SONO

Sonos Inc

Nasdaq · Household Audio & Video Equipment · Inc. DE · CIK 0001314727
$14.96 -0.80% $1.8B
4 New Institutional Positions3 Institutional Exits
Vol
Market Cap$1.8B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders9 funds
Inst. Value$391.6M
Inst. Activity4 buys / 3 sells
Insider Activity16B / 0S
Insider Net $$46.9M
Exchange Nasdaq·Sector Household Audio & Video Equipment·Inc. DE·CIK 0001314727·Prev Close $15.08

Recent Activity

Jun 1, 2026 short_volume
Short Volume: SONO — 59.8% short (0.3M / 0.5M)
Short: 305,270 | Exempt: 2,648 | TRF Vol: 510,070 | Short Ratio: 59.8% | Off-exchange volume (dark p
May 15, 2026 Insider
Barbieri Frank sold 102,447 shares
Chief Operating Officer @ $0.00 ($0.00)
May 15, 2026 Insider
Casey Saori sold 46,565 shares
Chief Financial Officer @ $0.00 ($0.00)
May 15, 2026 Insider
Casey Saori sold 20,622 shares
Chief Financial Officer @ $14.69 ($302.9K)
Inst.
MORGAN STANLEY — ADD
2,590,473 shares ($45.5M)
Inst.
FMR LLC — ADD
1,266,643 shares ($22.2M)
Mar 9, 2026 Event
Implicit, LLC v. Sonos, Inc.
Court ruling from Court of Appeals for the Federal Circuit. Docket: 20-1173

Price Targets

$19.13 +24.3% upside Strong Buy
Current $15.38 Low $16.50 Median $19.50 High $21.00 4 analysts
$16.50 $21.00

Analyst Ratings

Strong Buy80% buy · 10 analysts
3Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 5, 2026 Rosenblatt MAINTAIN Buy → Buy
Feb 4, 2026 Rosenblatt MAINTAIN Buy → Buy
Feb 2, 2026 Rosenblatt MAINTAIN Buy → Buy
Jan 5, 2026 Jefferies MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.20 ▲ +25.0% $0.20 — $0.20 5% YoY 1
Next Q $0.04 ▲ +300.0% $0.04 — $0.04 167% YoY 1
Current FY $1.13 ▲ +1.8% $1.13 — $1.13 77% YoY 1
Next FY $1.08 ▲ +24.9% $1.08 — $1.08 -4% YoY 2

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$244.7M
MORGAN STANLEY$45.5MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$33.2MNEW
FMR LLC$22.2MADD
BANK OF AMERICA CORP$14.5MTRIM

