SharkNinja (NYSE:SN) Sets New 1-Year High After Strong Earnings

SharkNinja, Inc. (NYSE:SN)’s stock price reached a new 52-week high on Thursday after the company announced better than expected quarterly earnings. The stock traded as high as $130.21 and last traded at $125.08, with a volume of 5038894 shares traded. 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. SharkNinja had a return on equity of 28.93% and a net margin of 9.45%.The business had revenue of $2.10 billion during the quarter, compared to the consensus estimate of $2.09 billion. During the same quarter last year, the firm posted $1.40 EPS. The company’s quarterly revenue was up 17.6% on a year-over-year basis. SharkNinja has set its FY 2026 guidance at 5.900-6.000 EPS.

Key Headlines Impacting SharkNinja

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

Wall Street Analyst Weigh In

A number of research firms have commented on SN. Bank of America raised their price objective on SharkNinja from $140.00 to $145.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Morgan Stanley set a $110.00 price objective on SharkNinja in a report on Monday, October 27th. Canaccord Genuity Group set a $140.00 price objective on shares of SharkNinja in a report on Thursday, January 8th. Cantor Fitzgerald restated an “outperform” rating on shares of SharkNinja in a research note on Wednesday, December 17th. Finally, Guggenheim raised their price objective on shares of 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 assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $140.44.

Institutional Trading of SharkNinja

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Parsifal Capital Management LP bought a new stake in SharkNinja during the 3rd quarter valued at $111,773,000. Norges Bank purchased a new position in shares of SharkNinja in the second quarter valued at about $81,983,000. Third Point LLC raised its stake 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 valued at $118,788,000 after acquiring an additional 650,000 shares during the last quarter. Disciplined Growth Investors Inc. MN purchased a new stake in shares of SharkNinja during the second quarter worth about $46,048,000. Finally, Qube Research & Technologies Ltd bought a new stake in shares of SharkNinja in the third quarter worth about $46,772,000. Institutional investors own 34.77% of the company’s stock.

SharkNinja Stock Up 5.4%

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

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.