Peers: V AXP COF PYPL SOFI FISV XYZ GPN WSE FIS

| Held by: VTI VOO IVV SPY VUG XLF VIG IWF SPYM SPHQ

Index	S&P 500
Market Cap	536.19B
Enterprise Value	548.73B
Income	16.26B
Sales	35.13B
Book/sh	6.39
Cash/sh	13.81
Dividend Est.	3.55 (0.58%)
Dividend TTM	3.48 (0.57%)
Dividend Ex-Date	Oct 09, 2026
Dividend Gr. 3/5Y	15.58% 13.94%
Payout	19.07%
Employees	39800
IPO	May 25, 2006

P/E	33.67
Forward P/E	26.48
PEG	1.61
P/S	15.26
P/B	95.78
P/C	44.32
P/FCF	32.52
EV/EBITDA	24.95
EV/Sales	15.62
Quick Ratio	1.06
Current Ratio	1.06
Debt/Eq	4.39
LT Debt/Eq	3.95
Option/Short	Yes / Yes

EPS (ttm)	18.18
EPS next Y	23.11
EPS next Q	5.16
EPS this Y	17.35%
EPS next Y	15.78%
EPS next 5Y	16.47%
EPS past 3/5Y	17.34% 20.99%
Sales past 3/5Y	13.90% 16.50%
EPS Y/Y TTM	22.59%
Sales Y/Y TTM	16.15%
EPS Q/Q	22.05%
Sales Q/Q	13.79%
Earnings	Oct 29 BMO
EPS/Sales Surpr.	5.69% 2.22%

Insider Own	7.94%
Insider Trans	-0.14%
Inst Own	83.72%
Inst Trans	-1.26%
ROA	29.80%
ROE	241.49%
ROIC	58.49%
Gross Margin	96.60%
Oper. Margin	59.19%
Profit Margin	46.27%
SMA20	5.99%
SMA50	6.15%
SMA200	14.79%
Trades

Shs Outstand	871.00M
Shs Float	806.48M
Short Float	0.79%
Short Ratio	2.20
Short Interest	6.36M
52W High	622.49 -1.67%
52W Low	464.52 31.77%
Volatility	1.50% 1.73%
ATR (14)	10.20
RSI (14)	70.00
Beta	0.80
Rel Volume	0.04
Avg Volume	2.89M
Volume	6,192

Perf Week	2.85%
Perf Month	8.29%
Perf Quarter	13.71%
Perf Half Y	18.47%
Perf YTD	7.22%
Perf Year	9.11%
Perf 3Y	57.80%
Perf 5Y	69.04%
Perf 10Y	495.81%
Recom	1.39
Target Price	679.36
Prev Close	617.42
Price	612.08
Change %	-0.87%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-08-26	Initiated	Barclays	Overweight	$640
Jun-30-26	Initiated	Piper Sandler	Overweight	$597
Apr-22-26	Initiated	BMO Capital Markets	Outperform	$605
Mar-31-26	Initiated	Loop Capital	Buy	$631
Mar-19-26	Upgrade	BNP Paribas Exane	Neutral → Outperform	$600
Mar-05-26	Resumed	BofA Securities	Buy	$700
Feb-03-26	Upgrade	Daiwa Securities	Neutral → Outperform	$610
Jan-27-26	Initiated	Cantor Fitzgerald	Overweight	$650
Jan-13-26	Upgrade	Compass Point	Neutral → Buy	$735
Dec-08-25	Upgrade	HSBC Securities	Hold → Buy	$633
Oct-23-25	Initiated	Citigroup	Buy	$735
Oct-22-25	Initiated	Wells Fargo	Overweight	$669
Jul-17-25	Resumed	Deutsche Bank	Buy
Jul-14-25	Upgrade	Seaport Research Partners	Neutral → Buy	$616
Jun-02-25	Initiated	Truist	Buy	$640
Apr-09-25	Downgrade	Monness Crespi & Hardt	Buy → Neutral
Feb-04-25	Upgrade	DZ Bank	Hold → Buy	$620
Jan-31-25	Upgrade	Monness Crespi & Hardt	Neutral → Buy	$640
Jan-14-25	Downgrade	Seaport Research Partners	Buy → Neutral
Oct-01-24	Resumed	Oppenheimer	Outperform	$591

