SharkNinja, Inc. (NYSE:SN) is one of the stocks Jim Cramer recently looked at. Cramer discussed the company’s tremendous performance in the second half of 2025, as he remarked: “This has been a crazy week in America, so let’s talk about something fun for once, SharkNinja… It was one of the greatest comeback stories in the second half of last year… If you sold SharkNinja on the tariff worries last spring, well, you know what? You’re probably kicking yourself now. Stock’s basically doubled from its lows ove ...

Core Thesis - SharkNinja, Inc. presents a compelling investment opportunity driven by rapid market share gains, strong revenue growth, and a valuation reset following its recent share price decline [2][4]. Market Position and Product Innovation - SharkNinja has established a dual identity with Shark dominating cleaning and beauty appliances, while Ninja excels in kitchen technology, leading to a diversified and innovation-focused portfolio [2]. - The company has achieved significant market share expansion, particularly in air fryers and vacuums, where it now leads in North America [3]. - Leadership's focus on solving everyday consumer problems has resulted in a steady pipeline of new products across various categories, reinforcing SharkNinja's reputation for rapid iteration and design excellence [3]. Financial Performance - SharkNinja's revenue increased by 17%, while operating income surged by 63%, driven by standout growth in food preparation and beauty appliances [4]. - The company's valuation remains attractive with a forward P/E below 17, despite achieving eight consecutive earnings beats [5]. Growth Catalysts - Macroeconomic factors such as the recent Fed rate cut may ease debt burdens and stimulate consumer spending, providing additional growth levers [4]. - Product innovation, geographic expansion, stronger advertising, and increased e-commerce penetration are also key growth drivers for the company [4]. Investment Outlook - With strong return on invested capital (ROIC), disciplined cost control, and a clear innovation strategy, SharkNinja is well-positioned for sustained market share expansion [5]. - The bullish outlook supports a price target of $160, indicating a potential upside of 55% from the current trading price of $97.57 [5].

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