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026Barbieri FrankA$0.00
May 15, 2026Casey SaoriM$0.00
May 15, 2026Casey SaoriF$302.9K
May 15, 2026Casey SaoriM$0.00
May 15, 2026Conrad ThomasA$0.00
9 institutional holders with $391.6M total value (22,303,301 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 4 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC13,935,287$244.7M62.5%
2MORGAN STANLEY2,590,473$45.5M11.6%ADD +94.0%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,888,760$33.2M8.5%NEW
4FMR LLC1,266,643$22.2M5.7%ADD +61.6%
5BANK OF AMERICA CORP /DE/826,553$14.5M3.7%TRIM -25.7%
6NORGES BANK703,700$12.4M3.2%NEW
7RENAISSANCE TECHNOLOGIES LLC475,601$8.4M2.1%TRIM -43.9%
8TWO SIGMA INVESTMENTS, LP323,846$5.7M1.5%TRIM -51.3%
9WELLS FARGO & COMPANY/MN292,438$5.1M1.3%ADD +43.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD1,335,5422,590,473+94.0%$45.5M2025-Q4
FMR LLCADD783,8031,266,643+61.6%$22.2M2025-Q4
BANK OF AMERICA CORP /DE/TRIM1,112,192826,553-25.7%$14.5M2025-Q4
NORGES BANKNEW703,700$12.4M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM847,400475,601-43.9%$8.4M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM665,546323,846-51.3%$5.7M2025-Q4
WELLS FARGO & COMPANY/MNADD204,363292,438+43.1%$5.1M2025-Q4
MORGAN STANLEYTRIM1,824,0671,335,542-26.8%$21.1M2025-Q3
FMR LLCDOUBLED168,585783,803+364.9%$12.4M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED279,195665,546+138.4%$10.5M2025-Q3
WELLS FARGO & COMPANY/MNDOUBLED94,745204,363+115.7%$3.2M2025-Q3
NORGES BANKEXIT26,6900-100.0%$0.002025-Q3
BANK OF AMERICA CORP /DE/ADD667,6411,035,270+55.1%$11.2M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED12,800696,339+5340.1%$7.5M2025-Q2
UBS Group AGADD279,127400,685+43.5%$4.3M2025-Q2
TWO SIGMA INVESTMENTS, LPNEW279,195$3.0M2025-Q2
FMR LLCDOUBLED5,892168,585+2761.3%$1.8M2025-Q2
NORGES BANKNEW26,690$288.5K2025-Q2
MORGAN STANLEYADD1,532,7241,928,941+25.9%$20.6M2025-Q1
CITADEL ADVISORS LLCDOUBLED425,2401,195,479+181.1%$12.8M2025-Q1
UBS Group AGTRIM693,468279,127-59.7%$3.0M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW12,800$136.6K2025-Q1
NORGES BANKEXIT287,3860-100.0%$0.002025-Q1
UBS Group AGADD372,878693,468+86.0%$10.4M2024-Q4
CITADEL ADVISORS LLCTRIM728,552425,240-41.6%$6.4M2024-Q4
14 unique insiders with 16 transactions. Net insider value: $46.9M ($46.9M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026Barbieri FrankChief Operating OfficerA102,447$0.00$0.00
May 15, 2026Casey SaoriChief Financial OfficerM46,565$0.00$0.00
May 15, 2026Casey SaoriChief Financial OfficerF20,622$14.69$302.9K
May 15, 2026Casey SaoriChief Financial OfficerM24,875$0.00$0.00
May 15, 2026Conrad ThomasChief Executive OfficerA218,553$0.00$0.00
May 15, 2026Lazarus Edward PChief Legal OfficerM42,982$0.00$0.00
May 15, 2026Lazarus Edward PChief Legal OfficerF18,252$14.69$268.1K
May 15, 2026Lazarus Edward PChief Legal OfficerM8,959$0.00$0.00
May 6, 2026Arabia CarmineDirectorBUY50$14.49$724.50
Mar 17, 2026Coliseum Capital Management, LLC10%+ OwnerBUY125,000$13.57$1.7M
Mar 16, 2026Coliseum Capital Management, LLC10%+ OwnerBUY13,920$13.25$184.4K
Mar 13, 2026Coliseum Capital Management, LLC10%+ OwnerBUY90,000$13.20$1.2M
Mar 11, 2026Coliseum Capital Management, LLC10%+ OwnerBUY180,000$14.22$2.6M
Mar 10, 2026Coliseum Capital Management, LLC10%+ OwnerBUY320,000$14.19$4.5M
Mar 9, 2026Coliseum Capital Management, LLC10%+ OwnerBUY420,000$13.95$5.9M
Mar 6, 2026GENACHOWSKI JULIUSDirectorG15,427$0.00$0.00
Mar 5, 2026Arabia CarmineDirectorA12,725$0.00$0.00
Mar 5, 2026Barra HugoDirectorA12,725$0.00$0.00
Mar 5, 2026FIELDS MANDY JDirectorA12,725$0.00$0.00
Mar 5, 2026Darrell BrackenDirectorA12,725$0.00$0.00
Mar 5, 2026Mildenhall JonathanDirectorA12,725$0.00$0.00
Mar 5, 2026Kennedy Joseph JudeDirectorA12,725$0.00$0.00
Mar 5, 2026GENACHOWSKI JULIUSDirectorA12,725$0.00$0.00
Mar 5, 2026Coles JoannaDirectorA12,725$0.00$0.00
Mar 5, 2026Boone KarenDirectorA12,725$0.00$0.00
Feb 25, 2026Coliseum Capital Management, LLC10%+ OwnerBUY118,020$15.25$1.8M
Feb 24, 2026Coliseum Capital Management, LLC10%+ OwnerBUY133,259$14.83$2.0M
Feb 23, 2026Coliseum Capital Management, LLC10%+ OwnerBUY360,000$14.90$5.4M
Feb 17, 2026Coliseum Capital Management, LLC10%+ OwnerBUY290,000$15.59$4.5M
Feb 13, 2026Coliseum Capital Management, LLC10%+ OwnerBUY257,210$15.74$4.0M
Feb 13, 2026Casey SaoriChief Financial OfficerM46,565$0.00$0.00
Feb 13, 2026Casey SaoriChief Financial OfficerF16,477$16.29$268.4K
Feb 13, 2026Casey SaoriChief Financial OfficerM24,875$0.00$0.00
Feb 13, 2026Lazarus Edward PChief Legal & Bus Dev OfficerM42,980$0.00$0.00
Feb 13, 2026Lazarus Edward PChief Legal & Bus Dev OfficerF15,242$16.29$248.3K
Feb 13, 2026Lazarus Edward PChief Legal & Bus Dev OfficerM8,959$0.00$0.00
Feb 12, 2026Coliseum Capital Management, LLC10%+ OwnerBUY100,000$16.11$1.6M
Feb 6, 2026Coliseum Capital Management, LLC10%+ OwnerBUY26,824$16.49$442.3K
Feb 5, 2026Coliseum Capital Management, LLC10%+ OwnerBUY211,530$16.29$3.4M
Feb 4, 2026Coliseum Capital Management, LLC10%+ OwnerBUY494,719$15.50$7.7M

