SharkNinja, Inc.

NYSE:SN 주식 리포트

시가총액: US$16.3b

SharkNinja 경영진

경영진 기준 점검 3/4

SharkNinja CEO는 Mark Adam Barrocas, Jan2008 에 임명되었습니다 의 임기는 18.33 년입니다. 총 연간 보상은 $17.85M, 8% 급여 및 92% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $282.57M 가치에 해당하는 회사 주식의 1.73% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.1 년과 2.8 년입니다.

핵심 정보

Mark Adam Barrocas

최고경영자

US$17.8m

총 보수

CEO 급여 비율8.03%
CEO 재임 기간18.3yrs
CEO 지분 보유율1.7%
경영진 평균 재임 기간2.1yrs
이사회 평균 재임 기간2.8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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

CEO 보수 분석

Mark Adam Barrocas의 보수는 SharkNinja의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Mark Adam의 총 보수(USD17.85M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.74M) 수준입니다.

보상과 수익: Mark Adam의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Mark Adam Barrocas (53 yo)

18.3yrs
재임 기간
US$17,845,830
보수

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....


리더십 팀

이름직위재임 기간보수지분
CJ Xuning Wang
Refounder & Chairperson9.3yrs데이터 없음38.86%
$ 6.4b
Mark Adam Barrocas
President18.3yrsUS$17.85m1.73%
$ 282.6m
Adam Quigley
CFO & EVPless than a yearUS$1.48m0.0061%
$ 1.0m
Pedro Lopez-Baldrich
Executive VP & Chief Legal Officer8.3yrsUS$1.07m0.0016%
$ 263.2k
Neil Shah
Chief Commercial Officer8.3yrsUS$5.90m0.40%
$ 65.8m
Anthony Marra
Chief Product Officerno data데이터 없음데이터 없음
Kim Smolko
Executive VP & COOno data데이터 없음데이터 없음
Kaitlin Folan
Chief Accounting Officerless than a year데이터 없음데이터 없음
Mike Harris
Chief Innovation & Technology Officerless than a year데이터 없음데이터 없음
Velia Carboni
Chief Information Officer2.1yrs데이터 없음데이터 없음
James Lamb
Senior VP of Investor Relations & Treasury1.3yrs데이터 없음데이터 없음
Elizabeth Norberg
Executive VP & Chief People Officer3.3yrs데이터 없음데이터 없음
2.1yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: SN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.1 년).


이사회 구성원

이름직위재임 기간보수지분
CJ Xuning Wang
Refounder & Chairperson9.3yrs데이터 없음38.86%
$ 6.4b
Mark Adam Barrocas
President2.8yrsUS$17.85m1.73%
$ 282.6m
Timothy Warner
Independent Director2.8yrsUS$401.32k0.0019%
$ 317.2k
Peter Feld
Lead Independent Director2.8yrsUS$433.82k0.0058%
$ 951.6k
Chi Kin Hui
Independent Director2.8yrsUS$386.32k0.0012%
$ 196.2k
Dennis Paul
Independent Director2.8yrsUS$386.32k0.0058%
$ 951.6k
Jason Wortendyke
Independent Directorless than a year데이터 없음데이터 없음
Kathryn Barton
Independent Director1.8yrsUS$391.32k0.0016%
$ 256.7k
Tianhao Wang
Independent Director1.8yrsUS$229.32k0.0018%
$ 286.1k
2.8yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 이사회: SN의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.8 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 21:50
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

SharkNinja, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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