Sleep Number Corporation

NasdaqGS:SNBR 株式レポート

時価総額：US$65.7m

Sleep Number 将来の成長

Future 基準チェック /36

Sleep Numberは、79.8%と2.7%でそれぞれ年率79.8%で利益と収益が成長すると予測される一方、EPSはgrowで81.6%年率。

主要情報

79.8%

収益成長率

81.63%

EPS成長率

Specialty Retail 収益成長9.8%
収益成長率2.7%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日24 Apr 2026

今後の成長に関する最新情報

分析記事 • May 03

Analysts Have Been Trimming Their Sleep Number Corporation (NASDAQ:SNBR) Price Target After Its Latest Report

As you might know, Sleep Number Corporation ( NASDAQ:SNBR ) recently reported its quarterly numbers. It was a pretty...

Recent updates

ナラティブ更新 • Apr 21

SNBR: Marketing Reset And Product Overhaul Will Support Future Earnings Power

Analysts have sharply reduced Sleep Number's blended price target, with recent resets to $4 and $5 reflecting more cautious views on how current marketing efforts and new product launches are feeding through to sales and earnings. Analyst Commentary Recent Street research on Sleep Number has centered on how well the current marketing push and new product launches might translate into sustained earnings power, with price targets reset into the mid single digits as analysts reassess risk and execution.
ナラティブ更新 • Apr 06

SNBR: Marketing Reset And Product Overhaul Will Support Future Upside

Narrative Update on Sleep Number The analyst price target on Sleep Number has shifted lower into a $4 to $5 range, as analysts point to limited sales traction so far despite progress on marketing spend and new product launches. Analyst Commentary Recent research points to a mixed view on Sleep Number, with price targets now clustered in the low single digits and ratings held at Neutral.
ナラティブ更新 • Mar 21

SNBR: Marketing Reset And New Mattress Portfolio Will Support Future Upside

Sleep Number's updated fair value estimate has shifted from $11.00 to $4.50. This reflects analysts' recent cuts to price targets to around $4 to $5 as they weigh ongoing Neutral ratings against limited sales traction, despite some progress in marketing and new product launches.
ナラティブ更新 • Mar 07

SNBR: Improved Execution And Product Mix Will Support Rich Future P/E

Analysts have modestly increased their price targets on Sleep Number, with recent Street research indicating upward adjustments such as $4 and $7 moves as they factor in updated views on the company. Analyst Commentary Recent research updates point to a more constructive stance on Sleep Number, with price targets adjusted higher as analysts revisit their assumptions around the business and its execution risks.
ナラティブ更新 • Feb 20

SNBR: Higher Fair Value And Execution Progress Will Support Rich P/E

Narrative Update on Sleep Number The updated analyst price target for Sleep Number moves from $9.00 to $11.00. This reflects analysts’ refreshed views on fair value, discount rate, revenue growth, profit margin, and future P/E following recent target increases from multiple firms.
ナラティブ更新 • Feb 05

SNBR: Margin Optimism And High Future P/E Will Likely Disappoint

Analysts have raised their price targets on Sleep Number by about $7, citing updated expectations for revenue growth, profit margins and future P/E assumptions that refine their overall outlook on the shares. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the revised price target, which is $7 higher, reflects more confidence in Sleep Number’s ability to translate its current revenue outlook into steadier earnings over time.
新しいナラティブ • Feb 02

Premium Pricing And Flat Revenue Will Pressure Margins And Undermine Turnaround Hopes

Catalysts About Sleep Number Sleep Number designs, manufactures and sells premium adjustable mattresses and sleep systems that focus on comfort, firmness control and temperature management. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Jan 22

SNBR: Elevated Future P/E Will Likely Fail To Support Price

Analysts have raised their fair value estimate for Sleep Number from $5.50 to $9.00, reflecting revisions to revenue growth and profit margin assumptions, as well as a significantly higher future P/E multiple that supports the updated price targets cited in recent research. Analyst Commentary Recent research commentary around Sleep Number centers on how changes to revenue and margin assumptions flow through to the updated fair value and price targets, including the move from a prior US$5.50 view to US$9.00.
分析記事 • Jan 17

Sleep Number Corporation's (NASDAQ:SNBR) Shares Climb 38% But Its Business Is Yet to Catch Up

Despite an already strong run, Sleep Number Corporation ( NASDAQ:SNBR ) shares have been powering on, with a gain of...
ナラティブ更新 • Jan 07

SNBR: Future Earnings Guidance And Margins Will Likely Fail To Support Price

Analysts have modestly adjusted their price targets on Sleep Number, citing refined assumptions around long term revenue growth of 77.30%, a profit margin of 4.86% and a future P/E of 2.62x as key drivers of their updated valuation work. What's in the News Amy O’Keefe has been appointed as Sleep Number’s next Chief Financial Officer, effective December 8, 2025, with interim CFO Bob Ryder staying through December 12, 2025 to support the transition (company announcement).
分析記事 • Jan 07

Is There An Opportunity With Sleep Number Corporation's (NASDAQ:SNBR) 48% Undervaluation?

