SharkNinja (NYSE:SN) Trading Up 8% After Better-Than-Expected Earnings

SharkNinja, Inc. (NYSE:SN)’s share price traded up 8% during mid-day trading on Wednesday following a better than expected earnings announcement. The company traded as high as $128.12 and last traded at $128.1830. 2,687,273 shares traded hands during mid-day trading, an increase of 79% from the average session volume of 1,501,425 shares. The stock had previously closed at $118.64.

The company reported $1.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.78 by $0.15. The firm had revenue of $2.10 billion for the quarter, compared to analysts’ expectations of $2.09 billion. SharkNinja had a return on equity of 28.93% and a net margin of 9.45%.The business’s revenue was up 17.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.40 earnings per share. SharkNinja has set its FY 2026 guidance at 5.900-6.000 EPS.

Key SharkNinja News

Here are the key news stories impacting SharkNinja this week:

• Positive Sentiment: Q4 beat on both EPS and revenue: SharkNinja posted $1.93 EPS vs. $1.78 expected and $2.10B in revenue, with revenue up ~17.6% year-over-year — a clear near-term earnings surprise that supports the stock rally. Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Strong product-category momentum: Beauty and Home sales surged (~63%), and margins expanded — both factors help boost profitability and investor confidence in higher-margin growth drivers. Profit Climbs on Surge in Beauty, Home Sales
• Positive Sentiment: FY-2026 EPS guidance nudged above consensus: Management set guidance of $5.90–$6.00 EPS, slightly above the street view, which reduces near-term earnings uncertainty and supports multiple expansion. Press Release with Guidance
• Neutral Sentiment: Revenue guidance roughly in line but not ahead: Management guided revenue to about $7.0–$7.1B, which is around street expectations — supportive but not a clear upside surprise for top-line forecasts. Revenue Guidance Details
• Neutral Sentiment: Management commentary on tariffs: The earnings call noted growth despite tariff headwinds; investors may view this as evidence of operating resilience but should watch margin impacts if tariffs persist. Earnings Call Highlights
• Neutral Sentiment: New product/licensing tests (Marilyn Monroe collection): Product initiatives could boost brand and retail lift if successful, but impact is still early and incremental. Marilyn Monroe Collection
• Negative Sentiment: Caveat — top-line growth pace and guidance leave room for disappointment: While EPS guidance beat, revenue guidance at the low end of expectations could temper upside if the company fails to sustain category momentum or if macro/retail headwinds re-emerge. Analyst Take on Results

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the company. JPMorgan Chase & Co. lifted their price objective on SharkNinja from $126.00 to $142.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. Canaccord Genuity Group set a $140.00 target price on shares of SharkNinja in a report on Thursday, January 8th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of SharkNinja in a research report on Monday, December 29th. Morgan Stanley set a $110.00 price target on SharkNinja in a report on Monday, October 27th. Finally, Guggenheim lifted their price objective on SharkNinja from $120.00 to $140.00 and gave the stock a “buy” rating in a report on Tuesday, December 16th. Nine investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $140.44.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the stock. Parsifal Capital Management LP bought a new position in SharkNinja during the 3rd quarter worth approximately $111,773,000. Norges Bank bought a new position in shares of SharkNinja during the second quarter worth $81,983,000. Third Point LLC boosted its position in shares of SharkNinja by 118.2% during the second quarter. Third Point LLC now owns 1,200,000 shares of the company’s stock worth $118,788,000 after purchasing an additional 650,000 shares in the last quarter. Disciplined Growth Investors Inc. MN acquired a new position in shares of SharkNinja in the 2nd quarter valued at $46,048,000. Finally, Qube Research & Technologies Ltd bought a new stake in shares of SharkNinja in the 3rd quarter valued at $46,772,000. Institutional investors own 34.77% of the company’s stock.

SharkNinja Price Performance

The company has a 50 day moving average of $117.35 and a 200 day moving average of $108.75. The company has a current ratio of 1.96, a quick ratio of 1.26 and a debt-to-equity ratio of 0.29. The firm has a market cap of $17.65 billion, a price-to-earnings ratio of 30.88, a P/E/G ratio of 1.52 and a beta of 1.41.

SharkNinja Company Profile

SharkNinja (NYSE: SN) is a leading designer, marketer and distributor of innovative small home appliances under the Shark® and Ninja® brands. The company’s product portfolio spans floorcare, cleaning and home environment products, including upright, cordless and robotic vacuum cleaners, steam mops and air purifiers. In the kitchen category, SharkNinja offers a broad range of cooking and food preparation solutions, such as countertop ovens, air fryers, multicookers, blenders and coffee makers. Its products are positioned to deliver user-friendly performance, innovative features and durable design for everyday household tasks.

Founded in 1998 as Euro-Pro Operating LLC, the company initially focused on the European market before expanding its presence in North America.