Sonos, Inc.

NasdaqGS:SONO Aktierapport

Börsvärde: US$1.8b

Sonos Förvaltning

Förvaltning kriterier kontrolleras 2/4

Sonos VD är Tom Conrad, utsedd i Jan 2025, har en mandatperiod på 1.33 år. totala årliga ersättningen är $ 8.28M, bestående av 15.2% lön 84.8% bonusar, inklusive företagsaktier och optioner. äger direkt 0.24% av företagets aktier, värda $ 4.31M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.3 år respektive 2.3 år.

Viktig information

Tom Conrad

Verkställande direktör

US$8.3m

Total ersättning

VD-lön i procent15.21%
Anställning som VD1.3yrs
Ägande av VD0.2%
Ledningens genomsnittliga anställningstid2.3yrs
Styrelsens genomsnittliga mandatperiod2.3yrs

Senaste uppdateringar av ledningen

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
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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.
Analysartikel 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
Ny analys 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.
Analysartikel 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
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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

Analys av ersättningar till VD

Hur har Tom Conrad:s ersättning förändrats jämfört med Sonos:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 28 2026n/an/a

US$24m

Dec 27 2025n/an/a

-US$18m

Sep 27 2025US$8mUS$1m

-US$61m

Jun 28 2025n/an/a

-US$76m

Mar 29 2025n/an/a

-US$69m

Dec 28 2024n/an/a

-US$69m

Sep 28 2024US$278kn/a

-US$38m

Jun 29 2024n/an/a

-US$16m

Mar 30 2024n/an/a

-US$44m

Dec 30 2023n/an/a

-US$5m

Sep 30 2023US$273kn/a

-US$10m

Jul 01 2023n/an/a

-US$43m

Apr 01 2023n/an/a

-US$20m

Dec 31 2022n/an/a

US$19m

Oct 01 2022US$260kn/a

US$67m

Jul 02 2022n/an/a

US$123m

Apr 02 2022n/an/a

US$141m

Jan 01 2022n/an/a

US$150m

Oct 02 2021US$269kn/a

US$159m

Jul 03 2021n/an/a

US$186m

Apr 03 2021n/an/a

US$111m

Jan 02 2021n/an/a

US$41m

Oct 03 2020US$210kn/a

-US$20m

Jun 27 2020n/an/a

-US$68m

Mar 28 2020n/an/a

-US$25m

Dec 28 2019n/an/a

US$4m

Sep 28 2019US$272kn/a

-US$5m

Ersättning vs marknad: Tom s total kompensation ($USD 8.28M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 5.52M ).

Ersättning vs inkomst: Ersättningen från Tom har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Tom Conrad (55 yo)

1.3yrs
Anställning
US$8,275,354
Kompensation

Mr. Thomas Conrad, also known as Tom, is the Chief Executive Officer of Sonos, Inc. since July 23, 2025 and was its Interim Chief Executive Officer since January 13, 2025 until July 23, 2025 and serves as...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Thomas Conrad
President1.3yrsUS$8.28m0.24%
$ 4.3m
Saori Casey
Chief Financial Officer2.3yrsUS$4.26m0.15%
$ 2.6m
Edward Lazarus
Chief Legal Officer & Business Development Officer7.3yrsUS$5.42m0.38%
$ 6.8m
Nicholas Millington
Chief Innovation Officer16.3yrsUS$2.18m0.41%
$ 7.3m
Frank Barbieri
Chief Operating Officerno datainga uppgifteringa uppgifter
James Baglanis
Head of Corporate Financeno datainga uppgifteringa uppgifter
Colleen DeCourcy
Chief Marketing Officerless than a yearinga uppgifteringa uppgifter
Dunja LaRosa
Chief Revenue Officer2.6yrsinga uppgifteringa uppgifter
Giles Martin
Chief of Sound Experienceless than a yearinga uppgifteringa uppgifter
Rebecca Schuster
Corporate Secretaryno datainga uppgifteringa uppgifter
Kurt Preston
VP of Global Operationsno datainga uppgifteringa uppgifter
2.3yrs
Genomsnittlig anställningstid
56yo
Genomsnittlig ålder

Erfaren ledning: SONO s ledningsgrupp anses vara erfaren ( 2.3 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Thomas Conrad
President9.2yrsUS$8.28m0.24%
$ 4.3m
Joseph Kennedy
Directorless than a yearinga uppgifter0.0014%
$ 24.8k
Hugo Barra
Director1.1yrsUS$142.98k0.014%
$ 250.5k
Julius Genachowski
Independent Chairperson12.7yrsUS$474.20k0.12%
$ 2.2m
Bracken Darrell
Independent Director2.3yrsUS$275.00k0.042%
$ 744.7k
Carmine Arabia
Directorless than a yearinga uppgifter0.0014%
$ 24.8k
Joanna Coles
Independent Director6.3yrsUS$275.00k0.017%
$ 301.9k
Karen Boone
Independent Director8.9yrsUS$302.12k0.017%
$ 298.7k
Jonathan Mildenhall
Independent Director2.3yrsUS$265.00k0.023%
$ 414.8k
Mandy Fields
Directorless than a yearinga uppgifter0.0014%
$ 24.8k
2.3yrs
Genomsnittlig anställningstid
55.5yo
Genomsnittlig ålder

Erfaren styrelse: SONO s styrelse anses inte vara erfaren ( 2.3 års genomsnittlig mandatperiod), vilket föreslår en ny styrelse.


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/10 23:33
Aktiekurs vid dagens slut2026/05/08 00:00
Intäkter2026/03/28
Årlig intjäning2025/09/27

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Sonos, Inc. bevakas av 10 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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