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

SharkNinja (NYSE:SN) issued its quarterly earnings results on Wednesday. The company reported $1.93 EPS for the quarter, beating analysts’ consensus estimates of $1.78 by $0.15, FiscalAI reports. The company had revenue of $2.10 billion for the quarter, compared to analyst estimates of $2.09 billion. SharkNinja had a return on equity of 32.30% and a net margin of 10.96%.The company’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period last year, the company earned $1.40 earnings per share. 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 Price Performance

Shares of NYSE SN traded up $1.40 during mid-day trading on Friday, reaching $130.42. The company had a trading volume of 743,060 shares, compared to its average volume of 1,583,210. The company has a 50-day moving average price of $117.82 and a two-hundred day moving average price of $108.90. The stock has a market cap of $18.41 billion, a PE ratio of 26.38, a P/E/G ratio of 1.60 and a beta of 1.41. SharkNinja has a 1-year low of $60.50 and a 1-year high of $131.25. The company has a current ratio of 1.96, a quick ratio of 1.26 and a debt-to-equity ratio of 0.29.

Hedge Funds Weigh In On SharkNinja

Several institutional investors and hedge funds have recently added to or reduced their stakes in SN. Larson Financial Group LLC grew its stake in SharkNinja by 64.3% in the third quarter. Larson Financial Group LLC now owns 322 shares of the company’s stock valued at $33,000 after purchasing an additional 126 shares in the last quarter. Los Angeles Capital Management LLC acquired a new stake in shares of SharkNinja during the 4th quarter valued at about $38,000. Sunbelt Securities Inc. acquired a new stake in shares of SharkNinja during the 3rd quarter valued at about $46,000. Quarry LP bought a new stake in shares of SharkNinja in the 3rd quarter valued at approximately $59,000. Finally, Empowered Funds LLC acquired a new position in SharkNinja in the fourth quarter worth approximately $66,000. 34.77% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research firms recently commented on SN. Guggenheim raised their price objective on shares of SharkNinja from $140.00 to $145.00 and gave the company a “buy” rating in a research note on Thursday. Jefferies Financial Group reiterated a “buy” rating and set a $200.00 price target on shares of SharkNinja in a research report on Wednesday. Bank of America boosted 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. TD Cowen restated a “buy” rating on shares of SharkNinja in a report on Wednesday, January 14th. Finally, JPMorgan Chase & Co. lifted their target price on SharkNinja from $126.00 to $142.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. Nine analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $145.78.

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.