Bernstein upgrades Coloplast, Elekta; Philips still top pick By Investing.com
Coloplast and Elekta Ratings Update: Bernstein analysts upgraded Coloplast to "outperform" due to expected growth from easing cost inflation, while Elekta was raised to "market-perform" as consensus estimates now reflect its operational challenges.
Philips Remains Top Pick: Despite recent struggles, Philips is still favored by Bernstein, with projections of a 14% CAGR in earnings per share over the next five years, supported by recovery in other segments and margin improvements.
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Stock Performance: Shares of SharkNinja, a small appliance maker, are experiencing a rise in morning trading following a positive report from Barron’s.
Holiday Quarter Results: The company reported better-than-expected results for the holiday quarter, indicating strong performance.
CEO's Outlook: The CEO of SharkNinja has expressed confidence in the company's future, suggesting that investors can anticipate continued strength.
Market Reaction: The positive news has led to increased investor interest and optimism regarding SharkNinja's stock.
- Earnings Announcement: SharkNinja (SN) is set to release its Q4 earnings on February 11 before market open, with consensus EPS estimated at $1.80, reflecting a 28.6% year-over-year increase, and revenue expected at $2.09 billion, up 16.8%, indicating the company's sustained profitability and growth potential.
- Historical Performance: Over the past two years, SharkNinja has beaten both EPS and revenue estimates 100% of the time, showcasing the company's reliability in financial forecasting and boosting market confidence, which could further enhance investor sentiment.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen two upward revisions and six downward adjustments, while revenue estimates experienced four upward revisions with no downward changes, indicating mixed market perceptions regarding the company's future performance that may influence investor decisions.
- Market Attention: Despite being overlooked in the retail sector, SharkNinja's performance at the ICR conference and strong future growth expectations may attract more investor interest, potentially enhancing its market valuation and technical strength.
- Significant Sales Growth: SharkNinja achieved net sales of $2.1 billion in Q4 2025, reflecting a 17.6% year-over-year increase, with domestic sales rising 15.7% to $1.37 billion and international sales up 21.4% to $729 million, showcasing robust performance across diverse markets.
- Market Share Gains: CEO Mark Adam Barrocas emphasized that the company gained market share across all four product categories in 2025, particularly in Cleaning, Cooking and Beverage, Food Preparation, and Beauty and Home Environment, indicating a stronger competitive position in a challenging market.
- Shareholder Return Program: The announcement of a $750 million share repurchase program marks a significant milestone in operational discipline and cash management, expected to enhance investor confidence and boost earnings per share.
- Optimistic Future Outlook: CFO Adam Quigley provided guidance for 2026, projecting net sales growth of 10% to 11% and adjusted earnings per share to reach between $5.90 and $6.00, reflecting the company's confidence in sustained growth despite tariff pressures.
- Strong Performance: SharkNinja reported a Q4 Non-GAAP EPS of $1.93, beating expectations by $0.13, indicating a significant enhancement in profitability that boosts investor confidence.
- Revenue Growth: The company achieved quarterly revenue of $2.1 billion, a 17.3% year-over-year increase, surpassing market expectations by $10 million, demonstrating robust product demand and expanding market share.
- Substantial Net Income Increase: Net income surged by 98.3% to $255.2 million, with adjusted net income rising 38.9% to $274.5 million, reflecting successful cost control and operational efficiency improvements.
- Optimistic Future Outlook: For fiscal year 2026, net sales are expected to grow by 10% to 11%, with adjusted net income per diluted share projected between $5.90 and $6.00, showcasing the company's confidence in future growth and effective strategic planning.
- Significant Sales Growth: SharkNinja reported Q4 sales of $2.10 billion, marking a 17.6% increase driven primarily by the Beauty and Home Environment Appliances segment, which surged over 63% year-over-year, indicating successful new product launches.
- Stable Cleaning Appliances Performance: The Cleaning Appliances segment saw a 3.4% sales increase to $669.9 million, primarily fueled by strong demand in carpet extractors and robotics, showcasing the company's competitive edge in this market.
- International Market Expansion: International sales rose by 21.4%, while domestic sales increased by 15.7%, reflecting growth in existing categories and the success of new product lines, further solidifying the company's market share.
- Optimistic Future Outlook: SharkNinja expects sales to grow by 10% to 11% in the coming year, with adjusted net income per diluted share projected between $5.90 and $6.00, and announced a share repurchase program of up to $750 million, demonstrating confidence in future growth.

- Strong Financial Performance: In Q4 2025, SharkNinja reported a 17.6% year-over-year increase in net sales to $2.101 billion, demonstrating robust performance across multiple product categories, particularly with Beauty and Home Environment Appliances growing over 63%, which will further solidify its market position.
- Significant Net Income Growth: The company saw a remarkable 98.3% increase in net income for Q4 2025, reaching $255.2 million, while adjusted net income rose by 38.9% to $274.5 million, reflecting successful strategies in cost optimization and market expansion that are expected to drive future profitability.
- Share Repurchase Program: SharkNinja's Board of Directors has authorized a share repurchase program of up to $750 million, expected to be implemented in FY 2026, leveraging the company's strong cash flow to enhance shareholder value and boost market confidence.
- Optimistic FY 2026 Outlook: The company anticipates a 10% to 11% increase in net sales for FY 2026, with adjusted net income per diluted share projected between $5.90 and $6.00, showcasing confidence in future growth and ongoing innovation capabilities.




