| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 32 | 32.7x | 17.8x | Bottom tier | |
Growth | 85 | 17.5% | 7.1% | Top tier | |
Quality | 87 | 21.3% | 4.5% | Top tier | |
Safety | 86 | 0.3x | 2.6x | Top tier | |
Capital Return | 25 | 0.00% | 2.12% | Bottom tier | |
Momentum | 86 | 49.6% | 2.9% | Top tier | |
Sentiment | 38 | 8 | 3 | Bottom tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
SharkNinja develops and markets home appliances and consumer products across four main categories: Cleaning Appliances, Cooking and Beverages, Food Preparation Appliances, and Beauty and Home Environment. Its growth model relies on innovation within core franchises such as vacuums, blenders, and air fryers, launching adjacent categories, and then expanding products across retail, e-commerce, direct-to-consumer and social channels, and international markets. The company launches approximately 25 new products annually, around 20 of which enter existing categories, while Ninja CREAMi has become a global business generating revenue from more than 30 countries.
In fiscal Q2 2026, net sales increased 22.2% year over year to $1.77 billion, with domestic sales growing 15.5% to $1.14 billion and international sales rising 36.6% to $624 million. Cleaning Appliances sales reached $522 million, up 4.1%; Cooking and Beverages reached $499 million, up 36.5%; Food Preparation Appliances reached $459 million, up 13.3%; and Beauty and Home Environment reached $286 million, up 65.3%. Accordingly, the four categories contributed approximately 29.5%, 28.2%, 25.9%, and 16.2% of quarterly sales, respectively.
Adjusted gross margin was 48.7% in fiscal Q2 2026, down approximately 70 basis points, while adjusted earnings before interest, taxes, depreciation, and amortization increased 18.6% to $265 million, with its margin declining approximately 50 basis points to 15%. Adjusted net income reached $178 million, and adjusted earnings per share rose approximately 30% to $1.26 versus $0.97 a year earlier. At the end of the quarter, the company held approximately $780 million in cash against $719 million in debt and generated approximately $275 million in operating cash flow during the first half of fiscal 2026.
The analyst consensus is “Buy,” with an average price target of $194.01 and a wide range between $145 and $219.1; the average is slightly below the 52-week high of $194.53, while the low is $83.12. The data do not include an available price-to-earnings ratio, so the stock's valuation here is based on the breadth of the target range and SharkNinja's ability to achieve expected fiscal 2026 sales growth of between 16% and 17% while addressing the margin decline caused by tariffs.
Figures in the text are as of 2026-08-28; the live price is shown at the top of the page.
Net sales increased 22.2% to $1.77 billion, driven by domestic growth of 15.5% and international growth of 36.6%. Beauty and Home Environment led growth, rising 65.3% to $286 million, followed by Cooking and Beverages, which increased 36.5% to $499 million. Ninja Luxe Café, Ninja Crispi, the blender business, and Shark's beauty portfolio supported this performance, alongside strength in the United Kingdom, Europe, and Latin America.
The company expects net sales growth of between 16% and 17% in fiscal 2026, after previously expecting growth of between 11.5% and 12.5%. It raised its adjusted earnings-per-share range to $6.45–$6.55 from $6.00–$6.10, with an expected contribution of $0.15 from the net benefit of tariff refunds. It also raised its adjusted earnings before interest, taxes, depreciation, and amortization forecast to $1.36–$1.37 billion, representing growth of between 19.5% and 20.5%.
International sales reached $624 million in fiscal Q2 2026, up 36.6%, compared with domestic growth of 15.5%. The United Kingdom delivered growth of 18.7% to $255 million, while Europe and Latin America also contributed to the broad strength. Management believes the company's category penetration in Europe, the Middle East, and Africa remains below 10%, after converting Italy and Spain to a direct operating model and completing the direct-selling platform in key international markets.
Automated analysis for informational purposes only — not investment advice.
The company uses the Jailbreak SharkNinja initiative to accelerate product design and analyze consumer behavior, and after Jailbreak Live week it focused on eight major projects and 20 rapid-impact projects. Artificial intelligence increased the accuracy of capturing content related to the company's products to more than 60%, after hashtags covered less than 20% of user content. In social commerce, SharkNinja was present on TikTok Shop in seven countries by the end of fiscal Q2 2026, and Ninja NeverDull Knife became one of the top three sales channels for its category on the platform in the United States.
Tariffs remained the largest pressure on gross profit in fiscal Q2 2026, with adjusted gross margin declining approximately 70 basis points to 48.7%. The outlook assumes tariffs of at least 10% on Indonesia, Malaysia, and Cambodia and 12.5% on China, Vietnam, and Thailand during the remainder of fiscal 2026. In July 2026, the company submitted refund claims worth $247.1 million that were accepted by U.S. Customs and Border Protection, and it expects to recognize the benefit as a reduction in cost of sales in fiscal Q3 2026.
Management says that approximately 20 of the nearly 25 products the company launches annually enter existing categories, including cleaning, blenders, and cooking. In fiscal Q2 2026, Cleaning Appliances grew 4.1% to $522 million, and Food Preparation Appliances grew 13.3% to $459 million, demonstrating the contribution of core businesses alongside new innovations. At the same time, Ninja Crispi Microwave added the fortieth subcategory and opened an addressable market exceeding $3 billion, while Ninja CREAMi expanded to more than 30 countries.