Show Previous Ratings

Today 07:24AM	Card Processor Giants Enter Stablecoin Settlement: Marqeta and Coinbase Wire Stablecoin Cards Through Base (Forkast News)
05:14AM	BIS Quantitative Paper Finds Banks Can Slow Stablecoin Adoption Just by Raising Deposit Rates (Forkast News)
Oct-18-26 09:06AM	US Officials Press China On Market Access Issues For Mastercard And Citigroup (TIKR)
07:08AM	Mastercards New Agent Detection Score Asks a Question No Card Network Has Asked Before (Forkast News)
05:24AM	Mastercard Just Wired Stablecoin Cards Into 130 Countries 73 Days After the BVNK Close (Forkast News)
10:18AM	Loading…
Oct-17-26 10:18AM	Mastercard Stock Is Up 12% in October. Heres What Washingtons China Push Could Mean Through 2030 (TIKR)
02:38AM	Mastercard Puts $1.8 Billion BVNK Deal to Work With Global Money Platform Launch (CoinGape)
Oct-16-26 07:15PM	Is PayPal's Next Big Thing Already Here? (Trefis)
04:42PM	Visa Stock Is Up 11% in October While Earnings Estimates Stood Still. Heres What October 27 Has to Prove (TIKR)
01:53PM	Coca-Cola, Visa and Mastercard Hit Records as Investors Rotate Out of Chip Stocks (Barrons.com)
01:40PM	Visa, Mastercard urge court to approve fee settlement (Payments Dive)
06:04AM	Mastercard, BVNK combine fiat and stablecoin services in new platform (Electronic Payments)
05:02AM	Mastercard Takes Stablecoins Global With BVNK, Opening Access to Millions of Merchants (CCN)
01:27AM	'Let us build': World Bank chief outlines jobs-led development agenda (AFP)
Oct-15-26 02:02PM	Close to zero: 4 AI chiefs say no companies have truly changed in response to AIblame politics projects (Fortune)
12:28PM	Loading…
12:28PM	Mastercard and BVNK Launch 'Global Money Platform' to Merge Fiat and Stablecoins (decrypt)
10:25AM	Mastercard Stock Passes Buy Point Amid Powerful Move Higher (Investor's Business Daily)
08:53AM	Mastercard Launches Global Money Platform With BVNK to Integrate Stablecoin and Traditional Payments (InvestorsHub)
Oct-14-26 04:28PM	Top Research Reports for Mastercard, AstraZeneca & Sandisk (Zacks)
Oct-13-26 03:31PM	Is Visa Stock Increasing Your Market Risk? (Trefis)
01:53PM	Visa Stock Has Caught Wall Streets Attention Whats The China Angle? (Stocktwits)
01:26PM	Mastercard, Visa Ride Win Streaks Above Buy Points. One Reaches Breakthrough In China. (Investor's Business Daily)
08:55AM	SoFi Stock Has Sunk This Year. Why This Analyst Sees 64% Upside. (Barrons.com)
08:06AM	Visa Gains Ground in China With This Key Preliminary Approval. What It Means for the Stock. (Barrons.com)
Oct-12-26 09:14AM	Visa-Mastercard payouts top $631M (Payments Dive)
07:17AM	WEX and Mastercard partner to unify fleet payments across Asia-Pacific (Electronic Payments)
Oct-10-26 02:47PM	How to Monetize Mastercard's Weakness Before It Reports Earnings (Barrons.com)
12:00PM	Baird Sees Over 20% Upside in Mastercard Before Its October 29 Report. Heres What the Quarter Has to Prove (TIKR)
Oct-09-26 05:30PM	5 Things to Ask Your Credit Card Processor Before Signing a Contract (Entrepreneur)
05:17AM	Mastercard to introduce offline payment rules across Europe (Electronic Payments)
08:02PM	Loading…
Oct-08-26 08:02PM	Stocktwits Fintech Pulse: US Fintech Weekly Briefing & Market Drivers (Stocktwits)
04:10PM	Mastercard Incorporated to Host Conference Call on Third Quarter 2026 Financial Results (Business Wire)
03:00PM	The Credit-Card Bill That Banks Fear Most Has Gained Trump as an Ally (The Wall Street Journal)
12:26PM	Has PayPal Stock Become A Different Bet? (Trefis)
Oct-07-26 12:26PM	SAP Just Added Stablecoin Settlement to the Software That Runs 84% of Global Commerce (Forkast News)
10:40AM	The Fifth Rail: JPMorgan and BlackRock Are Building the Reserve Layer Every Stablecoin Issuer Will Need by 2027 (Forkast News)
05:12AM	The Protocol Stack Is Nearly Complete But Merchant Adoption Is Not (Forkast News)
12:12AM	Institutional Stablecoin Settlement Just Went From Zero to Four Production Rails in a Single Month (Forkast News)
Oct-05-26 06:18PM	IRS Risk Chief Gives an Uncomfortable AI Warning for Regulators (BeInCrypto)
10:31AM	Rezolve AI stock jumps on Mastercard reseller agreement (Investing.com)
09:53AM	What Could Lift Visa Stock? (Trefis)
04:38AM	Mastercards Probability Score Shifts the Agent Commerce Question From Identity to Trust (Forkast News)
Oct-04-26 11:32AM	Visa Enters October About 6% Below Its High. Heres What Britains New Payment Rails Mean for the Stock Through 2030 (TIKR)
Oct-02-26 04:28PM	Quantum Discussion at UN Headquarters: How are Financial Systems Preparing? (BeInCrypto)
03:53PM	Mastercard Stocks Edge Up as AI Targets Supplier Payments (GuruFocus.com)
Oct-01-26 07:58PM	Apple Stocks Fall as India Payments Launch Meets UPI Dominance (GuruFocus.com)
07:57PM	Mastercard Stocks Moves Lower as Agent Pay Adds Fraud Context (GuruFocus.com)
03:16PM	What Could Derail PayPal Stock? (Trefis)
