Somnigroup stock price target raised to $90 by KeyBanc on Mattress Firm integration

Published 25/07/2025, 05:00
Somnigroup stock price target raised to $90 by KeyBanc on Mattress Firm integration

Investing.com - KeyBanc raised its price target on Somnigroup (NYSE:SGI) to $90.00 from $74.00 on Friday, while maintaining an Overweight rating on the stock. The company, currently trading at $73.88 and near its 52-week high of $75.69, has demonstrated impressive momentum with a 46.31% return over the past year.

The investment firm cited the company’s acquisition of Mattress Firm as significantly improving Somnigroup’s competitive and strategic position for 2025 and beyond. KeyBanc views the integration as a multi-year driver of value creation for shareholders. According to InvestingPro data, Somnigroup maintains a GOOD financial health score, with analysts forecasting 51% revenue growth for fiscal 2025.

KeyBanc analysts believe Somnigroup represents a multi-year opportunity for 20% earnings-per-share growth, supported by market share gains, optimization of the Mattress Firm business, and an industry recovery.

One key opportunity highlighted is Somnigroup’s potential to increase its share of floor space and customer wallet at Mattress Firm stores. Historically, Mattress Firm’s assortment had been split roughly into thirds between Tempur-Pedic, Serta Simmons Bedding, and other products.

KeyBanc estimates that Somnigroup’s assortment within Mattress Firm could reach 60% of sales organically, potentially adding $300-400 million in EBITDA over the next 5-10 years, as Mattress Firm had previously maintained a diversified vendor base. With a market capitalization of $15.41 billion, Somnigroup shows strong potential, though InvestingPro analysis suggests the stock is currently trading above its Fair Value. Investors can access detailed valuation metrics and 13 additional ProTips through InvestingPro’s comprehensive research reports.

In other recent news, Somnigroup International Inc. reported its first-quarter 2025 earnings, with an adjusted earnings per share (EPS) of $0.49, slightly exceeding the forecast of $0.48. However, the company’s revenue fell short of expectations, reaching $1.6 billion compared to the anticipated $1.63 billion. In a separate development, Somnigroup has extended CEO Scott Thompson’s contract through December 31, 2029, following a unanimous decision by the board. Additionally, the company successfully repriced its $1.6 billion Term Loan B, reducing the applicable margin by 25 basis points, and prepaid $100 million of the outstanding term loan principal balance. Somnigroup also launched a secondary stock offering of over 15 million shares, with Goldman Sachs & Co. LLC serving as the sole underwriter. The offering is part of a previously filed shelf registration statement with the SEC. These developments highlight significant financial and leadership moves at Somnigroup.

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