Update shared on 11 Dec 2025
Fair value Decreased 2.99%Analysts have modestly reduced their fair value estimate for SharkNinja by about $4 per share, reflecting slightly lower long term margin and valuation assumptions, even as revenue growth expectations edge higher.
What's in the News
- Introduced the Shark EveryMess, a portable three in one cleaner that wet vacuums, dry vacuums, and deep cleans stains with advanced StainForce technology for faster, more convenient whole home cleaning (company announcement)
- Launched the Shark Power Detect Therma Charged 2 in 1 Robot Vacuum and Mop, which combines heated mop wash and dry technology, self emptying, and AI powered object detection for fully automated floor care (company announcement)
- Raised 2025 earnings guidance and now expects net sales growth of 15.0% to 15.5%, up from the prior 13.0% to 15.0% range (company guidance)
- Appointed long time finance executive Adam Quigley as permanent Chief Financial Officer, formalizing leadership after he served as interim CFO since September 2025 (executive announcement)
- Formed the SharkNinja AI and Analytics Lab with Boston University's Questrom School of Business to co develop AI driven and data powered solutions for product design and decision making (partnership announcement)
Valuation Changes
- Fair Value Estimate has fallen slightly, decreasing by about $4 per share from approximately $133.60 to $129.60.
- Discount Rate has edged lower, moving from about 8.59% to 8.53%, which implies a modestly reduced perceived risk profile.
- Revenue Growth has risen slightly, with the long-term annual growth assumption increasing from roughly 10.53% to 11.00%.
- Net Profit Margin has eased marginally, ticking down from about 11.85% to 11.83%, which reflects slightly more conservative long-run profitability expectations.
- Future P/E has fallen modestly, with the forward valuation multiple reduced from roughly 25.1x to 24.1x, which contributes to the lower fair value estimate.
Have other thoughts on SharkNinja?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.