12:14PM	Visa-Led Consortium Launches OUSD Stablecoin (CryptoProwl)
03:00AM	Visa and Mastercard handle nearly half of Europes card payments. The digital euro aims to change that (Fortune)
Sep-30-26 08:55PM	Apple Pay arrives in India with a limited card rollout (DigiTimes)
02:37PM	Billionaire Bill Ackman calls Anthropic 'perhaps the greatest business story I've ever seen' (Yahoo Finance)
01:45PM	Stripe's Bridge Launches OUSD, the Stablecoin That Pays Its Distributors (Bankless)
01:42PM	Mastercard Stocks Fall as AI Transactions Gain a Probability Score (GuruFocus.com)
12:54PM	Open Standard issues dollar stablecoin backed by Visa, Stripe, and Mastercard (Investing.com)
10:33AM	Will Europe unseat Visa, Mastercard? (Payments Dive)
09:17AM	Payment Giants Are Buying the Pipes Before the Lanes Are Built (Forkast News)
08:55AM	Apple Pay launches in India with Axis Bank partnership (Quartz)
08:19AM	Mastercard Stock Is Flat Over The Past Year, Does MA Have Room To Run By 2028? (TIKR)
07:59AM	AI shopping agents need receipts (Payments Dive)
12:08AM	Apple Pay finally launches in India after years on the sidelines (TechCrunch)
Sep-29-26 04:10PM	Mastercard Board of Directors Announces Quarterly Dividend (Business Wire)
Sep-28-26 03:49PM	Top Research Reports for Alphabet, Mastercard & AbbVie (Zacks)
03:46PM	Mastercard Stock Edges Lower as Denmark's First AI Payment Goes Live (GuruFocus.com)
01:20PM	Mastercard Makes Major Push Into $80 Trillion Market (GuruFocus.com)
11:17AM	Mastercards New CFO Says It Will Process Almost 100% of UAE Debit Payments. Heres What It Means for the Stock (TIKR)
10:58AM	Citigroup Partners With Coinbase for Stablecoin Payments (Barrons.com)
Sep-27-26 10:53AM	Cardano News: Mastercard and Fireblocks Just Two of the Latest Developments for ADA (99bitcoins)
Sep-25-26 04:45PM	How Much Upside Does PayPal Stock Have Without A Buyer? (Trefis)
04:27PM	The UK Just Ran the Worlds First Interbank Tokenized Deposit Transactions. The Same Platform Is Headed to 25 US Banks. (Forkast News)
12:53PM	Mastercard Stock Holds Flat as $25 Billion Stablecoin Settlement Goes Live (GuruFocus.com)
11:14AM	How Has Visa's Growth Story Changed? (Trefis)
07:48AM	SoFi, Mastercard activate stablecoin settlement for SoFi Bank card programme (Electronic Payments)
Sep-24-26 03:21PM	Visa Share Rises as Payment Networks Standardize AI-Agent Identity (GuruFocus.com)
03:18PM	Mastercard Gains as Banks Challenge Agentic-Commerce Guardrails (GuruFocus.com)
10:51AM	Moov adds P2P competition (Payments Dive)
Sep-23-26 08:24PM	Metas Agent-Commerce Layer Just Went Live. The Settlement Rails Were Built for This. (Forkast News)
03:36PM	PYPL Showered Owners With Cash. The Stock Still Lagged The Market (Trefis)
03:22PM	Paid an ATM fee? You could be owed part of a $167.5M settlement (USA TODAY)
01:32PM	Mastercard Goes Live With SoFiUSD Settlement for $25 Billion Card Program (GuruFocus.com)
11:21AM	MoonPay to Acquire North Capital in $60M Deal to Expand Tokenization (CryptoProwl)
08:34AM	SoFi Stock Rises After Launching Stablecoin Settlement Across Card Program (TIKR)
Sep-22-26 06:05PM	SoFi's Stablecoin Goes Live Across Mastercard's Network (GuruFocus.com)
03:37PM	Fed's vice chair is trying to ensure banks protect themselves from AI risks (Yahoo Finance Video)
02:54PM	Circle and Binance Trade Transactional Friction for Long-Term Alignment (Forkast News)
02:36PM	A $25 Billion Reason Why SoFi Stock In Focus (GuruFocus.com)
12:23PM	SoFi Becomes First U.S. Bank to Settle Card Payments on Stablecoin (Barrons.com)
12:01PM	SoFi Just Went Live With Stablecoin Settlement on Mastercard. Thats the First Bank-Issued Stablecoin on a Major Card Network. (Forkast News)
11:55AM	Can Visa Stock Keep Climbing After The World Cup? (Trefis)
10:32AM	How SoFi Is Turning Its Consumer App Into A Stablecoin Proving Ground (Investor's Business Daily)
10:17AM	Merchants call card-fee pact unconstitutional (Payments Dive)
09:54AM	SoFi Shares Rise 3% as Bank Launches Stablecoin Settlement on Mastercard Network (InvestorsHub)
09:42AM	SOFI Stock Rises After $25B Card Program Moves To Stablecoin Settlement On Mastercard Network (Stocktwits)
08:00AM	SoFi Becomes First National Bank to Go Live with Stablecoin Settlement across Mastercard's Global Payments Network (Business Wire)
06:51AM	Visa Settled $20B in Stablecoins. Now Its Running the Blockchain. (Forkast News)
06:31AM	Upfront and Mastercard partner on commercial card payments for MENA SMEs (Electronic Payments)
Sep-21-26 07:05PM	Circle Just Launched Arc With BlackRock and Visa. Heres What It Means for the Stock in 2026 (TIKR)
02:41PM	Mastercard Slips as AI Agents Seek Shared Credentials (GuruFocus.com)
02:24PM	How Far Could PayPal Stock Fall While Its Turnaround Plays Out? (Trefis)
09:38AM	Mastercard, Google push past passwords (Payments Dive)

Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.

CEOMr. Michael Miebach

Vice ChairMr. Timothy Henry Murphy J.D.

President & CTO of Mastercard TechnologyMr. Edward Grunde McLaughlin

Vice ChairMr. Craig E. Vosburg

Chief Services OfficerMs. Linda Pistecchia Kirkpatrick

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
HAI LING	Officer	Oct 16 '26	Proposed Sale	616.32	4,317	2,660,653		Oct 16 04:30 PM
GENACHOWSKI JULIUS	Director	Oct 12 '26	Sale	590.21	370	218,378	8,237	Oct 13 04:06 PM
GENACHOWSKI JULIUS	Director	Oct 09 '26	Sale	585.01	371	217,040	8,607	Oct 13 04:06 PM
JULIUS GENACHOWSKI	Director	Oct 12 '26	Proposed Sale	589.14	370	217,982		Oct 13 08:22 AM
JULIUS GENACHOWSKI	Director	Oct 09 '26	Proposed Sale	574.76	371	213,236		Oct 09 04:42 PM
SACHIN J. MEHRA	Chief Business Officer	Sep 02 '26	Sale	584.00	3,266	1,907,344	36,650	Sep 03 04:22 PM
SACHIN MEHRA	Officer	Sep 02 '26	Proposed Sale	581.10	3,266	1,897,873		Sep 02 04:31 PM
Kirkpatrick Linda Pistecchia	Chief Services Officer	Aug 31 '26	Sale	593.54	923	547,837	29,065	Sep 01 04:06 PM
LINDA KIRKPATRICK	Officer	Aug 31 '26	Proposed Sale	595.30	923	549,462		Aug 31 04:30 PM
CRAIG VOSBURG	Officer	Aug 25 '26	Proposed Sale	599.86	1,839	1,103,143		Aug 25 04:41 PM
CRAIG VOSBURG	Officer	Aug 24 '26	Proposed Sale	580.63	5,604	3,253,851		Aug 24 04:30 PM
SACHIN J. MEHRA	Chief Business Officer	Aug 19 '26	Option Exercise	344.48	7,444	2,564,309	48,360	Aug 20 06:37 PM
SACHIN J. MEHRA	Chief Business Officer	Aug 19 '26	Sale	577.13	7,444	4,296,133	40,916	Aug 20 06:37 PM
SACHIN J. MEHRA	Chief Business Officer	Aug 20 '26	Sale	572.07	1,000	572,070	39,916	Aug 20 06:37 PM
SACHIN MEHRA	Officer	Aug 20 '26	Proposed Sale	573.72	1,000	573,720		Aug 20 04:33 PM
SACHIN MEHRA	Officer	Aug 19 '26	Proposed Sale	574.31	7,444	4,275,164		Aug 19 04:24 PM
Kirkpatrick Linda Pistecchia	Chief Services Officer	Aug 17 '26	Sale	565.24	1,191	673,201	29,988	Aug 18 04:09 PM
LINDA KIRKPATRICK	Officer	Aug 17 '26	Proposed Sale	569.29	1,191	678,024		Aug 17 04:32 PM
RAJ SESHADRI	Officer	Aug 13 '26	Proposed Sale	564.44	3,465	1,955,782		Aug 13 04:10 PM
SACHIN J. MEHRA	Chief Business Officer	Aug 05 '26	Sale	571.87	3,000	1,715,602	40,916	Aug 06 04:13 PM
Miebach Michael	President & CEO	Aug 05 '26	Sale	575.00	15,372	8,838,900	93,693	Aug 06 04:11 PM
SACHIN MEHRA	Officer	Aug 05 '26	Proposed Sale	571.10	3,000	1,713,300		Aug 05 04:23 PM
MICHAEL MIEBACH	Director	Aug 05 '26	Proposed Sale	571.10	15,372	8,778,949		Aug 05 04:23 PM
Kirkpatrick Linda Pistecchia	Chief Services Officer	Aug 04 '26	Option Exercise	173.49	4,280	742,537	35,459	Aug 05 04:18 PM
Kirkpatrick Linda Pistecchia	Chief Services Officer	Aug 04 '26	Sale	570.31	4,280	2,440,915	31,179	Aug 05 04:18 PM
LINDA KIRKPATRICK	Officer	Aug 04 '26	Proposed Sale	570.97	4,280	2,443,752		Aug 04 04:33 PM
Miebach Michael	President & CEO	Jul 31 '26	Option Exercise	227.25	16,628	3,778,713	132,549	Aug 04 04:23 PM
Miebach Michael	President & CEO	Aug 03 '26	Option Exercise	227.25	9,772	2,220,687	125,693	Aug 04 04:23 PM
Miebach Michael	President & CEO	Aug 03 '26	Sale	580.00	16,628	9,644,240	109,065	Aug 04 04:23 PM
Miebach Michael	President & CEO	Jul 31 '26	Sale	567.68	16,628	9,439,383	115,921	Aug 04 04:23 PM
MICHAEL MIEBACH	Director	Aug 03 '26	Proposed Sale	573.10	16,628	9,529,507		Aug 03 04:38 PM
MICHAEL MIEBACH	Director	Jul 31 '26	Proposed Sale	577.35	16,628	9,600,176		Jul 31 04:07 PM
McLaughlin Edward Grunde	President & CTO, MA Tech	Jul 15 '26	Option Exercise	227.25	19,800	4,499,550	58,539	Jul 15 05:07 PM
McLaughlin Edward Grunde	President & CTO, MA Tech	Jul 15 '26	Sale	534.87	19,800	10,590,347	38,739	Jul 15 05:07 PM
Arkell Sandra A	Controller	Jul 14 '26	Sale	540.00	200	108,000	2,922	Jul 15 05:03 PM
Arkell Sandra A	Controller	Jul 15 '26	Sale	540.00	144	77,760	2,778	Jul 15 05:03 PM
EDWARD MCLAUGHLIN	Officer	Jul 15 '26	Proposed Sale	538.02	19,800	10,652,796		Jul 15 04:30 PM
Arkell Sandra A	Controller	Jul 07 '26	Sale	540.00	200	108,000	3,122	Jul 08 04:06 PM
Arkell Sandra A	Controller	Jul 06 '26	Sale	540.00	200	108,000	3,322	Jul 08 04:06 PM
RAJ SESHADRI	Officer	Jul 02 '26	Proposed Sale	522.44	1,977	1,032,864		Jul 02 04:33 PM
Seshadri Raj	Chief Commercial Pmts Officer	Jul 01 '26	Option Exercise	290.25	2,000	580,500	21,257	Jul 02 04:13 PM
Seshadri Raj	Chief Commercial Pmts Officer	Jul 02 '26	Option Exercise	290.25	1,977	573,824	18,406	Jul 02 04:13 PM
Seshadri Raj	Chief Commercial Pmts Officer	Jul 01 '26	Sale	525.00	4,828	2,534,700	16,429	Jul 02 04:13 PM
Seshadri Raj	Chief Commercial Pmts Officer	Jul 02 '26	Sale	529.73	1,977	1,047,276	16,429	Jul 02 04:13 PM
EDWARD GRUNDE MCLAUGHLIN	Officer	Jul 01 '26	Proposed Sale	513.60	14,260	7,323,936		Jul 01 04:34 PM
RAJ SESHADRI	Officer	Jul 01 '26	Proposed Sale	513.60	5,000	2,568,000		Jul 01 04:30 PM
Ling Hai	President, AP, Europe, MEA	Feb 23 '26	Option Exercise	90.10	4,486	404,189	30,154	Feb 25 04:06 PM
Ling Hai	President, AP, Europe, MEA	Feb 24 '26	Option Exercise	90.10	4,485	404,098	30,153	Feb 25 04:06 PM
Ling Hai	President, AP, Europe, MEA	Feb 23 '26	Sale	502.69	4,486	2,255,045	25,668	Feb 25 04:06 PM
Ling Hai	President, AP, Europe, MEA	Feb 24 '26	Sale	495.71	4,485	2,223,269	25,668	Feb 25 04:06 PM
HAI LING	Officer	Feb 24 '26	Proposed Sale	496.03	4,485	2,224,695		Feb 24 04:32 PM
HAI LING	Officer	Feb 23 '26	Proposed Sale	526.41	4,486	2,361,475		Feb 23 04:30 PM

