SharkNinja (NYSE:SN) Issues FY 2026 Earnings Guidance

SharkNinja (NYSE:SN) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 5.900-6.000 for the period, compared to the consensus earnings per share estimate of 5.860. The company issued revenue guidance of $7.0 billion-$7.1 billion, compared to the consensus revenue estimate of $7.1 billion.

SharkNinja Price Performance

SN opened at $129.96 on Friday. The stock has a market capitalization of $18.34 billion, a PE ratio of 26.31, a price-to-earnings-growth ratio of 1.60 and a beta of 1.41. The stock’s 50 day moving average price is $117.82 and its 200-day moving average price is $108.90. SharkNinja has a 52-week low of $60.50 and a 52-week high of $130.84. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.26 and a current ratio of 1.96.

SharkNinja (NYSE:SN) last posted its earnings results on Wednesday, February 11th. The company reported $1.93 EPS for the quarter, topping the consensus estimate of $1.78 by $0.15. The firm had revenue of $2.10 billion during the quarter, compared to analysts’ expectations of $2.09 billion. SharkNinja had a net margin of 10.96% and a return on equity of 32.30%. The company’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period last year, the company posted $1.40 EPS. SharkNinja has set its FY 2026 guidance at 5.900-6.000 EPS. On average, equities research analysts predict that SharkNinja will post 4.52 EPS for the current year.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the stock. Canaccord Genuity Group set a $160.00 target price on shares of SharkNinja in a report on Thursday. Oppenheimer upped their price target on shares of SharkNinja from $130.00 to $140.00 and gave the company an “outperform” rating in a research report on Tuesday, January 13th. Guggenheim lifted their price objective on SharkNinja from $140.00 to $145.00 and gave the stock a “buy” rating in a research note on Thursday. Wall Street Zen lowered shares of SharkNinja from a “buy” rating to a “hold” rating in a research note on Saturday, January 31st. Finally, Morgan Stanley set a $128.00 target price on shares of SharkNinja in a research report on Thursday. Nine analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $145.22.

Key Headlines 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

Institutional Trading of SharkNinja

Several institutional investors have recently made changes to their positions in the company. Royal Bank of Canada raised its position in shares of SharkNinja by 21.8% during the 1st quarter. Royal Bank of Canada now owns 71,872 shares of the company’s stock worth $5,995,000 after acquiring an additional 12,851 shares in the last quarter. Integrated Wealth Concepts LLC acquired a new stake in shares of SharkNinja in the 1st quarter worth approximately $369,000. Goldman Sachs Group Inc. lifted its holdings in shares of SharkNinja by 169.4% in the first quarter. Goldman Sachs Group Inc. now owns 505,301 shares of the company’s stock valued at $42,147,000 after purchasing an additional 317,730 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in SharkNinja by 7.7% during 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 worth $4,238,000 after buying an additional 3,632 shares during the period. Finally, Acadian Asset Management LLC purchased a new stake in SharkNinja in the 1st quarter valued at about $656,000. Hedge funds and other institutional investors own 34.77% of the company’s stock.

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.