We came across a bullish thesis on SharkNinja, Inc. on RM Capital Partnership’s Substack. In this article, we will summarize the bulls’ thesis on SN. SharkNinja, Inc.'s share was trading at $94.35 as of October 6th. SN’s trailing and forward P/E were 27.63 and 17.21 respectively according to Yahoo Finance. Best Coffee Stocks to Invest In SharkNinja (NYSE: SN) has evolved into a leading global player in the small domestic appliances (SDA) market, addressing everyday consumer needs across cleaning, cooking ...

Smith+Nephew to continue as UFC’s Preferred Sports Medicine Technology Partner Smith+Nephew (LSE:SN, NYSE:SNN), the global medical technology company, and UFC the world’s premier mixed martial arts organization, have announced a multi-year extension of their landmark worldwide marketing partnership forged in 2024. Under the renewal, Smith+Nephew will continue as UFC’s Preferred Sports Medicine Technology Partner, a designation it received as UFC’s inaugural partner in that category, to activate its brand a ...

SharkNinja TodaySNSharkNinja$91.52 -1.93 (-2.06%) 52-Week Range$60.50▼$128.51P/E Ratio25.01Price Target$126.71Add to WatchlistIf you’re looking for a discretionary consumer play into late 2025 and beyond, SharkNinja Inc. NYSE: SN deserves a closer look. With macro conditions improving, including consumer spending, interest‑rate cuts, and housing‑related appliance demand, the company may be positioned for sustained upside, provided execution aligns.Get SharkNinja alerts:Goldman Sachs recently explained its ...

Core Insights - SharkNinja, Inc. (NYSE:SN) is identified as a strong large-cap stock with over 50% upside potential, despite a recent price target reduction by JPMorgan from $142 to $136 while maintaining an overweight rating [1] Group 1: Company Performance and Sales Growth - Following a meeting with SharkNinja's management, JPMorgan noted that retailers are adopting a cautious approach to inventory, which may lead to Q3 sales growth trends falling into the low double digits [2] - JPMorgan revised its Q3 sales growth expectation for SharkNinja to 11.1%, down from a previous guidance of 13.5%, but remains optimistic about the company's positioning for the holiday season [3] Group 2: Analyst Sentiments and Market Position - Bank of America Securities analyst Alexander Perry previously expressed a bullish outlook for SharkNinja, setting a price target of $140 based on the company's strategic initiatives and growth potential [3] - SharkNinja operates as a global technology and product design company with a diverse portfolio across 31 household subcategories, including cleaning and cooking products under the Shark and Ninja brands [4][5]

Group 1 - SharkNinja Inc. is considered a promising stock under $100, with JPMorgan lowering its price target to $136 from $142 while maintaining an Overweight rating [1] - The company is expected to experience a sales growth of 11.1% in Q3, down from a previous estimate of 13.5%, but is well-positioned for the holiday season [1] - In Q2, SharkNinja reported net sales growth of 15.7% year-over-year to $1.4 billion and a 33% increase in adjusted EBITDA to $223 million, with domestic net sales up approximately 14% and international net sales growing over 20% [2] Group 2 - SharkNinja has achieved a significant milestone, with approximately 90% of its US volume now produced outside of China, providing a competitive advantage [3] - For the full year 2025, the company anticipates net sales growth of 13% to 15% and adjusted EBITDA in the range of $1.1 to $1.12 billion, indicating a growth of 16% to 18% [3] - SharkNinja is a product design and technology company offering various consumer solutions in the US, China, and internationally [4]

Third Point Management holds $118,788,000 worth of SharkNinja Inc. (NYSE:SN) shares, representing 1.56% of its portfolio. The stock is included in our list of Billionaire Dan Loeb’s 10 Stocks with Huge Upside Potential. SharkNinja Inc. (SN) Announces Collaboration with Kevin Hart On October 6, 2025, SharkNinja Inc. (NYSE:SN) announced its collaboration with Kevin Hart, a comedian and actor, appointing him as the new global brand ambassador. With this, Kevin Hart joins David Beckham in a multi-year market ...