Key Insights The projected fair value for Sleep Number is US$14.44 based on 2 Stage Free Cash Flow to Equity Sleep...
ナラティブ更新 • Dec 23

SNBR: Future Margin Gains Will Likely Prove Insufficient For Current Price

Narrative Update on Sleep Number Analysts have modestly lowered their price target on Sleep Number to approximately $5.50 per share, reflecting slightly more cautious expectations around the company’s profitability and valuation multiple, while growth assumptions remain largely unchanged. What's in the News Appointed Amy O’Keefe as next Chief Financial Officer, effective December 8, 2025, with interim CFO Bob Ryder supporting a brief transition period through December 12, 2025 (company filing) Highlighted O’Keefe’s more than 30 years of experience driving operational, strategic, and financial transformations across consumer products, technology, and wellness companies, including senior roles at Avaya, Weight Watchers, and Drive DeVilbiss Healthcare (company filing) Reaffirmed 2025 earnings guidance, projecting approximately $1.4 billion in net sales and about 60% gross margin for the full year (company guidance) Revised 2025 outlook earlier in the year to call for roughly $1.4 billion in net sales, indicating stable but not accelerating expectations for revenue growth (company guidance) Reported no share repurchases between June 29 and September 27, 2025, while confirming cumulative buybacks of about 50.1 million shares for $1.77 billion under a long running repurchase program launched in 2006 (company disclosure) Valuation Changes Fair Value Estimate: unchanged at approximately $5.50 per share, indicating no material shift in the intrinsic value assessment.
Seeking Alpha • Dec 11

Sleep Number Navigates A Challenging Consumer Market When Time Is Critical

Summary Sleep Number Corporation (SNBR) receives a Sell rating with a $5.64 price target, reflecting deep financial and operational challenges. SNBR is aggressively restructuring — cutting costs, reducing assets, and revamping management — to restore profitability amid a weak consumer environment. Elevated leverage (6.80x net debt/aEBITDA) and tightened credit covenants heighten risk, with profitability not expected until FY27. Despite a discounted 0.12x price/sales multiple, SNBR may be a value trap given debt risks and uncertain turnaround prospects. Read the full article on Seeking Alpha
ナラティブ更新 • Dec 09

SNBR: Modest Margin Improvement Will Likely Fail To Support Current Share Price

Analysts have modestly lowered their price target on Sleep Number to reflect a slightly reduced future earnings multiple of about 2.62 times, while still acknowledging stable fair value at 5.50 dollars, unchanged discount rates, and a marginally improved profit margin outlook. What's in the News Sleep Number appointed Amy O’Keefe as its next Chief Financial Officer, effective December 8, 2025, with interim CFO Bob Ryder supporting the transition through December 12, 2025 (Key Developments) O’Keefe brings more than 30 years of experience in financial and operational transformations across consumer products, technology, and wellness companies, including senior finance roles at Avaya, Weight Watchers, Drive DeVilbiss Healthcare, Savant Systems, and D&M Holdings (Key Developments) The company reaffirmed its full year 2025 guidance, targeting approximately 1.4 billion dollars in net sales and a gross margin of about 60% (Key Developments) Earlier in 2025, Sleep Number revised guidance to project full year net sales of approximately 1.4 billion dollars, signaling a consistent outlook for top line performance (Key Developments) Under its long running share repurchase program launched in 2006, the company reported no share buybacks between June 29 and September 27, 2025, while confirming cumulative repurchases of 50,132,467 shares for 1.77 billion dollars (Key Developments) Valuation Changes Fair Value: Unchanged at 5.50 dollars per share, indicating no revision to the intrinsic value estimate.
ナラティブ更新 • Nov 25

