SharkNinja Reports 17.6% Sales Growth in Q4 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Should l Buy SN?
Source: seekingalpha
- 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.
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Analyst Views on SN
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
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 119.550
Low
110.00
Averages
137.00
High
175.00
Current: 119.550
Low
110.00
Averages
137.00
High
175.00
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.
SharkNinja to Announce Q4 Earnings on February 11
- 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.
See More
SharkNinja Q4 Earnings Exceed Expectations
- 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.
See More
SharkNinja Reports 17.6% Sales Growth in Q4 Earnings
- 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.
See More
SharkNinja Announces FY 2026 Outlook and $750 Million Share Repurchase Authorization
- 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.
See More
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- Stock Market Movement: Stock futures experienced a slight increase on Wednesday.
- Investor Anticipation: Investors are awaiting delayed U.S. jobs data.
- Impact on Federal Reserve: The jobs data is expected to influence the Federal Reserve's decisions regarding interest rate cuts.
- Economic Indicators: The upcoming jobs report is a key economic indicator for market participants.
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Smith+Nephew Acquires Integrity Orthopaedics, Enhancing Shoulder Repair Technology
- Acquisition Integration: Smith+Nephew has completed the acquisition of US-based Integrity Orthopaedics, further strengthening its sports medicine shoulder repair business by offering the most comprehensive suite of rotator cuff repair technologies available, which is expected to significantly enhance market competitiveness.
- Innovative Technology: The Tendon Seam™ system from Integrity Orthopaedics features a unique repair stitch configuration and patented microanchors designed to reduce re-tear rates and improve patient outcomes, with early clinical data indicating lower re-tear rates and faster recovery compared to traditional methods.
- Market Potential: With approximately 500,000 rotator cuff repair procedures performed annually in the US, and traditional techniques suffering from structural failure rates of 20-40%, the introduction of Tendon Seam™ is poised to change this landscape, enhancing surgical success rates and patient satisfaction.
- Global Promotion Plan: Smith+Nephew plans to leverage its commercial channels in the US to accelerate the adoption of Tendon Seam™, while building a base of evidence to support global adoption, further solidifying its leadership position in the biomechanical repair sector.
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SharkNinja to Announce Q4 Earnings on February 11
- 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.
See More
SharkNinja Q4 Earnings Exceed Expectations
- 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.
See More
SharkNinja Reports 17.6% Sales Growth in Q4 Earnings
- 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.
See More
SharkNinja Announces FY 2026 Outlook and $750 Million Share Repurchase Authorization
- 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.
See More
Movers of the Day: Moderna, Robinhood, Cloudflare, Humana, Lyft, Mattel, Beta Tech, Gilead, and Others
- Stock Market Movement: Stock futures experienced a slight increase on Wednesday.
- Investor Anticipation: Investors are awaiting delayed U.S. jobs data.
- Impact on Federal Reserve: The jobs data is expected to influence the Federal Reserve's decisions regarding interest rate cuts.
- Economic Indicators: The upcoming jobs report is a key economic indicator for market participants.
See More
Smith+Nephew Acquires Integrity Orthopaedics, Enhancing Shoulder Repair Technology
- Acquisition Integration: Smith+Nephew has completed the acquisition of US-based Integrity Orthopaedics, further strengthening its sports medicine shoulder repair business by offering the most comprehensive suite of rotator cuff repair technologies available, which is expected to significantly enhance market competitiveness.
- Innovative Technology: The Tendon Seam™ system from Integrity Orthopaedics features a unique repair stitch configuration and patented microanchors designed to reduce re-tear rates and improve patient outcomes, with early clinical data indicating lower re-tear rates and faster recovery compared to traditional methods.
- Market Potential: With approximately 500,000 rotator cuff repair procedures performed annually in the US, and traditional techniques suffering from structural failure rates of 20-40%, the introduction of Tendon Seam™ is poised to change this landscape, enhancing surgical success rates and patient satisfaction.
- Global Promotion Plan: Smith+Nephew plans to leverage its commercial channels in the US to accelerate the adoption of Tendon Seam™, while building a base of evidence to support global adoption, further solidifying its leadership position in the biomechanical repair sector.
See More