Open in Screener

SONO

Sonos Inc

17.34

Oct 16 • 3:59 PM ET 0.00 (0.00%)

Technology Consumer Electronics USA Mid NASD

Peers: SONY LOGI TBCH AAPL KOSS GPRO UEIC CRSR GRMN ROKU

| Held by: IJR VTI IWM VB FESM VBK VXF IWO DFAS IJT

Index	RUT
Market Cap	2.05B
Enterprise Value	1.85B
Income	56.91M
Sales	1.49B
Book/sh	3.32
Cash/sh	2.21
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	1404
IPO	Aug 02, 2018

P/E	38.97
Forward P/E	66.69
PEG	-
P/S	1.38
P/B	5.22
P/C	7.86
P/FCF	16.49
EV/EBITDA	12.81
EV/Sales	1.24
Quick Ratio	1.18
Current Ratio	1.61
Debt/Eq	0.14
LT Debt/Eq	0.12
Option/Short	Yes / Yes

EPS (ttm)	0.45
EPS next Y	0.26
EPS next Q	-0.18
EPS this Y	225.49%
EPS next Y	-59.38%
EPS next 5Y	-
EPS past 3/5Y	- -22.55%
Sales past 3/5Y	-6.26% 1.70%
EPS Y/Y TTM	174.39%
Sales Y/Y TTM	5.64%
EPS Q/Q	978.29%
Sales Q/Q	8.85%
Earnings	Jul 29 AMC
EPS/Sales Surpr.	525.00% 2.63%

Insider Own	1.75%
Insider Trans	-4.45%
Inst Own	101.25%
Inst Trans	0.69%
ROA	6.63%
ROE	14.18%
ROIC	12.54%
Gross Margin	46.52%
Oper. Margin	6.28%
Profit Margin	3.82%
SMA20	-0.84%
SMA50	6.27%
SMA200	13.73%
Trades

Shs Outstand	121.43M
Shs Float	116.22M
Short Float	12.45%
Short Ratio	7.63
Short Interest	14.46M
52W High	19.82 -12.51%
52W Low	12.44 39.39%
Volatility	4.03% 3.69%
ATR (14)	0.65
RSI (14)	54.18
Beta	1.93
Rel Volume	0.00
Avg Volume	1.90M
Volume	0

Perf Week	0.46%
Perf Month	7.90%
Perf Quarter	14.08%
Perf Half Y	20.67%
Perf YTD	-1.25%
Perf Year	5.22%
Perf 3Y	53.72%
Perf 5Y	-45.33%
Perf 10Y	-
Recom	1.60
Target Price	19.67
Prev Close	17.34
Price	17.34
Change %	0.00%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-06-25	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$17
Sep-26-24	Downgrade	Morgan Stanley	Overweight → Underweight	$25 → $11
Aug-08-24	Downgrade	Craig Hallum	Buy → Hold	$25 → $10
Dec-12-23	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$17 → $20
Nov-07-23	Downgrade	BofA Securities	Buy → Neutral	$20 → $12
Sep-20-23	Initiated	Rosenblatt	Buy	$20
Sep-08-23	Initiated	Craig Hallum	Buy	$20
Jun-15-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$38 → $28
Aug-16-21	Upgrade	Jefferies	Hold → Buy	$43 → $50
Feb-12-21	Upgrade	Goldman	Sell → Neutral	$17 → $37
Oct-15-20	Upgrade	BofA Securities	Neutral → Buy	$18
Jul-29-20	Downgrade	Raymond James	Strong Buy → Mkt Perform
Apr-17-20	Downgrade	Goldman	Buy → Sell	$20 → $7.50
Feb-25-20	Initiated	BofA/Merrill	Neutral	$15
Nov-13-19	Initiated	RBC Capital Mkts	Outperform
Aug-19-19	Upgrade	Raymond James	Outperform → Strong Buy	$19
Apr-02-19	Initiated	DA Davidson	Buy
Jan-28-19	Upgrade	Morgan Stanley	Equal-Weight → Overweight
Aug-27-18	Initiated	RBC Capital Mkts	Outperform	$25
Aug-27-18	Initiated	Raymond James	Outperform

