SharkNinja, Inc.
$185.10-1.9%1Y+55.2%
Mentions · last 7 days
104-36%
Price updated 1d ago·X counts updated 2d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $SN, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Furnishings, Fixtures & Appliances sits in its cycle right now — and what that implies for $SN.
Furnishings, Fixtures & Appliances
No material change from last week — elevated mortgage rates depress home sales and suppress the furniture and appliance replacement cycle that typically accompanies a move.
Top industry ETF
$XHBSPDR S&P Homebuilders ETF
+5.9%YTD
-4.1%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
36.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
19.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
13.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
2.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
3.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
26.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
48.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$1.26$1.11+13.5%
Q1 2026May 6, 2026$1.09$1.02+6.9%
Q4 2025Feb 11, 2026$1.93$1.78+8.4%
Q3 2025Nov 6, 2025$1.50$1.32+13.6%
Next earningsThu, Nov 5·consensus EPS $1.89
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.8B+22.2%48.7%10.2%$0.92$192.4M
Q1 FY26$1.4B+15.6%48.7%11.6%$0.86$-194.6M
Q4 FY25$2.1B+17.6%47.9%16.4%$1.81$523.3M
Q3 FY25$1.6B+14.3%49.8%16.6%$1.34$86.2M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$7.2B$7.2B – $7.5B$6.17$6.11 – $6.3410
FY27$8.1B$8.0B – $8.2B$7.12$6.84 – $7.2910
FY28$8.9B$8.6B – $9.5B$8.06$7.81 – $8.277
FY29$9.4B$9.3B – $9.8B$9.43$9.25 – $9.863
FY30$10.2B$10.0B – $10.5B$10.63$10.43 – $11.116
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.94%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+21.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+52.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 86.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.175-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KCharter amendmentJun 188-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary
+ 15 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
SN Raises 2026 Outlook as International Growth Fuels Earnings UpsideIs SN Stock Worth Buying as Growth Collides With a Rich Valuation?SN Stock Jumps 14.7% in a Week as Investors Weigh More Upside AheadNinja Raises the Standard for Home Water with the Launch of Ninja HydraSense™Here's Why SharkNinja, Inc. (SN) is a Strong Momentum Stock
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