SharkNinja Price Target Raised to $145 as Q4 Sales Grow 17.6%
On February 13, SharkNinja's price target was increased to $145 from $140 and the stock retained an Outperform rating after management meetings. Q4 revenue hit $2.10B with 17.6% net sales growth and 63.2% Beauty and Home Environment Appliances growth, while adjusted gross margin rose 40 basis points.
1. Analyst Price Target Revisions
On February 13, Oppenheimer raised its price target on SharkNinja to $145 from $140 and maintained an Outperform rating after meetings with management. Morgan Stanley also lifted its target to $128 and Guggenheim raised theirs to $145, reflecting confidence in continued double-digit momentum.
2. Q4 Financial Highlights
SharkNinja reported Q4 revenue of $2.10B versus a $2.09B consensus, delivering 17.6% net sales growth. The Beauty and Home Environment Appliances segment led with 63.2% growth and adjusted gross margin improved by 40 basis points, driven by operational efficiencies.
3. Growth Drivers and Outlook
CEO Mark Barrocas highlighted strong momentum across all four product categories and ongoing investments in marketing and R&D. Analysts cite sustained double-digit top- and bottom-line momentum and robust product innovation as catalysts for 2026 performance.