SharkNinja (NYSE:SN) Hits New 12-Month High Following Earnings Beat

SharkNinja, Inc. (NYSE:SN) shares reached a new 52-week high during trading 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 changing hands. 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 during the quarter, compared to the consensus estimate of $2.09 billion. SharkNinja had a net margin of 10.96% and a return on equity of 32.30%. The company’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter last year, the firm earned $1.40 earnings per share. SharkNinja has set its FY 2026 guidance at 5.900-6.000 EPS.

Key Stories Impacting SharkNinja

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 Upgrades and Downgrades

A number of equities research analysts have commented on SN shares. Guggenheim upped their price target on SharkNinja from $140.00 to $145.00 and gave the company a “buy” rating in a research report on Thursday. Jefferies Financial Group reiterated a “buy” rating and issued a $200.00 target price on shares of SharkNinja in a report on Wednesday. Wall Street Zen downgraded shares of SharkNinja from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. Canaccord Genuity Group set a $160.00 price target on shares of SharkNinja in a report on Thursday. Finally, Cantor Fitzgerald reaffirmed an “outperform” rating on shares of SharkNinja in a research note on Wednesday, December 17th. 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.com, SharkNinja presently has an average rating of “Moderate Buy” and an average price target of $145.22.

Hedge Funds Weigh In On SharkNinja

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

SharkNinja Stock Up 3.7%

The stock has a market cap of $18.34 billion, a price-to-earnings ratio of 26.31, a price-to-earnings-growth ratio of 1.60 and a beta of 1.41. The firm’s fifty day moving average price is $117.82 and its two-hundred day moving average price is $108.90. 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.