Analyst Consensus ?
ConsensusBuy11 ratings
Bullish1090.9%
Neutral19.1%
Bearish00.0%
SharkNinja, Inc. · SN · FY2026 Q2 · Calendar Q3 2026
SharkNinja lifts 2026 outlook as Q2 growth broadens
The supplied Q2 analysis supports a constructive but conditional view: growth across domestic and international markets and higher guidance strengthen the near-term growth case. Durability depends on converting expansion in new categories and channels into profitable sell-through amid tariff and inventory uncertainty.
Why did SN rise 8.3% after beating EPS estimates in FY2026 Q2?
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Reported Before market openNYSEConsumer Cyclical
$31.03B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.26
Consensus $1.11
EPS surprise
+13.5%
Reported versus consensus
Reported revenue
$1.77B
Consensus $1.65B
Revenue surprise
+6.8%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+8.3%
Event window
SPY move
-0.2%
Same window
Abnormal move
+8.5%
Stock minus SPY
Volume
2.3×
Versus trailing sessions
Subsequent drift
-3.8%
Up to 20 sessions
SNSPY benchmark
Ask FN2 about SN FY2026 Q2
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Why did SN rise 8.3% after beating EPS estimates in FY2026 Q2?What changed in SN's guidance and outlook in FY2026 Q2?Give me the bull and bear case for SN after FY2026 Q2 earnings.
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Transcript intelligence
What changed
Compared with the prior quarter’s already positive growth narrative, Q2 showed faster reported revenue and international growth, with adjusted earnings also increasing. Management raised its 2026 sales-growth and adjusted-EPS outlook. The call put greater emphasis on scaling social commerce and DTC, AI-enabled product and marketing work, and retailer partnerships; the supplied analysis also notes a tariff refund claim accepted by U.S. Customs and Border Protection.
Guidance delta
Management raised 2026 guidance to 16–17% sales growth and adjusted EPS of $6.45–$6.55. The supplied analysis describes the direction of the adjustment but does not provide the prior guidance ranges for comparison.
Key takeaways
- Revenue growth was broad, with domestic and international sales both increasing year over year.
- Adjusted EBITDA and adjusted EPS increased year over year, according to the supplied call analysis.
- Management raised its 2026 sales-growth and adjusted-EPS outlook.
- International expansion, DTC and social commerce, product launches, and AI-enabled initiatives are central to the growth plan.
- The accepted tariff-refund claim is a reported benefit, but the analysis also identifies tariff and inventory exposure as risks.
Management priorities
- Expand internationally, particularly in Europe and Latin America.
- Scale TikTok Shop and operationalize the global DTC platform.
- Develop new subcategories while continuing innovation in core products.
- Apply AI to product development, POS attribution, and media optimization.
- Deepen retail partnerships and manage inventory in line with point-of-sale demand.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$219.25Previous close
$110Low
$185.47Average
$300High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Nov 5, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Piper Sandler | Overweight | Overweight | Maintain | Oct 28, 2026 |
| TD Cowen | Buy | Buy | Maintain | Oct 27, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Oct 19, 2026 |
| Guggenheim | Buy | Buy | Maintain | Aug 6, 2026 |
| Canaccord Genuity | Buy | Buy | Maintain | Aug 6, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Jul 13, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jul 7, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | May 9, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | May 9, 2025 |
| Jefferies | Buy | Buy | Maintain | Feb 13, 2025 |
| UBS | Buy | Buy | Maintain | May 10, 2024 |
Named analyst price targets
Upside is calculated against the persisted previous close $219.25. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Jefferies | Randal Konik | $300 | $219.25 | +36.8% | Nov 4, 2026 |
| UBS | Rennie Pan | $219.1 | $187.68 | -0.1% | Aug 12, 2026 |
| Goldman Sachs | Analyst unavailable | $204 | $184.08 | -7.0% | Aug 6, 2026 |
| Piper Sandler | Analyst unavailable | $200 | $183.58 | -8.8% | Aug 6, 2026 |
| Canaccord Genuity | Analyst unavailable | $210 | $182.11 | -4.2% | Aug 6, 2026 |
