Sonos Inc(SONO)Stock Analysis
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Rank #2,179 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SONO Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Sonos Inc (SONO), a Technology sector company. 13F Pro's AI-powered ranking engine scores SONO at 34.8/100 on a 32-signal composite quality model, placing it at rank #2,179 of 2,879 stocks — the bottom half of the AI-ranked universe. SONO scores in the top quartile across institutional flow (85.6). Areas of concern include revenue growth (9.6) and profitability (28.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 24.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Sonos Inc reports quarterly revenue of $281.5M, net income of $-28.9M, free cash flow of $-70.2M. Top institutional holders of SONO by reported 13-F value include Coliseum Capital Management,, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. SONO trades on the Nasdaq exchange and files with the SEC under CIK 1314727. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SONO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Sonos Inc directly from SEC EDGAR. Sonos Inc's 13F Pro composite quality score has ranged between 8 and 75 since 2021, currently 34.8 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q2 2026
$281.5M
Net Income
Q2 2026
$-28.9M
Free Cash Flow
Q2 2026
$-70.2M
ROIC
Q2 2026
-8.2%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-4.9% YoYNet Income
-60.3% YoYOperating Income
-5.0% YoYEPS (Diluted)
-64.5% YoYTotal Assets
-10.2% YoYTotal Debt
Op. Cash Flow
-27.9% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.44B -4.9% | $1.52B -8.3% | $1.66B -5.5% | $1.75B +2.1% | $1.72B +29.4% | $1.33B |
| Net Income | $-61.1M -60.3% | $-38.1M -271.3% | $-10.3M -115.2% | $67.4M -57.5% | $158.6M +888.4% | $-20.1M |
| Operating Income | $-50.5M -5.0% | $-48.0M -133.8% | $-20.5M -122.9% | $89.5M -42.2% | $155.0M +669.0% | $-27.2M |
| EPS (Diluted) | $-0.51 -64.5% | $-0.31 -287.5% | $-0.08 -116.3% | $0.49 -56.6% | $1.13 +727.8% | $-0.18 |
| Total Assets | $823.3M -10.2% | $916.3M -8.6% | $1.00B -15.7% | $1.19B +4.4% | $1.14B +39.6% | $816.1M |
| Total Debt | — | — | — | — | $0.00 -100.0% | $38.3M |
| Operating Cash Flow | $136.9M -27.9% | $189.9M +89.1% | $100.4M +455.3% | $-28.3M -111.2% | $253.2M +56.3% | $162.0M |
AI Insight: SONO Financial Trends
Sonos shows extreme seasonality with strong Q4 performance but persistent Q1 weakness, as Q4 2025 operating income reached $100M while Q1 2026 turned negative again.
• Revenue exhibits sharp seasonality, peaking at $551M in Q4 2024 and $546M in Q4 2025 versus Q1 lows of $260M and $282M.
• Operating income swung from $100M in Q4 2025 to -$32M in Q1 2026, following the same volatile seasonal pattern as prior years.
• Equity declined from $464M in Q2 2024 to $384M in Q1 2026 despite periodic profitability in holiday quarters.
⚠ Operating cash flow turned negative in Q1 2026 at -$65M, worse than Q1 2025's -$60M despite similar revenue levels.
⚠ Two consecutive years of Q1 losses suggest structural challenges in maintaining profitability outside holiday selling seasons.
AI Insight: SONO Ratio Trends
Sonos exhibits severe operational volatility with operating margins swinging from +18.4% to -11.2% quarter-to-quarter, indicating fundamental business instability.
• Operating margin swung wildly from 18.4% in Q4 2025 to -11.2% in Q1 2026, showing extreme quarterly volatility.
• ROIC collapsed from 90.6% in Q4 2025 to -32.9% in Q1 2026, representing a 123 percentage point deterioration.
• Net profit margin turned negative in Q1 2026 at -10.3% after positive 17.2% in Q4 2025.
⚠ Persistent negative profitability in 6 of last 8 quarters suggests structural challenges beyond seasonal patterns.
⚠ Q4 spikes in profitability may reflect holiday seasonality but sustainability remains questionable given subsequent declines.
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Available Research
13F Pro tracks comprehensive data for Sonos Inc including:
Top Institutional Holders of SONO
Coliseum Capital Management, LLC
$242.1M18,070,762 shBlackRock, Inc.
$236.6M17,655,541 shVANGUARD PORTFOLIO MANAGEMENT LLC
$116.9M8,723,809 shVANGUARD CAPITAL MANAGEMENT LLC
$69.9M5,218,703 shSTATE STREET CORP
$61.5M4,590,944 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$44.3M3,307,363 shJACOBS LEVY EQUITY MANAGEMENT, INC
$40.6M3,029,185 shGEODE CAPITAL MANAGEMENT, LLC
$40.0M2,982,644 shTrigran Investments, Inc.
$33.4M2,489,163 shMORGAN STANLEY
$32.2M2,403,243 sh
| Fund | Value | Shares |
|---|---|---|
| Coliseum Capital Management, LLC | $242.1M | 18,070,762 |
| BlackRock, Inc. | $236.6M | 17,655,541 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $116.9M | 8,723,809 |
| VANGUARD CAPITAL MANAGEMENT LLC | $69.9M | 5,218,703 |
| STATE STREET CORP | $61.5M | 4,590,944 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $44.3M | 3,307,363 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $40.6M | 3,029,185 |
| GEODE CAPITAL MANAGEMENT, LLC | $40.0M | 2,982,644 |
| Trigran Investments, Inc. | $33.4M | 2,489,163 |
| MORGAN STANLEY | $32.2M | 2,403,243 |
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Popular Research
Is SONO a good stock to buy?
13F Pro's AI-powered analysis of Sonos Inc (SONO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SONO are available on the SONO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own SONO?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SONO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Sonos Inc's investment landscape.