Assessing SharkNinja’s Valuation After TurboBlade Cool + Heat 2‑in‑1 Product Launch

SharkNinja (SN) is back in the spotlight after unveiling its TurboBlade Cool + Heat 2 in 1, a customizable fan and heater built around a survey highlighting just how divisive home temperature settings really are.

See our latest analysis for SharkNinja.

The launch of TurboBlade Cool + Heat, alongside SharkNinja’s growing brand partnerships, seems to be feeding into a strong momentum story. The 1 month share price return of 31.89 percent has helped lift the latest share price to $115.26 and supports a 1 year total shareholder return of 20.92 percent. This signals that investors are steadily re-rating its growth prospects.

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Yet with revenue and earnings still growing double digits, and the shares trading at roughly a 17 percent discount to analyst targets and nearly 30 percent below some intrinsic estimates, is there still upside to capture, or has the market already baked in the next leg of growth?

Most Popular Narrative Narrative: 11.1% Undervalued

With SharkNinja’s fair value estimate sitting above the recent 115.26 dollar close, the most followed narrative argues there is still upside left on the table.

Commitment to an aggressive innovation pipeline, with increasing integration of connected, AI powered, and automated features, aligns SharkNinja with the accelerating adoption of smart home technology, expanding its addressable market and supporting sustained revenue and margin growth.

Read the complete narrative.

Want to see how that innovation story turns into hard numbers? Revenue climbs, margins stretch, and future earnings take center stage. Curious what powers that valuation? Read on.

Result: Fair Value of $129.60 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, rising manufacturing costs and reliance on viral product hits could pressure margins and make that upbeat growth path bumpier than bulls expect.

Find out about the key risks to this SharkNinja narrative.

Another Take on Value

While the narrative model sees roughly 11 percent upside, the earnings based lens looks more demanding. SharkNinja trades on a 28 times price to earnings ratio, far above the Consumer Durables industry at 11.1 times, its peers at 26.1 times, and a 22.2 times fair ratio that the market could drift toward over time.

That gap suggests less margin of safety and more valuation risk if growth or sentiment cools. Are investors leaning too hard into the story for now?

See what the numbers say about this price — find out in our valuation breakdown.

Build Your Own SharkNinja Narrative

If you see the numbers differently or want to dive into the details yourself, you can build a fresh narrative in minutes, starting with Do it your way.

A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding SharkNinja.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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