SharkNinja, Inc.

Report azionario NYSE:SN

Capitalizzazione di mercato: US$15.8b

SharkNinja Gestione

Criteri Gestione verificati 3/4

SharkNinja Il CEO è Mark Adam Barrocas, nominato in Jan2008, e ha un mandato di 18.33 anni. la retribuzione annua totale è $ 17.85M, composta da 8% di stipendio e 92% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.73% delle azioni della società, per un valore di $ 273.22M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.1 anni e 2.8 anni.

Informazioni chiave

Mark Adam Barrocas

Amministratore delegato

US$17.8m

Compenso totale

Percentuale dello stipendio del CEO8.03%
Mandato del CEO18.3yrs
Proprietà del CEO1.7%
Durata media del management2.1yrs
Durata media del Consiglio di amministrazione2.8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento dell'analisi May 03

SN: Share Repurchases And Premium Home Appliances Will Drive Future Upside

Analysts have reduced their SharkNinja price target by about $0.48, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News SharkNinja launched a limited edition Ninja Luxe Café collection, including its first product collaboration with global brand ambassador David Beckham.
Aggiornamento dell'analisi Apr 19

SN: New Buyback And Product Launches Will Support Balanced Medium Term Outlook

Analysts have reduced their price target on SharkNinja by $1 to $127, reflecting updated views on the company’s fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News SharkNinja authorized a share repurchase program of up to US$750 million, with no stated expiration and no debt expected to fund the buybacks, following a board decision on February 11, 2026 (Buyback Transaction Announcements).
Aggiornamento dell'analisi Apr 04

SN: New Product Cycle Will Support Upside Through Premium Home And Beauty Launches

Analysts have maintained their SharkNinja price target at $128.00. The refreshed inputs point to slightly higher assumed revenue growth of 9.75%, a profit margin of 12.72% and a modestly higher discount rate of 8.54%, while keeping the future P/E essentially unchanged.
Aggiornamento dell'analisi Mar 21

SN: New Product Cycle And Buyback Program Will Support Upside

Analysts have raised their price target on SharkNinja from $110.00 to $128.00, reflecting updated assumptions regarding discount rate, revenue growth, profit margin, and future P/E levels. What's in the News Launch of Shark ChillPill, a 3-in-1 personal cooling system with a high-speed bladeless fan, evaporative mister, and cooling plate, priced at $149.99 and launching exclusively on Amazon.com with broader retail rollout planned from March 11, 2026 (Product announcement) Introduction of Shark PowerDetect UV Reveal robot vacuum and mop, starting at $1,299.99, combining UV stain detection, RGB color camera, HyperSonic Mopping, and NeuroNav AI for automated home cleaning (Product announcement) Launch of Shark SilkiPro Straight, a wet or dry air straightener with interchangeable combs and HeatSense Ceramic Plates, positioned to offer faster styling while aiming to limit heat damage across hair types (Product announcement) Board authorization of a share repurchase plan and announcement of a program to repurchase up to $750m of SharkNinja shares, with no announced expiration and no debt expected to fund the program (Buyback announcement) Issuance of fiscal 2026 earnings guidance, with management expecting net sales to be 10% to 11% higher than the prior year (Corporate guidance) Valuation Changes Fair Value: Target raised from $110.00 to $128.00, indicating a moderately higher implied valuation per share.
Aggiornamento dell'analisi Mar 07

SN: Buybacks And New Product Launches Will Drive Future Upside

Analysts have modestly raised their price target on SharkNinja to $184.89, reflecting slightly updated assumptions on discount rate, revenue growth, profit margin and future P/E, while keeping their view on the stock essentially unchanged in dollar terms. What's in the News SharkNinja launched the Shark PowerDetect UV Reveal robot vacuum and mop, which uses UV light detection, an RGB color camera, and eight PowerDetect Technologies plus UV Stain Detect and HyperSonic Mopping.
Aggiornamento dell'analisi Feb 20

SN: Buybacks And Expanding Product Lines Will Support Future Upside

Analysts have raised their price target for SharkNinja from about $168 to roughly $185, citing updated assumptions around slightly higher revenue growth, a modestly adjusted discount rate, and a small change in projected profit margins and future P/E levels. What's in the News SharkNinja launched the Shark SilkiPro Straight air straightener, featuring Intelligent Ceramic Heat, RapidDry Technology, and interchangeable combs aimed at offering wet or dry styling for a range of hair types in a single tool (Product-Related Announcements).
Aggiornamento dell'analisi Feb 06

SN: Future Earnings Will Rise With AI Partnerships And Premium Product Expansion

Analysts now place SharkNinja's fair value closer to $140, up from about $135. They cite slightly higher assumptions for revenue growth, profit margins, and future P/E as the key drivers behind the revised price target.
Aggiornamento dell'analisi Jan 23

