Q4 Earnings Boost: Sonos, Inc. recently reported strong Q4 results, surpassing analyst estimates with revenue of $287.90 million and an improved gross margin of 43.7%. This has sparked lively discussion on X, with many users pointing to the stock's climb of nearly 4% post-earnings as a sign of renewed investor confidence. The company's guidance for a robust first quarter has further fueled optimism.
Brand Revival Efforts: Posts on X also highlight Sonos's strategic moves, including hiring a Madison Avenue veteran to rejuvenate its brand image. Some discussions focus on whether these efforts can help the stock recover to past peaks, with curiosity around new audio gadgets in the pipeline. There's a mix of hope and skepticism about long-term growth amidst competitive pressures.
Challenges Ahead: Despite the positive earnings, X users are noting risks flagged by Sonos, such as fierce competition, supply chain issues, and potential price hikes due to tariffs. Conversations reflect concern over sustained innovation and software reliability as critical hurdles. The dialogue remains active as investors weigh these challenges against recent gains.
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 19 times in the past 6 months. Of those trades, 19 have been purchases and 0 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 14 purchases buying 2,812,192 shares for an estimated $30,189,644 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
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Sonos, Inc. Hedge Fund Activity
We have seen 132 institutional investors add shares of Sonos, Inc. stock to their portfolio, and 161 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
- WELLINGTON MANAGEMENT GROUP LLP removed 1,199,112 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $12,962,400
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 2 analysts offer price targets for $SONO in the last 6 months, with a median target of $19.0.
Here are some recent targets:
- 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.
