SharkNinja's Quarterly Results: SharkNinja, Inc. reported quarterly revenue of US$1.6 billion, meeting analyst expectations, while earnings per share (EPS) of US$1.33 exceeded forecasts by 5.6%, leading to an 8.1% increase in share price.
Analyst Forecasts: Despite the positive revenue results, analysts downgraded their EPS estimates for 2026 from US$5.23 to US$4.38, indicating a decline in sentiment, although revenue forecasts remained unchanged at US$7.13 billion.
Price Target Stability: The consensus price target for SharkNinja remained steady at US$133, with analysts showing a range of valuations from US$110 to US$175, suggesting a lack of consensus on the stock's future performance.
Growth Comparison: SharkNinja is expected to grow at an annualized rate of 14% through 2026, outpacing the broader industry growth estimate of 3.9%, indicating a strong long-term growth trajectory despite recent EPS downgrades.
Wall Street analysts forecast SN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SN is 137.00 USD with a low forecast of 110.00 USD and a high forecast of 175.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
Wall Street analysts forecast SN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SN is 137.00 USD with a low forecast of 110.00 USD and a high forecast of 175.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 123.970
Low
110.00
Averages
137.00
High
175.00
Current: 123.970
Low
110.00
Averages
137.00
High
175.00
BofA
Buy
maintain
$140 -> $145
2026-01-22
New
Reason
BofA
Price Target
$140 -> $145
AI Analysis
2026-01-22
New
maintain
Buy
Reason
BofA raised the firm's price target on SharkNinja to $145 from $140 and keeps a Buy rating on the shares. After having hosted an investor meeting with SharkNinja's CEO and CFO at last week's ICR Conference, the firm believes the company is positioned for a strong Q4 and 2026 given a successful holiday season, direct-to-consumer growth, and a solid backlog of product launches. Following the meetings, the firm raised its Q4 and 2026 EPS estimates to $1.80 and $6.10, respectively.
JPMorgan
NULL -> Overweight
maintain
$126 -> $142
2026-01-16
Reason
JPMorgan
Price Target
$126 -> $142
2026-01-16
maintain
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on SharkNinja to $142 from $126 and keeps an Overweight rating on the shares. The firm adjusted ratings and targets in the beverage, household and personal care products group as part of its Q4 earnings preview. JPMorgan believes the sector setup into earnings remains mixed, with the "most plain vanilla companies" and with those with the most exposure to the U.S. consumer likely to post "lackluster" sales. The stocks exposed to beauty and companies that focus on "differentiated and innovative premium products" should continue to outperform, the analyst tells investors in a research note.
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Canaccord
Buy
maintain
$138 -> $140
2026-01-08
Reason
Canaccord
Price Target
$138 -> $140
2026-01-08
maintain
Buy
Reason
Canaccord raised the firm's price target on SharkNinja to $140 from $138 and keeps a Buy rating on the shares. The firm conducted its holiday survey and found Ninja CREAMis continued to impress at Target, while Shark Beauty products were sold out at all Ulta locations surveyed. This squares with channel data that continued to improve throughout the quarter, with sales +20% for the two weeks ending December 27, 2025.
Morgan Stanley
Morgan Stanley
Equal Weight
maintain
$110
2025-12-23
Reason
Morgan Stanley
Morgan Stanley
Price Target
$110
2025-12-23
maintain
Equal Weight
Reason
Morgan Stanley notes that SharkNinja U.S. Scanner sales accelerated in the latest 2-week Nielsen period to 12% year-over-year on average. Q4-to-date, SharkNinja sales are up 9%, decelerating vs. the 24% year-over-year in Q3, and tracking below 14% Street domestic sales estimates. The firm has an Equal Weight rating on the shares with a price target of $110.
About SN
SharkNinja, Inc. is a global product design and technology company, which offers lifestyle solutions to consumers around the world. Its diverse product portfolio spans over 36 household sub-categories, across cleaning, cooking, food preparation, and others, which include home environment and beauty. Its brands include Shark and Ninja. The Shark brand offerings cover handheld and robotic vacuums, as well as other floorcare products, including steam mops, wet/dry cleaning floor products and carpet extraction, beauty appliance and home environmental products. Ninja brand offers small kitchen appliances in the United States and its diversified product offering spans across consumers’ kitchens, both indoors and outdoors, with leading products in air fryers, multi-cookers, outdoor and countertop grills and ovens, coffee systems, carbonation, cookware, cutlery, kettles, toasters, and others. Its products are sold at key retailers, online and offline, and through distributors around the world.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
