SharkNinja (SN) Is Up 8.1% After Raised Guidance and Netflix Partnership Is the Momentum Sustainable?

• On November 6, 2025, SharkNinja reported third-quarter earnings with year-over-year growth in both sales and net income, raised its full-year sales guidance, and confirmed Adam Quigley as Chief Financial Officer following his interim tenure.
• The company also announced a high-visibility partnership with Netflix’s Love Is Blind, highlighting its ability to swiftly engage with trending cultural moments through marketing and product integration.
• We’ll consider how SharkNinja’s upgraded full-year guidance and strong quarterly results impact its investment narrative and future outlook.

Uncover the next big thing with financially sound penny stocks that balance risk and reward.

SharkNinja Investment Narrative Recap

To own SharkNinja stock, you need to believe the company can keep delivering innovative products and rapid marketing moves that allow it to capture cultural moments and premium shelf space, despite the risk that heavy investment and rising supply chain costs might eventually weigh on profitability. Recent third-quarter earnings and the raised full-year guidance signal stronger-than-expected demand remains a key short-term catalyst, while persistent margin pressures from inflation and compliance in Asia continue to represent the biggest risk. These latest announcements, while positive, are not likely to materially change this risk/reward profile for SharkNinja in the very near term. The recent high-profile partnership with Netflix’s Love Is Blind is a fresh example of how SharkNinja leverages viral pop culture to boost brand relevance and fuel its growth catalysts, such as aggressive digital engagement and new customer acquisition. As consumer attention shifts quickly, SharkNinja’s ability to sustain these marketing wins will determine if it can replicate recent sales momentum and manage pricing power in crowded categories. Yet, looking beyond these headline results, investors should not lose sight of the ongoing risk that rising production and tariff costs...

Read the full narrative on SharkNinja (it's free!)

SharkNinja's narrative projects $8.0 billion revenue and $982.2 million earnings by 2028. This requires 10.8% yearly revenue growth and a $463.7 million earnings increase from $518.5 million today.

Uncover how SharkNinja's forecasts yield a $132.66 fair value, a 44% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members peg SharkNinja’s fair value between US$91.06 and US$162.55, with seven distinct perspectives represented. While some focus on growth catalysts like digital engagement, the risk of supply chain cost inflation remains a key point for long term performance; exploring different investor assumptions can offer you a richer understanding of this stock’s future potential.

Explore 7 other fair value estimates on SharkNinja - why the stock might be worth just $91.06!

Build Your Own SharkNinja Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your SharkNinja research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free SharkNinja research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate SharkNinja's overall financial health at a glance.

Curious About Other Options?

Our daily scans reveal stocks with breakout potential. Don't miss this chance:

• Find companies with promising cash flow potential yet trading below their fair value.
• The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 25 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.
• AI is about to change healthcare. These 32 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com