Core Insights - The American Medical Association (AMA) has established a Category I Current Procedural Terminology (CPT) code for the CARTIHEAL AGILI-C Cartilage Repair Implant, effective January 1, 2027, highlighting its clinical significance and adoption [1][2]. Clinical Impact - The CARTIHEAL Implant has shown an 87% reduction in the relative risk of total knee arthroplasty or osteotomy at 4 years compared to traditional methods like microfracture or debridement, based on data from a multicenter randomized controlled trial [4]. - This implant provides an additional treatment option for patients with mild to moderate osteoarthritis (OA), allowing for earlier intervention in their treatment journey [4]. Reimbursement and Access - The new CPT code will streamline reimbursement processes for healthcare providers and payers, facilitating the integration of the CARTIHEAL Implant into standard clinical practice [5]. - The AMA's recognition of the procedure's clinical efficacy and safety supports broader access to this technology, which addresses an unmet need in cartilage repair [5][6]. Product Overview - The CARTIHEAL Implant is a commercially available solution in the U.S. and is composed of aragonite, a naturally occurring calcium carbonate, functioning as a biphasic scaffold for cartilage repair and restoration of subchondral bone [7]. - Smith+Nephew, the company behind the CARTIHEAL Implant, generated annual sales of $5.8 billion in 2024 and operates in around 100 countries [11].

Core Insights - SharkNinja (NYSE:SN) and Primo Brands (NYSE:PRMB) are two stocks recently purchased by Dan Loeb of Third Point, indicating potential investment interest in these companies [1] Company Summaries - SharkNinja is highlighted as a stock of interest, suggesting it may have favorable attributes or growth potential that attracted investment [1] - Primo Brands is also noted as a stock purchased by Dan Loeb, indicating it may be viewed positively in the current market context [1] Industry Context - The actions of Dan Loeb, a well-regarded professional money manager, in purchasing these stocks may reflect broader trends or opportunities within the consumer goods or home appliance sectors [1]

Core Viewpoint - SharkNinja's stock price has declined nearly 20% over the past month, despite strong business fundamentals and growth, raising questions about whether the drop is justified or a market overreaction [1][2]. Financial Performance - SharkNinja reported net sales growth of 15.7% year-over-year, reaching $1.44 billion, exceeding expectations by over $60 million [4]. - The company posted earnings per share (EPS) of 97 cents, significantly surpassing analyst consensus estimates of $0.78 [4]. Market Sentiment - The decline in SharkNinja's stock price is attributed to a broader market rotation away from consumer discretionary stocks, rather than poor company performance [3][5]. - Analysts maintain a positive outlook, with a consensus rating of "Buy" and a 12-month price target averaging $130.71, indicating a potential upside of 42.20% from the current price [10][11]. Innovation and Demand Generation - SharkNinja's strategy includes launching approximately 25 new products annually, supported by a portfolio of over 5,200 patents, which helps generate demand even in tight consumer spending environments [6][7]. - Recent product launches, such as the Ninja Fireside360 and Shark StainForce cordless cleaner, demonstrate the company's ability to expand its market presence and create new revenue streams [7]. International Expansion - SharkNinja is in the early stages of international expansion, with net sales growth in international markets exceeding 20%, and aims to generate 50% of total sales from these markets in the long term [8][9]. Investment Case - The investment case for SharkNinja is based on a disconnect between its strong financial health, with a forward P/E ratio of approximately 21 and a high return on equity of 28.78%, and its current market valuation [13][14]. - The company has a low debt-to-equity ratio of 0.32, providing financial flexibility for continued investment in innovation and growth [14].

Core Insights - SharkNinja, Inc. (SN) experienced a stock decline of 3.81% in the latest trading session, underperforming compared to the S&P 500's gain of 0.37% [1] - Over the past month, SharkNinja's shares have decreased by 16.29%, contrasting with the Retail-Wholesale sector's gain of 0.38% and the S&P 500's gain of 4.26% [1] Earnings Performance - The upcoming earnings disclosure for SharkNinja is anticipated to report an EPS of $1.32, reflecting a 9.09% increase year-over-year [2] - Revenue is projected to be $1.62 billion, indicating a 13.64% rise from the same quarter last year [2] Full-Year Estimates - Zacks Consensus Estimates predict full-year earnings of $5.05 per share and revenue of $6.32 billion, representing year-over-year increases of 15.56% and 14.35%, respectively [3] - Recent changes to analyst estimates for SharkNinja may indicate shifting near-term business trends, with positive revisions seen as favorable for the business outlook [3] Valuation Metrics - SharkNinja is currently trading at a Forward P/E ratio of 19.42, which is above the industry average of 15.63, suggesting a premium valuation [6] - The company has a PEG ratio of 1.77, compared to the Retail - Miscellaneous industry's average PEG ratio of 2.57, indicating a more favorable growth expectation relative to its valuation [7] Industry Ranking - The Retail - Miscellaneous industry, part of the Retail-Wholesale sector, holds a Zacks Industry Rank of 23, placing it in the top 10% of over 250 industries [8] - Research indicates that industries in the top 50% of Zacks Rank outperform those in the bottom half by a factor of 2 to 1 [8]