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SN · Analysis updated Nov 10, 2026, 6:00 PM ET
Why is SharkNinja, Inc. (SN) stock moving?
SharkNinja reported Q3 2026 adjusted EPS of $2.34 against a $1.87 estimate and sales of $1.976B against $1.874B, then raised FY2026 adjusted EPS guidance to $6.65-$6.75 and sales guidance to $7.551B-$7.615B, both above consensus. Four brokers have lifted targets since Oct 28 to $234-$250 (Piper Sandler, JP Morgan, BTIG, Guggenheim), and BTIG initiated at Buy with $245 on Nov 2. The stock rose from $199.16 on Oct 22 to a $229.51 close on Nov 9, then eased to $226.50 on Nov 10, about 7% below the average of the five targets cited (roughly $244). Volume was elevated around earnings: 3.36M shares on Nov 3 and 2.57M on Nov 4, versus about 1.0-1.2M in late October, and it has stayed near 1.3-1.7M since. The main counterpoint is a roughly $25M insider sale reported Nov 9, with no context given in the filing summary. The 10-Q filed Nov 4 is noted, but its content was not available for this analysis.
News behind the analysis
- Guggenheim Maintains Buy on SharkNinja, Raises Price Target to $250Guggenheim kept its Buy rating and raised its price target from $210 to $250 per share.
- SharkNinja Insider Sells Shares Worth Approximately $25 MillionA recent SEC filing shows an insider sold SharkNinja shares worth about $24,999,952.
- JP Morgan Maintains Overweight on SharkNinja, Raises Price Target to $243JP Morgan kept its Overweight rating and raised its price target to $243 per share.
- BTIG Raises SharkNinja Price Target to $250BTIG maintained its Buy rating and raised its price target to $250 from $245.
- SharkNinja Raises FY2026 Adj EPS Guidance from $6.45-$6.55 to $6.65-$6.75 vs $6.57 Est; Raises FY2026 Sales Guidance from $7.423B-$7.487B to $7.551B-$7.615B vs $7.509B EstSharkNinja raised FY2026 adjusted EPS guidance to $6.65-$6.75 and sales guidance to $7.551B-$7.615B, both above consensus estimates.
- SharkNinja Q3 Adj. EPS $2.34 Beats $1.87 Estimate, Sales $1.976B Beat $1.874B EstimateSharkNinja reported Q3 2026 adjusted EPS of $2.34 and sales of $1.976B, both ahead of analyst estimates.
- SharkNinja Q3 2026 Earnings Call TranscriptTranscript of the company's Q3 2026 earnings call, held the day results were released.
- BTIG Initiates Coverage of SharkNinja with Buy RatingBTIG initiated coverage of SharkNinja with a Buy rating and a $245 price target.
- Piper Sandler Raises SharkNinja Price Target to $234Piper Sandler kept its Overweight rating and raised its price target from $200 to $234 per share.
About SharkNinja, Inc.
SharkNinja is a Needham, Massachusetts–based product design company that sells Shark-brand vacuums, hair tools and skincare devices and Ninja-brand kitchen appliances like air fryers, blenders and espresso machines. It is known for launching new products quickly and has reported 14 quarters in a row of double-digit sales growth, with Q3 2026 sales up about 21% to roughly $2 billion.
How it makes money
It sells small household appliances through big retailers (such as Amazon, Walmart and Costco) and its own websites. In Q2 2026, sales were split roughly evenly across cleaning (about 30%), cooking and beverage (about 28%), food preparation (about 26%) and beauty and home environment (about 16%). About 60% of sales come from the US, and the rest from the UK, Europe and other international markets, which are growing faster.
What usually moves SN
- New product launches and how consumers receive them
- US tariffs on China-made goods and tariff refunds
- Consumer spending on discretionary goods
- International expansion growth
- Holiday-season retail demand