SharkNinja, Inc. (SN) AI Stock Analysis
SN AI stock analysis summary
AI ResearchSharkNinja, Inc. (SN) designs and markets consumer appliances spanning floorcare, cooking, food preparation, and beauty. Revenue increased to $6.40B in FY2025, driven by expanding gross margins of 49.0% and a 5-year revenue CAGR of 18.4%. Over the past year, the stock returned 98.6% and currently trades at a trailing P/E of 38.1x.
- Market cap
- $26.39B
- Revenue (TTM)
- $6.91B
- P/E
- 38.1x fwd 23.1x
- 1Y return
- 98.6% S&P 500 16.8%
- Avg. target
- $209.56 12.4% vs last close
Bull case
- Annual revenue rose 15.7% to $6.40B in FY2025, supported by gross margins that expanded to 49.0%.
- Free cash flow grew to $474.4M in FY2025, up from $295.4M in FY2024.
- Wall Street analysts project current fiscal year EPS to grow 24.9% to $6.59.
Bear case
- For the quarter ended June 30, 2026, quarterly earnings fell 6.3% year-over-year despite 22.2% top-line growth.
- Valuation multiples remain elevated, with a trailing P/E of 38.1x versus the 18.0x median of its US-listed Consumer Cyclical peers.
- Short interest sits at 14.3% of the float, alongside a five-year share count change of 183.0%.
What SharkNinja does
SharkNinja, Inc. is a product design and technology firm offering consumer solutions globally. Its portfolio features cleaning appliances including corded and cordless vacuums and floorcare equipment. The company also produces cooking and beverage appliances such as air fryers, multi-cookers, grills, ovens, coffee systems, cookware, cutlery, kettles, toasters, and bakeware. Additional products include blenders, food processors, ice cream makers, juicers, beauty appliances, home environment systems, and garment care solutions. SharkNinja distributes its products through online and offline retailers and global distributors.
Growth and profitability
SharkNinja expanded annual revenue from $3.73B in FY2021 to $6.40B in FY2025, reflecting an 18.4% 5-year revenue CAGR from FY2020 to FY2025. Gross margin widened from 38.6% in FY2021 to 49.0% in FY2025, while operating margin rose to 14.4%. Net income reached $701.4M in FY2025, up from $438.7M in FY2024 and $167.1M in FY2023. Over the trailing twelve months ended June 30, 2026, revenue stood at $6.91B with diluted EPS of $4.90. For the latest quarter ended June 30, 2026, quarterly revenue grew 22.2% year-over-year, while quarterly earnings declined 6.3%.
Balance sheet and cash flow
As of June 30, 2026, SharkNinja held $779.8M in cash and short-term investments against total debt of $913.0M, resulting in net debt of $133.2M. Total assets were $5.59B, supported by shareholders' equity of $2.84B, generating a debt-to-equity ratio of 0.32 and a current ratio of 2.08. In FY2025, operating cash flow stood at $634.1M, supporting capital expenditures of $159.8M and yielding free cash flow of $474.4M. Its share count changed by 183.0% over five years.
Valuation and performance
At a last close of $186.51, SharkNinja holds a market capitalization of $26.39B and an enterprise value of $23.87B. The stock trades at a trailing P/E of 38.1x, a forward P/E of 23.1x, an EV/EBITDA of 22.2x, and a price-to-sales multiple of 3.8x. These multiples stand above the median of its US-listed Consumer Cyclical peers, which report a trailing P/E of 18.0x, a forward P/E of 14.1x, and an EV/EBITDA of 11.1x. Over the past year, the shares returned 98.6%, compared to a 16.8% return for the S&P 500 (SPY).
What analysts expect
Wall Street coverage includes 11 Strong Buy ratings, 2 Buy ratings, and zero Hold, Sell, or Strong Sell ratings. The mean price target is $209.56, representing a 12.4% premium over the last close of $186.51. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $7.51B and EPS of $6.59, representing 24.9% earnings growth. Over the last four quarters, SharkNinja beat EPS estimates three times. The next earnings release date is November 4, 2026.
Key risks and what to watch
- The company holds total debt of $913.0M and net debt of $133.2M as of June 30, 2026.
- With a beta of 1.23, the stock exhibits higher price volatility than the broader equity market.
- A trailing PEG ratio of 2.31 reflects valuation sensitivity if earnings expansion slows from projected levels.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this SN AI stock analysis
This page is an AI-written research summary of SharkNinja, Inc. (SN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: SN income statement, SN balance sheet, SN key metrics, SN analyst forecast, SN chart. See the SN stock overview for the latest quote and news.
SN AI stock analysis FAQ
What is SharkNinja's recent revenue growth?
In FY2025, SharkNinja generated $6.40B in revenue, up 15.7% from $5.53B in FY2024. In the latest quarter ended June 30, 2026, revenue increased 22.2% year-over-year.
Does SharkNinja pay a dividend?
SharkNinja does not currently pay a dividend, directing its $474.4M in FY2025 free cash flow back into the business.
How does SharkNinja's valuation compare to sector peers?
SharkNinja trades at a trailing P/E of 38.1x and forward P/E of 23.1x, above the median of its US-listed Consumer Cyclical peers, which report a trailing P/E of 18.0x and forward P/E of 14.1x.
When does SharkNinja report its next earnings?
The company's next earnings report is scheduled for November 4, 2026.