SNBR: Margin Gains Will Strengthen Bullish Outlook Despite Slower Top Line

Analysts have lowered their price target for Sleep Number from $6.95 to $2.69, citing reduced revenue growth expectations. However, they also note improved profit margin projections.
ナラティブ更新 • Nov 07

SNBR: Improved Margins And Revenue Will Drive Bullish Sentiment Ahead

Analysts have lowered their price target for Sleep Number from $7.50 to $5.50, reflecting cautious optimism over improved revenue growth and slightly better profit margins, even as valuation multiples decline. What's in the News Sleep Number Corporation revised its earnings guidance for 2025.
分析記事 • Jul 29

Optimistic Investors Push Sleep Number Corporation (NASDAQ:SNBR) Shares Up 34% But Growth Is Lacking

Sleep Number Corporation ( NASDAQ:SNBR ) shareholders would be excited to see that the share price has had a great...
分析記事 • May 09

Sleep Number Corporation's (NASDAQ:SNBR) 62% Price Boost Is Out Of Tune With Revenues

Sleep Number Corporation ( NASDAQ:SNBR ) shareholders are no doubt pleased to see that the share price has bounced 62...
分析記事 • May 03

Analysts Have Been Trimming Their Sleep Number Corporation (NASDAQ:SNBR) Price Target After Its Latest Report

As you might know, Sleep Number Corporation ( NASDAQ:SNBR ) recently reported its quarterly numbers. It was a pretty...
User avatar
新しいナラティブ • May 02

Cost Cuts And Product Differentiation Will Improve Operations

Product innovation in Climate Series beds and ARU expansion highlights potential revenue growth through consumer-focused differentiation.
Seeking Alpha • Mar 12

Sleep Number Crashes As Risks Are Mounting, But Not Everything Is Lost

Summary SNBR stock crashed almost 42% on its earnings release and closed at a 52-week low, reflecting a myriad of risks investors are worried about. As consumer confidence slumps, the expected rebound in the U.S. mattress industry may not happen in 2025 yet, while tariffs are a key risk to SNBR’s margins and liquidity. The recently announced CEO change and open misalignment with major shareholder Stadium Capital on Board changes are creating additional uncertainty. On the flip side, risks are now largely priced in, meaning that any improvement in consumer sentiment could become a material upside catalyst. While I maintain my HOLD rating, this is a high-risk / high-reward bet for risk-tolerant traders, not suited for value or quality investors. Read the full article on Seeking Alpha
分析記事 • Dec 04

Sleep Number Corporation's (NASDAQ:SNBR) 29% Price Boost Is Out Of Tune With Revenues

Sleep Number Corporation ( NASDAQ:SNBR ) shares have had a really impressive month, gaining 29% after a shaky period...
Seeking Alpha • Nov 26

Sleep Number: Navigating Market Cycles While Building Operational Excellence

Summary Sleep Number demonstrates operational resilience with improving margins (60.8%) and positive free cash flow ($34M) despite revenue headwinds, showing strong execution in a challenging market environment. Technology leadership position and smart bed capabilities create significant competitive advantage, though higher SG&A costs (55%) reflect challenges to educate consumers about air mattress. Trading at historical low valuation (0.7x EV/Sales) with record discount to Tempur Sealy. Near-term headwinds include CEO transition after 12-year tenure, severe housing market slowdown, and increased competition from Tempur Sealy's planned Mattress Firm acquisition. Read the full article on Seeking Alpha
分析記事 • Nov 02

Sleep Number Corporation (NASDAQ:SNBR) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year

Shareholders might have noticed that Sleep Number Corporation ( NASDAQ:SNBR ) filed its quarterly result this time last...
分析記事 • Oct 05

Revenues Not Telling The Story For Sleep Number Corporation (NASDAQ:SNBR) After Shares Rise 29%

Sleep Number Corporation ( NASDAQ:SNBR ) shares have continued their recent momentum with a 29% gain in the last month...
Seeking Alpha • Sep 17

Sleep Number- Coping Well In A Difficult Environment

Summary Industry sales are expected to wobble for yet another year, but the improvements that SNBR has facilitated on the cost base could see it generate marginal EBITDA growth this year. Looking ahead, even if the topline growth ends up being anemic, EBITDA growth in FY25 and FY26 are poised to come in at double-digit growth levels. The stock is still priced at a discount on a forward EV/EBITDA basis, although that discount has come down from 30% in March to 12.5% currently. FCF in H1-24 was $21m better than what it was in H1-23, and in H2-24 alone, SNBR looks set to generate $40-$60m worth of FCF that could help bring the leverage ratio down to 3.75x. SNBR still looks oversold vs other small-cap discretionary stocks and bullish momentum appears to have kickstarted. Read the full article on Seeking Alpha
分析記事 • Aug 18

