos price target higher by $1, reflecting slightly stronger assumptions for revenue growth and profit margins, while keeping the fair value estimate steady at $21.00. Analyst Commentary Recent Street research on related packaging and materials names, such as Sonoco, shows how bullish analysts can respond when they see clearer paths to growth, margin stability, or capital allocation improving.
Aggiornamento della narrazione Feb 24

SONO: Future Upside Will Depend On Execution And Margin Resilience

The updated analyst price target for Sonos increases to $17.50 from $14.40, with analysts pointing to refined assumptions for revenue growth, profit margins, and future P/E as the key drivers behind the change. Analyst Commentary Recent Street research around Sonos has been mixed, with some firms fine tuning models and targets rather than making sweeping calls.
Aggiornamento della narrazione Feb 09

SONO: Higher Earnings Power And Buybacks Will Offset Weaker Volumes By 2026

Analysts have raised their price target on Sonos from $17.85 to $19.38, reflecting updated assumptions on revenue growth, margins, and future P/E expectations following recent research commentary. Analyst Commentary Bullish and bearish analysts are looking at very different factors as they update their views on Sonos, even as price targets move higher on updated assumptions for revenue, margins, and future P/E levels.
Aggiornamento della narrazione Jan 25

SONO: Fair Outlook Will Rely On Pricing Support And Volume Resilience

Analysts have adjusted their price targets on Sonos shares by a few dollars, reflecting mixed views that balance modest expectations for volume headwinds and cautious consumer trends with support from areas like beverage cans and containerboard pricing. Analyst Commentary Recent Street research on Sonoco highlights a mixed setup, with several cautious voices flagging execution and growth risks alongside the updated price targets.
Aggiornamento della narrazione Jan 11

SONO: Restocking Cycle And Margin Stability Will Drive Future Repricing

Analysts have maintained the fair value estimate for Sonos at US$21.00, while modestly adjusting assumptions around the discount rate, revenue growth, profit margin, and future P/E. This reflects mixed Street views that balance softer near-term fundamentals with the potential for longer-term restocking and volume recovery.
Aggiornamento della narrazione Dec 26

SONO: Margin Expansion And Capital Returns Will Drive Bullish Repricing

Analysts have raised their price target on Sonos from $17.00 to $21.00 per share, citing slightly stronger expected revenue growth, a sharp improvement in projected profit margins, and a reset but still supportive valuation framework despite mixed near term sentiment in the broader packaging and audio hardware space. Analyst Commentary Bullish analysts argue that the latest price target increase for Sonos reflects a more constructive view on the company’s ability to execute on its product roadmap, sustain premium pricing, and capture share in the connected home audio category.
Aggiornamento della narrazione Dec 12

SONO: Higher Profit Outlook Will Face Pressure From Execution Risks

Analysts have lifted their price target on Sonos from $11.00 to $14.40, as higher projected revenue growth, a meaningfully improved profit margin outlook, and a more normalized future P E multiple outweigh a modestly higher discount rate. Analyst Commentary Recent Street research on comparable packaging names highlights a more cautious tone that Bearish analysts are applying to companies with mixed near term fundamentals and constrained visibility, dynamics that are relevant when assessing Sonos valuation and execution risks.
Aggiornamento della narrazione Nov 28

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.
Aggiornamento della narrazione Nov 13

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.
Aggiornamento della narrazione Oct 30

Ongoing Volume Weakness And Elevated Expenses Will Pressure Returns Through 2025

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.
Aggiornamento della narrazione Oct 15

AI-powered Platform Evolution And Global Expansion Will Yield Lasting Value

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.
Articolo di analisi Aug 20

Why Investors Shouldn't Be Surprised By Sonos, Inc.'s (NASDAQ:SONO) 27% Share Price Surge

NasdaqGS:SONO 1 Year Share Price vs Fair Value Explore Sonos's Fair Values from the Community and select yours Despite...
Aggiornamento della narrazione Aug 08

AI-powered Platform Evolution And Global Expansion Will Yield Lasting Value

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.
Articolo di analisi May 16

What Sonos, Inc.'s (NASDAQ:SONO) 38% Share Price Gain Is Not Telling You

Sonos, Inc. ( NASDAQ:SONO ) shareholders are no doubt pleased to see that the share price has bounced 38% in the last...
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Nuova narrazione May 05

Restructuring And Arc Ultra Will Advance Operational Efficiency

Sonos's reorganization and cost-saving measures aim to boost efficiency, enhance profitability, and improve operating margins through streamlined operations.
Articolo di analisi Apr 01

Subdued Growth No Barrier To Sonos, Inc.'s (NASDAQ:SONO) Price

With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Consumer Durables industry in the United States...
Seeking Alpha Mar 26

Sonos: Strategic Value Opportunity

Summary Sonos's stock has declined about 70% over the past few years, bringing its valuation down to a more opportunistic level. Fundamentally, some of this is justified as they're working through some near-term product issues, but I believe they can grow over time once they get past these. However, SBC eats all of their EBITDA, so true FCF-based returns are negligible - instead, the real upside opportunity would be from a strategic acquisition. Read the full article on Seeking Alpha
Seeking Alpha Mar 07

Sonos: Forget The Hideous App Or The Management Problem, The Consumer Is The Problem

Summary I love Sonos products for their phenomenal sound and unique Wi-Fi synchronization, but the app is terrible and drags down the user experience. Despite the app's issues, I bought five Sonos speakers within four weeks because the system is still the best on the market. Management acknowledged the app's problems, renounced bonuses, and saw the CEO resign, but the stock's decline started before these issues. The problems started when the consumer sentiment declined in 2022, and I am certain that Sonos is heavily dependent on good consumer sentiment. The current consumer sentiment, which is likely to decline further, will keep Sonos's stock lower, making it a sell for me right now. Read the full article on Seeking Alpha
Articolo di analisi Mar 05

Should You Think About Buying Sonos, Inc. (NASDAQ:SONO) Now?

