Is SharkNinja’s (SN) Premium AI Gadgets a Strategic Shift or Just Portfolio Experimentation?
AI Sentiment
Positive
6/10
as of 03-16-2026 1:13pm EST
SharkNinja Inc is a product design and technology company that creates 5-star-rated lifestyle solutions through inventive products for consumers around the world. Its product categories include Cleaning, Cooking, Food Preparation, Home Environment and Beauty products. It sells vacuum cleaners, cooking pots, fryers, hair dryers, etc. The SharkNinja Group is expected to carry on the design, production, marketing, and distribution of the Shark and Ninja brands of small household appliances in North America, Europe and other selected international markets (excluding the Asia Pacific Region and Greater China). Currently, the majority of the revenue is derived from the U.S. market.
| Founded: | 1993 | Country: | United States |
| Employees: | N/A | City: | N/A |
| Market Cap: | 15.9B | IPO Year: | 2023 |
| Target Price: | $132.88 | AVG Volume (30 days): | 1.7M |
| Analyst Decision: | Strong Buy | Number of Analysts: | 8 |
| Dividend Yield: | N/A | Dividend Payout Frequency: | annual |
| EPS: | 4.94 | EPS Growth: | 58.84 |
| 52 Week Low/High: | $60.50 - $133.99 | Next Earning Date: | N/A |
| Revenue: | $6,399,188,000 | Revenue Growth: | 15.75% |
| Revenue Growth (this year): | 15.2% | Revenue Growth (next year): | 10.74% |
| P/E Ratio: | 20.20 | Index: | N/A |
| Free Cash Flow: | 488.1M | FCF Growth: | +57.98% |
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Chief Financial Officer
Avg Cost/Share
$114.36
Shares
2,620
Total Value
$299,623.20
Owned After
8,672.838
SEC Form 4
Chief Legal Officer
Avg Cost/Share
$115.15
Shares
24,099
Total Value
$2,775,261.19
Owned After
22,896
Chief Executive Officer
Avg Cost/Share
$129.00
Shares
46,511
Total Value
$5,999,919.00
Owned After
2,161,654
SEC Form 4
Chief Commercial Officer
Avg Cost/Share
$129.93
Shares
100,000
Total Value
$13,014,062.43
Owned After
593,724
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| Quigley Adam | SN | Chief Financial Officer | Mar 4, 2026 | Sell | $114.36 | 2,620 | $299,623.20 | 8,672.838 | |
| Lopez-Baldrich Pedro J. | SN | Chief Legal Officer | Mar 3, 2026 | Sell | $115.15 | 24,099 | $2,775,261.19 | 22,896 | |
| Barrocas Mark | SN | Chief Executive Officer | Feb 26, 2026 | Sell | $129.00 | 46,511 | $5,999,919.00 | 2,161,654 | |
| Shah Neil B. | SN | Chief Commercial Officer | Feb 13, 2026 | Sell | $129.93 | 100,000 | $13,014,062.43 | 593,724 |
SEC 8-K filings with transcript text
Feb 11, 2026
sharkninja-20260211FALSE000195713200019571322026-02-112026-02-11
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934
February 11, 2026 Date of Report (date of earliest event reported)
(Exact name of Registrant as specified in its charter)
Cayman Islands001-4175498-1738011 (State or other jurisdiction of incorporation or organization)(Commission File Number)(I.R.S. Employer Identification No.)
89 A Street Needham, MA (Address of principal executive offices) 02494 (Zip Code)
(617) 243-0235 (Registrant's telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered Ordinary Shares, $0.0001 par value per shareSNNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02. Results of Operations and Financial Condition.
The following information and Exhibit 99.1 attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended (the “Securities Act”), except as expressly set forth by specific reference in such filing.
On February 11, 2026, SharkNinja, Inc. (the “Company”) announced its financial results for the fourth quarter and year ended December 31, 2025. The announcement of the Company’s financial results for the fourth quarter and year ended December 31, 2025 is furnished as Exhibit 99.1 to this Current Report on Form 8-K and incorporated herein by reference.
Item 8.01. Other Events.
On February 11, 2026, the Company announced that its Board of Directors authorized a share repurchase program of up to $750.0 million of the Company’s outstanding ordinary shares. The Company expects to begin implementing the program in fiscal 2026. Repurchases may be made at management’s discretion from time to time on the open market, through privately negotiated transactions, or by other means, including through the use of trading plans intended to qualify under Rule 10b5-1 under the Exchange Act, in accordance with applicable securities laws and other restrictions, including Rule 10b-18 under the Exchange Act. The share repurchase program has no expiration date and may be modified, suspended for periods or discontinued at any time and does not obligate the Company to repurchase any shares. The timing and total amount of stock repurchases will depend upon business, economic and market conditions, corporate and regulatory requirements, prevailing stock prices, and other considerations. The Company does not expect to incur debt to fund the share repurchase program.
Item 9.01. Financial Statements and Exhibits
(d) Exhibits
ExhibitDescription of Exhibit
99.1 Press Release of SharkNinja, Inc. dated February 11, 2026
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
By:/s/ Adam Quigley
Date: February 11, 2026 Name: Adam Quigley
Title: Chief Financial Officer
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