Show Previous Ratings

Sep-14-26 11:30AM	Sonos Launches New Global Brand Campaign "Love the Sound. Feel the System" (Business Wire)
Sep-08-26 10:30AM	Sonos 27 Adds AI Control, New Ways to Move Sound, and an Easier App Experience to your Sonos System (Business Wire) -5.66%
Sep-01-26 11:00AM	Sonos Welcomes Beam Ultra and Sonos Ace Ultra to its System (Business Wire)
10:40AM	Sonos Introduces Sonos 27, the Next Generation of Its Audio Operating System (Business Wire)
Aug-04-26 12:15PM	How Sonos is using customer listening to improve products (CX Dive)
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Jul-30-26 01:03AM	Sonos Inc (SONO) (Q3 2026) Earnings Call Highlights: Revenue and EBITDA Beat Guidance Amid ... (GuruFocus.com) -17.64%
Jul-29-26 05:05PM	Sonos Appoints Chris Shackelton to Board of Directors (Business Wire)
04:55PM	Sonos: Fiscal Q3 Earnings Snapshot (Associated Press)
04:01PM	Sonos Reports Third Quarter Fiscal 2026 Results (Business Wire)
Jul-15-26 03:00PM	Naming billion dollar companies isnt just vibes, heres the science behind it. (My First Million) -9.33%
11:14AM	OpenAI Targets 2026 AI Speaker Launch as Apple Lawsuit Looms (GuruFocus.com)
Jul-14-26 05:21PM	OpenAI steps into the living room: Screen-free smart speaker sinks Sonos shares (Investing.com)
04:52PM	OpenAI's First Device Will Be Movable, Screenless Speaker Built as AI Companion (Bloomberg)
Jul-09-26 04:05PM	Sonos Announces Date for Third Quarter Fiscal 2026 Financial Results and Conference Call (Business Wire)
Jun-29-26 09:01AM	AI Memory Crunch Hits Hardware Makers (GuruFocus.com)
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Jun-25-26 02:05PM	Sonos To Cut 3% Jobs Affecting User Experience, Product Teams As It Looks To Streamline Its Business: Report (Stocktwits)
Jun-23-26 11:15AM	Sonos Partners with koda to Bring Premium Sound to the All-New Peaq (Business Wire)
Jun-01-26 04:05PM	Sonos Announces Participation in Rosenblatt's 6th Annual Technology Virtual Summit (Business Wire)
May-28-26 03:35PM	Sony Unveils $31,000 Bravia TV Ahead Of TCL Joint Venture (GuruFocus.com)
May-18-26 04:05PM	Sonos Announces Participation in 2026 Jefferies Software, Internet, and AI Conference (Business Wire)
May-05-26 01:00PM	Even Sonos Is Feeling the Memory Crunch-Heard on the Street (The Wall Street Journal) -5.78%
May-04-26 08:25PM	Sonos, Inc. Q2 2026 Earnings Call Summary (Moby)
04:18PM	Sonos: Fiscal Q2 Earnings Snapshot (Associated Press)
04:01PM	Sonos Reports Second Quarter Fiscal 2026 Results (Business Wire)
May-03-26 10:00AM	Naming billion dollar companies isnt just vibes, heres the science behind it. (My First Million)
Apr-15-26 04:05PM	Sonos Announces Date for Second Quarter Fiscal 2026 Financial Results and Conference Call (Business Wire)
Apr-08-26 08:54PM	Shanghai GTA Semiconductor teams up with Infineon on SONOS memory for automotive chips (DigiTimes)
Mar-19-26 04:07AM	Deezer outlines new strategy after first annual profit, shares rise (Reuters)
Mar-10-26 09:30AM	Sonos Returns to the System That Built the Brand with Two Essential Speakers That Deliver Effortless Sound Throughout the Home (Business Wire)
Mar-09-26 12:31AM	3 Russell 2000 Stocks with Warning Signs (StockStory)
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Mar-06-26 10:25AM	GoPro Posts Q4 Loss, Revenues Miss Estimates, Stock Down (Zacks) -6.12%
Mar-05-26 11:30AM	Why Is Sonos (SONO) Down 1.5% Since Last Earnings Report? (Zacks)
Mar-02-26 08:27AM	WBD Q4 Earnings Miss on Linear TV Decline and Studios Weakness (Zacks)
Feb-26-26 12:26PM	Warner Bros. Discovery Q4 Earnings Miss Estimates, Revenues Fall Y/Y (Zacks)
11:48AM	IMAX Q4 Earnings Surpass Expectations, Revenues Increase Y/Y (Zacks)
10:11AM	PSKY Misses Q4 Earnings Estimates, Provides Weak Q1 Guidance (Zacks)
Feb-24-26 04:05PM	Sonos Announces Participation in Morgan Stanley Technology, Media & Telecom Conference (Business Wire)
Feb-18-26 09:55AM	Wall Street Analysts Think Sonos (SONO) Could Surge 28.21%: Read This Before Placing a Bet (Zacks)
Feb-10-26 12:32AM	The Top 5 Analyst Questions From Sonos's Q4 Earnings Call (StockStory)
Feb-09-26 08:35AM	Five US Stocks See Over $185M in Insider Buying, with Soho House and WR Berkley Leading the Pack (24/7 Wall St.)
Feb-05-26 12:09PM	PTC Q1 Earnings & Revenues Top, Rise Y/Y on Large Deal Momentum (Zacks) +6.43%
12:06PM	SONY Q3 Earnings & Sales Up Y/Y on I&SS Momentum, FY25 Outlook Raised (Zacks)
02:00AM	With reliability restored, Sonos focuses on customer advocacy (CX Dive)
Feb-04-26 08:06PM	Sonos Inc (SONO) Q1 2026 Earnings Call Highlights: Strong Revenue Growth Amidst Market Challenges (GuruFocus.com) +6.36%
01:11PM	Why Sonos Stock Popped Today (Motley Fool)
12:25PM	Why Sonos (SONO) Stock Is Up Today (StockStory)
10:03AM	Stocks Mixed on Sector Rotation out of Tech (Barchart)
