Recent Stock Surge: Sonos, Inc. has seen a remarkable 50% increase in its stock price over the past six months, driven by restructuring efforts and improved product momentum. Social media discussions highlight optimism about the company’s cost-cutting measures and margin growth. However, some voices caution that sustaining this uptrend could be challenging.
Competitive Pressures: News of increased competition in the home audio market, particularly from a new joint venture by major electronics giants, has sparked concern among investors. Social media reflects unease about potential market share erosion and pricing pressures for Sonos. The stock experienced a slight dip recently, fueling debates on its near-term outlook.
Mixed Perspectives: While some on social media praise Sonos for its innovative edge and past acquisitions that could position it ahead of rivals, others question the durability of its current strategy. Recent layoffs, including a 12% workforce reduction, have also drawn mixed reactions. The conversation remains dynamic as investors weigh risks against potential rewards.
Note: This discussion summary was generated from an AI condensation of post data.
Sonos, Inc. Insider Trading Activity
Sonos, Inc. insiders have traded $SONO stock on the open market 14 times in the past 6 months. Of those trades, 13 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $SONO stock by insiders over the last 6 months:
- CAPITAL MANAGEMENT, LLC COLISEUM has made 8 purchases buying 1,737,176 shares for an estimated $19,363,554 and 0 sales.
- THOMAS CONRAD (Chief Executive Officer) has made 2 purchases buying 154,625 shares for an estimated $2,032,343 and 0 sales.
- JULIUS GENACHOWSKI purchased 22,850 shares for an estimated $250,205
- BRACKEN DARRELL purchased 22,412 shares for an estimated $249,999
- SAORI CASEY (Chief Financial Officer) purchased 22,727 shares for an estimated $248,687
- EDWARD P LAZARUS (Chief Legal & Bus Dev Officer) sold 12,000 shares for an estimated $228,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Sonos, Inc. Revenue
Sonos, Inc. had revenues of $287.9M in Q4 2025. This is an increase of 12.73% from the same period in the prior year.
You can track SONO financials on Quiver Quantitative's SONO stock page.
Sonos, Inc. Hedge Fund Activity
We have seen 132 institutional investors add shares of Sonos, Inc. stock to their portfolio, and 126 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- COOPER CREEK PARTNERS MANAGEMENT LLC removed 3,171,226 shares (-74.7%) from their portfolio in Q3 2025, for an estimated $50,105,370
- SCHRODER INVESTMENT MANAGEMENT GROUP removed 2,329,005 shares (-71.0%) from their portfolio in Q3 2025, for an estimated $36,798,279
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 2,296,996 shares (+626.8%) to their portfolio in Q3 2025, for an estimated $36,292,536
- COLISEUM CAPITAL MANAGEMENT, LLC added 1,737,176 shares (+13.2%) to their portfolio in Q3 2025, for an estimated $27,447,380
- TRIGRAN INVESTMENTS, INC. removed 1,401,750 shares (-31.8%) from their portfolio in Q3 2025, for an estimated $22,147,650
- ENGINE CAPITAL MANAGEMENT, LP added 1,256,060 shares (+inf%) to their portfolio in Q3 2025, for an estimated $19,845,748
- FREESTONE GROVE PARTNERS LP removed 1,182,437 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $18,682,504
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Sonos, Inc. Analyst Ratings
Wall Street analysts have issued reports on $SONO in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 11/06/2025
To track analyst ratings and price targets for Sonos, Inc., check out Quiver Quantitative's $SONO forecast page.
Sonos, Inc. Price Targets
Multiple analysts have issued price targets for $SONO recently. We have seen 3 analysts offer price targets for $SONO in the last 6 months, with a median target of $21.0.
Here are some recent targets:
- Brent Thill from Jefferies set a target price of $21.0 on 01/05/2026
- Erik Woodring from Morgan Stanley set a target price of $17.0 on 11/06/2025
- Steve Frankel from Rosenblatt set a target price of $21.0 on 11/06/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
