Added to YB: 2025-12-23
Pitch date: 2025-12-19
SN [neutral]
SharkNinja, Inc.
+1.99%
current return
Author Info
No bio for this author
Company Info
SharkNinja, Inc., a product design and technology company, engages in the provision of various solutions for consumers in the United States, China, and internationally.
Market Cap
$16.3B
Pitch Price
$114.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.53
P/E
28.46
EV/Sales
2.78
Sector
Household Durables
Category
growth
SharkNinja: Exiting Now, Watching for a 2026 Re-Entry
SN (trimmed position): Great medium-term growth potential via international expansion, DTC growth & innovation, but facing headwinds: difficult US comps mid-2026 post-Slushi launch, US sales tracking ~10%, international noise from distributor conversions, DTC capacity constraints despite explosive demand. Will revisit mid-2026.
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