Added to YB: 2026-05-04
Pitch date: 2026-04-30
SN [bullish]
SharkNinja, Inc.
-0.92%
current return
Author Info
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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
$115.71
Price Target
160.00 (+38%)
Dividend
N/A
EV/EBITDA
14.64
P/E
23.19
EV/Sales
2.56
Sector
Household Durables
Category
growth
$SN: The Sneaky Compounder With 40% Upside
SN: Small appliance maker (vacuums, blenders, air fryers, beauty tools) spun from JS Global 2023. FY25: $6.4B rev (+16% YoY), $5.28 adj EPS (+21%), $634M OCF, net cash position. Mgmt guides FY26 $5.90-$6.00 EPS vs Street $4.52 (gap = H1 tariff drag modeled w/o H2 recovery). Supply chain derisked 100% out of China. Inaugural $750M buyback (4.6% float). Bull: $8 EPS, 20x = $160 (+39%). Bear: $5.50 EPS, 15x = $82 (-29%). Risks: tariff volatility, concentrated ownership (Wang 38%), consumer cyclicality.
Read full article (9 min)