SharkNinja (NYSE:SN) Releases Earnings Results, Beats Estimates By $0.15 EPS

SharkNinja (NYSE:SN) posted its quarterly earnings results on Wednesday. The company reported $1.93 earnings per share for the quarter, topping analysts’ consensus estimates of $1.78 by $0.15, FiscalAI reports. The company had revenue of $2.10 billion for the quarter. SharkNinja had a net margin of 9.45% and a return on equity of 28.93%. The business’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same period in the prior year, the business earned $1.40 EPS. SharkNinja updated its FY 2026 guidance to 5.900-6.000 EPS.

Here are the key takeaways from SharkNinja’s conference call:

• SharkNinja reported record 2025 results with robust top-line and profitability — Q4 net sales rose ~17.6% to $2.1B and full‑year net sales were $6.4B, while adjusted EBITDA and adjusted EPS reached new highs.
• The company exited 2025 in a net cash position and the board authorized an inaugural $750 million share repurchase program to be used opportunistically and to offset stock‑based dilution.
• Management highlighted its diversification strategy — expanding into beauty and outdoor categories, scaling DTC and retail partnerships, and converting international markets to direct operations — which drove share gains across cleaning, cooking, food prep and beauty (Q4 international sales +21.4%, Mexico showed triple‑digit growth).
• Management cautioned that persistent tariff‑related headwinds (assumed ~19–20% rates in China/SE Asia) will pressure gross margins in H1 2026 and that country transitions from distributor to direct models may create near‑term Q1 noise despite full‑year guidance for double‑digit sales and EBITDA growth.

SharkNinja Stock Up 4.9%

SN stock traded up $5.77 during midday trading on Wednesday, hitting $124.41. 1,696,320 shares of the company’s stock were exchanged, compared to its average volume of 1,462,052. The stock has a market capitalization of $17.56 billion, a price-to-earnings ratio of 30.53, a price-to-earnings-growth ratio of 1.53 and a beta of 1.41. 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 50 day moving average price of $116.99 and a 200-day moving average price of $108.64. SharkNinja has a 12-month low of $60.50 and a 12-month high of $129.19.

Analyst Ratings Changes

Several research analysts recently weighed in on the company. Guggenheim increased their target price on SharkNinja from $120.00 to $140.00 and gave the stock a “buy” rating in a research report on Tuesday, December 16th. Wall Street Zen lowered SharkNinja from a “buy” rating to a “hold” rating in a research note on Saturday, January 31st. Weiss Ratings restated a “hold (c)” rating on shares of SharkNinja in a report on Monday, December 29th. Oppenheimer boosted their price objective on shares of SharkNinja from $130.00 to $140.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 13th. Finally, Cantor Fitzgerald reaffirmed an “outperform” rating on shares of SharkNinja in a research report on Wednesday, December 17th. Nine equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $137.67.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in SN. F m Investments LLC raised its position in shares of SharkNinja by 28.3% during the 3rd quarter. F m Investments LLC now owns 3,233 shares of the company’s stock valued at $333,000 after acquiring an additional 714 shares in the last quarter. Parallel Advisors LLC increased its stake in SharkNinja by 240.9% during the third quarter. Parallel Advisors LLC now owns 2,935 shares of the company’s stock valued at $303,000 after purchasing an additional 2,074 shares during the last quarter. Cresset Asset Management LLC bought a new stake in SharkNinja during the third quarter valued at $328,000. Shay Capital LLC acquired a new stake in shares of SharkNinja during the second quarter worth $330,000. Finally, The Manufacturers Life Insurance Company bought a new position in shares of SharkNinja in the 2nd quarter worth about $244,000. 34.77% of the stock is currently owned by institutional investors.

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.