SONO

Sonos Inc

Nasdaq · Household Audio & Video Equipment · Inc. DE · CIK 0001314727
$15.36 -0.52% $1.8B
19 New Institutional Positions9 Institutional Exits
Vol
Market Cap$1.8B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders50 funds
Inst. Value$891.3M
Inst. Activity19 buys / 9 sells
Insider Activity16B / 0S
Insider Net $$46.9M
SEC Reports1
Exchange Nasdaq·Sector Household Audio & Video Equipment·Inc. DE·CIK 0001314727·Prev Close $15.44

Recent Activity

Jun 11, 2026 SEC
{ "summary": "An institutional cluster for Sonos (SONO) detected in Q3 2025 shows a mixed conviction pattern: 5 buyers
INST-CLUSTER — Impact 5/10
May 15, 2026 Insider
Barbieri Frank was granted 102,447 shares
Chief Operating Officer
May 15, 2026 Insider
Casey Saori acquired via exercise 46,565 shares
Chief Financial Officer
May 15, 2026 Insider
Casey Saori surrendered for taxes 20,622 shares
Chief Financial Officer @ $14.69 ($302.9K)
Inst.
DIMENSIONAL FUND ADVISORS LP — ADD
2,384,430 shares ($31.9M)
Inst.
FMR LLC — ADD
1,903,105 shares ($25.5M)
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
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 +24.5% upside Strong Buy
Current $15.36 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
BlackRock, Inc.$236.6M
VANGUARD PORTFOLIO MANAGEMENT LLC$116.9M
VANGUARD CAPITAL MANAGEMENT LLC$69.9M
STATE STREET CORP$61.5M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$44.3M

