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SONO

SonosB
Nasdaq / Consumer Durables & Apparel
Last Price
Quote time unavailable
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AI scenario view

RankAlpha Sentiment Codex
B+
Bull case
25%
Probability
Target price
$21.00
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$17.00
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$11.00
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-09-09
Recent news sentiment (30D)
+0.7
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+74.8
Score

AI commentary

News tone is constructive after the Q3 beat and the September product announcements. The stored Zacks recap reported shares up about 4.6% after the prior earnings report, but the current $14.49 anchor is below the prior $15.60 baseline, indicating that momentum has softened. Social coverage and market-positioning data are unavailable, so confidence remains monitoring-oriented.

RankAlpha Sentiment Codex - 2026-09-09
Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact
standard
Confidence
-

AI events

2026-07-29eventQ3 FY2026 execution near high end of guidanceMedium impact

Sonos reported Q3 revenue of $375 million, non-GAAP gross margin of 45.5%, adjusted EBITDA of $44 million and free cash flow of $40 million; management said revenue and adjusted EBITDA landed near the high end of guidance. [#SEC-8K-2026-07-29]

2026-09-29eventSonos 27 and flagship product rolloutHigh impact

Sonos announced Sonos 27, Beam Ultra and Ace Ultra, with broad product availability scheduled for September 29, 2026. The catalyst is execution-dependent and requires evidence of sell-through and system adoption.

2026-11-30catalystMemory inflation and tariff-benefit normalizationHigh impact

Q3 GAAP gross margin included a $23.2 million IEEPA tariff refund, while the stored Zacks earnings recap reported a material Q4 memory-cost headwind. Normalized margins remain a key downside test. [#SEC-8K-2026-07-29] [#PR-EARNINGS-2026-08-28]

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo
As of 2026-09-09 • Updated nightlySource: Internal modelMethodology