SharkNinja (SN)
NYSEConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-09-04
$173.38-1.04%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-09-04
Research Workspace
Put SN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementModerate volatility — typically moves about 1% a day.
View RiskMostly healthy — no soft spokes
SharkNinja's growth depends on its ability to drive strong profitable growth through product innovation and market expansion. Revenue grew 22% year over year, and the last quarter beat expectations by 23.5%. It trades at 32× P/E versus a 15× peer median, indicating it looks expensive on this basis. If SN reverses and cuts guidance after recently raising it, that would damage credibility. Peer multiples imply a price about 25% below where it trades.
Trailing returns as of 2026-09-04. SN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 13 analysts currently covering SN (as of Sep 2026).
Based on 6 Wall Street analysts offering 12-month price targets for SN in the last 4 months.
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Compare SN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
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| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Consumer Discretionary (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put SN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive strong profitable growth through product innovation and market expansion
AI tool enhances product innovation and profitability monitoring.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $173.38
The last 12 months of price, then the range of analyst 12-month targets from today’s $173.38.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive strong profitable growth through product innovation and market expansion
Analyst upgrade reflects confidence in product innovation and market expansion.
Analyst sees significant sales growth ahead.
Overweight rating indicates positive outlook.
New product lineup could drive sales growth.
Strong sales data supports positive investment thesis.