09:10AM	Sonos Q1 Earnings and Revenues Surpass Estimates, Stock Rises (Zacks)
12:32AM	SONO Q4 Deep Dive: Product Roadmap and Cost Discipline Drive Improved Margins and Outlook (StockStory)
Feb-03-26 08:09PM	Sonos Q1 Earnings Call Highlights (MarketBeat)
05:45PM	Sonos (SONO) Q1 2026 Earnings Call Transcript (Motley Fool)
05:15PM	Sonos (SONO) Q1 Earnings and Revenues Beat Estimates (Zacks)
04:13PM	Sonos's (NASDAQ:SONO) Q4 CY2025 Sales Top Estimates (StockStory)
04:12PM	Sonos: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:01PM	Sonos Reports First Quarter Fiscal 2026 Results (Business Wire)
Feb-02-26 08:45AM	Sonos Set to Report Q1 Earnings: Here's What You Should Know (Zacks)
Feb-01-26 10:13PM	Sonos (SONO) Q4 Earnings Report Preview: What To Look For (StockStory)
Jan-31-26 09:48AM	Is Sonos Inc. (SONO) One of the Best Small Cap Tech Stocks to Invest in Now? (Insider Monkey)
Jan-29-26 05:55PM	Dolby Laboratories (DLB) Q1 Earnings and Revenues Surpass Estimates (Zacks)
Jan-27-26 11:00AM	Sonos Introduces Amp Multi, a Professional-Grade Multi-Channel Streaming Amplifier Built for Evolving Homes (Business Wire)
Jan-26-26 09:10AM	Sony Expands Wearable Audio With LinkBuds Clip Open Earbuds (Zacks)
Jan-25-26 11:31PM	3 Small-Cap Stocks We Keep Off Our Radar (StockStory)
Jan-20-26 11:26AM	Why Sonos (SONO) Shares Are Trading Lower Today (StockStory)
08:28AM	Sonos Shares Soar 50% in 6 Months: Is There More Upside Ahead? (Zacks)
Jan-16-26 03:45PM	Meet the Sams Club CEO tasked with taking on Costco (FastCompany)
Jan-13-26 04:05PM	Sonos Announces Date for First Quarter Fiscal 2026 Financial Results and Conference Call (Business Wire)
Jan-12-26 04:05PM	Sonos Appoints Carmine Arabia, Mandy Fields and Joe Kennedy to Board of Directors (Business Wire)
Jan-07-26 10:35PM	Q3 Earnings Roundup: Sonos (NASDAQ:SONO) And The Rest Of The Consumer Discretionary Segment (StockStory)
Jan-06-26 03:06PM	Why Sonos (SONO) Stock Is Falling Today (StockStory) -5.86%
Jan-05-26 08:55AM	GoPro Shares Jump 93% in 6 Months: Is the Upside Sustainable in 2026? (Zacks)
Jan-04-26 11:00PM	3 Reasons to Sell SONO and 1 Stock to Buy Instead (StockStory)
Dec-29-25 11:33PM	1 Cash-Producing Stock on Our Watchlist and 2 That Underwhelm (StockStory)
Dec-18-25 11:30AM	Why Is Dolby Laboratories (DLB) Up 3.3% Since Last Earnings Report? (Zacks)
Dec-11-25 11:37PM	3 Unpopular Stocks We Find Risky (StockStory)
Dec-09-25 09:45AM	Top Insider Purchases in December Signal Market Confidence (24/7 Wall St.)
Dec-05-25 11:30AM	Sonos (SONO) Up 15.2% Since Last Earnings Report: Can It Continue? (Zacks)
Dec-03-25 04:05PM	Sonos Announces Participation in Raymond James TMT & Consumer Conference (Business Wire)
Nov-24-25 04:55PM	Sonos, ThredUp, RE/MAX, United Airlines, and Acushnet Shares Skyrocket, What You Need To Know (StockStory) +5.13%
02:23PM	Baker Hughes Eyes Buy Point; Watch These Real Estate, Audio Stocks In Bases (Investor's Business Daily)
Nov-19-25 08:20AM	Dolby's Q4 Earnings & Revenues Surpass Estimates, Increase Y/Y (Zacks)
Nov-11-25 07:11AM	SONY Q2 Earnings & Revenues Rise Y/Y, View Up on G&NS & Music Momentum (Zacks)
Nov-09-25 08:01PM	Sonos Inc (SONO) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Shifts (GuruFocus.com)
Nov-07-25 08:38AM	GoPro's Q3 Loss Wider Than Expected, Revenues Fall Y/Y, Stock Down (Zacks)
Nov-06-25 09:00AM	Sonos Posts Q4 Loss, Revenues Surpass Estimates & Rise Y/Y (Zacks)
08:32AM	Sonos climbs after Morgan Stanley upgrade, says tariff fears overblown (Investing.com)
02:00AM	Sonos wants to be at the center of AI personalities (CX Dive)
Nov-05-25 07:03PM	Sonos Hires a Madison Avenue Veteran to Revive Its Bruised Brand (The Wall Street Journal)
09:20AM	Sonos (SONO) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
08:43AM	Sonos (NASDAQ:SONO) Missed Q3 EPS Expectations; Stock Drops (StockStory)
08:29AM	Sonos: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
08:01AM	Sonos Reports Fourth Quarter and Fiscal 2025 Results (Business Wire)
Nov-04-25 08:21AM	Sonos to Report Q4 Earnings: What Should Investors Expect? (Zacks)
Nov-03-25 10:06PM	What To Expect From Sonos's (SONO) Q3 Earnings (StockStory)
Oct-24-25 12:40AM	1 Unprofitable Stock to Target This Week and 2 We Find Risky (StockStory)
Oct-23-25 12:42AM	1 Cash-Producing Stock to Target This Week and 2 Facing Headwinds (StockStory)
Oct-20-25 12:35AM	3 Cash-Producing Stocks That Fall Short (StockStory)
Oct-15-25 04:01PM	Sonos Announces Date for Fourth Quarter and Fiscal 2025 Financial Results and Conference Call (Business Wire)
08:08AM	3 Small Caps Hitting 52-Week Highs: Take Profits or Let Ride? (MarketBeat)
Oct-10-25 01:06PM	Sonos, Polaris, Funko, 1-800-FLOWERS, and Altice Shares Are Falling, What You Need To Know (StockStory) -6.88%
Oct-09-25 09:48AM	Sonos Up 63% in 3 Months: Where Will the Stock Head From Here? (Zacks)