Sonos, Inc. ( NASDAQ:SONO ), might not be a large cap stock, but it received a lot of attention from a substantial...
Articolo di analisi Dec 28

Subdued Growth No Barrier To Sonos, Inc.'s (NASDAQ:SONO) Price

When close to half the companies in the Consumer Durables industry in the United States have price-to-sales ratios (or...
Seeking Alpha Nov 24

Sonos: This Turnaround Will Take Awhile (Rating Downgrade)

Summary I'm downgrading Sonos to a neutral rating after the stock's recent modest rally. Sonos just closed out a difficult FY24, which showed weaker product registrations and household additions than in any other year. The company is investing heavily into promotions to maintain its market share gains, which has cut sharply into gross margins and adjusted EBITDA. Though the stock is still trading at a reasonable ~14x adjusted EBITDA multiple, it's best to wait out Sonos' current storm on the sidelines. Read the full article on Seeking Alpha
Seeking Alpha Oct 24

Sonos: A Failed App Rollout Is Creating Tough Times

Summary A failed app rollout has created turmoil in reliability and a worry for consumers and investors. The company has committed $20-30 million to address its app issues and restore reliability and customer trust. Despite long-term growth prospects, management execution remains a critical factor to monitor before considering investment. Read the full article on Seeking Alpha
Articolo di analisi Sep 29

Is There An Opportunity With Sonos, Inc.'s (NASDAQ:SONO) 32% Undervaluation?

Key Insights Sonos' estimated fair value is US$17.77 based on 2 Stage Free Cash Flow to Equity Sonos' US$12.15 share...
Articolo di analisi Sep 02

There Are Reasons To Feel Uneasy About Sonos' (NASDAQ:SONO) Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Articolo di analisi Aug 12

Sonos, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

As you might know, Sonos, Inc. ( NASDAQ:SONO ) recently reported its quarterly numbers. It looks like a credible result...
Seeking Alpha Aug 09

Sonos: Technical Missteps Are Overshadowing Strong Sales And Great Value

Summary Shares of Sonos declined sharply after posting Q3 results, bringing YTD losses to nearly 30%. The company's app redesign caused a number of glitches, hurting near-term sales and forcing a delay of the company's planned Q4 launches. In spite of the near-term guidance reduction associated with this fix, the company is still attractive in the long term, having successfully launched its headphone product Ace. Sonos' correction has put the stock at a ~11x current-year adjusted EBITDA multiple, despite the fact that FY24 is likely to be a tough year for profitability, colored by the app glitch. Read the full article on Seeking Alpha
Articolo di analisi Jun 19

What Is Sonos, Inc.'s (NASDAQ:SONO) Share Price Doing?

While Sonos, Inc. ( NASDAQ:SONO ) might not have the largest market cap around , it saw significant share price...
Articolo di analisi May 21

Sonos, Inc.'s (NASDAQ:SONO) Popularity With Investors Is Clear

Sonos, Inc.'s ( NASDAQ:SONO ) price-to-sales (or "P/S") ratio of 1.3x may not look like an appealing investment...

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:SONO - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
9/30/20281,714122811392
9/30/20271,58963461574
9/30/20261,49741-162042
3/28/20261,46024118138N/A
12/27/20251,438-18122144N/A
9/27/20251,443-61108137N/A
6/28/20251,411-765796N/A
3/29/20251,463-6965122N/A
12/28/20241,456-69871N/A
9/28/20241,518-38135190N/A
6/29/20241,568-16200250N/A
3/30/20241,544-44152195N/A
12/30/20231,596-5152194N/A
9/30/20231,655-1050100N/A
7/1/20231,666-43-87-26N/A
4/1/20231,665-20-95-41N/A
12/31/20221,76019-80-26N/A
10/1/20221,75267-74-28N/A
7/2/20221,7961234682N/A
4/2/20221,802141118160N/A
1/1/20221,736150178219N/A
10/2/20211,717159208253N/A
7/3/20211,697186288326N/A
4/3/20211,568111275303N/A
1/2/20211,41041229258N/A
10/3/20201,326-20129162N/A
6/27/20201,281-685493N/A
3/28/20201,291-255091N/A
12/28/20191,3274N/A147N/A
9/28/20191,261-5N/A121N/A
6/29/20191,24023N/A126N/A
3/30/20191,18810N/A91N/A
12/29/20181,16410N/A55N/A
9/29/20181,137-16N/A31N/A
6/30/20181,078-28N/A34N/A
3/31/20181,093-16N/A8N/A
12/30/20171,089-3N/A55N/A
9/30/2017993-14N/A64N/A
10/1/2016901-38N/A43N/A
10/3/2015844-69N/A39N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di SONO ( 56.9% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di SONO ( 56.9% all'anno) cresceranno più rapidamente del mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di SONO cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di SONO ( 6.9% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di SONO ( 6.9% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di SONO sarà elevato tra 3 anni ( 31.8 %)


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 20:37
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/28
Utili annuali2025/09/27

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Sonos, Inc. è coperta da 10 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jason HaasBofA Global Research
Prajwal NagpureCrispIdea
Thomas ForteD.A. Davidson & Co.