| Guggenheim | Steven Forbes | $210 | $182.11 | -4.2% | Aug 6, 2026 |
| Piper Sandler | Peter Keith | $181 | $159.84 | -17.4% | Jul 29, 2026 |
| Oppenheimer | Rupesh Parikh | $170 | $152.65 | -22.5% | Jul 13, 2026 |
| Canaccord Genuity | Brian McNamara | $185 | $152.65 | -15.6% | Jul 13, 2026 |
| Guggenheim | Analyst unavailable | $175 | $149.93 | -20.2% | Jul 6, 2026 |
| Piper Sandler | Analyst unavailable | $150 | $128.48 | -31.6% | Jun 9, 2026 |
| Canaccord Genuity | Brian McNamara | $161 | $114.65 | -26.6% | May 4, 2026 |
| National Bank | Analyst unavailable | $145 | $105.9 | -33.9% | Mar 17, 2026 |
| Oppenheimer | Analyst unavailable | $145 | $126.59 | -33.9% | Feb 13, 2026 |
| Morgan Stanley | Megan Alexander Clapp | $128 | $125.5 | -41.6% | Feb 12, 2026 |
| Guggenheim | Steven Forbes | $145 | $125.31 | -33.9% | Feb 12, 2026 |
| Canaccord Genuity | Analyst unavailable | $160 | $125.31 | -27.0% | Feb 12, 2026 |
| Jefferies | Analyst unavailable | $200 | $128.95 | -8.8% | Feb 11, 2026 |
| Oppenheimer | Rupesh Parikh | $140 | $126 | -36.1% | Jan 13, 2026 |
| Canaccord Genuity | Analyst unavailable | $140 | $117.84 | -36.1% | Jan 8, 2026 |
| Oppenheimer | Rupesh Parikh | $130 | $112.67 | -40.7% | Dec 15, 2025 |
| Morgan Stanley | Megan Alexander | $110 | $97.11 | -49.8% | Oct 27, 2025 |
| Oppenheimer | Analyst unavailable | $112 | $92.81 | -48.9% | Oct 21, 2025 |
| Jefferies | Analyst unavailable | $175 | $98.99 | -20.2% | Jun 30, 2025 |
| Canaccord Genuity | Brian McNamara | $129 | $102.45 | -41.2% | Jan 8, 2025 |
| Guggenheim | Steven Forbes | $120 | $109.72 | -45.3% | Oct 7, 2024 |
| Canaccord Genuity | Brian McNamara | $105 | $97.34 | -52.1% | Sep 6, 2024 |
| Jefferies | Randal Konik | $115 | $85.36 | -47.5% | Aug 8, 2024 |
| UBS | Rennie Pan | $83.5 | $71.99 | -61.9% | May 10, 2024 |
| Canaccord Genuity | Brian McNamara | $75 | $61.67 | -65.8% | Apr 2, 2024 |
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Start freeCompany context
Snapshot as of publicationSharkNinja, Inc., a product design and technology company, engages in the provision of various solutions for consumers in the United States, China, and internationally. It offers cleaning appliances, including corded and cordless vacuums, such as handheld and robotic vacuums, as well as other floorcare products comprising steam mops, wet/dry cleaning floor products, and carpet extraction; fans, coolers, frozen drink appliances, propane grills, and fire pits; and cooking and beverage appliances, such as air fryers, multi-cookers, outdoor and countertop grills and ovens, coffee systems…
Historical context
All SN earningsConsumer Cyclical peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| MCD McDonald's Corporation | FY2026 Q3 · Calendar Q4 2026 | +5.6% | +6.5% | McDonald’s U.S. sales show improvement, while value execution remains central |
| FLUT Flutter Entertainment plc | FY2026 Q3 · Calendar Q4 2026 | — | -2.3% | Flutter Q3: U.S. share gains meet lower EBITDA and Brazil impairment |
| W Wayfair Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +11.0% | Wayfair’s Q3 growth gains meet a higher-investment agenda |
| BKNG Booking Holdings Inc. | FY2026 Q3 · Calendar Q4 2026 | +3.8% | +9.8% | Booking Holdings pairs strong Q3 execution with measured Q4 outlook |
Latest beats and misses
Who reports nextBeat on EPS
- RPRXFY2026 Q3 · November 4, 2026+2.5% EPS+1.7% move
- GFSFY2026 Q3 · November 4, 2026+3.5% EPS-5.9% move
- ZBHFY2026 Q3 · November 4, 2026+1.1% EPS+13.5% move
- CRCLFY2026 Q3 · November 4, 2026+119.5% EPS+1.2% move
- PFGCFY2027 Q1 · November 4, 2026+3.9% EPS+13.5% move
- MDLNFY2026 Q3 · November 4, 2026+28.2% EPS+18.4% move
Missed on EPS
- UTHRFY2026 Q3 · November 4, 2026-5.0% EPS+1.2% move
- TRMBFY2026 Q3 · November 4, 2026-0.2% EPS-17.3% move
- OCFY2026 Q3 · November 4, 2026-20.5% EPS+8.5% move
- OHIFY2026 Q3 · November 3, 2026-42.5% EPS+3.5% move
- MOSFY2026 Q3 · November 3, 2026-1656.0% EPS+17.4% move
- OVVFY2026 Q3 · November 3, 2026-2.0% EPS-5.1% move
Get the SN recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-08-05T18:16:59.411672+00:00
- FN2 earnings calendar · 2026-09-10T01:23:13.706414+00:00
- Polygon adjusted daily market bars · 2026-11-05T05:40:44.214727+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-05T05:40:44.211914+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-05. For educational purposes only; not investment advice.