No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (80% buy). Based on 10 analysts: 3 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$19.13 mean target +24.3% upside Strong Buy (1.50)
$16.50 Low $21.00 High
MetricValue
Current Price$15.38
Target Low$16.50
Target Mean$19.13
Target Median$19.50
Target High$21.00
# Analysts4
RecommendationStrong Buy (1.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.20 $0.20 $0.20 5.3% +25.0% 1↑ 0↓ $0.4B 6.1% 1
Next Q
2026-09-30
$0.04 $0.04 $0.04 166.7% +300.0% 1↑ 0↓ $0.3B 5.5% 1
Current FY
2026-09-30
$1.13 $1.13 $1.13 76.6% +1.8% 1↑ 0↓ $1.5B 3.9% 1
Next FY
2027-09-30
$1.08 $1.08 $1.08 -4.4% +24.9% 2↑ 0↓ $1.6B 6.5% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.200
7d ago$0.160+0.040
30d ago$0.160+0.040
60d ago$0.160+0.040
90d ago$0.130+0.070
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 5, 2026 Rosenblatt MAINTAIN Buy Buy
Feb 4, 2026 Rosenblatt MAINTAIN Buy Buy
Feb 2, 2026 Rosenblatt MAINTAIN Buy Buy
Jan 5, 2026 Jefferies MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263520080%
May 1, 20263520080%
Apr 1, 20263520080%
Mar 1, 20263520080%
Feb 1, 20263520080%
Jan 1, 20263421070%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 1, 2026
short_volume
Short Volume: SONO — 59.8% short (0.3M / 0.5M)
Short: 305,270 | Exempt: 2,648 | TRF Vol: 510,070 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: SONO — 62.1% short (0.4M / 0.7M)
Short: 415,804 | Exempt: 33 | TRF Vol: 669,110 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: SONO — 64.8% short (0.4M / 0.7M)
Short: 434,153 | Exempt: 2 | TRF Vol: 669,686 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: SONO — 55.1% short (1.0M / 1.8M)
Short: 992,712 | Exempt: 38,539 | TRF Vol: 1,802,464 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: SONO — 70.7% short (0.6M / 0.9M)
Short: 611,901 | Exempt: 10 | TRF Vol: 866,075 | Short Ratio: 70.7% | Off-exchange volume (dark pool + OTC)
May 4, 2026
earnings_calendar
SONO Q2 2026 Earnings Scheduled — 2026-05-04
Apr 8, 2026
short_volume
Short Volume: SONO — 60.7% short (0.3M / 0.5M)
Short: 321,374 | Exempt: 36 | TRF Vol: 529,638 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Mar 9, 2026
Enforcement
Implicit, LLC v. Sonos, Inc.
Court ruling from Court of Appeals for the Federal Circuit. Docket: 20-1173
Feb 19, 2026
short_interest
FTD: SONO — 128,383 shares ($2.0M) failed to deliver
Settlement: 20260219, Price: $15.70, FTD Value: $2,015,613.1, SONOS INC COM
Feb 18, 2026
short_interest
FTD: SONO — 62,446 shares ($1.0M) failed to deliver
Settlement: 20260218, Price: $15.60, FTD Value: $974,157.6, SONOS INC COM
Feb 9, 2026
short_interest
FTD: SONO — 98,235 shares ($1.7M) failed to deliver
Settlement: 20260209, Price: $17.08, FTD Value: $1,677,853.8, SONOS INC COM