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
50 institutional holders with $891.3M total value (66,473,658 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 19 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.17,655,541$236.6M26.5%
2VANGUARD PORTFOLIO MANAGEMENT LLC8,723,809$116.9M13.1%
3VANGUARD CAPITAL MANAGEMENT LLC5,218,703$69.9M7.8%
4STATE STREET CORP4,590,944$61.5M6.9%
5ARROWSTREET CAPITAL, LIMITED PARTNERSHIP3,307,363$44.3M5.0%
6MORGAN STANLEY2,403,243$32.2M3.6%ADD +94.0%
7DIMENSIONAL FUND ADVISORS LP2,384,430$31.9M3.6%ADD +27.0%
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,996,799$26.8M3.0%
9FMR LLC1,903,105$25.5M2.9%ADD +50.2%
10RENAISSANCE TECHNOLOGIES LLC1,706,501$22.9M2.6%DOUBLED +258.8%
11Nuveen, LLC1,363,657$18.3M2.1%
12FRANKLIN RESOURCES INC1,353,401$18.1M2.0%ADD +28.3%
13GOLDMAN SACHS GROUP INC1,204,284$16.1M1.8%
14BANK OF AMERICA CORP /DE/1,187,427$15.9M1.8%ADD +43.7%
15Allianz Asset Management GmbH1,153,842$15.5M1.7%ADD +49.6%
16VANGUARD FIDUCIARY TRUST CO828,832$11.1M1.2%
17First Eagle Investment Management, LLC709,004$9.5M1.1%DOUBLED +187.7%
18D. E. Shaw & Co., Inc.688,414$9.2M1.0%DOUBLED +208.1%
19PUBLIC SECTOR PENSION INVESTMENT BOARD624,489$8.4M0.9%ADD +49.3%
20ROYCE & ASSOCIATES LP549,212$7.4M0.8%ADD +49.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DIMENSIONAL FUND ADVISORS LPADD1,877,8642,384,430+27.0%$31.9M2026-Q1
FMR LLCADD1,266,6431,903,105+50.2%$25.5M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED475,6011,706,501+258.8%$22.9M2026-Q1
BANK OF AMERICA CORP /DE/ADD826,5531,187,427+43.7%$15.9M2026-Q1
Allianz Asset Management GmbHADD771,5271,153,842+49.6%$15.5M2026-Q1
First Eagle Investment Management, LLCDOUBLED246,406709,004+187.7%$9.5M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDADD418,321624,489+49.3%$8.4M2026-Q1
Point72 Asset Management, L.P.TRIM1,286,493489,693-61.9%$6.6M2026-Q1
PRUDENTIAL FINANCIAL INCADD154,943291,403+88.1%$3.9M2026-Q1
Russell Investments Group, Ltd.TRIM320,620208,892-34.8%$2.8M2026-Q1
Gotham Asset Management, LLCADD84,537168,021+98.8%$2.3M2026-Q1
OMERS ADMINISTRATION CorpADD107,242157,842+47.2%$2.1M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED508109,647+21484.1%$1.5M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASADD47,43481,260+71.3%$1.1M2026-Q1
Brevan Howard Capital Management LPTRIM108,84958,757-46.0%$787.3K2026-Q1
NOMURA HOLDINGS INCTRIM123,21457,905-53.0%$775.9K2026-Q1
EXCHANGE TRADED CONCEPTS, LLCTRIM72,92753,947-26.0%$722.9K2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED10,98336,121+228.9%$484.0K2026-Q1
FIFTH THIRD BANCORPDOUBLED1,50135,465+2262.8%$475.2K2026-Q1
AmundiADD22,33534,704+55.4%$465.0K2026-Q1
ExodusPoint Capital Management, LPTRIM59,10634,701-41.3%$465.0K2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHADD15,27827,165+77.8%$364.0K2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.TRIM33,42520,898-37.5%$280.0K2026-Q1
NISA INVESTMENT ADVISORS, LLCADD3,4325,897+71.8%$79.0K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD1,6872,281+35.2%$30.6K2026-Q1
14 unique insiders with 40 transactions. Net insider value: $46.9M ($46.9M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026Barbieri FrankChief Operating OfficerAWARD102,447
May 15, 2026Casey SaoriChief Financial OfficerEXERCISE46,565
May 15, 2026Casey SaoriChief Financial OfficerTAX W/H20,622$14.69$302.9K
May 15, 2026Casey SaoriChief Financial OfficerEXERCISE24,875
May 15, 2026Conrad ThomasChief Executive OfficerAWARD218,553
May 15, 2026Lazarus Edward PChief Legal OfficerEXERCISE42,982
May 15, 2026Lazarus Edward PChief Legal OfficerTAX W/H18,252$14.69$268.1K
May 15, 2026Lazarus Edward PChief Legal OfficerEXERCISE8,959
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 JULIUSDirectorGIFT15,427
Mar 5, 2026Arabia CarmineDirectorAWARD12,725
Mar 5, 2026Barra HugoDirectorAWARD12,725
Mar 5, 2026FIELDS MANDY JDirectorAWARD12,725
Mar 5, 2026Darrell BrackenDirectorAWARD12,725
Mar 5, 2026Mildenhall JonathanDirectorAWARD12,725
Mar 5, 2026Kennedy Joseph JudeDirectorAWARD12,725
Mar 5, 2026GENACHOWSKI JULIUSDirectorAWARD12,725
Mar 5, 2026Coles JoannaDirectorAWARD12,725
Mar 5, 2026Boone KarenDirectorAWARD12,725
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 OfficerEXERCISE46,565
Feb 13, 2026Casey SaoriChief Financial OfficerTAX W/H16,477$16.29$268.4K
Feb 13, 2026Casey SaoriChief Financial OfficerEXERCISE24,875
Feb 13, 2026Lazarus Edward PChief Legal & Bus Dev OfficerEXERCISE42,980
Feb 13, 2026Lazarus Edward PChief Legal & Bus Dev OfficerTAX W/H15,242$16.29$248.3K
Feb 13, 2026Lazarus Edward PChief Legal & Bus Dev OfficerEXERCISE8,959
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
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.

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 +24.5% upside Strong Buy (1.50)
$16.50 Low $21.00 High
MetricValue
Current Price$15.36
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