SharkNinja (NYSE:SN) Stock Price Up 8% Following Earnings Beat

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

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

SharkNinja News Roundup

Here are the key news stories impacting SharkNinja this week:

• Positive Sentiment: Q4 results beat expectations — SharkNinja reported $1.93 EPS vs. a $1.78 consensus and revenue of $2.10B (up ~17.6% y/y); margins and ROE remained healthy, supporting the upside reaction. SharkNinja, Inc. (SN) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: FY?2026 EPS guidance raised/confirmed — management set EPS guidance of $5.90–$6.00, slightly above Street expectations, providing a near-term earnings-growth narrative for the stock. The guidance was included in the company’s official release. SharkNinja Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Category-level strength — press and coverage cite a surge in beauty and home-appliance sales across SharkNinja’s product categories, helping profit and supporting the company’s growth story. SharkNinja Profit Climbs on Surge in Beauty, Home Appliance Sales
• Positive Sentiment: Analyst support — recent analyst moves (e.g., a JPMorgan price-target raise and Overweight rating cited in coverage) add credibility to the beat-and-guide reaction and may sustain buying interest. Is SharkNinja (SN) One of the Best IPO Stocks to Buy Right Now?
• Neutral Sentiment: Revenue guidance is roughly in line to slightly below street expectations — management guided FY?2026 revenue to roughly $7.0–$7.1B versus ~\$7.1B consensus, so upside depends on execution and margin leverage. SharkNinja Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: New product/licensing tests (e.g., Marilyn Monroe collection) are being piloted — this can broaden brand appeal but is still early and likely incremental near term. SharkNinja’s Marilyn Monroe Collection Tests Power Of Themed Brand Licensing

Analysts Set New Price Targets

Several equities research analysts have weighed in on the company. Weiss Ratings reissued a “hold (c)” rating on shares of SharkNinja in a report on Monday, December 29th. TD Cowen restated a “buy” rating on shares of SharkNinja in a research note on Wednesday, January 14th. Morgan Stanley set a $110.00 target price on SharkNinja in a research report on Monday, October 27th. Wall Street Zen lowered SharkNinja from a “buy” rating to a “hold” rating in a research note on Saturday, January 31st. Finally, Canaccord Genuity Group set a $140.00 price target on SharkNinja in a research note on Thursday, January 8th. Nine investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, SharkNinja has an average rating of “Moderate Buy” and a consensus price target of $137.67.

Institutional Trading of SharkNinja

A number of hedge funds have recently added to or reduced their stakes in SN. Royal Bank of Canada increased its holdings in SharkNinja by 21.8% in the first quarter. Royal Bank of Canada now owns 71,872 shares of the company’s stock valued at $5,995,000 after buying an additional 12,851 shares in the last quarter. Integrated Wealth Concepts LLC purchased a new stake in SharkNinja during the 1st quarter valued at about $369,000. Goldman Sachs Group Inc. increased its holdings in shares of SharkNinja by 169.4% in the first quarter. Goldman Sachs Group Inc. now owns 505,301 shares of the company’s stock valued at $42,147,000 after purchasing an additional 317,730 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of SharkNinja by 7.7% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 50,813 shares of the company’s stock worth $4,238,000 after acquiring an additional 3,632 shares during the period. Finally, Acadian Asset Management LLC acquired a new position in SharkNinja in the 1st quarter valued at about $656,000. 34.77% of the stock is owned by hedge funds and other institutional investors.

SharkNinja Stock Performance

The company has a market cap of $18.31 billion, a price-to-earnings ratio of 32.00, a PEG ratio of 1.53 and a beta of 1.41. The firm has a 50 day simple moving average of $116.99 and a 200-day simple moving average of $108.64. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.96 and a quick ratio of 1.26.

About SharkNinja

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.