SN: AI Lab And New Products Will Support Future Upside

Analysts have raised their price target for SharkNinja from about US$160.39 to roughly US$168.02, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as the main factors behind this change. What's in the News Launch of the Shark TurboBlade Cool + Heat 2-in-1 Fan + Heater, a bladeless system aimed at year round personalized temperature control with multiple cooling and heating modes, smart remote, and a limited time price of US$249.99 at SharkNinja.com (Key Developments, Product Related Announcements).
Aggiornamento dell'analisi Jan 09

SN: Higher Guidance And Product Push Will Mask Margin Risk

Analysts have lifted their price target on SharkNinja to US$110 from US$101, citing slightly higher projected revenue growth and a modestly higher future P/E multiple, while keeping profit margin expectations broadly in line. What's in the News SharkNinja is promoting the Shark TurboBlade Cool + Heat 2-in-1 customizable fan and heater, positioned as a year round comfort device with multiple cooling and heating modes and a limited time price of US$249.99 at SharkNinja.com (Product related announcement).
Seeking Alpha Jan 07

SharkNinja: The Growth Stock The Market Is Ignoring - For Now

Summary SharkNinja has quadrupled since its 2023 spin-off, driven by robust growth, aggressive expansion, and dominant U.S. market share gains. SN delivered 10 consecutive quarters of double-digit top- and bottom-line growth so far, fueled by heavy R&D and aggressive marketing spending. International expansion accelerates, while SN maintains a strong asset-light balance sheet and flexible capital structure. I rate SN a Buy at near fair value given their solid potential, citing strong financials, proven management, and continued brand-driven growth despite competitive and macro risks. Read the full article on Seeking Alpha
Aggiornamento dell'analisi Dec 26

SN: Future Earnings Will Rise With AI Powered Product And Margin Expansion

Analysts have modestly raised their price target on SharkNinja, citing slightly stronger long term margin and valuation assumptions. This lifts their fair value estimate by about $6 to roughly $135 per share.
Articolo di analisi Dec 14

SharkNinja, Inc.'s (NYSE:SN) 28% Jump Shows Its Popularity With Investors

Those holding SharkNinja, Inc. ( NYSE:SN ) shares would be relieved that the share price has rebounded 28% in the last...
Aggiornamento dell'analisi Dec 11

SN: Future Earnings Will Rise With New AI Powered Product Expansion

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.
Aggiornamento dell'analisi Nov 27

SN: Future Earnings Will Rise With Walmart Release And Executive Leadership

Analysts have marginally raised their price target for SharkNinja to $133.60 from $132.57, citing slight improvements in the discount rate and future price-to-earnings estimates. What's in the News SharkNinja introduced the Shark EveryMess, a portable three-in-one cleaning system for wet vacuuming, dry pickup, and deep stain cleaning.
Aggiornamento dell'analisi Nov 13

SN: Future Sales Will Benefit From Walmart Launch And New CFO

Analysts have slightly lowered their price target for SharkNinja from $132.66 to $132.57, citing modest adjustments to growth and profitability assumptions in their latest models. What's in the News SharkNinja announced the launch of Shark Beauty on Walmart.com, expanding the accessibility of its advanced beauty technology to a major retail platform.
Aggiornamento dell'analisi Oct 30

SN: Expanding Product Lines And Equity Offering Will Drive Continued Upside

Analysts have slightly revised their price target for SharkNinja, lowering it from $135.84 to $132.66 per share due to modest updates to revenue growth expectations and profit margin outlooks. What's in the News SharkNinja unveiled the Shark PowerDetect ThermaCharged 2-in-1 Robot Vacuum and Mop, introducing advanced heated mop wash and dry technology for hygienic, automated cleaning.
Aggiornamento dell'analisi Oct 15

New Product Categories And Global Markets Will Open Future Demand

Analysts have lowered their price target for SharkNinja, reducing it from $137.72 to $135.84 per share. This adjustment reflects slightly tempered expectations regarding revenue growth and profit margins.
Aggiornamento dell'analisi Sep 04

New Product Categories And Global Markets Will Open Future Demand

With no significant changes to SharkNinja’s discount rate or net profit margin, the consensus analyst price target remains steady at $137.72. What's in the News Patraic Reagan announced his resignation as CFO; Adam Quigley appointed interim CFO, having served with the company since 2015.
Articolo di analisi Jul 04

Investors Shouldn't Overlook SharkNinja's (NYSE:SN) Impressive Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Articolo di analisi Jun 02

Should You Be Adding SharkNinja (NYSE:SN) To Your Watchlist Today?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Articolo di analisi May 12

SharkNinja, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

As you might know, SharkNinja, Inc. ( NYSE:SN ) just kicked off its latest first-quarter results with some very strong...
Seeking Alpha Apr 13

