SharkNinja, Inc.

NYSE:SN Stock Report

Market Cap: US$21.4b

SharkNinja Management

Management criteria checks 4/4

SharkNinja's CEO is Mark Adam Barrocas, appointed in Jan 2008, has a tenure of 18.5 years. total yearly compensation is $17.85M, comprised of 8% salary and 92% bonuses, including company stock and options. directly owns 1.59% of the company’s shares, worth $340.30M. The average tenure of the management team and the board of directors is 2.3 years and 3 years respectively.

Key information

Mark Adam Barrocas

Chief executive officer

US$17.8m

Total compensation

CEO salary percentage8.03%
CEO tenure18.5yrs
CEO ownership1.6%
Management average tenure2.3yrs
Board average tenure3yrs

Recent management updates

Recent updates

Narrative Update Jul 03

SN: Future Returns Will Reflect Coffee Expansion And Balanced Global Growth Risks

Analysts have lifted their SharkNinja price target slightly from $149.41 to $152.79, citing updated assumptions around revenue growth, discount rate, profit margins and future P/E as the drivers of this refined valuation view. What’s in the News for SharkNinja SharkNinja reported Q1 2026 revenue growth of 16% year over year, raised its 2026 outlook for net sales and adjusted EPS, and highlighted operating cash flow above US$600 million alongside a newly authorized US$750 million share repurchase program.
Seeking Alpha Jun 24

SharkNinja: Exceptional Business, Fairly Valued After The Rally (Downgrade)

Summary SharkNinja (SN) is downgraded to Hold after a ~40% rally over the past month, as valuation now reflects its strong fundamentals and growth prospects. SN continues double-digit sales and earnings growth for a 12th consecutive quarter, robust international expansion, and brand momentum, even as peers struggle. Guidance was raised across all key metrics, citing tariff relief, cost mitigation, and aggressive category and geographic expansion. Despite a healthy balance sheet and recent buyback program, macro risks and consumer uncertainty warrant caution at current valuation levels. Read the full article on Seeking Alpha
Narrative Update Jun 19

SN: Index Inclusion And Buybacks Will Support Premium Home Appliance Upside

Analysts have trimmed their price target on SharkNinja stock slightly to $183.22 from $184.41, reflecting modest adjustments to fair value, discount rate, revenue growth, profit margin assumptions, and future P/E expectations. What’s in the News for SharkNinja SharkNinja is set to join the S&P MidCap 400 index on May 18, 2026, with related index changes and passive flows drawing strong attention from investors.
New Narrative Jun 05

Everyone Owns a Ninja. That Doesn't Make It Cheap.

SharkNinja makes products people genuinely seem to love. My brother-in-law hasn't stopped talking about his Ninja coffee machine.
Narrative Update Jun 04

SN: Future Earnings Will Rise With Premium Home Coffee And Beverage Expansion

Analysts have raised their price target for SharkNinja from $139.82 to $149.41. This change reflects updated assumptions that include a slightly lower discount rate, modestly adjusted revenue growth, a higher profit margin outlook, and a reduced future P/E estimate.
Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Narrative Update 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).
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
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

CEO Compensation Analysis

How has Mark Adam Barrocas's remuneration changed compared to SharkNinja's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: Mark Adam's total compensation ($USD17.85M) is about average for companies of similar size in the US market ($USD14.46M).

Compensation vs Earnings: Mark Adam's compensation has been consistent with company performance over the past year.


CEO

Mark Adam Barrocas (54 yo)

18.5yrs
Tenure
US$17,845,830
Compensation

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....


Leadership Team

NamePositionTenureCompensationOwnership
CJ Xuning Wang
Refounder & Chairperson9.5yrsno data38.88%
$ 8.3b
Mark Adam Barrocas
President18.5yrsUS$17.85m1.59%
$ 340.3m
Adam Quigley
CFO & EVPless than a yearUS$1.48m0.0012%
$ 265.8k
Pedro Lopez-Baldrich
Executive VP & Chief Legal Officer8.5yrsUS$1.07m0.000050%
$ 10.7k
Neil Shah
Chief Commercial Officer8.5yrsUS$5.90m0.40%
$ 86.3m
Anthony Marra
Chief Product Officerno datano datano data
Kim Smolko
Executive VP & COOno datano datano data
Kaitlin Folan
Chief Accounting Officerless than a yearno datano data
Mike Harris
Chief Innovation & Technology Officer1yrno datano data
Velia Carboni
Chief Information Officer2.3yrsno datano data
James Lamb
Senior VP of Investor Relations & Treasury1.5yrsno datano data
Elizabeth Norberg
Executive VP & Chief People Officer3.5yrsno datano data
2.3yrs
Average Tenure
54yo
Average Age

Experienced Management: SN's management team is considered experienced (2.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
CJ Xuning Wang
Refounder & Chairperson9.5yrsno data38.88%
$ 8.3b
Mark Adam Barrocas
President3yrsUS$17.85m1.59%
$ 340.3m
Timothy Warner
Independent Director3yrsUS$401.32k0.0034%
$ 731.0k
Peter Feld
Lead Independent Director3yrsUS$433.82k0.0073%
$ 1.6m
Chi Kin Hui
Independent Director3yrsUS$386.32k0.0027%
$ 572.3k
Jason Wortendyke
Independent Directorless than a yearno data0.00051%
$ 109.3k
Kathryn Barton
Independent Director2yrsUS$391.32k0.0030%
$ 651.7k
Tianhao Wang
Independent Director2yrsUS$229.32k0.0032%
$ 692.4k
3.0yrs
Average Tenure
55.5yo
Average Age

Experienced Board: SN's board of directors are considered experienced (3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/06 21:22
End of Day Share Price 2026/07/06 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

SharkNinja, Inc. is covered by 15 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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