DailyIQ
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Sector:Consumer CyclicalAll sectors
Last updated 100 days ago

SGI·SGI

$.
+. (+.%)
After Hours
High
$96.82
Open
$92.94
Market Cap
20.16B
52W High
$98.56
Low
$92.09
P. Close
$92.45
P/E
63.96
52W Low
$53.10
Fwd P/E
-
Mean Target
-
Technical Score (1D)
91
BUY
News Sentiment
59
BULLISH
Today, UBS increased its price target for SGI to $122 while maintaining a Buy rating, reflecting a positive outlook on the company's performance. This upgrade could influence investor sentiment and trading activity in the near term. Analysts anticipate SGI will report Q4 earnings of $0.72 per share, a 20% increase year-over-year, with revenue expected to reach $1.93 billion, up 59.9% compared to the prior year. The consensus EPS estimate has not been revised in the last 30 days, suggesting stability in analyst expectations. SGI completed its merger with Mattress Firm, creating a dominant player in the U.S. mattress market, expanding its retail footprint and market share. This strategic move may reshape pricing strategies and product offerings. Argus Research also raised its target price for SGI to $108.00 and initiated a Buy rating, supported by high growth and value subratings. Somnigroup's strong market position is reinforced by its increasing share of the US wholesale mattress market, growing to over 40% in 2024. Third Point Management included SGI in its Q4 2025 investor letter, noting the company's strong recent performance. Investors should watch for the upcoming earnings report and any further developments related to the Mattress Firm merger.
Earnings Summary
Somnigroup International Inc. designs, manufactures, distributes, and retails bedding products in the United States and internationally, operating in the consumer cyclical sector within the furnishings, fixtures & appliances industry. The company offers mattresses, foundations, and adjustable bases under brands like Tempur-Pedic and Sealy. In Q4 2024, SGI beat EPS estimates, with actual EPS of $0.60 against an estimate of $0.5595, and revenue of $1.2079 billion. In Q4 2025, the company's revenue estimate was $1.93 billion, but actual EPS is missing. Not enough information is available to analyze historical trends or YoY growth trajectory. Recent news indicates that SGI completed its merger with Mattress Firm, creating a dominant player in the U.S. mattress market, which could reshape pricing strategies and product offerings. UBS has increased its price target for SGI to $122 while maintaining a Buy rating. Investors should watch for the upcoming Q4 earnings report and any management commentary on the Mattress Firm integration, as well as the strategic vision and financial targets presented at the upcoming Investor Day on March 4, 2026.

EPS

EstBeatMiss
$0.53$0.59$0.64$0.70$0.75Q4'24Q4'25
QtrEstActual+/−
Q4'25$0.73$0.72-1.0%
Q4'24$0.56$0.60+7.2%

Revenue

EstBeatMiss
$1.1B$1.3B$1.6B$1.8B$2.1BQ4'24Q4'25
QtrEstActual+/−
Q4'25$2.0B$1.9B-4.2%
Q4'24 - $1.2B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

SGI Stock Snapshot

SGI is currently trading at $96.04, giving SGI a market cap of 20.16B and a P/E ratio of 64.0. Today's range spans $92.09–$96.82, with shares opening at $92.94 and moving up $3.59 (3.9%) from the prior close. DailyIQ's technical score sits at 91/100 (BUY) with a news sentiment reading of 59/100.

Over the past year SGI has traded between $53.10 and $98.56 - the current price is +80.9% off the 52-week low and -2.6% from the high.

If you're looking for bullish momentum in Consumer Cyclical, SGI is putting up the numbers: 91/100 technical score, BUY signal, neutral sentiment at 59/100. Price: $96.04 (near 52-week highs). (P/E: 64.0) The 20.16B market cap keeps it in play for institutional position sizes, and the $53.10–$98.56 annual range shows this stock can make real moves when it gets directional conviction behind it.

What makes SGI's BUY setup (91/100) particularly actionable at 20.16B in Consumer Cyclical capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $96.04 (near 52-week highs in $53.10–$98.56), with sentiment running neutral at 59/100, the setup rewards conviction-sized positioning more than it does speculative small bets.

Recent News Coverage

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