SharkNinja Rapidly Ramps Up Market Share, But Beware Of Tariff Uncertainty

Summary SharkNinja's market share is rapidly increasing, with revenue growing at a 19% CAGR from 2020-2024, and a 30% y/y rise to $5.5 billion in 2024. The company is expanding its total addressable market by adding new product categories. SharkNinja is also entering new geographic markets. Due to escalating tariffs, our rating for SharkNinja shares is hold, reflecting the risk of slower sales and uncertain impact on 2025 revenue and EBITDA. Read the full article on Seeking Alpha
Seeking Alpha Mar 03

SharkNinja Stock: Technical Concerns (Rating Downgrade)

Summary SharkNinja's stock surged 40%, outperforming the S&P 500, but now the stock shows a bearish technical setup, suggesting a potential near-term decline. SharkNinja has solid strategies to drive strong expected long-term growth. The valuation remains reasonable with a PEG ratio of 1.3, indicating room for long-term upside. Given the bearish technical outlook, I am lowering my rating from 'Strong Buy' to 'HOLD', anticipating a better entry point after a pullback. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Mark Adam Barrocas rispetto agli utili di SharkNinja?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$705m

Dec 31 2025US$18mUS$1m

US$701m

Sep 30 2025n/an/a

US$575m

Jun 30 2025n/an/a

US$518m

Mar 31 2025n/an/a

US$447m

Dec 31 2024US$33mUS$1m

US$439m

Sep 30 2024n/an/a

US$359m

Jun 30 2024n/an/a

US$246m

Mar 31 2024n/an/a

US$190m

Dec 31 2023US$105mUS$1m

US$167m

Compensazione vs Mercato: La retribuzione totale di Mark Adam ($USD 17.85M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.79M ).

Compensazione vs guadagni: La retribuzione di Mark Adam è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Mark Adam Barrocas (53 yo)

18.3yrs
Mandato
US$17,845,830
Compensazione

Mr. Mark Adam Barrocas has been Chief Executive Officer and Director of SharkNinja, Inc. since July 31, 2023 and serves as its President since 2008. He was the co-owner SharkNinja, Inc. from 2008 to 2017....


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
CJ Xuning Wang
Refounder & Chairperson9.3yrsNessun dato38.88%
$ 6.1b
Mark Adam Barrocas
President18.3yrsUS$17.85m1.73%
$ 273.2m
Adam Quigley
CFO & EVPless than a yearUS$1.48m0.0061%
$ 968.8k
Pedro Lopez-Baldrich
Executive VP & Chief Legal Officer8.3yrsUS$1.07m0.0016%
$ 254.4k
Neil Shah
Chief Commercial Officer8.3yrsUS$5.90m0.40%
$ 63.6m
Anthony Marra
Chief Product Officerno dataNessun datoNessun dato
Kim Smolko
Executive VP & COOno dataNessun datoNessun dato
Kaitlin Folan
Chief Accounting Officerless than a yearNessun datoNessun dato
Mike Harris
Chief Innovation & Technology Officerless than a yearNessun datoNessun dato
Velia Carboni
Chief Information Officer2.1yrsNessun datoNessun dato
James Lamb
Senior VP of Investor Relations & Treasury1.3yrsNessun datoNessun dato
Elizabeth Norberg
Executive VP & Chief People Officer3.3yrsNessun datoNessun dato
2.1yrs
Durata media
53yo
Età media

Gestione esperta: Il team dirigenziale di SN è considerato esperto (durata media dell'incarico 2.1 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
CJ Xuning Wang
Refounder & Chairperson9.3yrsNessun dato38.88%
$ 6.1b
Mark Adam Barrocas
President2.8yrsUS$17.85m1.73%
$ 273.2m
Timothy Warner
Independent Director2.8yrsUS$401.32k0.0019%
$ 306.6k
Peter Feld
Lead Independent Director2.8yrsUS$433.82k0.0058%
$ 919.8k
Chi Kin Hui
Independent Director2.8yrsUS$386.32k0.0012%
$ 189.6k
Dennis Paul
Independent Director2.8yrsUS$386.32k0.0058%
$ 919.8k
Jason Wortendyke
Independent Directorless than a yearNessun datoNessun dato
Kathryn Barton
Independent Director1.8yrsUS$391.32k0.0016%
$ 248.1k
Tianhao Wang
Independent Director1.8yrsUS$229.32k0.0018%
$ 276.6k
2.8yrs
Durata media
53yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di SN non è considerato esperto (durata media del mandato 2.8 anni), il che suggerisce un nuovo consiglio.


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/11 11:59
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

SharkNinja, Inc. è coperta da 14 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Andrew DidoraBofA Global Research
Brian McNamaraCanaccord Genuity
Rudi WeiChina International Capital Corporation Limited