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Sonos, Inc.NasdaqGS:SONO 주식 보고서

시가총액 US$1.8b
주가
US$15.06
US$19.38
22.3% 저평가 내재 할인율
1Y44.4%
7D1.5%
포트폴리오 가치
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Sonos, Inc.

NasdaqGS:SONO 주식 리포트

시가총액: US$1.8b

Sonos (SONO) 주식 개요

는 자회사와 함께 미주, 유럽, 중동, 아프리카 및 아시아 태평양 지역에서 오디오 제품 및 서비스를 설계, 개발, 제조 및 판매하고 있습니다. 자세히 보기

SONO 펀더멘털 분석
스노우플레이크 점수
가치 평가1/6
미래 성장4/6
과거 실적1/6
재무 건전성6/6
배당0/6

SONO Community Fair Values

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Sonos, Inc. 경쟁사

가격 이력 및 성과

Sonos 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$15.06
52주 최고가US$19.82
52주 최저가US$9.65
베타1.94
1개월 변동16.11%
3개월 변동-11.78%
1년 변동44.39%
3년 변동-3.89%
5년 변동-55.55%
IPO 이후 변동-24.36%

최근 뉴스 및 업데이트

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
내러티브 업데이트 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.

Recent 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
User avatar
새 내러티브 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.
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
Seeking Alpha May 09

Sonos: Wait For The Second Half Story To Unfold

Summary Sonos stock fell over 5% after reporting Q2 results, with declining top line and increased R&D spending hurting margins and profitability. Sonos is expected to unveil a new product category, rumored to be premium headphones, in Q3, expanding its market reach. Despite short-term earnings disappointment, Sonos remains a strong brand in a large market, with continuous innovation and aggressive long-term targets. Read the full article on Seeking Alpha

주주 수익률

SONOUS Consumer DurablesUS 시장
7D1.5%-2.7%2.1%
1Y44.4%8.7%30.6%

수익률 대 산업: SONO은 지난 1년 동안 8.7%의 수익을 기록한 US Consumer Durables 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: SONO은 지난 1년 동안 30.6%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is SONO's price volatile compared to industry and market?
SONO volatility
SONO Average Weekly Movement5.6%
Consumer Durables Industry Average Movement7.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

안정적인 주가: SONO는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: SONO의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
20021,404Tom Conradwww.sonos.com

는 자회사와 함께 미주, 유럽, 중동, 아프리카 및 아시아 태평양 지역에서 오디오 제품 및 서비스를 설계, 개발, 제조 및 판매합니다. 이 회사는 무선, 휴대용, 플러그인 및 홈 시어터 스피커와 헤드폰, 사운드바, 부품 및 액세서리를 제공합니다. 오프라인 매장, 웹사이트, 온라인 소매업체 및 맞춤형 설치 업체를 통해 제품을 제공합니다.

Sonos, Inc. 기초 지표 요약

Sonos의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
SONO 기초 통계
시가총액US$1.79b
순이익 (TTM)US$23.68m
매출 (TTM)US$1.46b
75.8x
주가수익비율(P/E)
1.2x
주가매출비율(P/S)

SONO는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
SONO 손익계산서 (TTM)
매출US$1.46b
매출원가US$802.81m
총이익US$657.04m
기타 비용US$633.37m
순이익US$23.68m

최근 보고된 실적

Mar 28, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)0.20
총이익률45.01%
순이익률1.62%
부채/자본 비율0%

SONO의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/10 21:36
종가2026/05/08 00:00
수익2026/03/28
연간 수익2025/09/27

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Sonos, Inc.는 10명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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