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To own SharkNinja, you need to believe in its ability to keep turning product innovation and brand strength into profitable growth while managing rising costs and intense competition. Adding Jason Wortendyke to the board looks more incremental than transformational near term, and does not materially change the key short term catalyst of execution on product and international expansion, or the biggest risk around cost pressures and consumer demand.
The company’s upcoming webcast fireside chat at the ICR Conference on January 12, 2026, is the most relevant recent announcement here, as it gives management another platform to articulate how capital deployment, margin management, and category expansion line up with investor expectations around growth, returns, and the risk of slowing consumer spend.
Yet investors should be aware that rising labor, production, and tariff costs in Asia could...
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 about a $463.7 million earnings increase from $518.5 million today.
Uncover how SharkNinja's forecasts yield a $135.36 fair value, a 15% upside to its current price.
Eight members of the Simply Wall St Community currently estimate SharkNinja’s fair value between US$91.06 and US$162.87, highlighting a wide spread of views. You can weigh those opinions against the risk that higher labor and tariff costs may pressure margins and influence how the company funds its growth ambitions.
Explore 8 other fair value estimates on SharkNinja - why the stock might be worth 22% less than the current price!
Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.
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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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