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USConsumer Cyclical

SharkNinja, Inc. (SN)

US · Consumer Cyclical · Furnishings, Fixtures & Appliances

$166.16-2.65%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$1.77B
Revenue YoY
+22.2%
Net profit
$129.8M
Profit YoY
-7.0%
EPS
$0.98
EPS estimate
$1.02
Net margin
7.4%

EPS came in at 0.98 against a street estimate of 1.02 — a miss of 3.9%.

Key statistics

Market cap
$23.65B
P/E
34.6
Forward P/E
23.3
P/B
8.40
Book value
$20.18
EPS (TTM)
$4.83
52-week high
$194.54
52-week low
$83.12
50-day MA
$168.65
200-day MA
$130.18
Beta
1.20

Analyst view

Analysts rate SharkNinja, Inc. a strong buy (11 buy, 1 hold, 0 sell out of 12) with an average price target of $209.56.

From the latest earnings call · 2026-08-05

CONFIDENT SharkNinja posted 22.2% YoY revenue growth to $1.77B with 13 consecutive quarters of double-digit gains. Raised FY26 guidance materially, citing strong core categories, international momentum, and $247M tariff refunds. Management attributes durability to base business health, not viral products. Q2 2026 Domestic growth accelerated to 15.5% vs ~12% H1. International expansion driven by UK, Europe (France/Germany category penetration up 50%), Latin America. D2C/Salesforce rollout across 14 European countries by Q4; TikTok Shop live in 7 countries, target 13+ by holidays. Analysts pressed durability of growth (TAM/core size), DTC margins/penetration, domestic momentum, and AI ROI. Management countered skepticism by detailing core category resilience, omnichannel optionality (retailer + DTC + social), and early wins from Palantir/AWS initiatives. Emphasized Q4/2027 upside as DTC pl…

Full summary in the app.

Shareholding

Insiders
39.01%
Institutions
68.57%

Largest institutional holders

FundStake
FMR Inc14.31%
HighTower Advisors, LLC4.70%
BlackRock Inc2.23%
Fidelity International Ltd1.65%
UBS Group AG1.54%
Baillie Gifford & Co Limited.1.36%
Abrams Bison Investments, LLC1.02%
AllianceBernstein L.P.0.93%

Recent filings & reports

DocumentDate
Quarterly report · Q2 2026
SHARKNINJA, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Net Sales: $1,765.5 million (up 22.2% vs Q2 2025: $1,444.9 million) • H1 2026 Net
2026-08-05
Results announced · Q3 2026
SHARKNINJA Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 net sales: $1,765.5 million, up 22.2% year-over-year (21.6% constant currency) • Q2 2
2026-08-05
Company announcement · Q3 2026
SHARKNINJA, INC. (SN) — FORM 8-K SUMMARY OTHER NOTABLE POINTS • Insider Trading Waiver Granted: On July 10, 2026, the Board of Directors approved a
2026-07-13
Charter / bylaws change · Q2 2026
SHARKNINJA, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Record Date Shares Outstanding: 141,568,925 ordinary shares as of April 22, 2026 • Meeting At
2026-06-18
Quarterly report · Q1 2026
SHARKNINJA, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales Q1 2026: $1,412.8 million (up 15.6% vs Q1 2025: $1,222.6 million) • Net income
2026-05-06
Results announced · Q2 2026
SHARKNINJA Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net sales increased 15.6% to $1,412.8 million (prior year: $1,222.6 million); 12.7% growth on
2026-05-06
Proxy statement · Q4 2025
SHARKNINJA, INC. – 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 (Ordinary Resolution): Re-appoint 7 directors—Mark Barr
2026-04-27
Annual report FY2025
SHARKNINJA, INC. - 10-K ANNUAL REPORT SUMMARY Fiscal Year Ended December 31, 2025 --- HEADLINE NUMBERS • Market Capitalization (as of June 30, 2025
2026-03-02

Readable in the app.

Deals & corporate news

AnnouncementDate
Board authorizes $750 million share repurchase program
SharkNinja announced its Q4 2025 and full-year 2025 financial results on February 11, 2026. The company also announced a new $750 million share repurchase program authorized by its Board of
2026-02-11

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Data updated 2026-09-18.