Sonos, Inc. engages in the provision of multi-room wireless audio products. It supports streaming services and provides access to music, Internet radio, podcasts, and audiobooks, with control from Android smartphones, iPhone or iPad. The company was founded by Mai Trung, John MacFarlane, Craig A. Shelburne, and Thomas S. Cullen in 2002 and is headquartered in Santa Barbara, CA.

PresidentMr. Thomas Conrad

Chief Financial OfficerMs. Saori Casey

Chief Legal OfficerMr. Edward P. Lazarus J.D.

Chief Innovation OfficerMr. Nicholas Millington

COO & Principal Operating OfficerMr. Frank Barbieri

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Boone Karen	Director	Sep 25 '26	Option Exercise	13.56	31,766	430,747	116,037	Sep 28 06:54 PM
Boone Karen	Director	Sep 25 '26	Sale	18.13	46,766	847,636	69,271	Sep 28 06:54 PM
Boone Karen	Director	Sep 25 '26	Proposed Sale	18.13	46,766	847,635		Sep 25 04:18 PM
Boone Karen	Director	Sep 01 '26	Sale	15.39	10,000	153,900	84,271	Sep 03 04:22 PM
Boone Karen	Director	Sep 01 '26	Proposed Sale	15.39	10,000	153,900		Sep 01 02:20 PM
GENACHOWSKI JULIUS	Director	Jul 28 '26	Option Exercise	13.56	19,855	269,234	73,630	Jul 30 04:22 PM
GENACHOWSKI JULIUS	Director	Jul 29 '26	Option Exercise	13.56	19,855	269,234	73,630	Jul 30 04:22 PM
GENACHOWSKI JULIUS	Director	Jul 29 '26	Sale	17.00	19,855	337,535	53,775	Jul 30 04:22 PM
GENACHOWSKI JULIUS	Director	Jul 28 '26	Sale	16.50	19,855	327,608	53,775	Jul 30 04:22 PM
GENACHOWSKI JULIUS	Director	Jul 29 '26	Proposed Sale	17.00	19,855	337,535		Jul 29 10:55 AM
GENACHOWSKI JULIUS	Director	Jul 28 '26	Proposed Sale	16.50	19,855	327,608		Jul 28 04:42 PM
Arabia Carmine	Director	May 06 '26	Buy	14.49	50	724	14,364	May 08 06:42 PM
Coliseum Capital Management, L	10% Owner	Mar 17 '26	Buy	13.57	125,000	1,696,250	18,070,762	Mar 17 09:46 PM
Coliseum Capital Management, L	10% Owner	Mar 13 '26	Buy	13.20	90,000	1,188,000	17,931,842	Mar 17 09:46 PM
Coliseum Capital Management, L	10% Owner	Mar 16 '26	Buy	13.25	13,920	184,440	17,945,762	Mar 17 09:46 PM
Coliseum Capital Management, L	10% Owner	Mar 09 '26	Buy	13.95	420,000	5,859,000	17,341,842	Mar 11 09:30 PM
Coliseum Capital Management, L	10% Owner	Mar 10 '26	Buy	14.19	320,000	4,540,800	17,661,842	Mar 11 09:30 PM
Coliseum Capital Management, L	10% Owner	Mar 11 '26	Buy	14.22	180,000	2,559,600	17,841,842	Mar 11 09:30 PM
Coliseum Capital Management, L	10% Owner	Feb 23 '26	Buy	14.90	360,000	5,364,000	16,670,563	Feb 25 09:07 PM
Coliseum Capital Management, L	10% Owner	Feb 24 '26	Buy	14.83	133,259	1,976,231	16,803,822	Feb 25 09:07 PM
Coliseum Capital Management, L	10% Owner	Feb 25 '26	Buy	15.25	118,020	1,799,805	16,921,842	Feb 25 09:07 PM
Coliseum Capital Management, L	10% Owner	Feb 17 '26	Buy	15.59	290,000	4,521,100	16,310,563	Feb 17 09:00 PM
Coliseum Capital Management, L	10% Owner	Feb 13 '26	Buy	15.74	257,210	4,048,485	16,020,563	Feb 17 09:00 PM
Coliseum Capital Management, L	10% Owner	Feb 12 '26	Buy	16.11	100,000	1,611,000	15,763,353	Feb 17 09:00 PM
Coliseum Capital Management, L	10% Owner	Feb 04 '26	Buy	15.50	494,719	7,668,144	15,424,999	Feb 06 07:05 PM
Coliseum Capital Management, L	10% Owner	Feb 05 '26	Buy	16.29	211,530	3,445,824	15,636,529	Feb 06 07:05 PM
Coliseum Capital Management, L	10% Owner	Feb 06 '26	Buy	16.49	26,824	442,328	15,663,353	Feb 06 07:05 PM
Lazarus Edward P	Chief Legal & Bus Dev Officer	Dec 04 '25	Sale	19.00	12,000	228,000	423,219	Dec 05 04:40 PM
Lazarus Edward P	Officer	Dec 04 '25	Proposed Sale	19.00	12,000	228,000		Dec 04 09:42 AM
Millington Nicholas	Officer	Dec 03 '25	Proposed Sale	18.89	156,842	2,962,116		Dec 03 04:26 PM
Conrad Thomas	Chief Executive Officer	Nov 17 '25	Buy	16.17	62,325	1,008,045	305,103	Nov 18 09:00 AM

MA

Mastercard Incorporated

SONO

Sonos Inc

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