SharkNinja (NYSE:SN) Stock Price Up 8% Following Better-Than-Expected Earnings

SharkNinja, Inc. (NYSE:SN)’s share price rose 8% on Wednesday following a better than expected earnings announcement. The stock traded as high as $128.12 and last traded at $128.1830. Approximately 2,687,273 shares changed 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 earnings per share for the quarter, topping analysts’ consensus estimates of $1.78 by $0.15. SharkNinja had a net margin of 10.96% and a return on equity of 32.30%. The company had revenue of $2.10 billion for the quarter, compared to analysts’ expectations of $2.09 billion. During the same period in the prior year, the company earned $1.40 earnings per share. The firm’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 Summary

Here are the key news stories impacting SharkNinja this week:

• Positive Sentiment: Q4 beat — SharkNinja reported EPS of $1.93 vs. consensus $1.78 and revenue of $2.10B (up ~17.6% YoY), driven by broad category strength; margins expanded. SharkNinja Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: High-growth Beauty/Home segment — Beauty/Home sales surged (reported ~63% growth in commentary), a key driver of top-line and margin improvement. SharkNinja Q4 Earnings Beat, Higher Sales Across Product Categories
• Positive Sentiment: $750M buyback announced — the company launched its first large repurchase program, which reduces float and supports EPS. SharkNinja adds a $750M buyback program
• Positive Sentiment: FY‑2026 EPS guidance slightly raised — management set EPS guidance of $5.90–$6.00 (above consensus) while forecasting roughly $7.0–7.1B revenue, signaling confidence in profitability. SharkNinja Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Analyst support — TD Cowen (Jonna Kim) reiterated a Buy and $145 price target, citing conservative guidance, tariff mitigation, and Beauty segment momentum. SharkNinja: Conservatively Guided Outlook, Tariff Mitigation, and High-Growth Beauty Segment Support Buy Rating
• Neutral Sentiment: Earnings call color — management discussed tariff pressures and mitigation actions; call highlighted execution but left some macro/FX and tariff exposure to monitor. SharkNinja Q4 2025 earnings call transcript
• Neutral Sentiment: Market reaction — shares hit a new one-year high on the prints and buyback news, reflecting positive investor reception but also raising expectations for execution. SharkNinja Sets New 1-Year High After Strong Earnings
• Negative Sentiment: Revenue guidance nuance — the $7.0–7.1B revenue range is roughly in line but could be viewed as slightly light versus some Street modeled revenue, creating modest downside risk if growth slows. SharkNinja Reports Fourth Quarter and Full Year 2025 Results

Analyst Ratings Changes

Several equities analysts have recently commented on the company. TD Cowen reaffirmed a “buy” rating on shares of SharkNinja in a report on Wednesday, January 14th. Guggenheim upped their price objective on SharkNinja from $140.00 to $145.00 and gave the stock a “buy” rating in a research note on Thursday. Cantor Fitzgerald reiterated an “outperform” rating on shares of SharkNinja in a research note on Wednesday, December 17th. Jefferies Financial Group reissued a “buy” rating and set a $200.00 price target on shares of SharkNinja in a report on Wednesday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of SharkNinja in a report on Monday, December 29th. Nine investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, SharkNinja has a consensus rating of “Moderate Buy” and a consensus price target of $145.22.

Hedge Funds Weigh In On SharkNinja

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Allworth Financial LP raised its position in shares of SharkNinja by 5.2% during the 3rd quarter. Allworth Financial LP now owns 1,936 shares of the company’s stock worth $200,000 after buying an additional 96 shares in the last quarter. World Investment Advisors increased its stake in shares of SharkNinja by 3.0% during the second quarter. World Investment Advisors now owns 3,312 shares of the company’s stock valued at $328,000 after acquiring an additional 98 shares during the period. Xponance LLC raised its holdings in SharkNinja by 1.9% during the fourth quarter. Xponance LLC now owns 5,584 shares of the company’s stock worth $625,000 after purchasing an additional 106 shares in the last quarter. GAMMA Investing LLC raised its holdings in SharkNinja by 24.3% during the fourth quarter. GAMMA Investing LLC now owns 562 shares of the company’s stock worth $63,000 after purchasing an additional 110 shares in the last quarter. Finally, EverSource Wealth Advisors LLC lifted its position in SharkNinja by 16.6% in the fourth quarter. EverSource Wealth Advisors LLC now owns 864 shares of the company’s stock worth $97,000 after purchasing an additional 123 shares during the period. Institutional investors own 34.77% of the company’s stock.

SharkNinja Trading Up 3.7%

The stock has a market capitalization of $18.34 billion, a P/E ratio of 26.31, a price-to-earnings-growth ratio of 1.60 and a beta of 1.41. The business has a 50 day simple moving average of $117.82 and a 200-day simple moving average of $108.90. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.26 and a current ratio of 1.96.

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.