Optimistic Investors Push Sleep Number Corporation (NASDAQ:SNBR) Shares Up 28% But Growth Is Lacking

Those holding Sleep Number Corporation ( NASDAQ:SNBR ) shares would be relieved that the share price has rebounded 28...
分析記事 • Jun 19

Some Sleep Number Corporation (NASDAQ:SNBR) Shareholders Look For Exit As Shares Take 28% Pounding

Sleep Number Corporation ( NASDAQ:SNBR ) shares have had a horrible month, losing 28% after a relatively good period...
Seeking Alpha • Mar 29

Sleep Number: Re-Rating Following Decline In Performance

Summary Sleep Number’s revenue has grown well (CAGR: +7%), owing to successful product innovation and brand development, contributing to market share growth. The company has executed well, with significant potential as consumer awareness improves and it optimizes its software offering. This said, mistakes and weaknesses have led to a capitulation in performance, with the company’s long-term trajectory fundamentally weakened. We believe margins will normalize below its historical average, while economic conditions and industry fundamentals will mean medium-term growth is lower than historical levels. We believe Sleep Number is overvalued, with its current valuation suggesting better than forecast margin improvement, which we struggle to see materializing. Read the full article on Seeking Alpha
分析記事 • Dec 11

Is It Too Late To Consider Buying Sleep Number Corporation (NASDAQ:SNBR)?

Sleep Number Corporation ( NASDAQ:SNBR ), might not be a large cap stock, but it received a lot of attention from a...
分析記事 • Nov 09

Bearish: Analysts Just Cut Their Sleep Number Corporation (NASDAQ:SNBR) Revenue and EPS estimates

Market forces rained on the parade of Sleep Number Corporation ( NASDAQ:SNBR ) shareholders today, when the analysts...

業績と収益の成長予測

NasdaqGS:SNBR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,5412852822
12/31/20271,461648674
12/31/20261,365-164304
1/3/20261,411-132-21-3N/A
9/27/20251,441-78-50-29N/A
6/28/20251,525-41-165N/A
3/29/20251,605-21-28-9N/A
12/28/20241,682-20427N/A
9/28/20241,735-41-1610N/A
6/29/20241,781-40-45-4N/A
3/30/20241,831-34-456N/A
12/30/20231,887-15-66-9N/A
9/30/20231,9554-77-12N/A
7/1/20232,02312-3726N/A
4/1/20232,11446-3530N/A
12/31/20222,11437-3336N/A
10/1/20222,109531787N/A
7/2/20222,20910296167N/A
4/2/20222,14489138213N/A
1/1/20222,185154233300N/A
10/2/20212,261204226285N/A
7/3/20212,152202306354N/A
4/3/20211,952167266306N/A
1/2/20211,857139241280N/A
9/26/20201,730102245287N/A
6/27/20201,67379158206N/A
3/28/20201,74496156206N/A
12/28/20191,69882N/A189N/A
9/28/20191,66985N/A187N/A
6/29/20191,60975N/A173N/A
3/30/20191,56974N/A150N/A
12/29/20181,53270N/A132N/A
9/29/20181,48358N/A131N/A
6/30/20181,47166N/A113N/A
3/31/20181,43961N/A135N/A
12/30/20171,44465N/A173N/A
9/30/20171,39561N/A182N/A
7/1/20171,36061N/A193N/A
4/1/20171,35263N/A175N/A
12/31/20161,31151N/A152N/A
10/1/20161,21319N/A122N/A
7/2/20161,21825N/A110N/A
4/2/20161,21735N/A123N/A
1/2/20161,21451N/A108N/A
10/3/20151,32191N/A140N/A
7/4/20151,27182N/A140N/A

アナリストによる今後の成長予測

収入対貯蓄率: SNBRは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: SNBR今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: SNBR今後 3 年以内に収益を上げることが予想されます。

収益対市場: SNBRの収益 ( 2.7% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: SNBRの収益 ( 2.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SNBRの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 21:24
終値2026/05/08 00:00
収益2026/01/03
年間収益2026/01/03

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Sleep Number Corporation 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

アナリスト機関
null nullArgus Research Company
Jessica Schoen MaceBarclays
Curtis NagleBofA Global Research